Sales Assistant

Rate is one of the nation’s top retail mortgage lenders, delivering a seamless, tech-driven experience that helps customers reach their home ownership 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, Flash Close℠, MyAccount and the Language Access Program — has earned recognition from Housing Wire, Scotsman Guide, Nerd Wallet, the Chicago Tribune and Crain’s Chicago Business. Learn more at

Job Profile:
Sales Support Specialist

Job Description

Summary:

Rate is one of the nation’s top retail mortgage lenders, delivering a seamless, tech-driven experience that helps customers reach their home ownership 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, Flash Close℠, MyAccount and the Language Access Program — has earned recognition from Housing Wire, Scotsman Guide, Nerd Wallet, the Chicago Tribune and Crain’s Chicago Business. Learn more at

$50,000 Base Salary, Plus Bonus — Uncapped Earning Potential

Rate is looking for an outgoing, relationship-driven Business Development & Sales Assistant to join our San Francisco team. You'll be the face of our team with local real estate agents — building relationships, showing up at broker opens, and becoming the person agents call first. No mortgage experience required: we'll teach you the business directly. If you're a natural at meeting people, building trust quickly, and want a real path into a mortgage career, we want to talk to you.

The primary function of this role is to build and manage relationships with real estate agents across San Francisco, serving as our team's local face in the real estate community — while learning the mortgage business hands-on from an experienced Loan Officer.

• Build genuine, professional relationships with real estate agents throughout San Francisco — this is the heart of the role.
• Attend weekly Broker Open House Tours and local real estate events to represent our team in person.
• Proactively visit real estate offices and introduce yourself to build and grow our agent network.
• Promptly return calls and follow up with borrowers and real estate agent partners.
• Create and share new listing and open house flyers with our agent partners.
• Learn to interview borrowers, take loan applications, and understand loan pricing and guidelines — we'll train you.
• Support our Loan Officers with new and past clients to help lock loans and grow monthly production.
• Assist with Commitment and Pre-Approval Letters and keep the team organized day to day.
• Maintain calendars and jump in wherever the team needs support.

• Outgoing and personable — you genuinely enjoy meeting new people and building relationships.
• Comfortable walking into a room, or a real estate office, and introducing yourself.
• Competitive and self-motivated, excited about a role…