Mortgage Consumer Direct Sales Consultant (SAFE)

Wells Fargo Bank • Des Moines, IA

3d • Hybrid

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 answers questions and provides guidance about mortgage-related products and services, with an emphasis on strong customer interactions and deepening customer relationships.

This SAFE position involves customer contact and may include offering or negotiating terms and/or taking an application for a dwelling-secured transaction. Employment is contingent on meeting applicable SAFE Mortgage Licensing Act requirements, completing SAFE registration, and satisfying Loan Originator qualification and ongoing regulatory requirements. The role offers a hybrid work schedule and requires working on-site at the listed location. The position is not eligible for visa sponsorship.

Requirements

• At least 2 years of Mortgage Consumer Direct Sales experience, or equivalent demonstrated through work experience, training, military experience, or education.
• SAFE registration is required at the time of employment.
• Meet Consumer Financial Protection Bureau Loan Originator qualification requirements, including applicable financial responsibility, character, general financial fitness, and criminal background standards.
• Comply with ongoing regulatory requirements, which may include additional screening.
• Work on-site at the location listed for the role under the hybrid schedule.
• Ability to work weekdays, weekends, and holidays as needed or scheduled.
• This position is 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 orientation and strong organization and time management skills.

Responsibilities

• Manage inbound and outbound calls and follow up with existing and prospective customers about Wells Fargo mortgage products and services.
• Understand customer needs, provide high-quality service, explain home mortgage programs, and analyze and offer loan products suited to customer 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 throughout the origination process to meet client needs.
• Maintain client satisfaction through timely, proactive customer communication.
• Navigate multiple screens, databases, and applications while accurately capturing customer information and maintaining the conversation.
• Follow applicable risk, compliance, and company policies and procedures; identify, escalate, and remediate issues as required.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed