CA-WA Community Mortgage Bank Sales CONSULTANT (SAFE) -Bilingual Spanish

Wells Fargo Bank•Pomona, CA

7d•Onsite

About The Position

Wells Fargo is seeking a Community Mortgage Bank Sales Consultant in Consumer Lending as part of Home Lending. The role is based within assigned bank branches and involves originating mortgage loans, building relationships with customers and community partners, and helping branch employees understand mortgage products and processes. The position serves customers in Spanish and English and requires compliance with SAFE Mortgage Licensing Act requirements and Loan Originator regulations. The consultant works with customers to understand their needs, explain Wells Fargo Home Mortgage programs, recommend mortgage products, process applications, and review rates and terms within guidelines. They maintain proactive communication throughout origination and collaborate with fulfillment partners to support clients. The role also includes outbound customer outreach, sales prospecting, referral generation, coaching branch employees, and staying informed about mortgage industry trends and the assigned market. This position requires SAFE registration at the time of employment. Wells Fargo initiates the registration process after the employee's start date. Continued employment is contingent on meeting applicable licensing, regulatory, background, and financial-responsibility requirements. The position requires travel, reliable transportation, passing a Spanish language assessment, and availability to work nights, weekends, or holidays as needed or scheduled. Compensation includes hourly base pay at or above applicable minimum wage, with the opportunity to earn additional commission.

Requirements

At least 2 years of sales experience, or equivalent demonstrated through work experience, training, military experience, or education.
Bilingual speaking and reading proficiency in Spanish and English.
Pass the required Spanish language assessment.
Willingness to travel.
Reliable transportation.
Meet applicable SAFE registration, Consumer Financial Protection Bureau Loan Originator qualification, financial responsibility, character, general financial fitness, criminal background, and ongoing regulatory requirements.
Be able to work nights, weekends, or holidays as needed or scheduled.

Nice To Haves

At least 2 years of mortgage retail sales experience.
Expertise in general lending products and overall mortgage industry experience.
Experience with retail residential mortgage sales and 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 the assigned market.
Experience with community loan products, including specialized low- and moderate-income mortgage solutions, lender-paid assistance programs, and third-party assistance programs.
FHA/VA and conventional loan experience.
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 through coaching, training, and mentoring.

Responsibilities

Sit within assigned bank branches and originate mortgage loans.
Collaborate with branch leadership, participate in branch huddles, and mentor and coach employees to increase their 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.
Understand customer needs, provide high-quality service, explain Wells Fargo Home Mortgage programs, and offer mortgage products suited to clients' needs.
Process mortgage loan applications and review rates and terms within guidelines.
Maintain customer satisfaction and quality through timely, proactive communication.
Pursue Wells Fargo training offerings to increase knowledge of company products, policies, procedures, and underwriting requirements.
Adhere to policies, underwriting requirements, compliance requirements, and loan procedures.
Collaborate with fulfillment partners to meet clients' needs throughout the origination process.
Stay informed about mortgage industry trends and developments in the assigned market and maintain visibility for Wells Fargo Home Mortgage in the marketplace.
Meet SAFE registration and Loan Originator regulatory requirements.
Travel as required and work nights, weekends, or holidays as needed or scheduled.