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Community Mortgage Bank Sales Consultant

United States, ONTARIO SAN BERNARDINO Employment contract · Job Posted April 27, 2026

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Job Responsibility

  • 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
  • Perform miscellaneous duties as needed and required
  • Conduct outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities
  • Interact with customers to understand their needs and provide them with high quality customer service
  • inform prospective and existing customers of Wells Fargo Home Mortgage programs
  • analyze and offer mortgage loan products based on the client's needs
  • Process loan applications for mortgage transactions and review rates and terms within guidelines
  • Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
  • Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements
  • Adhere to policies, underwriting requirements, compliance requirements, and loan procedures
  • Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process
  • Stay informed of mortgage industry trends and developments in the assigned market and develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace

Requirements

2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education

Nice to have

  • 2+ years of mortgage retail sales experience
  • Expertise of general lending products and overall mortgage industry experience
  • Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources
  • Established relationships with diverse realtor organizations and affordable lending nonprofits in assigned market
  • Experience with community loan products inclusive of specialized LMI mortgage solutions, lender paid assistance programs and 3rd party assistance programs
  • FHA/VA & conventional loan experience is preferred
  • Knowledge and understanding of sales prospecting and generating referrals
  • Experience with educating clients on various mortgage purchase programs
  • Experience developing and cultivating professional relationships
  • Customer service experience
  • Basic Microsoft Office skills
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to provide leadership by coaching, training, and mentoring
  • Bilingual speaking proficiency in Spanish/English preferred

What we offer

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

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