Full-Time

Mortgage Retail Sales Coordinator

Safe

Posted on 3/11/2025

Wells Fargo

Wells Fargo

10,001+ employees

Provides banking, mortgage, and investment services

Compensation Overview

$22 - $30.19Hourly

Mid, Senior

San Jose, CA, USA

Category
Retail
Real Estate
Real Estate Sales
Sales & Account Management
Required Skills
Marketing
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.
Responsibilities
  • Support the Mortgage Retail Sales team with administrative, marketing, and sales tasks
  • Build or maintain relationships with current and prospective customers
  • Perform administrative, transactional, operational, or customer support tasks related to mortgage sales
  • Receive direction from consultants or managers related to Mortgage Retail Sales functional area
  • Interact with customers and individuals within the Mortgage Retail Sales functional area on a wide range of information related to mortgage sales, selling process, etc.
Desired Qualifications
  • Bilingual speaking, reading, and writing proficiency in Chinese (Cantonese or Mandarin)/English
  • Excellent verbal, written, and interpersonal communication skills
  • Mortgage industry experience
  • Customer service experience
  • A BS/BA degree or higher
  • 6+ months of experience navigating multiple computer systems, applications and utilizing search tools to find information
  • Knowledge and understanding of business development and marketing

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 products work through a network of branches and ATMs, as well as online and mobile banking platforms, ensuring convenience and security for users. Unlike many competitors, Wells Fargo has a broad range of specialized services, such as financial planning and wealth management, which cater to clients with diverse financial goals. The company's goal is to enhance customer success by continually improving its services and maintaining a strong focus on security and innovation.

Company Size

10,001+

Company Stage

IPO

Headquarters

San Francisco, California

Founded

1851

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased focus on digital banking enhances customer experience and retention.
  • Fintech partnerships enable innovative and flexible financial products.
  • Sustainable finance initiatives attract environmentally conscious consumers and businesses.

What critics are saying

  • Increased competition in credit facilities may impact Wells Fargo's market share.
  • Pressure to offer competitive terms could affect profitability.
  • Exposure to credit risk from large facilities could lead to financial instability.

What makes Wells Fargo unique

  • Wells Fargo offers a wide range of tailored financial solutions.
  • The company leverages a robust online and mobile banking platform.
  • Wells Fargo provides specialized services like financial planning and wealth management.

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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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