Mortgage Consumer Direct Sales Consultant (SAFE)
About The Position
Wells Fargo is seeking a Mortgage Consumer Direct Sales Consultant to support its Consumer Direct team. The team builds relationships with consumers and referral partners to help customers pursue their personal and financial goals through homeownership. The consultant provides guidance about mortgage-related products and services to clients, customers, and potential customers, and works to deepen customer relationships through effective communication and service. This is a SAFE position involving customer contact and duties that may include offering or negotiating terms and/or taking applications for dwelling-secured transactions. Employment requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations. SAFE registration is required at the time of employment, and Wells Fargo initiates the registration process after the employment start date. Loan Originator qualification requirements and ongoing regulatory requirements also apply. The position is not eligible for visa sponsorship and offers a hybrid work schedule, with on-site work required at the listed location in Charlotte, North Carolina.
Requirements
- At least 2 years of Mortgage Consumer Direct Sales experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Must meet S.A.F.E. Mortgage Licensing Act requirements and obtain SAFE registration at the time of employment.
- Must meet Consumer Financial Protection Bureau Loan Originator qualification requirements and related Wells Fargo policies, including applicable financial responsibility, character, general financial fitness, and criminal background standards.
- Must meet ongoing regulatory requirements, including additional screening if necessary.
- Willingness to work on-site at the location listed on the job opening.
- Ability to work weekdays, weekends, and holidays as needed or scheduled.
- Not eligible for visa sponsorship.
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 interpersonal and written communication skills and ability to thrive in a fast-paced environment.
- Detail-oriented, with strong organization and time management skills.
Responsibilities
- Manage inbound and outbound calls and follow up with existing and potential customers about Wells Fargo mortgage products and services.
- Understand customer needs and provide high-quality service; explain Wells Fargo Home Mortgage programs and analyze and offer mortgage products suited to clients’ needs.
- Present recommendations for resolving more complex situations and exercise some independent judgment while developing understanding of loan applications, loan pricing, and rate locks.
- Collaborate with fulfillment partners to meet client needs throughout the origination process.
- Maintain high client satisfaction through timely and proactive customer communication.
- Navigate multiple screens, databases, and applications to capture customer information accurately while maintaining a conversation.
- Follow applicable Wells Fargo policies and procedures and fulfill risk and compliance obligations, including escalating and remediating issues as appropriate.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
