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Miami Community Mortgage Bank Sales Consultant (SAFE)

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Wells Fargo

16d ago

  • Job
    Full-time
    Junior Level
  • Customer Relations
    Sales & Business Development
  • Miami Lakes
  • 8d left

AI generated summary

  • You need 2+ years in sales and mortgage, knowledge of lending products, strong realtor connections, community loan experience, and excellent communication skills. Bilingual in Spanish preferred.
  • You will originate mortgage loans, mentor branch staff, conduct customer outreach, process applications, ensure compliance, and stay informed on market trends to enhance client service.

Requirements

  • 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
  • 2+ years of mortgage retail sales experience
  • Expertise of general lending products and overall mortgage industry experience
  • Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources
  • Established relationships with diverse realtor organizations and affordable lending nonprofits in assigned market
  • Experience with community loan products inclusive of specialized LMI mortgage solutions, lender paid assistance programs and 3rd party assistance programs
  • FHA/VA & conventional loan experience is preferred
  • Knowledge and understanding of sales prospecting and generating referrals
  • Experience with educating clients on various mortgage purchase programs
  • Experience developing and cultivating professional relationships
  • Customer service experience
  • Basic Microsoft Office skills
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to provide leadership by coaching, training, and mentoring
  • Bilingual speaking proficiency in Spanish/English preferred

Responsibilities

  • Sit within assigned bank branches and originate mortgage loans.
  • Collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes.
  • Perform miscellaneous duties as needed and required.
  • Conduct outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities.
  • Interact with customers to understand their needs and provide them with high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs.
  • Process loan applications for mortgage transactions and review rates and terms within guidelines.
  • Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication.
  • Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements.
  • Adhere to policies, underwriting requirements, compliance requirements, and loan procedures.
  • Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process.
  • Stay informed of mortgage industry trends and developments in the assigned market and develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace.

FAQs

What is the primary responsibility of a Community Mortgage Bank Sales Consultant at Wells Fargo?

The primary responsibility is to originate mortgage loans within assigned bank branches, collaborate with branch leadership, mentor employees, and provide high-quality customer service to clients regarding mortgage products.

How many years of sales experience are required for this position?

A minimum of 2+ years of sales experience is required.

Is prior mortgage retail sales experience preferred?

Yes, 2+ years of mortgage retail sales experience is preferred.

Are there any specific qualifications regarding compliance and regulation for this position?

Yes, the position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations, as well as meeting Loan Originator requirements under Regulation Z.

What kind of customer interactions are expected in this role?

The role involves interacting with customers to understand their needs, analyzing and offering mortgage loan products, conducting outbound calls, and ensuring timely and proactive communication.

Is travel required for this position?

Yes, there is a willingness to travel required for this position.

Are there any language proficiency requirements?

Bilingual speaking proficiency in Spanish/English is preferred but not required.

What is the educational requirement for applicants?

The position does not specify a formal educational requirement, but relevant work experience, training, or military experience can be considered.

What is the posting end date for this job?

The posting end date for this job is May 29, 2025.

Is there a drug-free workplace policy at Wells Fargo?

Yes, Wells Fargo maintains a drug-free workplace.

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Wells Fargo

Finance
Industry
10,001+
Employees
1929
Founded Year

Mission & Purpose

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.