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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-timePomona, CA, USA

About the Job

Requirements

  • At least 2 years of sales experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Bilingual speaking and reading proficiency in Spanish and English.
  • Must pass the required Spanish language assessment.
  • Must have reliable transportation.
  • Must be willing to travel and work nights, weekends, or holidays as needed or scheduled.
  • Must meet SAFE registration requirements at employment and maintain applicable compliance with the SAFE Mortgage Licensing Act of 2008 and related regulations.
  • Loan Originator positions require meeting Consumer Financial Protection Bureau qualification requirements and Wells Fargo policies, including financial responsibility, character, general financial fitness, and criminal background standards; successful candidates must also meet ongoing regulatory screening requirements.

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 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, explain Wells Fargo Home Mortgage programs, and analyze and offer mortgage loan products based on client 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 and compliance requirements, and loan procedures; collaborate with fulfillment partners throughout the origination process.
  • Stay informed about mortgage industry trends and developments in the assigned market and maintain visibility for Wells Fargo Home Mortgage in the marketplace.
  • Meet applicable requirements for offering or negotiating terms and taking applications for dwelling-secured transactions.
  • Perform miscellaneous duties as needed and required.

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.
  • FHA, VA, and conventional loan experience.
  • 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.
  • Verbal, written, and interpersonal communication skills.
  • Ability to provide leadership by 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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