MORTGAGE ACCOUNT EXECUTIVE - ARECIBO AREA - FIRSTBANK PR Job at First BanCorp in

Mortgage Account Executive

Our Company

At FirstBank PR , we strive to be a trusted advisor to our clients. Our employees are essential in delivering excellence in personalized customer service. With over 3,100 employees across Puerto Rico, the Virgin Islands, and Florida, we are proud of our team's dedication to surpassing client expectations.

Do you have a passion for helping customers, building relationships, and providing exceptional service? If yes, FirstBank is the ideal place for you.

A Brief Overview

The Mortgage Account Executive supports and informs prospects and customers about mortgage products and financial options at FirstBank. Responsibilities include participating in product orientations and marketing promotions, analyzing customer needs for preliminary financial eligibility, determining suitable products, processing applications, supporting customers throughout the financing process, and developing sales plans aligned with business objectives.

The role requires adherence to the Bank’s BSA, AML, and OFAC policies, including reporting suspicious activities and completing mandatory training.

What You’ll Need to Succeed

• Develop and execute strategic plans for marketing and prospecting new clients.
• Participate in activities with potential clients and at events.
• Maintain updated leads in the Contact Manager System.
• Interview customers and evaluate financial eligibility.
• Complete mortgage loan applications.
• Analyze prospects' income, expenses, and credit information to determine eligibility and appropriate loan types.
• Assist customers in selecting the most suitable financing options.
• Gather pre-qualification documents and request payment for processing.
• Organize client information and process documents to facilitate approval, visiting customers if necessary.
• Enter customer data into the mortgage system.
• Prepare and deliver customer files to the Processing Unit.
• Conduct telephone contact with prospects as instructed by supervisors.
• Participate in training, seminars, and meetings for professional development.
• Support other Mortgage units and undertake special assignments as needed.
• Assist management as required.

Competencies

Additional Requirements

Equal Employment Opportunity Employer

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