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Wells Fargo

Nationwide banking and financial services

Mortgage Consumer Direct Sales Consultant

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

About the Job

Requirements

  • At least 2 years of Mortgage Consumer Direct Sales experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • This position is not eligible for visa sponsorship.
  • Willingness to work on-site at the listed location as required by the hybrid schedule.
  • Ability to work weekdays, weekends, and holidays as needed or scheduled.
  • Must complete SAFE registration at the time of employment and meet Loan Originator qualification requirements, including applicable financial responsibility, character, general financial fitness, and criminal background standards.
  • Must meet ongoing regulatory requirements, including additional screening if necessary.

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 customer service, inform prospective and existing customers about Wells Fargo Home Mortgage programs, and analyze and offer mortgage loan products based on client needs.
  • Present recommendations for resolving complex situations and exercise independent judgment while developing understanding of loan applications, loan pricing, and locking loan rates.
  • Collaborate with fulfillment partners throughout the mortgage origination process.
  • Maintain client satisfaction through timely and proactive customer communication.
  • Navigate multiple screens, databases, and applications to capture customer information accurately while conversing.
  • Follow applicable risk programs, Wells Fargo policies and procedures, and regulatory compliance obligations; monitor, identify, escalate, and remediate issues and make risk decisions consistent with business 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 and ability to work in a fast-paced environment.
  • Attention to detail, 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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