Mortgage Retail Sales Coordinator (SAFE)

Wells Fargo Bank • Miami, FL

7d

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 within a target market. The role works under moderate supervision on moderately complex assignments within established procedures to deliver measurable business, customer, risk, and operational outcomes.

This position has customer contact and may involve offering or negotiating terms and/or taking applications for dwelling-secured transactions. It requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations, SAFE registration at the time of employment, and meeting Loan Originator requirements under Regulation Z. Ongoing employment depends on meeting applicable regulatory requirements, including acceptable background investigation results and financial responsibility, character, general financial fitness, and criminal background standards. A current credit report is used to assess financial responsibility and credit fitness; a credit score is not included in the evaluation.

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 is required at the time of employment.
• Meet Consumer Financial Protection Bureau Loan Originator qualification requirements and comply with related Wells Fargo policies.
• Meet applicable 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 in the Mortgage Retail Sales functional area about mortgage sales, the selling process, and related activities.
• Follow applicable Wells Fargo policies and procedures and fulfill risk and compliance obligations.
• Monitor, identify, escalate, and remediate risk and compliance issues, and make sound risk decisions.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed