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

Overview

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. Determine the corresponding product as per the customer's needs. Processes and submits customer application to Processing Unit. Support customer throughout the Financing Process. Develop sales plan aligns to business objectives.

Accountable for adhering to the Bank’s BSA, AML and Office of Foreign Asset Control (OFAC) 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 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.
• Interviews customers and evaluates financial eligibility.
• Fills and completes mortgage loan applications.
• Analyses all prospects' customer information (income, expenses, credit) to perform preliminary determination eligibility and loan type.
• Supports customer on selection of most convenient financing decision as per established needs.
• Gathers all loan pre-qualification documents needed and requests payment for the origination process.
• Compiles and organizes all clients’ information needed, according to type of loan requested, and executes the processing of documents in order to accelerate the approval process. If necessary, visits customer to complete the required information.
• Processes and performs data entry of the customer's information in the mortgage system.
• Prepares customer files and delivers to Processing Unit.
• Following supervisor's instructions, he / she is responsible of any contact by telephone to prospects / possible clients.
• For professional development is required to complete and participate in all trainings, seminars and meetings assign.
• Works on special assignments and supports other First Mortgage units as required.
• Supports management as requested.

Competencies

What You’ll Need

EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER

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