Mortgage Solutions Advisor

FirstBank Florida; Ponce (PR); Presencial; USD 55.000 - 75.000; Jornada completa

Descripción de la vacante

FirstBank PR in Ponce, PR seeks a Mortgage Account Executive to provide product information, support new prospects, and guide customers through the financing process. You will analyze needs, determine eligibility, prepare applications, and manage documents for processing while maintaining client relationships.

Responsibilities include developing sales plans, organizing events, updating leads, collecting documents, and coordinating with Processing Unit.

Formación

• Knowledge of Mortgage FHA, VA, RURAL, Conforming and Non-Conforming lending requirements.
• Excellent sales and interpersonal skills.
• Strong verbal/written Spanish; English preferable.
• Knowledge of marketing techniques to locate potential clients.
• Familiarity with MS Office and mortgage applications such as E-3.
• Knowledge of mortgage regulations/industry.

Responsabilidades

• Develop and execute a strategic work plan for marketing and prospecting new clients.
• Organize and participate in activities with potential companies, conventions, or 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.
• Advise on financing options per customer needs.
• Gather pre-qualification documents and request origination payments.
• Prepare and deliver client files to Processing Unit.
• Make prospect contact by telephone as directed by supervisor.
• Complete trainings and attend meetings as required.
• Support other Mortgage units and management as requested.

Conocimientos

Mortgage lending knowledge

Sales skills

Bilingual Spanish/English

Marketing techniques

MS Office

Mortgage regulations

Herramientas

E-3 mortgage application system

Descripción del empleo

FirstBank PR in Ponce, PR seeks a Mortgage Account Executive to provide product information, support new prospects, and guide customers through the financing process. You will analyze needs, determine eligibility, prepare applications, and manage documents for processing while maintaining client relationships.

Responsibilities include developing sales plans, organizing events, updating leads, collecting documents, and coordinating with Processing Unit.