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Wells Fargo

Nationwide banking and financial services

Mortgage Retail Sales Associate Manager

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeSan Diego, 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.
  • The role requires SAFE registration at the time of employment and compliance with applicable Loan Originator qualification requirements, including financial responsibility, character, general financial fitness, and criminal background standards; continued employment is contingent on meeting regulatory requirements and any additional screening.
  • Ability to lift more than 20 pounds.
  • Reliable transportation.

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 personal and team pipelines to manage customer loyalty effectively.
  • 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 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.
  • Verbal, written, and interpersonal communication skills.
  • 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 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.

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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