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Remote Mortgage Jobs in Puerto Rico (NOW HIRING)

Remote- Job Type: Full-time Pay:Starting Rate $14.00 per hour Bilingual: $15.50 per hour About Firstsource Firstsource Solutions is a leading provider of customized Business Process Management (BPM ...

Remote Mortgage information

What is a remote mortgage?

A Remote Mortgage job involves working from home or another remote location to assist clients with mortgage-related services, such as loan processing, underwriting, or mortgage advising. Professionals in this role communicate with clients, lenders, and other stakeholders via phone, email, and online platforms. Remote mortgage jobs are common in financial institutions, mortgage companies, and lending agencies, offering flexibility while ensuring compliance with industry regulations and guidelines. Successful candidates typically have experience in mortgage lending, strong communication skills, and proficiency with digital tools used in the mortgage process.

What does a typical workday look like for a remote mortgage professional?

A typical day for a Remote Mortgage professional involves reviewing and processing loan applications, communicating with borrowers, realtors, and underwriters, and ensuring all necessary documentation is complete and accurate. You'll use digital platforms to manage loan files, submit documentation, and track application progress, often coordinating with your team and clients through email and virtual meetings. The remote nature of the role requires strong time management skills to balance independent tasks with collaborative efforts. While the pace can be fast, the structure allows for a flexible work environment and direct impact on the client experience.

What are the key skills and qualifications needed to thrive in the remote mortgage position?

To thrive in a Remote Mortgage position, you need strong knowledge of mortgage lending practices, financial analysis, and relevant federal and state regulations, often supported by experience in mortgage origination or processing. Familiarity with loan origination software (LOS), digital document management platforms, and, at times, certifications such as NMLS licensure are important. Attention to detail, outstanding communication, and the ability to work independently are key soft skills for a remote environment. These skills ensure accurate, compliant loan processing while delivering a high level of client service in a decentralized setting.

What are the most commonly searched types of Mortgage jobs in Puerto Rico?

The most popular types of Mortgage jobs in Puerto Rico are:

What are popular job titles related to Remote Mortgage jobs in Puerto Rico?

For Remote Mortgage jobs in Puerto Rico, the most frequently searched job titles are:

What job categories do people searching Remote Mortgage jobs in Puerto Rico look for?

The top searched job categories for Remote Mortgage jobs in Puerto Rico are:

What cities in Puerto Rico are hiring for Remote Mortgage jobs?

Cities in Puerto Rico with the most Remote Mortgage job openings:

Infographic showing various Remote Mortgage job openings in Puerto Rico as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Advisor, Remote Network (Sales Concierge)

Oriental Financial Services LLC

Bayamon, PR • On-site, Remote

Full-time

Re-posted 23 days ago


Job description

Join our dynamic team as an Advisor, Retail Channels (Concierge), where you will serve our high-end customers with a sharp and professional business approach. Your role will be pivotal in increasing revenues and expanding our portfolio by building goodwill and customer loyalty. You will make our high-end customers feel pampered and eager to deepen their relationship with us due to their satisfaction. Position works onsite based in Bayamón, PR.
Key Responsibilities:
  • Customer Relations: Manage high-value customer relations by offering tailored solutions that meet their true needs, providing a personalized and caring experience.
  • Banking Transactions: Assist clients with their banking transactions and service requirements while building relationships and identifying financial needs.
  • Exceed Expectations: Anticipate and resolve client requests with the goal of exceeding expectations, regardless of the size of the request. Comply with and exceed engagement and service level performance targets.
  • Customer Awareness: Ensure high-value customers are aware of all the services we offer to enhance their financial lives. Develop creative solutions to complex challenges presented by customers.
  • Decision Making: Be willing to assume risk and make critical decisions when urgency arises.
  • Relationship Building: Cultivate strong, authentic, and trusted relationships with high-value customers. Grow relationships, generate additional product bonding, and obtain referrals from satisfied customers.
  • Re-engagement: Re-engage inactive high-value customers. Call on prospective and existing customers to develop professional relationships and solicit new business. Follow up after the initial service or sales encounter.
  • Service Solutions: Promptly solve service issues, provide financial solutions, and offer expert advice to meet customer needs.
  • Customer Ownership: Position yourself as the customer owner by ensuring any issue escalated or referred to other areas is resolved with agility and priority.
  • Follow-Up: Follow up on any open issue, referral, or consultation until it is resolved and confirm customer satisfaction, even if the issue was assigned to others. Promote the use of our digital channels for customer convenience.
  • Account Management: Process all types of deposit accounts, open new accounts, and cross-sell bank products and services. Implement the financial institution's client retention strategies.
  • Compliance: Ensure strict compliance with established bank policies, procedures, and regulations, including know your customer and anti-money laundering procedures in all transactions and customer interactions.
  • Additional Duties: Perform other duties as assigned.

Minimum Requirements:
  • Education: Bachelor's degree in Business Administration, Industrial Engineering, or related fields.
  • Experience: Three (3) years of experience in Call Center / Contact Center, Branches, and/or retail channels management environment. At least one (1) year of experience in financial services, insurance, mortgage, or financial advice is highly desirable.
  • Skills: Excellent consulting, sales, interpersonal, and communication skills (verbal and written). People-oriented, effectively dealing with clients of diverse backgrounds.
  • Knowledge: Experience with financial/banking products and knowledge of banking regulations, both local and federal.
  • Language: Fully bilingual - English and Spanish (verbal and written).
  • Technical Proficiency: Proficiency in MS Office (Word, Excel, Outlook), reporting systems, and other relevant software.

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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