Sales Assistant Jobs in Illinois

About Rate Companies: Rate Companies is a leader in mortgage lending and digital financial services. Headquartered in Chicago, the Rate Companies has more than 7,000 employees in over 850 branches across the U.S., serving all 50 states and Washington, D.C. Since its launch in 2000, Rate Companies has helped more than 1 million homeowners with home purchase loans and refinances, with a total loan volume of more than $116 billion in 2021 alone. The company has cemented itself as an industry leader by introducing innovative technology, offering low rates and delivering unparalleled customer service. Honors and awards include: Top Lender for Online Service for 2018 by U.S. News & World Report; Best Mortgage Lender for Online Loans and Best Mortgage Lender for Refinancing by NerdWallet for 2021; HousingWire’s 2020 Tech100 award for the company’s industry-leading FlashClose technology; No. 3 ranking in Scotsman Guide’s 2021 list of Top Retail Mortgage Lenders; Chicago Agent Magazine’s Lender of the Year for six consecutive years; and Chicago Tribune’s Top Workplaces list for seven consecutive years. Visit rate.com for more information.

We are currently seeking a hard-working, dedicated Mortgage Sales Assistant to join our innovative and passionate team.

Licensed Mortgage Sales Assistant

$45,000 per year + per file bonus

This role is for someone who:

• Takes pride in getting things right the first time.
• Loves organization and clean documentation.
• Communicates quickly and professionally without creating confusion.
• Stays calm under pressure and handles urgency without chaos.
• Wants to be part of a team with high standards and long-term growth.

Primary Responsibilities

• Support the preapproval process by gathering documentation, organizing files, and ensuring completeness.
• Assist with issuing preapprovals accurately and promptly.
• Prepare files for submission to processing and underwriting with clean documentation and clear notes.
• Promptly return calls, emails, and messages from borrowers and real estate agents.
• Maintain positive, professional, and helpful relationships with real estate partners.
• Provide clear status updates and set expectations, even when a full answer is not immediately available.
• Represent brand with professionalism, calm confidence, and urgency.
• Leverage technology to improve efficiency and reduce friction.
• Maintain strong time management skills and daily prioritization.
• Enter complete and accurate data into Encompass.
• Enter and maintain client contacts and communication logs.

Core Strengths Required

1. Exceptional Attention to Detail and Organization
2. Real-Time Responsiveness
3. High Emotional Intelligence

Qualifications

• Two or more years of mortgage or real estate experience preferred.
• Must be able to calculate Income.
• Exceptional written and verbal communication skills.
• Proficient in Encompass, Microsoft Outlook, Word, and Excel.
• Strong attention to detail and ability to work within a regulated environment.
• Positive outlook and proactive attitude in a deadline-driven role.

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: https://www.rate.com/careers/open-positions/disclosures