Community Mortgage Bank Sales Consultant (SAFE)

Wells Fargo • Allentown, PA

406d

About The Position

Wells Fargo is seeking a Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. This role involves originating mortgage loans within assigned bank branches, collaborating with branch leadership, and mentoring employees to enhance their understanding of mortgage products and processes. The consultant will also engage with customers to assess their needs and provide high-quality service, while adhering to compliance and underwriting requirements.

Requirements

• 2+ years of sales experience or equivalent demonstrated through work experience, training, military experience, or education.
• Mortgage industry experience.
• Experience with retail residential mortgage and purchase fundings over the past 12 months.
• Knowledge of sales prospecting and generating referrals.
• Experience 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.

Nice To Haves

• Experience with retail residential mortgage, purchase fundings over the past 12 months.
• Knowledge and understanding of sales prospecting and generating referrals.
• Experience with educating clients on various mortgage purchase programs.

Responsibilities

• Originate mortgage loans within assigned bank branches.
• 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 customers of Wells Fargo Home Mortgage programs and analyze mortgage loan products based on client needs.
• Process low to moderately complex loan applications for mortgage transactions.
• Maintain high standards of client satisfaction and quality through timely communication.
• Pursue Wells Fargo training offerings to increase knowledge of company products and policies.
• Adhere to policies, underwriting requirements, compliance requirements, and loan procedures.
• Stay informed of mortgage industry trends and developments in the assigned market.

Benefits

• Diversity and inclusion initiatives
• Employee training and development programs
• Competitive salary and performance bonuses

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed