MORTGAGE ACCOUNT EXECUTIVE - SAN JUAN AREA -FIRSTBANK
First Bank, San Juan, San Juan, us, 00902
MORTGAGE ACCOUNT EXECUTIVE
SAN JUAN AREA
FIRSTBANK PR
Our Company At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ones that ensure we deliver on our promise of excellence in personalized customer service. Our more than 3,100 employees in Puerto Rico, the Virgin Islands and Florida share a passion for excellent customer service. We are proud of our team because they are continuously surpassing our client’s expectations.
Do you have a passion for helping customers, building relationships, and delivering extraordinary, personalized customer service? If your answer is yes, FirstBank is the number one place for you.
A Brief Overview The Mortgage Account Executive provides support and information to new prospects and customers regarding mortgage products and financial alternatives available at FirstBank. Participate in product orientations and marketing promotions. Analyzes customer needs for preliminary determination of financial eligibility according to each product's parameters. Determines the corresponding product as per the customer's needs. Processes and submits customer application to Processing Unit. Supports customer throughout the Financing Process. Develops sales plan aligns to business objectives.
Accountable for adhering to the Bank’s BSA, AML and Office of Foreign Asset Control (OFCA) applicable policies. Employee must follow specific unit procedures developed in compliance with the policies. Employee is also responsible for reporting any suspicious activity and/or transactions in accordance with the Bank’s processes and comply with any mandatory BSA, AML and OFAC training assigned.
What You’ll do
Develop and execute a strategic work plan for marketing and prospecting new clients.
Organize and participate in activities with potential companies, conventions, special events and/or activities.
Maintain leads updated in the Contact Manager System.
Interview customers and evaluate financial eligibility.
Fill and complete mortgage loan applications.
Analyze all prospects' customer information (income, expenses, credit) to perform preliminary determination of eligibility and loan type.
Support customer on selection of the most convenient financing decision as per established needs.
Gather all loan pre-qualification documents needed and requests payment for the origination process.
Compile and organize all clients’ information needed, according to type of loan requested, and execute the processing of documents in order to accelerate the approval process. If necessary, visit customer to complete the required information.
Process and perform data entry of the customer's information in the mortgage system.
Prepare customer files and deliver to Processing Unit.
Following supervisor's instructions, be responsible for any contact by telephone to prospects/possible clients.
For professional development, it is required to complete and participate in all trainings, seminars and meetings assigned.
Work on special assignments and support other First Mortgage units as required.
Support management as requested.
What You’ll Need to Succeed
An equivalent combination of academic curriculum and years of experience could be considered for the job.
Employee must comply with all requirements related to the CFPB’s Loan Originator Rule and the Secure and Fair Enforcement Mortgage Licensing Act of 2008 (SAFE Act) and its corresponding regulations, including, but not limited to, obtain and maintain an active record and a unique identifier within the Nationwide Mortgage Licensing System and Registry (NMLSR), continue to meet said record and associated minimum register standards, including any applicable continuing education courses set forth by the Safe Act.
Competencies
Knowledge of Mortgage FHA, VA, RURAL, Conforming, and Non-Conforming lending process requirements and documentation.
Excellent sales and interpersonal skills.
Strong verbal/written communication skills in Spanish; in English preferable.
Use of marketing and advertising techniques to locate potential clients.
Knowledge of Microsoft Office programs and mortgage applications such as E-3.
Knowledge of mortgage regulations/industry.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure.
EQUALEMPLOYMENT OPORTUNITY EMPLOYER
#J-18808-Ljbffr
FIRSTBANK PR
Our Company At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ones that ensure we deliver on our promise of excellence in personalized customer service. Our more than 3,100 employees in Puerto Rico, the Virgin Islands and Florida share a passion for excellent customer service. We are proud of our team because they are continuously surpassing our client’s expectations.
Do you have a passion for helping customers, building relationships, and delivering extraordinary, personalized customer service? If your answer is yes, FirstBank is the number one place for you.
A Brief Overview The Mortgage Account Executive provides support and information to new prospects and customers regarding mortgage products and financial alternatives available at FirstBank. Participate in product orientations and marketing promotions. Analyzes customer needs for preliminary determination of financial eligibility according to each product's parameters. Determines the corresponding product as per the customer's needs. Processes and submits customer application to Processing Unit. Supports customer throughout the Financing Process. Develops sales plan aligns to business objectives.
Accountable for adhering to the Bank’s BSA, AML and Office of Foreign Asset Control (OFCA) applicable policies. Employee must follow specific unit procedures developed in compliance with the policies. Employee is also responsible for reporting any suspicious activity and/or transactions in accordance with the Bank’s processes and comply with any mandatory BSA, AML and OFAC training assigned.
What You’ll do
Develop and execute a strategic work plan for marketing and prospecting new clients.
Organize and participate in activities with potential companies, conventions, special events and/or activities.
Maintain leads updated in the Contact Manager System.
Interview customers and evaluate financial eligibility.
Fill and complete mortgage loan applications.
Analyze all prospects' customer information (income, expenses, credit) to perform preliminary determination of eligibility and loan type.
Support customer on selection of the most convenient financing decision as per established needs.
Gather all loan pre-qualification documents needed and requests payment for the origination process.
Compile and organize all clients’ information needed, according to type of loan requested, and execute the processing of documents in order to accelerate the approval process. If necessary, visit customer to complete the required information.
Process and perform data entry of the customer's information in the mortgage system.
Prepare customer files and deliver to Processing Unit.
Following supervisor's instructions, be responsible for any contact by telephone to prospects/possible clients.
For professional development, it is required to complete and participate in all trainings, seminars and meetings assigned.
Work on special assignments and support other First Mortgage units as required.
Support management as requested.
What You’ll Need to Succeed
An equivalent combination of academic curriculum and years of experience could be considered for the job.
Employee must comply with all requirements related to the CFPB’s Loan Originator Rule and the Secure and Fair Enforcement Mortgage Licensing Act of 2008 (SAFE Act) and its corresponding regulations, including, but not limited to, obtain and maintain an active record and a unique identifier within the Nationwide Mortgage Licensing System and Registry (NMLSR), continue to meet said record and associated minimum register standards, including any applicable continuing education courses set forth by the Safe Act.
Competencies
Knowledge of Mortgage FHA, VA, RURAL, Conforming, and Non-Conforming lending process requirements and documentation.
Excellent sales and interpersonal skills.
Strong verbal/written communication skills in Spanish; in English preferable.
Use of marketing and advertising techniques to locate potential clients.
Knowledge of Microsoft Office programs and mortgage applications such as E-3.
Knowledge of mortgage regulations/industry.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure.
EQUALEMPLOYMENT OPORTUNITY EMPLOYER
#J-18808-Ljbffr