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Mortgage Retail Sales Consultant

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Wells Fargo

6d ago

  • Job
    Full-time
    Junior Level
  • Real Estate & Property
    Banking & Finance
  • Baltimore
  • 20d left

AI generated summary

  • You need 2+ years in mortgage sales, Microsoft Office skills, strong communication, proven mortgage fundings, customer service experience, SAFE registration, reliable transport, and flexible hours.
  • You will solicit mortgages, provide customer service, analyze financial data, build relationships, and stay informed on industry trends while ensuring compliance and maintaining client satisfaction.

Requirements

  • 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
  • Basic Microsoft Office skills
  • Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
  • Excellent verbal, written, and interpersonal communication skills
  • Mortgage industry experience
  • Knowledge and understanding of sales prospecting and generating referrals
  • Experience developing and cultivating professional relationships
  • Customer service experience
  • This position requires SAFE registration at the time of employment
  • Ability to lift 20+ pounds
  • Reliable transportation
  • Ability to work nights, weekends, and/or holidays as needed or scheduled

Responsibilities

  • Participate in soliciting residential mortgages from various sources
  • Produce high quality loans which are compliant and provide excellent customer service
  • Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
  • Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market
  • Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans
  • Understand real estate appraisals, title reports, and real estate transactions
  • Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs
  • Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk
  • Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
  • Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements

FAQs

What is the job title for this position?

The job title is Mortgage Retail Sales Consultant.

What company is hiring for this position?

Wells Fargo is hiring for this position.

What are the main responsibilities of a Mortgage Retail Sales Consultant?

The main responsibilities include soliciting residential mortgages, producing compliant loans, building relationships with various external sources, maintaining market visibility, and providing excellent customer service.

What qualifications are required for this role?

The required qualification is 2+ years of Mortgage Retail Sales experience or equivalent demonstrated through work experience, training, military experience, or education.

Are there any desired qualifications for this position?

Yes, desired qualifications include basic Microsoft Office skills, documented retail residential mortgage fundings, excellent communication skills, mortgage industry experience, knowledge of sales prospecting, and customer service experience.

Is this position subject to the S.A.F.E. Mortgage Licensing Act of 2008?

Yes, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations.

Will my background and credit be checked for this position?

Yes, there will be a background investigation, and a current credit report will be used to assess financial responsibility and credit fitness.

What is the pay range for this position?

The job posting does not specify a base pay range; it indicates that pay may vary depending on factors such as achievements, skills, experience, or work location.

What benefits are offered to eligible employees?

Eligible employees receive benefits including health benefits, 401(k) plan, paid time off, disability benefits, life insurance, parental leave, tuition reimbursement, and adoption reimbursement.

What is the posting end date for this job?

The posting end date is May 31, 2025.

Is Wells Fargo an equal opportunity employer?

Yes, Wells Fargo is an equal opportunity employer and considers all qualified applicants without regard to protected characteristics.

Can I request medical accommodation during the application process?

Yes, you can request a medical accommodation during the application or interview process.

Is Wells Fargo a drug-free workplace?

Yes, Wells Fargo maintains a drug-free workplace.

Are third-party recordings allowed during the recruitment process?

No, third-party recordings are prohibited unless authorized by Wells Fargo.

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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.