Operational Loan Technician

at  Popular Bank

GENERAL DESCRIPTION

Responsible for being the link between the company and the dealers for the sale of financing services. Guide potential clients to financing options for boats. Assist the client in the process of completing the credit application and completing the credit file. Originate Marine Loans in the ACAPS / CL2000 system. Collect information required to file applications and refer to the Credit Department in the corresponding time. Verify and follow up on the ACAPS drawers of those cases that must be inactivated or followed up.

EDUCATION

Bachelor’s Degree in Business Administration

EXPERIENCE

At least one year of related experience.

KNOWLEDGE, SKILLS, AND ABILITIES

• Domain of Microsoft Office programs (Work, Excel and Outlook)
• Proficiency in written and oral English/Spanish language
• Excellent interpersonal and communications skills
• Customer Centric mentality
• Demonstrate accountability
• Strong analytical and problem solving skills
• Abilitly to work in teams and collaborate with peers to meet common goals
• High level of organization
• Detail oriented with the ability to multi-tasks
• Ability to work under pressure and meet deadlines
  Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
  If you have a disability and need assistance with the application process, please contact us asesorialaboral@popular.com. 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.
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• Coordinate and prepare documents for closing and disbursement of marine loans. Verify documents prepared by attorneys and refer documents to complete the digitization process.
• Validate that the assessment of the financed units are being established in the different government agencies.
• Prepare weekly the list of cases pending decision or approval (pipeline) and production reports.
• Operational processes which includes between the preparation of loan files, cancellation letters, payment processing, maintenance for CL2000.
• Maintain effective communication with the support departments and Banco Popular in the operational and service processes with a high level of quality to our internal and external clients.