Mortgage Consultant

Date: May 6, 2021

Location: Caguas, PR

JOIN OUR TEAM!

A leading financial institution setting the pace through its commitment to corporate values and a superior client satisfaction, seeks a qualified candidate to join its POPULAR team of successful professionals in Puerto Rico for the following position:

Full Time Job Opportunity

General Description

Sell mortgage products to potential clients contacted through different internal channels, such as: Telemarketing, Internet, referrals and walk-in clients on premises units.

Essential Duties and Responsibilities

Interview and provide orientation to clients to offer best available mortgage product.  Makes outbound calls, and personal lead follow-up calls or emails to potential customers to offer mortgage products.  Handles inbound sales lead calls, emails and referrals.  Assist potential walk-in customers on company premises to convert into sales.  Pre-qualify potential clients according to customers' financial capabilities.  Prepare good faith estimate. Evaluates costs and revenue of agreements to determine if they are profitable to continue. Originate mortgage loan applications. Reviews business trends and advises customers regarding expected fluctuations.  Promotes cross-selling of other financial services offer by the corporation.  Builds and maintains relationships with customers. Prepares reports of business transactions, forms and agreements to complete sales.  Follow standard operating procedures and Quality Service Standards.  Assure compliance with all applicable regulations on a timely basis. Attain annual and monthly sales goals.

Minimum Education

Bachelor's Degree in Business Administration or related fields

Experience

One (1) to three (3) years of mortgage sales experience, or related experience.

Other Qualifications

  • Knowledge in mortgage products (FHA, VA, Conventional, etc.)
  • Basic knowledge about the principles and processes to provide clients a personalized service and quality of service standards.
  • Knowledge in mortgage banking, state and federal applicable regulations to the industry.
  • Excellent listening skills. Able to understand what client’s express. Understand; clarify information through questions in order to identify their needs.
  • Able to use marketing, cross-selling and consulted sales techniques and strategies.
  • Able to demonstrate responsibility and professional ethic.
  • Planning and organization skills.

Competencies

Accountability
Analytical Discipline
Collaboration & Teamwork
Change Agent
Customer Centric
Self Development
Business Excellence
Character

Important: The candidate must provide evidence of academic preparation or courses related to the published job.

As Puerto Rico’s leading financial institution, we reaffirm our commitment to offer essential financial services and solutions for our customers at all times, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

 

Popular Inc., is an Equal Opportunity Employer

Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.

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