The Bryan Schmidt Group / Preferred Rate • Grayslake , IL , USThe 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 monthBuild and support 40 high-quality real estate agent partnersTurn every closed loan into at least one referral and one new relationshipWe 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.ResponsibilitiesWeekly Content & Communication ExecutionManage 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 drivenDatabase & CRM ManagementMaintain 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 partnersEnsure proper segmentation so the right message goes to the right audienceReferral & Relationship Marketing SupportSupport quarterly calls, annual reviews, and ongoing outreach campaignsAssist with: Client appreciation initiatives, Educational events or classes, Agent partner engagement campaignsTrack referral sources and outcomes to ensure accountabilityProcess, Systems & AutomationOwn the execution calendar — nothing is “remembered,” everything is scheduledHelp refine workflows so marketing runs consistently and automaticallyCoordinate with Bryan to improve systems, messaging, and timingFlag bottlenecks, missed opportunities, or engagement drop-offsQualificationsYou will thrive in this role if you:Love organization, systems, and executionEnjoy working closely with a high-performing loan officerPrefer being behind the scenes rather than presenting or sellingAre proactive, detail-oriented, and reliableTake pride in making complex systems feel simple and smoothRequired Skills & ExperienceExperience in marketing, operations, or CRM management (mortgage or real estate a plus)Comfortable working with CRMs, email platforms, and social toolsClose attention to detail and follow-throughAbility to manage recurring deadlines without remindersCompensation$58,000 - $65,000 yearlyAbout The Bryan Schmidt Group / Preferred RateWe 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.#J-18808-Ljbffr