Mortgage Assistant

Rate is the 2nd-largest retail mortgage lender in the U.S. By offering industry-leading tools, low-rate mortgages, and unparalleled customer service, we’ve become the Home Purchase Experts®. At Guaranteed Rate, we think big – pushing beyond what most people believe is possible. We strive to work with the best of the best, building business with the best referral partners and hiring the best employees – allowing us to deliver world-class customer service.

Our goal is to make sure every customer has a great experience. Headquartered in Chicago with 5,000+ employees in 300+ offices across the U.S. and licensed in all 50 states, we’ve helped thousands of homeowners with more than $37 billion in home purchase loans and refinances in just the past year alone.

Work in office M-F: 1001 W Oak St, Building C, Suite 110, Bozeman, MT

Rate is currently seeking a hard-working, dedicated Mortgage Assistant to join our innovative and passionate team.

As a Mortgage Assistant
, your central focus should be to support our team with a variety of tasks related to increasing their production, efficiency, and quality of work.

• Submitting requests, obtaining documents and following up to receive what is needed with in accordance to “Time to Task” situations
• Verifying property addresses with USPS
• Verifying real estate taxes on county treasurer/assessor website
• Placing and following up on all applicable third-party orders, as necessary
• Maintaining accurate Encompass tracking information screen
• Communicate consistently with POD to identify additional responsibilities and tasks
• Work closely with loan officer on needs
• Answer phones, address emails, greet guests

• Must be professional, polite, well-spoken and courteous; must demonstrate a calm demeanor in all situations
• Must have exceptional written and verbal communication skills
• Must have effective problem-solving skills, be proactive and solution-orientated
• Must have excellent computer skills including PowerPoint, Excel, Word and Outlook
• Technological savvy with web-based, commercially available and other ad hoc systems, databases, etc.
• Must have excellent organizational skills

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, as 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).

Applications are being accepted on an ongoing basis.