Mortgage Retail Sales Consultant (SAFE) Houston

Wells Fargo • Friendswood, TX

271d

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 exercising independent judgment. Additionally, you will understand real estate appraisals, title reports, and real estate transactions, receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in. You will analyze and offer mortgage loan products based on client needs, review and analyze low to moderately complex financial and credit data, and inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures. This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations, and ongoing employment is contingent upon meeting all such requirements.

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.

Responsibilities

• Solicit residential mortgages from various sources.
• Produce high quality loans that are compliant.
• Provide excellent customer service.
• Build relationships with realtors, builders, financial professionals, and past customers.
• 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.
• Understand real estate appraisals, title reports, and transactions.
• Receive customer applications and quote rates and points.
• Complete follow-up activities with registration lock-in.
• Analyze and offer mortgage loan products based on client needs.
• Review and analyze financial and credit data.
• Inform customers of Wells Fargo Home Mortgage programs and procedures.
• Maintain high standards of client satisfaction and communication.
• Pursue training offerings to increase knowledge of company products.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities