Mortgage Growth Specialist

First Bank; San Juan (PR); On-site; USD 38,000 - 60,000; Full time

Job summary

FirstBank PR in Puerto Rico is seeking a Mortgage Account Executive in the Condado area to guide prospects and customers through mortgage products and financing options.

You will analyze needs, prepare applications, and support clients through the financing process while adhering to regulatory requirements. Fluent Spanish is a plus; English preferred. This role emphasizes sales, relationship building, and accurate documentation.

Qualifications

• CFPB Loan Originator Rule compliance and SAFE Act knowledge.
• Active NMLSR registration and continuing education.
• Ability to analyze customer financials and determine eligibility.

Responsibilities

• Develop and execute a strategic work plan for marketing and prospecting new clients.
• Organize and participate in activities with potential companies, conventions, and events.
• Maintain leads in the Contact Manager System.
• Interview customers and evaluate financial eligibility.
• Fill and complete mortgage loan applications.
• Analyze prospect information to determine eligibility and loan type.
• Assist clients in selecting financing options that meet needs.
• Gather pre-qualification documents and process origination payments.
• Prepare customer files and deliver to Processing Unit.
• Contact prospects by telephone as directed by supervisor.
• Participate in trainings and meetings for professional development.
• Support other First Mortgage units and management as required.

Skills

Sales experience

Interpersonal skills

Bilingual (Spanish/English)

Tools

E-3 Mortgage Software

Job description

FirstBank PR in Puerto Rico is seeking a Mortgage Account Executive in the Condado area to guide prospects and customers through mortgage products and financing options.

You will analyze needs, prepare applications, and support clients through the financing process while adhering to regulatory requirements. Fluent Spanish is a plus; English preferred. This role emphasizes sales, relationship building, and accurate documentation.