CrawlJobs Logo

Community Mortgage Bank Sales Consultant

United States, San Antonio · Job Posted March 25, 2026

Job offer has expired

Job Link Share

Job Description

Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. For additional information on this line of business, refer to the external Careers Site at www.wellsfargojobs.com.

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
  • Exercise some independent judgment when conducting 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 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 low to moderately complex 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 clients throughout the origination process
  • Stay informed of mortgage industry trends and developments in the assigned market
  • 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, education
  • This position requires SAFE registration at the time of employment
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
  • Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

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

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Community Mortgage Bank Sales Consultant

8 matching positions

Community Mortgage Bank Sales Consultant

Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) in Cons...
Location
Location
United States , SAN MARCOS; ESCONDIDO
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
Job Responsibility
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
  • 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
What we offer
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
  • Fulltime
Read More
Arrow Right
New

Community Mortgage Bank Sales Consultant (SAFE)

Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) in Cons...
Location
Location
United States , Boca Raton; Fort Lauderdale; Miami; West Palm Beach
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
July 31, 2026
Flip Icon
Requirements
Requirements
  • 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
  • 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
Job Responsibility
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
  • Fulltime
Read More
Arrow Right
New

Community Mortgage Bank Sales Consultant (SAFE)

Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) in Cons...
Location
Location
United States , Farmers Branch
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
September 02, 2026
Flip Icon
Requirements
Requirements
  • 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 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
Job Responsibility
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
  • Exercise some independent judgment when conducting 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 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 low to moderately complex 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
What we offer
What we offer
  • Compensation includes an hourly base pay rate that meets or exceeds applicable minimum wage requirements, with the opportunity to earn additional commission
  • Fulltime
Read More
Arrow Right

Community Mortgage Bank Sales Consultant (SAFE)

Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) in Cons...
Location
Location
United States , Baltimore
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
July 25, 2026
Flip Icon
Requirements
Requirements
  • 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
  • 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
Job Responsibility
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
What we offer
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
  • Fulltime
Read More
Arrow Right

Community Mortgage Bank Sales Consultant (SAFE) - Bilingual

Location
Location
United States , Inglewood
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
July 12, 2026
Flip Icon
Requirements
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
Job Responsibility
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
What we offer
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
  • Fulltime
!
Read More
Arrow Right

Accounts Receivable Clerk

Location
Location
United States , Plano
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High school diploma required
  • Associate’s or Bachelor’s degree preferred
  • 1–3+ years of AR, billing, or collections experience
  • Understanding of basic accounting principles
  • Experience with ERP/accounting systems (SAP, Oracle, NetSuite, QuickBooks, etc.)
  • Proficiency in Microsoft Excel (lookups, basic formulas, data tracking)
  • Strong attention to detail and organizational skills
  • Effective communication skills for customer interaction and collections
  • Ability to manage priorities and meet deadlines
Job Responsibility
Job Responsibility
  • Generate and distribute customer invoices
  • Post cash receipts (ACH, wire, check, credit card) accurately and timely
  • Monitor AR aging and follow up on past-due balances
  • Reconcile customer accounts and resolve billing discrepancies
  • Maintain detailed and accurate records of all transactions
  • Apply payments and ensure proper allocation across accounts
  • Collaborate with sales and customer service to resolve issues
  • Assist with month-end close, including AR reconciliations and reporting
  • Prepare reports on aging, collections activity, and cash forecasting
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Staff Relations Manager

Join Amgen's Mission of Serving Patients. At Amgen, if you feel like you're part...
Location
Location
United States , Holly Springs
Salary
Salary:
103054.85 - 139427.15 USD / Year
amgen.com Logo
Amgen
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Doctorate degree
  • OR Master's degree and 2 years of Staff Relations experience
  • OR Bachelor's degree and 4 years of Staff Relations experience
  • OR Associate's degree and 8 years of Staff Relations experience
  • OR High School diploma/GED and 10 years of Staff Relations experience
Job Responsibility
Job Responsibility
  • Provide practical and legally appropriate employee relations guidance on performance management, disciplinary action, and workplace conflicts to HR partners and business leaders
  • Participate in termination discussions and corrective actions with staff and leaders as needed
  • Conduct and document thorough, impartial, and timely HR investigations, maintaining confidentiality and objectivity
  • Determine findings of facts and any violations of Amgen policies and prepare clear, concise investigation summaries and supporting documentation to support these findings
  • Partner with the Occupational Heath, Benefits, staff and managers to analyze and respond to reasonable accommodation requests, leaves of absence, and return to work following them
  • Partner with local HR Business Partners and the broader Staff Relations team to ensure nuanced and compliant ER practices
  • Track and update cases in the company's case management system
  • Assist the Operations Staff Relations Lead in implementing process improvements, training, and ER best practices
  • Collaborate with Compliance, Legal, and Learning & Development teams to deliver training on HR policies, investigations, and professional workplace behaviors
What we offer
What we offer
  • Health and welfare plans for staff and eligible dependents
  • Financial plans with opportunities to save towards retirement or other goals
  • Work/life balance
  • Career development opportunities
  • A comprehensive employee benefits package, including a Retirement and Savings Plan with generous company contributions, group medical, dental and vision coverage, life and disability insurance, and flexible spending accounts
  • A discretionary annual bonus program, or for field sales representatives, a sales-based incentive plan
  • Stock-based long-term incentives
  • Award-winning time-off plans
  • Flexible work models where possible
  • Fulltime
Read More
Arrow Right

Community Center Assistant Manager

Opportunity for career advancement in a fast paced, growth-oriented Organization...
Location
Location
United States , Sapphire
Salary
Salary:
Not provided
capitalvacations.com Logo
Capital Vacations
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma/GED
  • Minimum of two (2) years Customer/Guest Service experience
  • Timeshare experience preferred
  • Excellent communication skills, verbal and written
  • able to interact with customers and the public
  • Excellent customer service skills
  • ability to deal with complaints and problematic situations
  • Excellent leadership skills with ability to train and direct staff
  • Knowledge of Microsoft Office
  • Word, Excel, PowerPoint
Job Responsibility
Job Responsibility
  • Provide management for day-to-day operations of Community Center, including planning trips and events
  • Provide supervision of staff, including schedules and tracking employee hours with current time keeping system
  • Ensure daily tasks, events and meeting schedules are set up, carried out and dismantled
  • Order supplies and merchandise to maintain the facility as budgeted
  • Complete monthly inventory reports for merchandise and building supplies
  • Complete daily revenue reports for the building and ensure building is running according to budget
  • Serve as the contact for facility rentals, ensuring each renter completes rental forms, collect deposits, final payments and ensure documents are kept confidential and safe
  • Review and document each program, track and maintain appropriate records and ensure all documents are kept on file as required by law
  • Delegate building needs to maintenance for upkeep
  • Investigate, resolve and document complaints or inquiries from employees and patrons concerning the operations of the facility and deal appropriately with confrontational situations according to company policies and procedures
What we offer
What we offer
  • Competitive Salary
  • Paid time off
  • Career growth
  • Medical / Dental / Vision insurance
  • 401k
  • Enthusiastic team environment
  • Travel Perks to all our Resort locations
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Fulltime
Read More
Arrow Right