Mortgage & Financial Services Specialist

Oriental Bank; San Juan (PR); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Ongoing training and development

Collaborative work environment

Job summary

Oriental Bank is seeking an Associate, Sales and Mortgage Expert (SAME) to provide exceptional customer experiences while promoting mortgage products. This on-site position in San Juan involves developing and managing relationships with clients and selling various financial services.

The ideal candidate will have a Bachelor's degree, bilingual skills, and at least two years of customer service or sales experience. Join our collaborative culture and enjoy competitive pay with performance incentives.

Qualifications

• Two years of experience in retail, sales, operations, or customer service.
• Self-starter with strong work ethic and desire to help others.
• Ability to meet deadlines and manage multiple priorities.

Responsibilities

• Use consultative selling to present integrated alternatives to clients.
• Develop and manage profitable relationships with clients.
• Process loan applications and adhere to compliance procedures.

Skills

Consulting skills

Customer-service oriented

Sales process knowledge

Bilingual (English and Spanish)

Education

Bachelor’s degree in Business, Finance, Marketing or related fields

Tools

MS Office (Word, Excel, PowerPoint, Outlook)

Salesforce

Job description

Oriental Bank is seeking an Associate, Sales and Mortgage Expert (SAME) to provide exceptional customer experiences while promoting mortgage products. This on-site position in San Juan involves developing and managing relationships with clients and selling various financial services.

The ideal candidate will have a Bachelor's degree, bilingual skills, and at least two years of customer service or sales experience. Join our collaborative culture and enjoy competitive pay with performance incentives.