Mortgage Client Specialist

JOIN OUR TEAM!

A leading financial institution setting the pace through its commitment to corporate values and a superior client satisfaction, seeks a qualified candidate to join its POPULAR team of successful professionals in Puerto Rico for the following position:

Responsible of an assigned loan mortgage portfolio, maintaining consistent communication with clients and follow up to get missing documents. The prime responsibility is to act as a liaison and support among sales, processing and clients in order to maintain a strong relationship toward their goal through homeownership.

• Manage daily tasks by working with mortgage loan portfolio, carry out calls, follow up missing documents and maintaining the system with updated information.
• Educate and nurture customers through proactive outreach including delivery of follow- up’s and status updates during the loan process.
• Establish as a trusted and strategic team member to drive continued value for the customer.
• Act as an escalation point and expedite resolution for our customers and internal business partners.
• Provide exceptional service to customers, as well as our internal and external partners.
• Work in collaboration with Sales, Processing, Underwriting, Support and all internal/external business partners to ensure the delivery of a seamless customer experience.
• May answer inquiries and help resolve situations.
• Uses computerized system for tracking loan process, identifying missing documents, gathers information and documents needed for analysis.

One (1) to three (3) years of mortgage sales experience.

• Strong customer service skills.
• Knowledge of sales, operations, credit procedures and the required mortgage loans documentation (mortgage loan process).
• Knowledge of products, policies, rules and regulations that apply to the mortgage industry.
• Understand real estate appraisals, title reports, and real estate transactions in general.
• Ability to take ownership of support functions within the process in an. effort to move loans forward.
• Ability to organize, prioritize and schedule work assignments.
• Strong interpersonal and communication skills and the ability to work effectively with a diverse and multifunctional areas.
• Good bilingual communication skills including speaking clearly and accurately while using a pleasant tone and common conversational courtesies.
• Ability to analyze and solve problems.
• Ability to adapt quickly to change.
• Basic Microsoft Office skills.

Important: The candidate must provide evidence of academic preparation or courses related to the published job.

As Puerto Rico’s leading financial institution, we reaffirm our commitment to offer essential financial services and solutions for our customers at all times, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

Popular Inc., is an Equal Opportunity Employer

Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.