W

Wells Fargo

Diversified financial services: banking, lending, investments

Mortgage Retail Sales Coordinator

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeNo salary listedIn-person

About the Job

Requirements

  • At least one year of Mortgage Retail Sales support experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Must obtain SAFE registration at the time of employment and meet applicable Loan Originator qualification requirements, including financial responsibility, character, general financial fitness, criminal background standards, and ongoing regulatory screening requirements.

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 in the Mortgage Retail Sales functional area.
  • Interact with customers and individuals within the Mortgage Retail Sales functional area regarding information related to mortgage sales, the selling process, and similar activities.
  • Comply with the SAFE Mortgage Licensing Act of 2008 and related regulations; ongoing employment is contingent on meeting these requirements and acceptable background investigation results.
  • For this SAFE position, perform customer-contact duties that may include offering or negotiating terms and/or taking applications for dwelling-secured transactions.
  • For Loan Originator duties, comply with Consumer Financial Protection Bureau qualification requirements and related Wells Fargo policies. A current credit report is used to assess financial responsibility and credit fitness, but credit score is not included in the evaluation.
  • Meet ongoing regulatory requirements, including additional screening if necessary.
  • Follow applicable risk programs and Wells Fargo policies and procedures, fulfill risk and compliance obligations, and timely escalate and remediate issues.
  • Proactively monitor, identify, and escalate risks, and make sound risk decisions consistent with the business unit’s risk appetite and applicable risk and compliance program requirements.

Desired Qualifications

  • Experience applying compliance requirements, customer contacts, and customer relationship building.
  • Experience applying home mortgages, loan origination, and loan processing in a business environment.
  • Experience with mortgage lending, mortgage licensing, and mortgage products in a business environment.
  • Experience applying mortgage sales, real estate lending, and retail sales in a business environment.
  • Experience applying risk management, sales support, and stakeholder relationship management in a business environment.

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

Recently Posted Jobs

Explore more opportunities at Wells Fargo

See more jobs