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Wells Fargo

Diversified financial services: banking, lending, investments

Mortgage Retail Sales Associate Manager

Account ExecutiveConfirmed live in the last 24 hours
Full-timeIn-person

About the Job

Requirements

  • At least 2 years of Mortgage Retail Sales experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • At least 1 year of leadership experience.
  • SAFE registration is required at the time of employment, with compliance with the SAFE Mortgage Licensing Act, Nationwide Mortgage Licensing System registration, Loan Originator qualification requirements, and related regulatory screening.
  • Ability to lift more than 20 pounds.
  • Reliable transportation.
  • Ability to work nights, weekends, and/or holidays as needed or scheduled.

Responsibilities

  • Coach, direct, and manage the sales activities of a small group of residential Mortgage Retail Sales Consultants under the direction of a Non-Producing Mortgage Retail Sales Manager.
  • Supervise individual contributors by directing and managing sales activities to ensure high customer service, timely completion, quality, and compliance in Mortgage Retail Sales.
  • Produce high-quality loans that meet Wells Fargo Home Mortgage guidelines by building relationships with realtors, builders, financial planners, bank stores, past customers, and other nontraditional sources while providing customer service.
  • Make supervisory decisions and resolve issues related to team supervision, work allocation, financial resources, and daily operations; manage the personal and team pipeline to manage customer loyalty.
  • Interpret policies, procedures, and compliance requirements while negotiating terms and taking applications.
  • Identify opportunities for process improvement and risk-control development in low-complexity functional areas.
  • Interact directly with external customers and collaborate and consult with peers, colleagues, and mid-level managers.
  • Stay informed about mortgage industry trends and developments in the assigned market and develop and maintain visibility for Wells Fargo Home Mortgage in the marketplace.
  • Manage the allocation of people and financial resources for Mortgage Retail Sales.
  • Select, evaluate, and develop staff within Mortgage Retail Sales.
  • Meet applicable SAFE Mortgage Licensing Act and Loan Originator requirements for offering or negotiating terms and taking applications for dwelling-secured transactions.

Desired Qualifications

  • Basic Microsoft Office skills.
  • Customer service experience.
  • Knowledge and understanding of sales prospecting and generating referrals.
  • Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources.
  • Mortgage industry experience.
  • A BS/BA degree or higher.
  • At least 1 year of leadership or management experience.
  • At least 1 year of data analysis experience.
  • At least 1 year of recruiting experience.

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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