Full-Time

Community Mortgage Bank Sales Consultant

Updated on 3/14/2025

Wells Fargo

Wells Fargo

10,001+ employees

Provides banking, mortgage, and investment services

No salary listed

Junior, Mid

Paterson, NJ, USA

Category
Real Estate
Inside Sales
Sales & Account Management
Required Skills
Sales
Customer Service
Requirements
  • 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • This position requires SAFE registration at the time of employment.
Responsibilities
  • Sit within assigned bank branches and originate mortgage loans; collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes; perform miscellaneous duties as needed and required
  • Exercise some independent judgment when conducting outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities
  • Interact with customers to understand their needs and provide high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs
  • Process low to moderately complex loan applications for mortgage transactions and review rates and terms within guidelines
  • Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
  • Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements
  • Adhere to policies, underwriting requirements, compliance requirements, and loan procedures; collaborate with fulfillment partners to meet the needs of clients throughout the origination process
  • Stay informed of mortgage industry trends and developments in the assigned market; develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace

Wells Fargo provides a variety of financial services, including banking, mortgages, investing, and credit solutions for individuals, small businesses, and commercial clients. The company operates mainly in the United States and serves millions of customers through its branches, ATMs, and online platforms. Its products work by generating revenue through interest on loans, fees for banking services, and commissions from investment products. What sets Wells Fargo apart from its competitors is its focus on personalized financial solutions and its commitment to financial education, helping customers manage their finances effectively. The goal of Wells Fargo is to assist clients in achieving their financial objectives by offering tailored services and resources.

Company Size

10,001+

Company Stage

IPO

Headquarters

San Francisco, California

Founded

1851

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for digital banking enhances Wells Fargo's digital platform opportunities.
  • Interest in ESG investing allows Wells Fargo to offer sustainable financial products.
  • Fintech partnerships enable Wells Fargo to enhance technological capabilities and innovation.

What critics are saying

  • Increased competition in the credit facility market may reduce Wells Fargo's market share.
  • Overexposure to the self-storage sector could pose risks if the sector declines.
  • Large corporations raising capital through share sales may impact Wells Fargo's loan revenue.

What makes Wells Fargo unique

  • Wells Fargo offers a wide range of tailored financial solutions.
  • The company emphasizes financial education and security for its customers.
  • Wells Fargo has a strong presence in the U.S. with extensive branch and ATM networks.

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Benefits

Health Insurance

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Parental Leave

Disability Insurance

Life Insurance

Tuition Reimbursement

Commuter Benefits

Adoption Assistance

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