MORTGAGE ACCOUNT EXECUTIVE - CONDADO AREA - FIRSTBANK PR Job at First Bank in Vi

Mortgage Account Executive

CONDADO AREA – FIRSTBANK PR

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. We are proud of our team of more than 3,100 employees in Puerto Rico, the Virgin Islands and Florida who share a passion for excellent customer service.

Do you have a passion for helping customers, building relationships, and delivering extraordinary, personalized customer service? If yes, FirstBank is the number one place for you.

Overview

The Mortgage Account Executive provides support and information to new prospects and customers regarding mortgage products and financial alternatives available at FirstBank. Responsibilities include participating in product orientations and marketing promotions; analyzing customer needs for preliminary determination of financial eligibility according to product parameters; determining the appropriate product to meet the customer s needs; processing and submitting customer applications to Processing Unit; supporting the customer throughout the financing process; and developing a sales plan aligned to business objectives.

The role requires adherence to the Bank’s BSA, AML and OFAC policies. The employee must follow unit procedures and report any suspicious activity or transactions in accordance with Bank processes and training.

What You’ll Need to Succeed

• 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 prospects' information (income, expenses, credit) to determine preliminary eligibility and loan type.
• Assist customers in selecting the most suitable financing decision based on established needs.
• Gather pre-qualification documents and request payment for the origination process.
• Compile and organize client information by loan type and process documents to accelerate approval; may visit customers to obtain required information.
• Process and perform data entry of customer information in the mortgage system.
• Prepare customer files and deliver them to Processing Unit.
• Follow supervisor's instructions for contacting prospects / possible clients by telephone.
• Complete and participate in trainings, seminars and meetings as assigned for professional development.
• Work on special assignments and support other First Mortgage units as required; support management as requested.

Competencies

What You’ll Need

Equal Employment Opportunity Employer

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