Mortgage Retail Sales Coordinator (SAFE)

Wells Fargo Bank•Seattle, CA

About The Position

At Wells Fargo, a Mortgage Retail Sales Coordinator drives sales effectiveness, operational execution, and a consistent, high-quality customer experience across the mortgage origination process. The role partners with loan officers and internal stakeholders by supporting customer engagement, operational coordination, pipeline activity, and compliance execution. It supports moderately complex loan activities, including documentation coordination and pipeline tracking, and performs administrative, transactional, and operational tasks that contribute to consistent, scalable sales outcomes. This SAFE position involves customer contact and may include offering or negotiating terms and/or taking an application for a dwelling-secured transaction. It requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations. Ongoing employment is contingent on meeting those requirements, including acceptable background investigation results. The position also has Loan Originator requirements under Regulation Z. SAFE registration is required at employment; Wells Fargo will initiate the registration process after the start date. Loan Originators must meet applicable Consumer Financial Protection Bureau qualification requirements and Wells Fargo policies, including standards for financial responsibility, character, general financial fitness, and criminal background. Ongoing regulatory requirements and additional screening may apply. The base pay range is $23.56–$29.81. Eligible employees may also qualify for incentive opportunities. Pay may vary based on prior performance, skills, experience, and work location.

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 and compliance with applicable SAFE Mortgage Licensing Act requirements.
Meet applicable Loan Originator 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

Understanding of the end-to-end mortgage origination process, including loan origination, application intake, document collection, processing coordination, closing coordination, and real estate lending practices.
Knowledge of mortgage products, terminology, loan documentation, and mortgage licensing and compliance requirements, with the ability to build expertise in a regulated lending environment.
Experience supporting retail mortgage sales by managing pipelines, coordinating activities, and identifying opportunities to improve conversion and productivity.
Strong customer service orientation and ability to provide a responsive, relationship-focused client experience across multiple touchpoints.
Ability to accurately review, organize, and manage loan documentation, ensuring completeness, timeliness, attention to detail, and risk mitigation.
Effective communication skills and ability to explain financial concepts clearly and professionally to customers and internal stakeholders.
Ability to collaborate with loan officers, processors, and cross-functional teams to resolve issues and streamline workflows.
Ability to adapt to changing priorities, customer needs, and business demands in a fast-paced environment.

Responsibilities

Deliver customer-focused support by managing interactions, ensuring timely follow-up, and providing a seamless mortgage experience.
Build and maintain customer relationships, coordinating communications and follow-up throughout the mortgage lending process.
Support moderately complex loan activities, including documentation coordination and pipeline tracking.
Provide sales support that enhances loan officer productivity and contributes to business growth.
Ensure adherence to compliance requirements and manage risk appropriately.
Collaborate with internal partners to resolve issues and improve workflows.
Perform administrative, transactional, and operational tasks that support consistent execution and scalable sales outcomes.
Identify and escalate issues in accordance with established guidelines.