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Mortgage Retail Sales Consultant

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Newbury Park

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wells Fargo is seeking an CA-WA Mortgage Retail Sales Consultant (SAFE) in Consumer Lending as part of Home Lending.

Job Responsibility:

  • Solicit residential mortgages from various sources and produce high quality loans which are compliant and provide excellent customer service
  • Responsible for the offering of loans, negotiating of terms, and taking an application for a dwelling secured transaction
  • Analyze best mortgage loans based on client's need in order to ensure compliance and maximum customer satisfaction
  • Present recommendations for producing loans and exercise some independent judgment while developing understanding of functional area, policies, procedures, compliance requirements, and generating loans
  • Provide information regarding the loans to consultants and functional colleagues
  • Interact with customers to understand their needs and provide them with a high-quality loan service

Requirements:

  • 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
  • Basic Microsoft Office skills
  • Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
  • Excellent verbal, written, and interpersonal communication skills
  • Mortgage industry experience
  • Knowledge and understanding of sales prospecting and generating referrals
  • Experience developing and cultivating professional relationships
  • Customer service experience
  • 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
  • Ability to lift 20+ pounds
  • Reliable transportation
  • Ability to work nights, weekends, and/or holidays as needed or scheduled

Nice to have:

  • Basic Microsoft Office skills
  • Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
  • Excellent verbal, written, and interpersonal communication skills
  • Mortgage industry experience
  • Knowledge and understanding of sales prospecting and generating referrals
  • Experience developing and cultivating professional relationships
  • Customer service experience
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:
August 15, 2025

Expiration:
September 09, 2025

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