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Wells Fargo

Diversified financial services: banking, lending, investments

Community Mortgage Bank Sales Consultant

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeLos Angeles, CA, USA

About the Job

Requirements

  • Have 2 or more years of sales experience, or equivalent experience demonstrated through work experience, training, military experience, or education.
  • Have bilingual speaking and reading proficiency in Spanish and English.
  • Be willing to travel.
  • Pass the required Spanish language assessment.
  • Have reliable transportation.
  • Be able to work nights, weekends, or holidays as needed or scheduled.
  • Meet Consumer Financial Protection Bureau qualification requirements for Loan Originator positions, including applicable financial responsibility, character, general financial fitness, and criminal background standards.
  • Meet ongoing regulatory requirements, including additional screening if necessary.
  • Complete SAFE registration at the time of employment; registration is initiated after the employment start date.

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 regarding mortgage loan products and complete associated tracking activities.
  • Interact with customers to understand their needs, provide high-quality customer service, inform prospective and existing customers of Wells Fargo Home Mortgage programs, and analyze and offer mortgage loan products based on client needs.
  • Process mortgage transaction 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, and collaborate with fulfillment partners to meet client 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.
  • Meet S.A.F.E. Mortgage Licensing Act of 2008 requirements and related regulations, including maintaining acceptable background investigation results.
  • Meet Loan Originator requirements under Regulation Z.

Desired Qualifications

  • Have 2 or more years of mortgage retail sales experience.
  • Have expertise in general lending products and overall mortgage industry experience.
  • Have experience with retail residential mortgage purchase fundings over the past 12 months referred primarily from established local or external sources.
  • Have established relationships with diverse realtor organizations and affordable lending nonprofits in the assigned market.
  • Have experience with community loan products, including specialized low- to moderate-income mortgage solutions, lender-paid assistance programs, and third-party assistance programs.
  • Have FHA, VA, and conventional loan experience.
  • Have knowledge and understanding of sales prospecting and generating referrals.
  • Have experience educating clients on various mortgage purchase programs.
  • Have experience developing and cultivating professional relationships.
  • Have customer service experience.
  • Have basic Microsoft Office skills.
  • Have strong verbal and written communication skills and interpersonal communication skills.
  • Be able to provide leadership through coaching, training, and mentoring.

About the Company

Wells Fargo

Diversified financial services: banking, lending, investments

Wells Fargo offers a broad set of financial services, including banking, mortgages, investing, credit cards, and wealth and business banking, to individuals, small businesses, and large corporations. Its products combine everyday banking with lending, investment products, and advisory services, accessible through branches, ATMs, and online or mobile platforms. The company earns mainly from interest on loans, banking fees, and commissions on investment products, supported by a large network and secure technology. Its goal is to help customers manage, preserve, and grow their money through trusted, accessible, and comprehensive financial solutions.

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

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