Buscojobs Puerto Rico
Mortgage Account Executive - Arecibo Area -Firstbank Pr
Buscojobs Puerto Rico, Arecibo, Arecibo, us, 00612
Overview
MORTGAGE ACCOUNT EXECUTIVE
– ARECIBO 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.
Overview of the role
The Mortgage Account Executive provides support and information to new prospects and customers regarding mortgage products and financial alternatives available at FirstBank. Participates 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 according to the customer\'s needs. Processes and submits customer applications to the Processing Unit. Supports the customer throughout the financing process. Develops a sales plan aligned to business objectives.: Accountable for adhering to the Bank’s BSA, AML and Office of Foreign Asset Control (OFAC) applicable policies. The employee must follow specific unit procedures developed in compliance with the policies. The 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. Analyzes all prospects\' customer information (income, expenses, credit) to perform preliminary determination of eligibility and loan type. Supports customer in selecting the 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, responsible for any contact by telephone to prospects/possible clients. For professional development, required to complete and participate in all trainings, seminars and meetings assigned. Works on special assignments and supports other First Mortgage units as required. Supports management as requested.
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; English is 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.
What You’ll Need
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, obtaining and maintaining an active record and a unique identifier within the Nationwide Mortgage Licensing System and Registry (NMLSR), continuing to meet said record and associated minimum register standards, including any applicable continuing education courses set forth by the Safe Act.
Equal Employment Opportunity
EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER
#J-18808-Ljbffr
MORTGAGE ACCOUNT EXECUTIVE
– ARECIBO 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.
Overview of the role
The Mortgage Account Executive provides support and information to new prospects and customers regarding mortgage products and financial alternatives available at FirstBank. Participates 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 according to the customer\'s needs. Processes and submits customer applications to the Processing Unit. Supports the customer throughout the financing process. Develops a sales plan aligned to business objectives.: Accountable for adhering to the Bank’s BSA, AML and Office of Foreign Asset Control (OFAC) applicable policies. The employee must follow specific unit procedures developed in compliance with the policies. The 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. Analyzes all prospects\' customer information (income, expenses, credit) to perform preliminary determination of eligibility and loan type. Supports customer in selecting the 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, responsible for any contact by telephone to prospects/possible clients. For professional development, required to complete and participate in all trainings, seminars and meetings assigned. Works on special assignments and supports other First Mortgage units as required. Supports management as requested.
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; English is 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.
What You’ll Need
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, obtaining and maintaining an active record and a unique identifier within the Nationwide Mortgage Licensing System and Registry (NMLSR), continuing to meet said record and associated minimum register standards, including any applicable continuing education courses set forth by the Safe Act.
Equal Employment Opportunity
EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER
#J-18808-Ljbffr