Marketing Account Manager

Rate is one of the nation’s top retail mortgage lenders, delivering a seamless, tech-driven experience that helps customers reach their homeownership and financial goals. Founded in 2000 and based in Chicago, Rate is licensed in all 50 states and D.C. and has helped over 2 million homeowners with a wide range of loan products, competitive rates and personalized service. With 5,000+ employees across 300+ offices and 12+ subsidiaries, Rate’s Loan Officers rank among the best in the country. From purchases and refinances to tapping into equity, Rate makes financing faster, simpler and less stressful. Our technology — including Same Day Mortgage, the Rate App, FlashClose℠, MyAccount and the Language Access Program — has earned recognition from HousingWire, Scotsman Guide, NerdWallet, the Chicago Tribune and Crain’s Chicago Business. Learn more at rate.com.

Job Profile:

Job Description Summary:

Job Description:

Position Overview 

The Marketing Account Manager serves as a strategic marketing partner to a portfolio of loan officers and sales leaders. This role is responsible for helping loan officers build their brands, grow their businesses, and effectively use the company’s marketing programs, platforms, and resources. 

The ideal candidate combines strong account management and project management skills with marketing strategy, creative thinking, and hands-on design capabilities. This person will identify marketing opportunities, develop customized recommendations, and coordinate with internal teams to deliver campaigns and materials that support each loan officer’s business goals. 

Essential Responsibilities 

Account Management and Marketing Strategy 

• Serve as the primary marketing point of contact for an assigned portfolio of loan officers and sales leaders. 

• Build and maintain strong, long-term relationships by understanding each loan officer’s business, market, audience, brand, and growth goals. 

• Develop strategic marketing plans that help loan officers maximize their budgets and prioritize tactics with the greatest potential business impact. 

• Set clear expectations and ensure the timely and successful delivery of marketing solutions based on each loan officer’s needs and objectives. 

Creative and Campaign Execution 

• Edit customized marketing materials, including postcards, flyers, print advertisements, listing sheets, presentations, social media content, and other sales enablement materials. 

• Manage creative requests for projects such as billboards, commercials, advertisements, brochures, postcards, sponsorship materials, and social media campaigns. 

• Write clear, strategic creative briefs that communicate project objectives, target audiences, messaging, deliverables, and timelines. 

• Use Workfront to submit, manage, and track projects, ensuring work is completed on time, within budget, and in accordance with brand, legal, and compliance guidelines. 

• Review marketing materials for accuracy, quality, brand consistency, and alignment with the loan officer’s goals. 

Cross-Functional Collaboration 

• Act as a liaison between loan officers and internal teams, including Creative, Events, Promotions, Email Marketing, Marketing Technology, Social Media, Legal, and Compliance. 

• Develop marketing plans that incorporate the most relevant channels, platforms, and company resources. 

• Promote and customize national branding campaigns for local markets and individual loan officer audiences. 

• Coordinate across teams to resolve project issues, communicate updates, and keep marketing initiatives moving forward. 

Proactive Outreach and Platform Adoption 

• Proactively communicate with loan officers about new product launches, marketing materials, campaigns, training opportunities, and local sponsorship opportunities. 

• Manage and support multiple internal marketing technology platforms. 

• Help loan officers understand and effectively use available marketing tools to grow their businesses, engage their databases, and build their personal brands. 

Required Qualifications 

• Bachelor’s degree  

• Two or more years of relevant experience in marketing, account management, project management, or a related role. 

• Strong verbal and written communication skills. 

• Strong project management, time management, and organizational skills. 

• Proven ability to manage multiple accounts and projects simultaneously while maintaining close attention to detail. 

• Proficiency with Microsoft Office, including Outlook, Word, PowerPoint, and Excel. 

• Proficiency with Adobe Creative Suite and the ability to design or edit marketing materials. 

• Proactive, resourceful, and comfortable working independently. 

• Strong relationship-building and client service skills. 

Preferred Qualifications 

• Experience with CRM and marketing automation software; Total Expert experience is preferred. 

• Experience with Workfront or a similar project management platform. 

• Previous experience in the mortgage, real estate, financial services, or another highly regulated industry. 

• Experience supporting sales professionals, field teams, or high-producing individual brands. 

Additional Job Description Summary:

Rate is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.

The company offers a comprehensive benefits program to eligible employees, including eligibility to participate in a company-sponsored 401(k); vacation benefits; eligibility for medical, dental, vision, and prescription drug benefits; flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts); life insurance and death benefits; critical care insurance; personal accidental insurance; commuter benefits; pet insurance; certain time off and leave of absence benefits; well-being benefits (e.g., employee assistance program); and other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources).

Please click this link to learn more about our benefit offerings for Washington State: Benefit Offerings for Washington State