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Mortgage Retail Sales Associate Manager (SAFE)

Wells FargoOntario, CA
Onsite

About The Position

Wells Fargo is seeking a Mortgage Retail Sales Associate Manager (SAFE) in Consumer Lending as part of Home Lending. In this role, you will coach, direct, and manage the sales activities of a small group of residential Mortgage Retail Sales Consultants under the direction of a Non-Producing Mortgage Retail Sales Manager. You will supervise individual contributors by directing and managing sales activities to ensure a high level of customer service, timely completion, quality, and compliance in Mortgage Retail Sales. You will also produce high-quality loans that meet Wells Fargo Home Mortgage guidelines by building relationships with realtors, builders, financial planners, bank stores, past customers, and other nontraditional sources while providing excellent customer service. 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, or education
  • 1+ years of Leadership experience
  • SAFE registration at the time of employment
  • Ability to lift 20+ pounds
  • Reliable transportation
  • Ability to work nights, weekends, and/or holidays as needed or scheduled
  • Meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
  • Meet applicable financial responsibility, character, general financial fitness and criminal background standards
  • Acceptable background investigation results

Nice To Haves

  • Basic Microsoft Office skills
  • Customer service experience
  • Excellent verbal, written, and interpersonal communication skills
  • Knowledge and understanding of sales prospecting and generating referrals
  • Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
  • Mortgage industry experience
  • A BS/BA degree or higher
  • 1+ year of leadership or management experience
  • 1+ year of data analysis experience
  • 1+ year of recruiting experience

Responsibilities

  • Coach, direct, and manage the sales activities of a small group of residential Mortgage Retail Sales Consultants
  • Supervise individual contributors by directing and managing sales activities to ensure high level of customer service, timely completion, quality, and compliance in Mortgage Retail Sales
  • Produce high quality loans that meet Wells Fargo Home Mortgage guidelines by building relationships with realtors, builders, financial planners, bank stores, past customers, and other nontraditional sources while providing excellent customer service
  • Make supervisory decisions and resolve issues related to team supervision, work allocation, financial resources, and daily operations; manage personal and team’s pipeline to effectively manage customer loyalty
  • Leverage interpretation of policies, procedures, and compliance requirements while negotiating terms and taking applications
  • Identify opportunities for process improvement and risk control development in low complexity functional areas
  • Interact directly with external customers as well as collaborate and consult with peers, colleagues, and mid-level managers
  • Stay informed of mortgage industry trends and developments in the assigned market and develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
  • Manage allocation of people and financial resources for Mortgage Retail Sales
  • Be responsible for selection, evaluation, and development of staff within Mortgage Retail Sales

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Career Resources

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