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Wells Fargo

Nationwide banking and financial services

Mortgage Consumer Direct Sales Consultant Bilingual

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeTempe, AZ, USANo salary listed

About the Job

Requirements

  • At least 2 years of Mortgage Consumer Direct Sales experience, or equivalent demonstrated through a combination of work experience, training, military experience, or education.
  • Bilingual speaking and listening proficiency in Spanish and English.
  • Must work on-site at the listed location as scheduled and be able to work weekdays, weekends, and holidays as needed.
  • Must obtain SAFE registration at employment; ongoing employment depends on meeting applicable regulatory requirements, background investigation standards, and Loan Originator qualification requirements, including financial responsibility, character, general financial fitness, criminal background standards, and any additional screening required.

Responsibilities

  • Manage inbound and outbound calls and follow up with existing and potential customers to offer Wells Fargo mortgage products and services.
  • Understand customer needs, provide high-quality customer service, inform prospective and existing customers about Wells Fargo Home Mortgage programs, and analyze and offer mortgage loan products suited to clients’ needs.
  • Present recommendations for resolving more complex situations and exercise independent judgment while developing an understanding of loan applications, loan pricing, and rate locks.
  • Collaborate with fulfillment partners to meet client needs throughout the loan origination process.
  • Maintain client satisfaction through timely and proactive customer communication.
  • Navigate multiple screens, databases, and applications to accurately capture customer information while conducting a conversation.
  • Meet risk program, policy, and compliance obligations; monitor and escalate risks and issues, and make risk decisions consistent with applicable requirements.

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, with the ability to work in a fast-paced environment.
  • Attention to detail and strong organization and time-management skills.

About the Company

Wells Fargo

Nationwide banking and financial services

Wells Fargo provides banking, investment, and payment services across the United States. Its products include checking and savings accounts, loans, credit cards, wealth management, and payment solutions that work through branches, online and mobile platforms, and an extensive network of branches and ATMs to move money and manage accounts. The bank leverages a long West-to-Midwest footprint and an integrated suite of banking, investment, and payments, reflecting its evolution from 1852 and the 1998 Norwest merger that adopted the Wells Fargo name. Its goal is to help customers manage money, grow wealth, and pay and transfer funds safely and reliably for individuals, small businesses, and institutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

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