CA-WA Mortgage Retail Sales Consultant

Wells Fargo Bank•Northridge, CA

2d•Onsite

About The Position

Wells Fargo is seeking an CA-WA Mortgage Retail Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. In this role you will solicit residential mortgages from various sources and produce high quality loans which are compliant and provide excellent customer service. You will be responsible for the offering of loans, negotiating of terms, and taking an application for a dwelling secured transaction. You will analyze the best mortgage loans based on client's need in order to ensure compliance and maximum customer satisfaction. You will present recommendations for producing loans and exercise some independent judgment while developing understanding of functional area, policies, procedures, compliance requirements, and generating loans. You will also provide information regarding the loans to consultants and functional colleagues and interact with customers to understand their needs and provide them with a high-quality loan service.

Requirements

2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
Basic Microsoft Office skills
Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
Excellent verbal, written, and interpersonal communication skills
Mortgage industry experience
Knowledge and understanding of sales prospecting and generating referrals
Experience developing and cultivating professional relationships
Customer service experience
This position requires SAFE registration at the time of employment.
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards.
A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation.
Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Ability to lift 20+ pounds
Reliable transportation

Responsibilities

Solicit residential mortgages from various sources and produce high quality loans which are compliant and provide excellent customer service
Responsible for the offering of loans, negotiating of terms, and taking an application for a dwelling secured transaction
Analyze best mortgage loans based on client's need in order to ensure compliance and maximum customer satisfaction
Present recommendations for producing loans and exercise some independent judgment while developing understanding of functional area, policies, procedures, compliance requirements, and generating loans
Provide information regarding the loans to consultants and functional colleagues
Interact with customers to understand their needs and provide them with a high-quality loan service