Community Mortgage Bank Sales Consultant (SAFE)- Broward County

Wells Fargo • Sunrise, FL

130d

About The Position

Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. In this role, you will sit within assigned bank branches and originate mortgage loans, collaborating with branch leadership, participating in branch huddles, and mentoring employees to increase knowledge of mortgage products and processes. You will conduct outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities. Interacting with customers to understand their needs and providing high-quality customer service is essential, as is informing them of Wells Fargo Home Mortgage programs and analyzing mortgage loan products based on client needs. You will process loan applications for mortgage transactions, review rates and terms within guidelines, and maintain a high standard of client satisfaction and quality by ensuring timely and proactive customer communication. Continuous pursuit of Wells Fargo training offerings to increase knowledge of company products, policies, and procedures is expected. You will adhere to policies, underwriting requirements, compliance requirements, and loan procedures while collaborating with fulfillment partners to meet client needs throughout the origination process. Staying informed of mortgage industry trends and developments in the assigned market is crucial, as is developing and maintaining a high degree of visibility for Wells Fargo Home Mortgage in the marketplace. 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, requiring compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations.

Requirements

• 2+ years of sales experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education.

Nice To Haves

• 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 and participate in branch huddles.
• Mentor and coach employees to increase knowledge of mortgage products and processes.
• Conduct outbound calls to existing and prospective customers regarding mortgage loan products.
• Interact with customers to understand their needs and provide 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.
• Adhere to policies, underwriting requirements, compliance requirements, and loan procedures.
• Collaborate with fulfillment partners to meet the needs of clients throughout the origination process.
• Stay informed of mortgage industry trends and developments in the assigned market.
• Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace.

What This Job Offers

• Industry: Credit Intermediation and Related Activities
• Number of Employees: 1,001-5,000 employees