Mortgage Retail Sales Consultant, Wells Fargo

Wells Fargo

Location:
United States, Lititz, Lancaster

Category:
Banking

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. This position requires customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction.

Job Responsibility:

Sit within assigned bank branches and originate mortgage loans
Collaborate with branch leadership, participate in branch huddles, mentor and coach employees
Conduct outbound calls to existing and prospective customers regarding mortgage loan products
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
Maintain high standard of client satisfaction and quality
Pursue Wells Fargo training offerings to increase knowledge of company products
Adhere to policies, underwriting requirements, compliance requirements, and loan procedures
Collaborate with fulfillment partners to meet the needs of clients
Stay informed of mortgage industry trends and developments

Requirements:

2+ years of sales experience
SAFE registration
Mortgage industry experience
Experience with retail residential mortgage, purchase fundings
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
Willingness to travel
Reliable transportation
Ability to work nights, weekends, and/or holidays as needed or scheduled

Nice to have:

Mortgage industry experience
Experience with retail residential mortgage, purchase fundings
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

Additional Information:

Job Posted:
August 26, 2025

Expiration:
September 05, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Mortgage Retail Sales Consultant