Mortgage Retail Sales Coordinator (SAFE)

Wells Fargo & Company•Concord, CA

5d•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 regarding mortgage sales and the selling process. This SAFE position involves customer contact and duties that may include offering/negotiating terms or taking applications for dwelling-secured transactions, requiring compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations, including meeting Loan Originator (LO) requirements under Regulation Z. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results and financial responsibility, character, general financial fitness, and criminal background standards.

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)
Must have or be able to obtain S.A.F.E. registration at the time of employment.
Must meet the Loan Originator (LO) qualification requirements under Regulation Z.
Must meet ongoing regulatory requirements including additional screening, if necessary.
A current credit report will be used to assess financial responsibility and credit fitness.

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.