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Mortgage Retail Sales Consultant (SAFE)

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Wells Fargo

26d ago

  • Job
    Full-time
    Junior Level
  • Sales & Business Development
    Real Estate & Property
  • Minneapolis
  • 2d left

AI generated summary

  • You need 2+ years in mortgage sales, basic Microsoft Office skills, customer service experience, and strong communication skills. Must have reliable transport and be SAFE registered at hire.
  • You will solicit residential mortgages, build client relationships, analyze financial data, inform customers about loan options, and ensure compliance with mortgage regulations while providing excellent service.

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
  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

FAQs

What is the primary role of a Mortgage Retail Sales Consultant at Wells Fargo?

The primary role of a Mortgage Retail Sales Consultant at Wells Fargo involves soliciting residential mortgages, producing high-quality loans, providing excellent customer service, and building relationships with realtors, builders, and other financial professionals.

What are the required qualifications for this position?

The required qualifications for this position include a minimum of 2 years of Mortgage Retail Sales experience or an equivalent combination of work experience, training, military experience, or education.

What are the desired qualifications for the Mortgage Retail Sales Consultant role?

Desired qualifications include basic Microsoft Office skills, documented retail residential mortgage fundings over the past 12 months, excellent communication skills, mortgage industry experience, and knowledge in sales prospecting.

What is the pay range for this position?

The pay range listed for this position is $0.00 - $0.00, with variations depending on factors such as achievements, skills, experience, or work location.

Are there any physical requirements for this role?

Yes, an ability to lift 20+ pounds is required for this role.

Is SAFE registration required for this position?

Yes, SAFE registration is required at the time of employment, and the registration process will be initiated immediately after the employment start date.

What types of benefits does Wells Fargo offer to eligible employees?

Wells Fargo offers a comprehensive set of benefits, including health benefits, a 401(k) plan, paid time off, disability benefits, life insurance, parental leave, and tuition reimbursement, among others.

Does this position require working nights, weekends, or holidays?

Yes, this position may require working nights, weekends, and/or holidays as needed or scheduled.

Can applicants with disabilities request accommodations during the application process?

Yes, applicants with disabilities can request a medical accommodation during the application or interview process.

Is diversity and inclusion valued at Wells Fargo?

Yes, Wells Fargo values diversity, equity, and inclusion in the workplace and welcomes applications from all qualified candidates regardless of various protected characteristics.

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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.