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Wells Fargo

Nationwide banking and financial services

Mortgage Retail Sales Associate Manager - Safe

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeOntario, CA, USAIn-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.
  • Must obtain SAFE registration at employment and meet SAFE Mortgage Licensing Act and related regulatory requirements, including ongoing acceptable background investigation results.
  • Loan Originators must meet Consumer Financial Protection Bureau qualification requirements, including applicable financial responsibility, character, general financial fitness, and criminal background standards; ongoing regulatory requirements and additional screening may apply.
  • 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 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 personal and team pipelines to support 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 with external customers and collaborate and consult with peers, colleagues, and mid-level managers.
  • Stay informed of mortgage industry trends and developments in the assigned market and maintain visibility for Wells Fargo Home Mortgage in the marketplace.
  • Manage allocation of people and financial resources for Mortgage Retail Sales.
  • Select, evaluate, and develop staff within Mortgage Retail Sales.

Desired Qualifications

  • Basic Microsoft Office skills.
  • Customer service experience.
  • Knowledge of sales prospecting and generating referrals.
  • Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources.
  • A Bachelor of Science or Bachelor of Arts 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.
  • Mortgage industry experience.

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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