Oriental

Banking

Associate,SalesandMortgageExpert(SAME)

$45–65k ~AI est. Humacao, Puerto Rico, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Associate, Sales and Mortgage Expert (SAME) at Oriental. Assist clients with mortgage applications. Provide expert advice on mortgage products”

What You'll Achieve.

Achieve sales targets

Industry & Context.

Banking

What You'll Do.

Assist clients with mortgage applications

Provide expert advice on mortgage products

Guide clients through the loan process

Process loan applications accurately

Ensure compliance with regulations

Build and maintain client relationships

Achieve sales targets

Collaborate with internal teams

How You'll Work.

Team & Collaboration

Internal teams

Communication Scope

Client advice

Full Job Description

The Associate, Sales and Mortgage Expert (SAME) provides a superior customer experience to new and existing clients, promote Oriental Mortgage products and will be responsible for production and quality and cross-selling of a wide variety of integrated solutions and financial services. The position works on site based in Humacao, PR. **WHO WE WANT:** * **Effective multitaskers** who enjoy working in a fast-paced environment and can provide superior consulting and financial advisory to prospective clients. * **Continuous learners** excited to seek personal and professional growth in areas related to Retail Sales & Mortgage Production. * **Collaborators** who achieve great outcomes and cultivate teamwork through relationships. * **Focused achievers** or go-getters who succeed through hard work and consistent follow-through. * **Project and process mindset** with detail-oriented skills, whose clarity and concentration help them manage timelines for optimum productivity, efficiency and quality. **WHAT WILL YOU DO:** * Use consultative selling to present integrated alternatives to clients, based on a mix of Oriental’s products and services, such as certificates of deposits, checking and savings accounts, IRAs & DGI accounts, mortgage loans, consumer loans, credit cards and others. * Develops and manages profitable relationships with clients, creates customer rapport, profile and moves prospects down the sales funnel to convert from leads to customers. * Processes a variety of transactional activities to meet and exceed customer needs. * Strict compliance with the Bank’s “Know Your Customer” and Anti Money Laundering” procedures. * Actively solicits business from prospect, clients, Real Estate Brokers, developers, builders and individual prospects to offer the following products: the F.H.A. Loans, Conventional Loans (Conforming, Non-Conforming/Jumbos), Second Mortgages, Mortgage-backed personal loans, Farmers’ Home Loans and any other product that may be added. Informs to

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