Mortgage Retail Sales Coordinator (SAFE)

Wells Fargo•Ontario, CA

3d•$24 - $30

About The Position

At Wells Fargo, the Mortgage Retail Sales Coordinator drives sales effectiveness, operational execution, and a consistent, high-quality customer experience across the mortgage origination process. The coordinator supports loan officers and internal stakeholders with customer engagement, operational coordination, pipeline activity, and compliance execution. This SAFE position involves customer contact and may include offering or negotiating terms and/or taking an application for a dwelling-secured transaction. Employment is contingent on meeting the requirements of the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations, including acceptable background investigation results. The position also requires meeting Loan Originator requirements under Regulation Z. SAFE registration is required at employment; Wells Fargo initiates the process after the start date. Loan Originator qualification requirements include applicable financial responsibility, character, financial fitness, and criminal background standards, as well as ongoing regulatory requirements and any necessary additional screening.

Requirements

At least 1 year of mortgage retail sales support experience, or equivalent demonstrated through work experience, training, military experience, or education.
For Europe, Middle East & Africa only: experience in mortgage retail sales support, or equivalent demonstrated through work experience, training, or education.
SAFE registration at the time of employment and compliance with applicable S.A.F.E. 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 efforts by managing pipelines, coordinating activities, and identifying opportunities to improve conversion and productivity.
Strong customer service orientation and ability to deliver 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 partner effectively 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

Manage customer interactions and timely follow-up to provide a seamless mortgage experience.
Build and maintain customer relationships and coordinate 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.
Adhere 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.
Follow applicable risk programs, Wells Fargo policies and procedures, and risk and compliance obligations; support timely remediation and sound risk decisions.