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Business Development Associate - ExcelRate

Company: Guaranteed Rate, Inc.
Location: Naperville
Posted on: May 3, 2021

Job Description:

Job Description

Job Description - Business Development Associate

(ExcelRate Mentorship Program)

Guaranteed Rate is looking to develop successful Loan Originators by training and

mentoring ambitious and energized sales-focused people on our unique business model.

If you are a personable, smart, sales focused individual that is driven to win and looking

to grow your career then GR's ExcelRate Program is for you. The ExcelRate Mentorship

Program is a 12-month program combining classroom and hands-on learning with top

loan originators who commit to providing the mentorship to help you learn the

mortgage business while building your skills.

Essential Functions / Responsibilities:

  • Responsible to help VPs add value and growth to annual sales volume
  • Work mentor VP's live files-- data entry/review/updates, doc request/review,

pipeline management, pre-application/in-process/post-closing borrower

communication (expectation setting, problem resolution, etc.)

  • Idea generation and execution to optimize VP's relationship and partnership

with the realtor community

  • Contact/follow-up with referral partners, provide marketing support (create

marketing materials, drive Agent Advantage sign-ups, send thank you notes)

and attend

Broker Opens and Open Houses weekly on behalf of mentor VP

  • Execute monthly events in collaboration with our Events/Marketing team and

invite referral sources to networking events via email, phone calls, and printed


  • Enter VPs referral partners through Guaranteed Rate's CRM software,

document initial database and develop/expand over first 12 months

  • Create a VP Business and Marketing Plan and self-source/originate a minimum

of 20 loans within first 12 months

  • Complete all elements of Sales Training Program, join P2PC program and

attend all National Sales and Sales Coaching Calls

  • Complete National Licensing and primary state requirements

Key competencies: Some sales, customer service, acting or improv experience preferred -- must be

comfortable in an outbound sales environment

  • Internal motivation and drive to be the best
  • Willingness to learn, take risks, overcome rejection
  • Computer skills required, technical acumen a plus


College degree or equivalent experience

2-5 years of sales experience (preferred)

Excellent communication skills

Need to be well versed in Microsoft Suite and Excel

Must be able to create trust between realtors and loan officers

Ability to stand for long periods of time at offsite open houses, broker opens and


Regular sales hours, 40 hours / week (including weekends)

Keywords: Guaranteed Rate, Inc., Naperville , Business Development Associate - ExcelRate, Other , Naperville, Illinois

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