CrawlJobs Logo
Wells Fargo Logo Wells Fargo · Sales

Mortgage Consumer Direct Sales Consultant (SAFE)

United States, Tempe Employment contract · Job Posted May 05, 2026

Job offer has expired

Job Link Share

Job Description

Wells Fargo is seeking a Mortgage Consumer Direct Sales Consultant to support our Consumer Direct Team. Our Consumer Direct team builds strong relationships with consumers and referral partners to help our customers reach their personal and financial goals through homeownership. Mortgage Consumer Direct Sales Consultants provide answers and guidance regarding mortgage-related products and services for clients, customers, and potential customers. Our Mortgage Consumer Direct Sales Consultants thrive on customer interaction and never miss an opportunity to enhance and deepen the customer's relationship. They are skilled communicators, organized, have strong integrity, are highly motivated, and strive to reach and meet goals.

Job Responsibility

  • Manage inbound and outbound calls, with follow-up to existing and potential customers offering Wells Fargo mortgage products and services
  • 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
  • Present recommendations for resolving more complex situations, and exercise some independent judgment while developing understanding of loan applications, pricing loans, or locking loan rates
  • Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process
  • Maintain high standard of client satisfaction by ensuring timely and proactive customer communication
  • Navigate between multiple screens, databases and applications to accurately capture information needed from the customer, while holding a conversation

Requirements

  • 2+ years of Mortgage Consumer Direct Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Experience in loan origination
  • Strong understanding of mortgage sales, origination processes and industry regulations
  • Experience working in goal-driven environments
  • Experience in sales
  • Experience communicating financial concepts to customers
  • Strong communication skills both interpersonal and written and the ability to thrive in a fast-paced environment
  • Detail-oriented with strong organization and time management skills

Nice to have

  • Experience in loan origination
  • Strong understanding of mortgage sales, origination processes and industry regulations
  • Experience working in goal-driven environments
  • Experience in sales
  • Experience communicating financial concepts to customers
  • Strong communication skills both interpersonal and written and the ability to thrive in a fast-paced environment
  • Detail-oriented with strong organization and time management skills
Wells Fargo - All Job Offers

Looking for more opportunities?

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

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Mortgage Consumer Direct Sales Consultant (SAFE)

8 matching positions

Mortgage Consumer Direct Sales Consultant (SAFE)

Wells Fargo is seeking a Mortgage Consumer Direct Sales Consultant to support ou...
Location
Location
United States , West Des Moines
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
August 22, 2026
Flip Icon
Requirements
Requirements
  • 2+ years of Mortgage Consumer Direct Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Job Responsibility
Job Responsibility
  • Manage inbound and outbound calls, with follow-up to existing and potential customers offering Wells Fargo mortgage products and services
  • 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
  • Present recommendations for resolving more complex situations, and exercise some independent judgment while developing understanding of loan applications, pricing loans, or locking loan rates
  • Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process
  • Maintain high standard of client satisfaction by ensuring timely and proactive customer communication
  • Navigate between multiple screens, databases and applications to accurately capture information needed from the customer, while holding a conversation
  • Fulltime
Read More
Arrow Right

Wealth Relationship Manager

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned profes...
Location
Location
United States , Boca Raton; Palm Beach Gardens; Coral Gables; North Miami Beach; Fort Lauderdale; Key Biscayne; Miami
Salary
Salary:
72880.00 - 109320.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5-8 years of experience
  • Strong analytical and financial skills
  • Strong verbal and written communication skills
  • Organized with strong attention to details
  • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred
  • Basic understanding of investment and financial planning strategies preferred
  • Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
  • Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent
  • Must meet ALL US FINRA Registration requirements within 150 days of starting in the role
  • Insurance Group 1 required
Job Responsibility
Job Responsibility
  • Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills
  • Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling
  • With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions
  • Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc
  • Master referral opportunities to grow portfolio
  • Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities
  • Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
  • Organize client events to enhance client bonding
  • Acquire new clients through converting referral leads
  • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
What we offer
What we offer
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
  • discretionary and formulaic incentive and retention awards
  • Fulltime
Read More
Arrow Right
New

Trainee Sen Teacher

Trainee SEN Teacher | Funded QTS Programme. Location: Cranleigh, Surrey (Easy Co...
Location
Location
United Kingdom , Horsham
Salary
Salary:
93.00 - 95.00 GBP / Day
https://www.randstad.com Logo
Randstad
Expiration Date
July 10, 2026
Flip Icon
Requirements
Requirements
  • At least 6 months in Education, Children's Residential Homes, or EYFS
  • GCSE Maths & English (Grade C/4 or equivalent)
  • A degree in Psychology or Social Sciences is highly preferred
  • Full Right to Work in the UK (No visas expiring within the next 12 months)
  • A passion for supporting students with complex needs using positive reinforcement
What we offer
What we offer
  • Referral Bonus
  • Training and Education
  • Funded QTS Programme
  • Dedicated break room with a massage chair
  • Private staff shuttle bus from Guildford Station (£2 each way)
  • Fulltime
!
Read More
Arrow Right
New

Level 3 Nursery Practitioner

Qualified Level 3 Nursery Practitioner | Permanent Roles Are you a qualified Ear...
Location
Location
United Kingdom , Horsham
Salary
Salary:
14.00 - 16.00 GBP / Hour
https://www.randstad.com Logo
Randstad
Expiration Date
September 13, 2026
Flip Icon
Requirements
Requirements
  • Holds a full and relevant Level 3 qualification in Childcare/Early Years (e.g., NVQ Level 3, CACHE Level 3, or equivalent)
  • A strong understanding of the EYFS statutory framework, child development, and observation/assessment processes
  • Excellent communication skills, strong team-working abilities, and a positive, solution-focused attitude
  • Fully dedicated to safeguarding and promoting the welfare of children, with a robust understanding of safeguarding procedures
Job Responsibility
Job Responsibility
  • Oversee a designated group of children, tracking their development, updating learning journals, and writing progress reports
  • Plan and implement creative, age-appropriate, play-based activities aligned with the EYFS
  • Provide excellent general care, supervision, and support with personal care and mealtime routines
  • Maintain open, professional communication with parents and carers to provide daily feedback on their child's day
  • Ensure a clean, safe, and secure environment, strictly adhering to health and safety and safeguarding policies
What we offer
What we offer
  • Generous holiday allowance
  • Company pension schemes
  • Regular staff well-being initiatives
  • Access to continuous professional development (CPD) and specialist training
  • Fulltime
Read More
Arrow Right
New

Teaching Assistant (SEN TA)

Are you looking for the opportunity to join an award winning and forward thinkin...
Location
Location
United Kingdom , Horsham
Salary
Salary:
21342.00 - 24089.00 GBP / Year
https://www.randstad.com Logo
Randstad
Expiration Date
July 14, 2026
Flip Icon
Requirements
Requirements
  • Any experience level will be considered, ideal candidates will be flexible, resilient and have a positive approach to supporting learners with SEN (direct SEN experience is not essential)
  • Relevant experience/Knowledge of working with children or young people
  • Maths and English GCSE or equivalent
  • Eligibility to work in the UK
Job Responsibility
Job Responsibility
  • Supporting KS1- KS5 SEN learners on a 1:1, small group and classroom basis
  • Communicating with parents and carers over pupils' progress and participating in departmental meetings, parents' evenings and whole school training events
What we offer
What we offer
  • Excellent rates of pay/ 6 month pay reviews
  • Fully funded training and qualifications
  • Access to onsite facilities/ free hot meals and games room
  • Staff rewards - staff team building days
Read More
Arrow Right
New

Individual Needs Assistant

Do you want to help children reach their full potential? Do you have a passion f...
Location
Location
United Kingdom , Horsham
Salary
Salary:
20258.00 - 22843.00 GBP / Year
https://www.randstad.com Logo
Randstad
Expiration Date
July 14, 2026
Flip Icon
Requirements
Requirements
  • Relevant Teaching Assistant experience (Must be able to provide references)
  • Relevant knowledge of the current national curriculum
  • Eligibility to work in the UK
Job Responsibility
Job Responsibility
  • Supporting learners on a 1:1 and small group basis
What we offer
What we offer
  • Accessible Public transport links
  • School hours/term time only
  • Permanent position
  • Top of the range technology and resources
  • Supportive Senior leadership
  • Brilliant career progression opportunities
  • Fulltime
Read More
Arrow Right

Investment Firm Pensions Trustee Executive (PMI or FIA)

Our client is an Investment firm that also provides a range of services and trus...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
staractuarial.com Logo
Star Actuarial Futures
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • strong experience with occupational pension schemes
  • up-to-date knowledge of technical pensions matters
  • outstanding communication and data manipulation skills
  • proficiency in MS Office systems
  • experience managing third-party relationships
  • part- or fully-qualified PMI, actuarial, or equivalent professional qualification preferred
Job Responsibility
Job Responsibility
  • manage relationships with trustees, advisers, and service providers, ensuring effective governance and communication
  • carry out Scheme secretarial duties and contribute to the development and growth of this growing business
  • undertake training and development as appropriate and engage fully in the performance management process
  • Fulltime
Read More
Arrow Right

Multi-Skilled Engineer

Join Our Team at Smurfit Westrock! Are you searching for a workplace that values...
Location
Location
United Kingdom , Stalybridge
Salary
Salary:
Not provided
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Ability to achieve and communicate operational targets within their area of responsibility
  • Ability to work with team members to understand site performance and positively contribute to achieve targets
  • Ability to identify possible areas of improvement
  • Supervising contractors on their shift ensuring they are working safely and completing tasks to a high standard
  • Lead and provide engineering support to resolve Breakdowns
  • Ensure PPM's are completed
  • Responsible for identifying necessary parts and equipment required for repairs & improvements
  • Carry out both electrical and mechanical installations within skill set
  • Follow rational and informed decisions with regard to breakdown solutions and completion of individual projects
  • Carry out electrical & mechanical repairs within scope of ability & requirements
Job Responsibility
Job Responsibility
  • Achieving and communicating operational targets within area of responsibility
  • Working with team members to understand site performance and positively contribute to achieve targets
  • Identifying possible areas of improvement
  • Supervising contractors on shift ensuring safe working and high standard tasks
  • Leading and providing engineering support to resolve Breakdowns
  • Ensuring PPM's are completed
  • Identifying necessary parts and equipment for repairs & improvements
  • Carrying out electrical and mechanical installations within skill set
  • Following rational and informed decisions for breakdown solutions and project completion
  • Carrying out electrical & mechanical repairs within scope of ability
What we offer
What we offer
  • Competitive salary & benefits
  • Annual leave
  • Pension
  • Westfield Health
  • On-site Gym
  • Cycle to Work scheme
  • Ongoing training and development opportunities
  • 24/7 confidential support for you and your family
  • Flexible working options
  • Family-friendly policies
Read More
Arrow Right