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Wells Fargo

Nationwide banking and financial services

Community Mortgage Bank Sales Consultant

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • At least 2 years of sales experience, or equivalent experience demonstrated through work experience, training, military experience, or education.
  • Comply with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations, including acceptable background investigation results.
  • Meet the Consumer Financial Protection Bureau qualification requirements and related Wells Fargo policies for Loan Originator positions, including applicable financial responsibility, character, general financial fitness, and criminal background standards.
  • Obtain SAFE registration at the time of employment; Wells Fargo will initiate the registration process immediately after the employment start date.
  • Be willing to travel and have reliable transportation.
  • Be able to work nights, weekends, or holidays as needed or scheduled.

Responsibilities

  • Sit within assigned bank branches and originate mortgage loans; collaborate with branch leadership, participate in branch huddles, and mentor and coach employees to increase their knowledge of mortgage products and processes.
  • Conduct outbound calls to existing and prospective customers about mortgage loan products and complete associated tracking activities.
  • Interact with customers to understand their needs, provide high-quality customer service, inform them of Wells Fargo Home Mortgage programs, and analyze and offer mortgage loan products suited to their needs.
  • Process mortgage loan applications and review rates and terms within guidelines.
  • Maintain client satisfaction and quality through timely and proactive customer communication.
  • Pursue Wells Fargo training offerings to increase knowledge of company products, policies, procedures, and underwriting requirements.
  • Adhere to policies, underwriting requirements, compliance requirements, and loan procedures; collaborate with fulfillment partners to meet clients’ needs throughout the origination process.
  • Stay informed of mortgage industry trends and developments in the assigned market and develop and maintain visibility for Wells Fargo Home Mortgage in the marketplace.

Desired Qualifications

  • At least 2 years of mortgage retail sales experience.
  • Expertise in general lending products and overall mortgage industry experience.
  • Experience with retail residential mortgage purchase fundings over the past 12 months, referred primarily from established local or external sources.
  • Established relationships with diverse realtor organizations and affordable lending nonprofits in the assigned market.
  • Experience with community loan products, including specialized low-to-moderate-income mortgage solutions, lender-paid assistance programs, and third-party assistance programs.
  • Preferred experience with Federal Housing Administration, Veterans Affairs, and conventional loans.
  • Knowledge and understanding of sales prospecting and generating referrals.
  • Experience educating clients on various mortgage purchase programs.
  • Experience developing and cultivating professional relationships.
  • Customer service experience.
  • Basic Microsoft Office skills.
  • Bilingual speaking proficiency in Spanish and English.

About the Company

Wells Fargo

Nationwide banking and financial services

Wells Fargo provides banking, investment, and payment services across the United States. Its products include checking and savings accounts, loans, credit cards, wealth management, and payment solutions that work through branches, online and mobile platforms, and an extensive network of branches and ATMs to move money and manage accounts. The bank leverages a long West-to-Midwest footprint and an integrated suite of banking, investment, and payments, reflecting its evolution from 1852 and the 1998 Norwest merger that adopted the Wells Fargo name. Its goal is to help customers manage money, grow wealth, and pay and transfer funds safely and reliably for individuals, small businesses, and institutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

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