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Mortgage Bank Sales Consultant

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , Antioch

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Wells Fargo is seeking a Mortgage Bank Sales Consultant (SAFE)... In this role, you will: 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; This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

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

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:
January 29, 2026

Expiration:
February 26, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

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