MAIN DUTIES & RESPONSIBILITIES:

• Manage and respond promptly to assigned leads from digital channels, branches, internal units, and campaigns.
• Qualify prospects and guide customers through the end-to-end mortgage process, maintaining appropriate follow-up cadence and meeting established SLAs.
• Execute a consultative sales approach, recommending suitable mortgage products while building strong customer relationships and effectively handling objections.
• Maintain accurate pipeline tracking and ensure all documentation is complete, accurate, and submitted in a timely manner.
• Identify cross-selling opportunities and refer customers to other bank products and services as appropriate.
• Ensure compliance with all applicable regulations, internal policies, and credit procedures.
• Support business initiatives, team meetings, and continuous process improvement activities.
• Other duties may be assigned.

MINIMUM REQUIREMENTS:

• Bachelor’s degree in Business, Finance, Accounting, Marketing, or related field required.
• Two (2+) years of experience in mortgage sales required.
• Minimum education and experience required can be substituted with the equivalent combination of education, training and experience that provides the required knowledge skills and abilities.
• Experience with mortgage operations systems strongly desirable with preference for candidates with Encompass platform experience.
• Proficiency in CRM systems, as well as, MS Office (Word, Excel, PowerPoint) required.
• Knowledge of bank credit policies and procedures.
• Strong communication, analytical, and negotiation skills.
• Customer service-oriented with strong teamwork capabilities.
• Excellent organizational skills with the ability to prioritize workload and meet deadlines.
• Available to work extended hours, as well as, weekends or holidays if needed.
• Required written, verbal & spoken language skills: Spanish (Advanced) and English (Intermediate).

WORK AUTHORIZATION & ELEGIBILITY:

• Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.
• Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.

Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)

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