Marketing & Relationship Manager

The Bryan Schmidt Group at Preferred Rate is a high-performing mortgage team based in Chicagoland. Our business is built on relationships, referrals, and trust — not gimmicks or rate-chasing.

Our goal is simple but demanding:

• Convert 2% of our database into closed referrals or repeat business every month
• Build and support 40 high-quality real estate agent partners
• Turn every closed loan into at least one referral and one new relationship

We are looking for a sharp, organized, execution-obsessed professional to run our marketing and relationship engine.

This role is responsible for executing, organizing, and optimizing all database marketing, referral partner communication, and content delivery — so nothing slips, nothing gets stale, and everything stays compliant.

You are not the face of the brand — you are the engine behind it.

$58,000 - $65,000 yearly

Weekly Content & Communication Execution

• Manage and distribute weekly mortgage market content (news, insights, emails, video scripts)

Prepare and deploy:

• Weekly value-based emails, Social media content ideas, Video scripts (past clients + real estate agents)

Ensure all content is:

• Respectful, concise, professional, and helpful, fully compliant with state mortgage regulations and the Fair Housing Act, Referral-focused and direct-response driven

Database & CRM Management

Maintain clean, accurate CRM data, including:

• Contact info, Social media profiles, Tags/segments (past clients, COIs, agents, leads, pre-approvals)
• Track and organize: Deals in process, Pre-approvals, Active leads, Past referral partners, New and prospective agent partners
• Ensure proper segmentation so the right message goes to the right audience

Referral & Relationship Marketing Support

• Support quarterly calls, annual reviews, and ongoing outreach campaigns
• Coordinate referral follow-ups after closings
• Assist with: Client appreciation initiatives, Educational events or classes, Agent partner engagement campaigns
• Track referral sources and outcomes to ensure accountability

Process, Systems & Automation

• Own the execution calendar — nothing is “remembered,” everything is scheduled
• Help refine workflows so marketing runs consistently and automatically
• Coordinate with Bryan to improve systems, messaging, and timing
• Flag bottlenecks, missed opportunities, or engagement drop-offs

You will thrive in this role if you:

• Love organization, systems, and execution
• Enjoy working closely with a high-performing loan officer
• Prefer being behind the scenes rather than presenting or selling
• Are proactive, detail-oriented, and reliable
• Take pride in making complex systems feel simple and smooth

Required Skills & Experience

• Experience in marketing, operations, or CRM management (mortgage or real estate a plus)
• Strong written communication skills
• Comfortable working with CRMs, email platforms, and social tools
• Close attention to detail and follow-through
• Ability to manage recurring deadlines without reminders

We don’t do “volume at all costs.”

We do relationships, precision, and long-term referrals.

Every file represents a family making a life decision. We take that seriously — and we expect you to as well.

If you want a role where your work directly impacts closings, referrals, and growth — this is it.