Mortgage Retail Sales Consultant (SAFE)

Wells Fargo • Portland, OR

406d

About The Position

Wells Fargo is seeking a Mortgage Retail Sales professional to solicit residential mortgages, produce high-quality loans, and provide excellent customer service. The role involves building relationships with various stakeholders, staying informed about industry trends, and ensuring compliance with mortgage regulations. The position requires understanding real estate transactions and appraisals, analyzing customer financial data, and maintaining high standards of client satisfaction.

Requirements

• 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through work experience, training, military experience, or education

Responsibilities

• Participate in soliciting residential mortgages from various sources
• Produce high quality loans which 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 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
• Present recommendations for producing loans and exercise independent judgment
• Understand real estate appraisals, title reports, and real estate transactions
• Receive customer applications, quote the rate and points, and complete follow-up activities
• Analyze and offer mortgage loan products based on client needs
• Review and analyze low to moderately complex financial and credit data
• Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures
• Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
• Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed