Mortgage Growth Specialist

First Bank; Northern (KY); Hybrid; USD 45,000 - 65,000; Full time

Job summary

FirstBank PR is seeking a Mortgage Account Executive for the Condado area to provide information on mortgage products and financial options. You will analyze customer needs, determine suitable products, and support the financing process from application to closing.

Responsibilities include marketing, lead management, and coordinating with processing units. Compliance with BSA/AML and OFAC is required, along with ongoing trainings and collaboration across mortgage teams.

Qualifications

• Experience with mortgage lending processes and client qualification.
• Ability to explain financial products and guide customers through decision making.

Responsibilities

• Develop and execute a strategic plan for marketing and prospecting new clients.
• Organize and participate in events to attract potential clients.
• Maintain leads in the Contact Manager System.
• Interview customers and evaluate financial eligibility.
• Process and submit mortgage loan applications.
• Assist customers in selecting financing options.
• Gather loan documents and manage origination payments.
• Prepare and deliver customer files to Processing Unit.
• Support other First Mortgage units as needed.

Skills

Mortgage knowledge

Sales skills

Interpersonal skills

Spanish language

Education

CFPB SAFE Act compliance

Tools

E-3 mortgage software

Contact Manager System

Job description

FirstBank PR is seeking a Mortgage Account Executive for the Condado area to provide information on mortgage products and financial options. You will analyze customer needs, determine suitable products, and support the financing process from application to closing.

Responsibilities include marketing, lead management, and coordinating with processing units. Compliance with BSA/AML and OFAC is required, along with ongoing trainings and collaboration across mortgage teams.