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Posted 5 hours ago
Mortgage Retail Sales Consultant (SAFE)
Wells Fargo
Requirements
2+ years Mortgage Retail Sales experience, SAFE registration capability, Knowledge of real estate appraisals and title reports, Ability to analyze financial and credit data, Reliable transportation
Skills
Salescustomer service
About the role
Responsibilities
- Solicit residential mortgages from various sources and build professional relationships with realtors, builders, and financial professionals.
- Provide expert mortgage product recommendations by analyzing client financial and credit data.
- Maintain high visibility for Wells Fargo Home Mortgage in the marketplace and stay informed of industry trends.
- Manage the loan application process, including quoting rates, points, and completing follow-up activities.
- Ensure all loans are compliant with company policies, procedures, and regulatory requirements.
- Educate prospective and existing customers on mortgage programs, rates, and underwriting requirements.
Requirements
- 2+ years of Mortgage Retail Sales experience (or equivalent through training, military experience, or education).
- Ability to obtain SAFE registration at the time of employment.
- Knowledge of real estate appraisals, title reports, and real estate transactions.
- Ability to analyze low to moderately complex financial and credit data.
- Reliable transportation.
- Ability to work nights, weekends, and/or holidays as needed.
Preferred Qualifications
- Experience with retail residential mortgage purchase fundings.
- Strong interpersonal, verbal, and written communication skills.
- Proficiency in Microsoft Office.
- Bilingual speaking proficiency in Spanish/English.
- Proven experience in sales prospecting and generating referrals.
About the Company
Wells Fargo & Company (NYSE: WFC) is a leading financial services company with approximately $2.1 trillion in assets. We provide a diversified set of banking, investment, and mortgage products and services through our specialized operating segments, including Consumer Banking and Lending.
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Wells Fargo · Woodbridge
