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Wells Fargo

Diversified financial services: banking, lending, investments

Community Mortgage Bank Sales Consultant

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timePasadena, CA, USA

About the Job

Requirements

  • At least 2 years of sales experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Must obtain SAFE registration at the time of employment and meet Loan Originator qualification requirements, including applicable financial responsibility, character, financial fitness, and criminal background standards.
  • Must comply with ongoing regulatory requirements, including additional screening when necessary.

Responsibilities

  • Sit within assigned bank branches and originate mortgage loans; collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes, and perform miscellaneous duties as needed.
  • Conduct outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities, exercising some independent judgment.
  • Interact with customers to understand their needs and provide customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on client needs.
  • Process low- to moderately-complex mortgage loan applications and review rates and terms within guidelines.
  • Maintain client satisfaction and quality through timely and proactive customer communication.
  • Pursue Wells Fargo training offerings to increase knowledge of company products, policies, procedures, and underwriting requirements.
  • Adhere to policies, underwriting requirements, compliance requirements, and loan procedures; collaborate with fulfillment partners throughout the origination process.
  • Stay informed of mortgage industry trends and developments in the assigned market and maintain visibility for Wells Fargo Home Mortgage in the marketplace.
  • Meet the requirements of the SAFE Mortgage Licensing Act of 2008 and related regulations, including maintaining acceptable background investigation results.
  • Meet Consumer Financial Protection Bureau Loan Originator qualification requirements and comply with related Wells Fargo policies.

About the Company

Wells Fargo

Diversified financial services: banking, lending, investments

Wells Fargo offers a broad set of financial services, including banking, mortgages, investing, credit cards, and wealth and business banking, to individuals, small businesses, and large corporations. Its products combine everyday banking with lending, investment products, and advisory services, accessible through branches, ATMs, and online or mobile platforms. The company earns mainly from interest on loans, banking fees, and commissions on investment products, supported by a large network and secure technology. Its goal is to help customers manage, preserve, and grow their money through trusted, accessible, and comprehensive financial solutions.

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

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