
5001 - 10000 employees
Founded 2000
💳 Fintech
💸 Finance
💰 Private equity on 2018-01
Fintech • Finance
Rate is a consumer-facing finance brand (likely a fintech) whose website CSS contains explicit credit-related variables and UI tokens. The available site stylesheet includes color variables named for credit tiers (credit-poor, credit-fair, credit-good, credit-excellent) and many design tokens for rates, marketing, and status indicators — indicating Rate offers digital experiences around credit scoring, rates, or other personal finance metrics. The styling and tokens suggest a polished web product focused on presenting financial/credit information to users rather than hardware or non-financial services.
🕒 September 18
🇺🇸 United States – Remote
💵 $80k - $95k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
📚 Learning and Development
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5001 - 10000 employees
Founded 2000
💳 Fintech
💸 Finance
💰 Private equity on 2018-01
Fintech • Finance
Rate is a consumer-facing finance brand (likely a fintech) whose website CSS contains explicit credit-related variables and UI tokens. The available site stylesheet includes color variables named for credit tiers (credit-poor, credit-fair, credit-good, credit-excellent) and many design tokens for rates, marketing, and status indicators — indicating Rate offers digital experiences around credit scoring, rates, or other personal finance metrics. The styling and tokens suggest a polished web product focused on presenting financial/credit information to users rather than hardware or non-financial services.
• Train and enable employees on proprietary technology, including features, functionality, and mortgage-process usage • Host and deliver live training sessions for audiences of 20 to 200 trainees • Support newly hired mortgage loan officers as they transition from training to active roles • Develop, update, and maintain training materials, job aids, reference guides, FAQs, and other lending-department assets • Record 3–6 minute video training assets demonstrating system functionality • Manage ServiceNow tickets and the training inbox • Troubleshoot technology and system issues and answer loan officer questions • Collaborate with VPs, stakeholders, and business partners on loan-level questions, process clarifications, feedback, and user experience improvements • Manage inbound support requests related to systems, workflows, lending processes, and technology adoption • Provide guidance through email, chat, and one-on-one support • Facilitate training classes and coaching sessions • Assist with training communications, release announcements, and technology updates
• Mortgage background or equivalent work experience in mortgage lending, learning & development, or training facilitation • Continuous mortgage knowledge, including keeping up with technology and process enhancements and maintaining alignment with industry trends • Proven experience in public speaking and delivering presentations to groups • Ability to convey complex knowledge clearly and effectively • Deep understanding of operations, products, and processes • Familiarity with creating and updating tailored training materials using adult learning principles • Familiarity with PowerPoint and Excel • Positive attitude toward organizational change • Previous video editing experience using platforms such as Canva, Bom Bom, or similar services is a plus
• Company-sponsored 401(k) • Vacation benefits • Medical, dental, vision, and prescription drug benefits • Healthcare and/or dependent day care flexible spending accounts • Life insurance and death benefits • Critical care insurance • Personal accidental insurance • Commuter benefits • Pet insurance • Time off and leave of absence benefits • Employee assistance program • Legal planning assistance • Identity theft protection • Wellness resources
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