Mortgage Retail Sales Coordinator

Wells Fargo Bank•Irvine, CA
•Onsite

About The Position

This role supports the Mortgage Retail Sales team with administrative, marketing, and sales tasks. The coordinator will build or maintain relationships with current and prospective customers, perform administrative, transactional, operational, or customer support tasks related to mortgage sales, and receive direction from consultants or managers. The position involves interacting with customers and individuals within the Mortgage Retail Sales functional area on a wide range of information related to mortgage sales and the selling process. This is a SAFE position, meaning it has customer contact and job duties that may include offering/negotiating terms and/or taking an application for a dwelling-secured transaction. Therefore, compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations is required. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position must also meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations. The pay range reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

Requirements

  • 1+ year of Mortgage Retail Sales support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Experience in Mortgage Retail Sales support, or equivalent demonstrated through one or a combination of the following: work experience, training, education (for Europe, Middle East & Africa only)
  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date.
  • 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.

Responsibilities

  • Support the Mortgage Retail Sales team with administrative, marketing, and sales tasks
  • Build or maintain relationships with current and prospective customers
  • Perform administrative, transactional, operational, or customer support tasks related to mortgage sales
  • Receive direction from consultants or managers related to Mortgage Retail Sales functional area
  • Build relationships with current and prospective customers
  • Interact with customers and individuals within the Mortgage Retail Sales functional area on a wide range of information related to mortgage sales, selling process, etc.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
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