Mortgage Retail Sales Consultant (SAFE)

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, 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.
• 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.
• Review and analyze financial and credit data.
• Inform customers of mortgage programs and procedures.
• Maintain high standards of client satisfaction.
• Pursue training to increase knowledge of 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.

Benefits

• Diversity, equity, and inclusion in the workplace.
• Support for building strong customer relationships.
• Focus on risk mitigation and compliance.