Mortgage Bank Sales Consultant, Wells Fargo

Wells Fargo

Location:
United States, Alexandria

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. The position involves originating mortgage loans, collaborating with branch leadership, and providing high-quality customer service through interactions with clients to understand their needs, analyze loan products, and adhere to compliance requirements. Additional responsibilities include processing loan applications, staying informed about mortgage industry trends, and maintaining a visible presence in the marketplace.

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
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
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 work experience, training, military experience, or education
Bilingual speaking, reading, and writing proficiency in Spanish/English

Nice to have:

Mortgage industry experience
Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources
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:

Equal opportunity employer
Focus on risk and compliance culture
Accommodation for applicants with disabilities upon request

Additional Information:

Job Posted:
July 22, 2025

Expiration:
August 15, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Mortgage Bank Sales Consultant