Mortgage Retail Sales Consultant (SAFE) AZ

About the position

Wells Fargo is seeking a Mortgage Retail Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. In this role, you will participate in soliciting residential mortgages from various sources, produce high quality loans which are compliant and provide excellent customer service, and build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources. You will develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace, stay informed of mortgage industry trends and developments in the assigned market, and present recommendations for producing loans while adhering to Mortgage Retail Sales functional area policies and compliance requirements. This position requires understanding real estate appraisals, title reports, and real estate transactions, as well as receiving customer applications, quoting rates, and completing follow-up activities. You will also review and analyze financial and credit data to match customer needs with appropriate loan programs, inform customers of Wells Fargo Home Mortgage programs, and pursue training offerings to increase knowledge of company products and policies.

Responsibilities

• Solicit residential mortgages from various sources.
• Produce high quality loans that are compliant and provide excellent customer service.
• Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources.
• Develop and maintain visibility for Wells Fargo Home Mortgage in the marketplace.
• Stay informed of mortgage industry trends and developments.
• Present recommendations for producing loans and exercise independent judgment.
• Understand real estate appraisals, title reports, and real estate transactions.
• Receive customer applications, quote rates, and complete follow-up activities.
• Analyze and offer mortgage loan products based on client needs.
• Inform customers of Wells Fargo Home Mortgage programs, rates, policies, and procedures.
• Maintain high standards of client satisfaction and quality.
• Pursue training offerings to increase knowledge of company products and policies.

Requirements

• 2+ years of Mortgage Retail Sales experience or equivalent.
• Basic Microsoft Office skills.
• Documented retail residential mortgage fundings over the past 12 months.
• Excellent verbal, written, and interpersonal communication skills.
• Mortgage industry experience.
• Knowledge of sales prospecting and generating referrals.
• Experience developing and cultivating professional relationships.
• Customer service experience.