Business Development Specialist/Marketing Coordinator - Chicago

Responsibilities

• Conduct outreach to new and existing referral partners to schedule appointments and strengthen business relationships
• Manage ongoing communication, projects, and requests from referral partners to ensure a best-in-class experience
• Track referral partner performance and relationship ROI to help determine the effectiveness of marketing investments and partnership opportunities
• Prepare and submit expense reports while tracking reimbursements and marketing budgets
• Coordinate marketing events, including planning, attendee invitations, RSVP management, and post-event follow-up
• Coordinate the creation of co-branded marketing materials and fulfill marketing requests from referral partners
• Manage monthly client closing gifts and ensure timely delivery
• Coordinate holiday outreach campaigns and appreciation initiatives for referral partners
• Maintain CRM records, calendars, and project timelines while keeping executives organized
• Provide general administrative and marketing support to help drive business development initiatives
• Collaborate with internal marketing and operations teams to execute campaigns and special projects

Skills

• An outgoing, energetic, and sales-minded personality with a genuine passion for building relationships
• Exceptional verbal and written communication skills
• Strong organizational skills with the ability to manage multiple projects and deadlines simultaneously
• Comfortable working independently while thriving in a collaborative, fast-paced environment
• Proficiency with Microsoft Outlook, Word, Excel, and other standard business applications
• This is a relationship-driven role that requires a professional, polished, and customer-focused approach when interacting with referral partners, clients, and internal teams
• Previous experience in relationship management, client services, marketing, event coordination, business development, or a similar customer-facing role preferred
• Experience with CRM systems and social media is a plus

Benefits

• Eligibility to participate in a company-sponsored 401(k)
• Vacation benefits
• Eligibility for medical, dental, vision, and prescription drug benefits
• Flexible benefits, including 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, including an employee assistance program
• Legal planning assistance
• Identity theft protection
• Wellness resources

Company Overview

Rate is a mortgage company that provides mortgage-related services and solutions. It was founded in 2000, and is headquartered in Chicago, Illinois, USA, with a workforce of 5001-10000 employees. Its website is https://www.rate.com.