Mortgage Consultant

Date: Jan 12, 2021

Location: San Juan, PR


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:

General Description

Sell mortgage products to potential clients contacted through different internal channels, such as: telemarketing, internet and refferals.

Essential Duties and Responsibilities
  • Manages and monitors the referral program. 
  • Participates in sales initiatives according to business needs.
  • Handling calls for orientation, pre-qualification, sales and origination of mortgage loans, according to the prospects.
Minimum Education
+ 60 Bachelor's degree credits approved in Business Administration or Marketing

One (1) to three (3) years of experience in sales and customer service.

Other Qualifications
  • Knowledge in mortgage products (FHA, VA, Conventional, etc.) (Preferred)
  • Basic knowledge about the principles and processes to provide clients a personalized service.
  • Knowledge in mortgage banking, state and federal applicable regulations to the industry. (Preferred)
  • Excellent listening skills. Able to understand what client’s express, clarify information through questions in order to identify their needs.
  • Able to use marketing, cross-selling and consulted sales techniques and strategies.
  • Planning and organization skills.
  • Knowledge in MS Office programs like: Word, Excel and others necessary to perform job functions.
  • Knowledge and good use of the English and Spanish language:written and verbal.
  • Excellent customer service skills, including telephone skills.


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

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

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