Community Mortgage Bank Sales Consultant, Wells Fargo

Wells Fargo

Location:
United States, Santa Ana

Category:
Finance

Contract Type:
Employment contract

Salary:

20.29 - 30.48 USD / Hour

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Job Description:

Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. Responsibilities include originating mortgage loans, collaborating with bank branches, maintaining customer satisfaction, and adhering to compliance requirements. This position requires bilingual Spanish/English proficiency and experience in sales or the mortgage industry.

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
Bilingual speaking and reading proficiency in Spanish/English

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

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

Additional Information:

Job Posted:
April 26, 2025

Expiration:
June 09, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Community Mortgage Bank Sales Consultant