Platform Specialist
About the role
Rate is building something new—and this role is at the center of it. We created the Platform Specialist role to solve one of the biggest drop-off points in our recruiting pipeline: the gap between a warm candidate and a real conversation with someone who can close them. No more scheduling delays. No more candidates going cold. Just live, seamless connections when it matters most.
You work for Rate and have a steady stream of opportunities to support recruiting efforts nationally. This is a salaried, stable role with no commission dependency, consistent messaging owned at the corporate level, and the ability to scale and adapt as the market shifts. As a founding member of a brand-new department, you’ll help build something from the ground up at one of the country’s top mortgage lenders.
Responsibilities
- Accept live transfers from our call center recruiting team and engage candidates in real time
- Lead consistent, scripted conversations that bring Rate’s platform, tools, and advantages to life
- Walk candidates through our full suite—products, workflow, technology, and what it means for a VP’s business and quality of life
- Use video and presentation assets to answer questions on the spot
- Represent Rate’s corporate voice on every single call—with energy, clarity, and consistency
Requirements
- Strong phone communicator who builds rapport fast
- Comfortable with structured scripts while still sounding human
- Able to retain and deliver detailed product/platform knowledge
- High energy and high availability—you’re ready when candidates are
- Background in mortgage, financial services, recruiting, or inside sales a plus
- High-volume call or contact center experience preferred
Benefits
- Competitive base salary
- Full benefits, including medical, dental, vision, and prescription drug coverage
- Company-sponsored 401(k) plan
- Vacation benefits and flexible time off
- Healthcare and/or dependent day care flexible spending accounts
- Life insurance and critical care insurance
- Personal accidental insurance and commuter benefits
- Pet insurance
- Employee assistance program and wellness resources
- Legal planning assistance and identity theft protection
About Rate
We’re one of the largest retail mortgage lenders in the nation—known for cutting-edge technology, a people-first culture, and a commitment to helping loan officers build exceptional businesses. We’re growing fast, and we’re building the infrastructure to do it right.