Full-Time

Mortgage Retail Sales Consultant

Safe

Confirmed live in the last 24 hours

Deadline 10/20/25
Wells Fargo

Wells Fargo

10,001+ employees

Provides banking, mortgage, and investment services

No salary listed

Junior, Mid

New York, NY, USA

In Person

Category
Real Estate
Real Estate Sales
Required Skills
Financial analysis
Customer Service
Requirements
  • 2+ years of Mortgage Retail 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
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
  • The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards
Responsibilities
  • Participate in soliciting residential mortgages from various sources
  • Produce high quality loans which are compliant and provide excellent customer service
  • Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
  • Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market
  • Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans
  • Understand real estate appraisals, title reports, and real estate transactions
  • Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs
  • Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk
  • Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
  • Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements

Wells Fargo provides a variety of financial services, including banking, mortgages, investments, credit cards, and personal and commercial financial solutions. The company serves individual consumers, small businesses, and large corporations, offering customized services to meet different financial needs. Its operations are mainly in the United States, utilizing a wide network of branches and ATMs, along with online and mobile banking platforms for easy access to services. Revenue is generated through interest from loans and mortgages, fees for banking services, and commissions from investment products. Additionally, Wells Fargo offers specialized services like financial planning and wealth management, aiming to support clients with diverse financial goals. The company's focus is on enhancing customer experience and security while remaining competitive in the financial services industry.

Company Size

10,001+

Company Stage

IPO

Headquarters

San Francisco, California

Founded

1851

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for digital banking services boosts Wells Fargo's online platform usage.
  • Growing interest in sustainable finance aligns with Wells Fargo's innovation goals.
  • Fintech partnerships enhance Wells Fargo's technological capabilities and personalized solutions.

What critics are saying

  • Increased competition in credit facilities may lead to tighter margins.
  • Pressure to offer competitive terms could impact Wells Fargo's profitability.
  • Growing demand for larger credit lines may strain capital allocation strategies.

What makes Wells Fargo unique

  • Wells Fargo offers a wide range of tailored financial solutions.
  • The company has a robust online and mobile banking platform.
  • Wells Fargo is committed to innovation and customer success.

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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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