Mortgage Retail Sales Coordinator (SAFE)
About The Position
At Wells Fargo, a Mortgage Retail Sales Coordinator (SAFE) creates sales opportunities with mortgage retail clients and prospects and identifies, acquires, and grows relationships in the target market. Working under moderate supervision on moderately complex assignments within established procedures, the role delivers measurable business, customer, risk, and operational outcomes. The position supports the Mortgage Retail Sales team with administrative, marketing, and sales tasks; builds or maintains relationships with current and prospective customers; and performs administrative, transactional, operational, or customer support tasks related to mortgage sales. The coordinator receives direction from consultants or managers and interacts with customers and other individuals on a wide range of mortgage sales and selling-process information. This SAFE position involves customer contact and may include offering or negotiating terms and/or taking applications for dwelling-secured transactions. Employment requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations. SAFE registration is required at employment, with Wells Fargo initiating the registration process after the start date. Loan Originator duties also require compliance with Consumer Financial Protection Bureau qualification requirements and Wells Fargo policies, including applicable financial responsibility, character, financial fitness, and criminal background standards. Continued employment is contingent on meeting applicable requirements, including acceptable background investigation results and ongoing regulatory screening.
Requirements
- At least 1 year of Mortgage Retail Sales support experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
- SAFE registration at the time of employment.
- For Loan Originator duties, meet applicable Consumer Financial Protection Bureau qualification requirements, including financial responsibility, character, general financial fitness, and criminal background standards.
- Meet ongoing regulatory requirements, including additional screening if necessary.
Nice To Haves
- Experience applying compliance requirements, customer contacts, and customer relationship building.
- Experience applying home mortgages, loan origination, and loan processing in a business environment.
- Experience with mortgage lending, mortgage licensing, and mortgage products in a business environment.
- Experience applying mortgage sales, real estate lending, and retail sales in a business environment.
- Experience applying risk management, sales support, and stakeholder relationship management in a business environment.
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 in the Mortgage Retail Sales functional area.
- Interact with customers and others on information related to mortgage sales, the selling process, and similar activities.
- Comply with SAFE Mortgage Licensing Act requirements and related regulations.
- Meet Loan Originator qualification requirements and comply with applicable Wells Fargo policies and ongoing regulatory requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
