Mortgage Retail Sales Associate Manager (SAFE)

Wells Fargo & Company•Ontario, CA

About The Position

Wells Fargo is seeking a Mortgage Retail Sales Associate Manager in Consumer Lending as part of Home Lending. The position coaches, directs, and manages a small group of residential Mortgage Retail Sales Consultants under the direction of a Non-Producing Mortgage Retail Sales Manager. It supervises sales activities to ensure customer service, timely completion, quality, and compliance, while producing high-quality loans consistent with Wells Fargo Home Mortgage guidelines. The role builds relationships with realtors, builders, financial planners, bank stores, past customers, and other nontraditional referral sources. It manages team and individual pipelines, customer loyalty, work allocation, financial resources, and daily operations; makes supervisory decisions; and participates in staff selection, evaluation, and development. The associate manager also interprets policies and compliance requirements, identifies process-improvement and risk-control opportunities, collaborates with colleagues and managers, and maintains visibility in the assigned mortgage market. This SAFE position involves customer contact and may include offering or negotiating terms and taking applications for dwelling-secured transactions. Employment is contingent on meeting SAFE Mortgage Licensing Act and related regulatory requirements, including applicable background and Loan Originator requirements. SAFE registration is required at employment, and Wells Fargo initiates the registration process after the start date. Compensation includes an hourly base pay rate meeting applicable minimum wage requirements, with the opportunity to earn additional commission.

Requirements

2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through work experience, training, military experience, or education.
1+ years of leadership experience.
SAFE registration at the time of employment and compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations.
Meet Loan Originator qualification requirements, including applicable financial responsibility, character, general financial fitness, and criminal background standards.
Ability to lift 20+ pounds.
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.
1+ year of leadership or management experience.
1+ year of data analysis experience.
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 ensure high levels of 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.