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Wells Fargo

Nationwide banking and financial services

Mortgage Retail Sales Coordinator

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeBeverly Hills, CA, USAIn-person

About the Job

Requirements

  • At least 1 year of Mortgage Retail Sales support experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Must obtain SAFE registration at the time of employment; employment is contingent on meeting applicable SAFE Mortgage Licensing Act requirements, including acceptable background investigation results.
  • Loan Originator positions must meet Consumer Financial Protection Bureau qualification requirements and comply with Wells Fargo policies, including applicable financial responsibility, character, general financial fitness, and criminal background standards.
  • Must meet ongoing regulatory requirements, including additional screening if necessary.

Responsibilities

  • Support the Mortgage Retail Sales team with administrative, marketing, and sales tasks.
  • Build or maintain relationships with current and prospective customers.
  • Perform administrative, transactional, operational, or customer support tasks related to mortgage sales.
  • Receive direction from consultants or managers in the Mortgage Retail Sales functional area.
  • Interact with customers and individuals within the Mortgage Retail Sales functional area regarding mortgage sales information and the selling process.
  • Comply with applicable risk programs and Wells Fargo policies and procedures; fulfill risk and compliance obligations, escalate and remediate issues, and make risk decisions consistent with the business unit’s risk appetite and program requirements.

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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