Associate, Retail Banking (Mortgage Inside Sales)

The Associate, Retail Banking is responsible for converting inbound and assigned leads related to residential mortgages, maximizing opportunities generated from digital channels, branch referrals, and internal business units. The role focuses on delivering exceptional customer experience and efficiently managing the sales pipeline from initial contact through application submission. Position works hybrid and is based in San Juan, PR.


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 al...