Mortgage Retail Sales Associate Manager

Wells Fargo Bank•Ontario, CA

About The Position

Wells Fargo is hiring a Mortgage Retail Sales Associate Manager (SAFE) in Consumer Lending as part of Home Lending. The role coaches, directs, and manages sales activities for a small group of residential Mortgage Retail Sales Consultants under the direction of a Non-Producing Mortgage Retail Sales Manager. It supervises individual contributors and supports high-quality customer service, timely completion, quality, and compliance in Mortgage Retail Sales. The manager produces high-quality loans that meet Wells Fargo Home Mortgage guidelines by developing relationships with realtors, builders, financial planners, bank stores, past customers, and other nontraditional sources. The position makes supervisory decisions, resolves team and operational issues, manages people and financial resources, oversees personal and team pipelines, and is responsible for staff selection, evaluation, and development. It also interacts with external customers, collaborates with colleagues and managers, and maintains visibility in the assigned market while staying informed about mortgage industry trends. This SAFE position involves customer contact and may include offering or negotiating terms and taking applications for dwelling-secured transactions. Employment requires SAFE registration and compliance with applicable mortgage licensing and Loan Originator requirements, including ongoing regulatory and background standards. The position requires reliable transportation, the ability to lift 20 pounds or more, and the ability to work nights, weekends, and/or holidays as needed or scheduled. Compensation includes an hourly base rate at or above applicable minimum wage, with an opportunity to earn commission.

Requirements

At least 2 years of Mortgage Retail Sales experience, or equivalent demonstrated through work experience, training, military experience, or education.
At least 1 year of leadership experience.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the employment start date.
Meet Consumer Financial Protection Bureau Loan Originator qualification requirements and related Wells Fargo policies, including applicable financial responsibility, character, financial fitness, and criminal background standards.
Meet ongoing regulatory requirements, including additional screening if necessary.
Ability to lift 20 pounds or more.
Reliable transportation.
Ability to work nights, weekends, and/or holidays as needed or scheduled.

Nice To Haves

Basic Microsoft Office skills.
Customer service experience.
Excellent verbal, written, and interpersonal communication skills.
Knowledge and understanding of sales prospecting and generating referrals.
Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources.
Mortgage industry experience.
A BS/BA degree or higher.
At least 1 year of leadership or management experience.
At least 1 year of data analysis experience.
At least 1 year of recruiting experience.

Responsibilities

Coach, direct, and manage the sales activities of a small group of residential Mortgage Retail Sales Consultants under the direction of a Non-Producing Mortgage Retail Sales Manager.
Supervise individual contributors and manage sales activities to support customer service, timely completion, quality, and compliance.
Produce high-quality loans that meet Wells Fargo Home Mortgage guidelines by building relationships with realtors, builders, financial planners, bank stores, past customers, and other nontraditional sources.
Make supervisory decisions and resolve issues related to team supervision, work allocation, financial resources, and daily operations.
Manage personal and team pipelines to effectively manage customer loyalty.
Interpret policies, procedures, and compliance requirements while negotiating terms and taking applications.
Identify opportunities for process improvement and risk control development in low-complexity functional areas.
Interact with external customers and collaborate and consult with peers, colleagues, and mid-level managers.
Stay informed about mortgage industry trends and developments in the assigned market and maintain visibility for Wells Fargo Home Mortgage in the marketplace.
Manage allocation of people and financial resources for Mortgage Retail Sales.
Select, evaluate, and develop staff within Mortgage Retail Sales.
Meet SAFE registration, Loan Originator qualification, and ongoing regulatory requirements.