Mortgage Retail Sales Consultant (SAFE)

Wells Fargo • Pleasanton, TX

228d

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. Additionally, you will understand real estate appraisals, title reports, and real estate transactions, receive customer applications, quote rates 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 financial and credit data, and inform customers of Wells Fargo Home Mortgage programs, rates, policies, and procedures. This SAFE position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 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 other sources.
• Develop and maintain visibility for Wells Fargo Home Mortgage.
• Stay informed of mortgage industry trends.
• Present recommendations for producing loans.
• Understand real estate appraisals and transactions.
• Receive customer applications and quote rates.
• Analyze and offer mortgage loan products based on client needs.
• Inform customers of Wells Fargo Home Mortgage programs and procedures.
• Maintain high standards of client satisfaction.

What This Job Offers

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