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Wells Fargo

Diversified financial services: banking, lending, investments

Mortgage Consumer Direct Sales Consultant - Safe

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeWest Des Moines, IA, USANo salary listed

About the Job

Requirements

  • Requires 2 or more years of Mortgage Consumer Direct Sales experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Must obtain SAFE registration at the time of employment and meet ongoing regulatory requirements, including acceptable background investigation results and applicable financial responsibility, character, general financial fitness, and criminal background standards.
  • Loan Originator positions must meet Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
  • Must be willing to work on-site at the listed location.
  • Must be able to work weekdays, weekends, and holidays as needed or scheduled.

Responsibilities

  • Manage inbound and outbound calls, following up with existing and potential customers to offer Wells Fargo mortgage products and services.
  • Understand customers’ needs, provide high-quality customer service, inform prospective and existing customers of Wells Fargo Home Mortgage programs, and analyze and offer mortgage loan products based on client needs.
  • Present recommendations for resolving more complex situations and exercise some independent judgment while developing understanding of loan applications, pricing loans, or locking loan rates.
  • Collaborate with fulfillment partners to meet client needs throughout the origination process.
  • Maintain high client satisfaction through timely and proactive customer communication.
  • Navigate multiple screens, databases, and applications to accurately capture customer information while holding a conversation.
  • Comply with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations, including requirements applicable to offering or negotiating terms and taking applications for dwelling-secured transactions.

Desired Qualifications

  • Experience in loan origination.
  • Strong understanding of mortgage sales, origination processes, and industry regulations.
  • Experience working in goal-driven environments.
  • Experience in sales.
  • Experience communicating financial concepts to customers.
  • Strong interpersonal and written communication skills and the ability to thrive in a fast-paced environment.
  • Detail-oriented, with strong organization and time-management skills.

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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