Mortgage Consumer Direct Sales Consultant (SAFE)
About The Position
About this role: Wells Fargo is seeking a Mortgage Consumer Direct Sales Consultant to support our Consumer Direct Team. Our Consumer Direct team builds strong relationships with consumers and referral partners to help our customers reach their personal and financial goals through homeownership. Mortgage Consumer Direct Sales Consultants provide answers and guidance regarding mortgage-related products and services for clients, customers, and potential customers. Our Mortgage Consumer Direct Sales Consultants thrive on customer interaction and never miss an opportunity to enhance and deepen the customer's relationship. They are skilled communicators, organized, have strong integrity, are highly motivated, and strive to reach and meet goals. Learn more about the career areas and lines of business at wellsfargojobs.com . In this role, you will: Manage inbound and outbound calls, with follow-up to existing and potential customers offering Wells Fargo mortgage products and services Interact with customers to understand their needs and provide them with 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 Present recommendations for resolving more complex situations, and exercise some independent judgment while developing understanding of loan applications, pricing loans, or locking loan rates Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process Maintain high standard of client satisfaction by ensuring timely and proactive customer communication Navigate between multiple screens, databases and applications to accurately capture information needed from the customer, while holding a conversation 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
Requirements
- 2+ years of Mortgage Consumer Direct Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Nice To Haves
- Experience in loan origination
- Strong understanding of mortgage sales, origination processes and industry regulations
- Experience working in goal-driven environments
- Experience in sales
- Experience communicating financial concepts to customers
- Strong communication skills both interpersonal and written and the ability to thrive in a fast-paced environment.
- Detail-oriented with strong organization and time management skills
Responsibilities
- Manage inbound and outbound calls, with follow-up to existing and potential customers offering Wells Fargo mortgage products and services
- Interact with customers to understand their needs and provide them with 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
- Present recommendations for resolving more complex situations, and exercise some independent judgment while developing understanding of loan applications, pricing loans, or locking loan rates
- Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process
- Maintain high standard of client satisfaction by ensuring timely and proactive customer communication
- Navigate between multiple screens, databases and applications to accurately capture information needed from the customer, while holding a conversation
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
