Mortgage Consultant

Banco Popular Puerto Rico

Guaynabo, PR 00968

Posted 1 month ago

Job Description

Mortgage Consultant

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Date:Sep 27, 2022

Location: Guaynabo, PR

AtPopular,we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United States & Virgin Islands. As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; this is why we value their diverse skills, experiences and backgrounds.

Are you ready for a rewarding career?

Over 8,000 people in Puerto Rico, United States and Virgin Islands work at Popular.

Come and join our community!

General Description

Sell mortgage products to potential clients contacted through different internal channels, such as: Telemarketing, Internet, referrals and walk-in clients on premises units.

Essential Duties and Responsibilities

Interview and provide orientation to clients to offer best available mortgage product. Makes outbound calls, and personal lead follow-up calls or emails to potential customers to offer mortgage products. Handles inbound sales lead calls, emails and referrals. Assist potential walk-in customers on company premises to convert into sales. Pre-qualify potential clients according to customers' financial capabilities. Prepare good faith estimate. Evaluates costs and revenue of agreements to determine if they are profitable to continue. Originate mortgage loan applications. Reviews business trends and advises customers regarding expected fluctuations. Promotes cross-selling of other financial services offer by the corporation. Builds and maintains relationships with customers. Prepares reports of business transactions, forms and agreements to omplete sales. Follow standard operating procedures and Quality Service Standards. Assure compliance with all applicable regulations on a timely basis. Attain annual and monthly sales goals.

Minimum Education

+ 60 Bachelor's degree credits approved in Business Administration or related fields


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

Other Qualifications

+ Knowledge in mortgage products (FHA, VA, Conventional, etc.)

+ Basic knowledge about the principles and processes to provide clients a personalized service and quality of service standards.

+ Knowledge in mortgage banking, state and federal applicable regulations to the industry.

+ Excellent listening skills. Able to understand what client’s express. Understand; clarify information through questions in order to identify their needs.

+ Able to use marketing, cross-selling and consulted sales techniques and strategies.

+ Able to demonstrate responsibility and professional ethic.

+ Planning and organization skills.

+ Available to travel within the Region: San Juan (Metro, Rio Piedras) Guaynabo, Trujillo Alto, Carolina, among others.



Analytical Discipline

Collaboration & Teamwork

Change Agent

Customer Centric

Self Development

Business Excellence


Additional Information

The information provided here is only a general guide as to the nature of the position and does not constitute an exact description of the goals, tasks, duties and responsibilities of the position. The specific details of each position are described in the employee’s performance evaluation.

Important:The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

Popular requires all employees to be fully vaccinated against COVID-19 by the first day of work. We will require you to provide a copy of your COVID-19 Vaccination Record Card. (1)

(1) In general, people are considered fully vaccinated: ±

2 weeks after their second dose in a 2-dose series, such as the Pfizer or Moderna vaccines, or

2 weeks after a single-dose vaccine, such as Johnson & Johnson's Janssen vaccine

Popular may provide vaccination exemptions for medical or pregnancy reasons, or due to a sincerely held religious belief or practice, unless doing so would impose an undue hardship to Popular or pose a direct threat to the health and safety of others. If you wish to request a vaccination exemption or have a disability and need assistance with the application process, please contact us This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

As Puerto Rico’s leading financial institution, we reaffirm our commitment to always offer essential financial services and solutions for our customers, 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 is an Equal Opportunity Employer

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