Mortgage Consultant

Date: Apr 21, 2021

Location: San Juan, 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 and referrals.

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. Pre-qualify potential clients according to customers' financial capabilities. 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. Follow standard operating procedures and Quality Service Standards. Assure compliance with all applicable regulations on a timely basis.

 

Minimum Education

Bachelor's Degree in Business Administration or related fields

Experience

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

Additional Information

  • Knowledge in mortgage products (FHA, VA, Conventional, etc.)
  • Basic knowledge about the principles and processes to provide clients a personalized service, quality of service standards and the client’s satisfaction evaluation.
  • 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
  • Planning and organization skill
  • 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
     

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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