The Sales Assistant provides administrative, operational, and customer service support to the Sales and Mortgage Origination team. This position is responsible for maintaining customer relationships, coordinating documentation, ensuring quality control and compliance standards, managing customer information in Salesforce, and supporting housing assistance programs and sales initiatives. The Sales Assistant plays a key role in delivering an exceptional customer experience while contributing to the achievement of the organization's sales and operational goals.
- Support the Sales team in achieving business objectives by managing assigned customer databases, conducting customer outreach, and maintaining effective follow-up activities with prospects and clients.
- Provide exceptional customer service throughout the sales and loan origination process by responding to inquiries, facilitating communication, supporting closing activities, and promoting customer satisfaction initiatives.
- Process, review, and coordinate loan applications and supporting documentation to ensure accuracy, completeness, and compliance with company policies and established procedures.
- Perform quality control reviews of loan files, including completion of required checklists, validation of critical loan data, verification of program coding, and identification of discrepancies prior to submission.
- Communicate regularly with customers, real estate agents, and other stakeholders to obtain required information, resolve documentation issues, and facilitate timely file completion.
- Assist with the collection of origination fees and required supporting documentation to support efficient loan processing and closing activities.
- Support housing assistance and government-sponsored programs by educating customers on eligibility requirements, monitoring application progress, and submitting completed applications through designated platforms.
- Maintain accurate, organized, and up-to-date customer records, reports, and program documentation in company systems, including Salesforce and other designated platforms.
- Record, monitor, and manage customer interactions, leads, tasks, and follow-up activities in Salesforce, ensuring all records are properly documented and maintained for reporting and audit purposes.
- Collaborate with cross-functional teams, including Reception, Closings, Operations, and Sales, to support departmental objectives and deliver a seamless customer experience.
- Assist with internal audits by ensuring loan files, customer records, leads, and related documentation meet company standards and regulatory requirements.
- Support the planning, coordination, and execution of sales initiatives, marketing campaigns, and business development activities designed to generate new business opportunities.
- Perform other administrative, operational, and customer support duties as assigned to meet departmental and organizational goals.
Minimum of 60 undergraduate credits required.
Minimum of 1–3 years of experience in customer service, sales support, administrative support, or a related role requiring direct interaction with customers and management of multiple priorities.
- Bilingual in English and Spanish (verbal and written).
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook, and Teams).
- Experience using Salesforce or similar CRM platforms.
- Strong customer service, communication, and interpersonal skills.
- Excellent organizational skills and attention to detail.
- Ability to manage multiple priorities in a fast-paced environment.
- Ability to handle confidential information with discretion and professionalism.
- Knowledge of mortgage lending, banking, real estate, or financial services preferred.
Bechara Building,
Mayagüez, PR
On-Site
Monday to Friday- 8:00 am to 5:00 pm
Availability to work Saturdays from 8:00 a.m. to 12:00 p.m., based on business needs.
Availability to work extended hours, holidays and weekends.
1. Passion for People
3. Succeed Together
2. Own Every Moment
4. Build the Future
Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.
Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.
ABOUT US
Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.
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; therefore, we value their diverse skills, experiences and backgrounds.
We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, 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.
If you have a disability or need more information about requesting an accommodation, please contact us at [email protected]. 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.
Are you ready for a rewarding career?
Popular is an Equal Opportunity Employer, including Disability/Vets
Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.
