Mortgage Retail Sales Associate Manager

Wells Fargo & Company•Ontario, CA

About The Position

Wells Fargo is seeking a Mortgage Retail Sales Associate Manager (SAFE) in Consumer Lending as part of Home Lending. The role 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 strong customer service, timely completion, quality, and compliance, while also producing high-quality loans that meet Wells Fargo Home Mortgage guidelines. The manager builds relationships with realtors, builders, financial planners, bank stores, past customers, and other nontraditional sources; manages individual and team pipelines; resolves supervision and operational issues; and interprets policies, procedures, and compliance requirements when negotiating terms and taking applications. The role also identifies process-improvement and risk-control opportunities, monitors mortgage industry developments, manages people and financial resources, and selects, evaluates, and develops staff. This SAFE position involves customer contact and may include offering or negotiating terms and/or 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 qualification requirements. The position requires SAFE registration at employment and ongoing compliance with regulatory requirements. Candidates must be able to lift 20+ pounds, have reliable transportation, and be able to work nights, weekends, and/or holidays as needed or scheduled. Compensation includes an hourly base pay rate that meets or exceeds applicable minimum wage requirements, with the opportunity to earn additional commission. Wells Fargo offers eligible employees a comprehensive benefits package.

Requirements

2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through work experience, training, military experience, or education.
1+ year of leadership experience.
SAFE registration is required at the time of employment.
Meet applicable Loan Originator financial responsibility, character, general financial fitness, and criminal background standards, along with ongoing regulatory requirements.
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 customer service, timely completion, quality, and compliance.
Produce high-quality loans meeting Wells Fargo Home Mortgage guidelines by building relationships with referral sources and providing excellent customer service.
Make supervisory decisions and resolve issues involving team supervision, work allocation, financial resources, and daily operations.
Manage personal and team pipelines to support customer loyalty.
Interpret policies, procedures, and compliance requirements while negotiating terms and taking applications.
Identify process-improvement and risk-control opportunities in low-complexity functional areas.
Interact with external customers and collaborate or consult with peers, colleagues, and mid-level managers.
Stay informed about mortgage industry trends and developments in the assigned market and maintain Wells Fargo Home Mortgage visibility in the marketplace.
Manage allocation of people and financial resources for Mortgage Retail Sales.
Select, evaluate, and develop Mortgage Retail Sales staff.
Meet SAFE registration, Loan Originator qualification, and ongoing regulatory requirements.