Mortgage Retail Sales Coordinator (SAFE)

Wells Fargo•San Jose, CA

1d•Onsite

About The Position

Wells Fargo is seeking a Mortgage Retail Sales Coordinator to support the Mortgage Retail Sales team with administrative, marketing, and sales tasks. This role involves building and maintaining relationships with current and prospective customers, performing administrative, transactional, operational, or customer support tasks related to mortgage sales, and receiving direction from consultants or managers. The position requires interaction 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 SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.

Requirements

2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Experience in Mortgage Retail Sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education (for Europe, Middle East & Africa only)
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

Nice To Haves

Excellent verbal, written, and interpersonal communication skills
Mortgage industry experience
Customer service experience
A BS/BA degree or higher
6+ months of experience navigating multiple computer systems, applications and utilizing search tools to find information
Knowledge and understanding of business development and marketing

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.