Mortgage Retail Sales Consultant, Wells Fargo

Wells Fargo

Location:
United States, Phoenix

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Mortgage Retail Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. The role includes soliciting residential mortgages, producing high-quality loans, building customer and professional relationships, and demonstrating knowledge of loan products and regulations. Candidates must meet requirements under the S.A.F.E. Mortgage Licensing Act of 2008.

Job Responsibility:

Participate in soliciting residential mortgages from various sources
Produce high quality loans which are compliant and provide excellent customer service
Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
stay informed of mortgage industry trends and developments in the assigned market
Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans
Understand real estate appraisals, title reports, and real estate transactions
Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in
Analyze and offer mortgage loan products based on client needs
Review and analyze low to moderately complex financial and credit data
Match customer needs with an appropriate loan program and level of risk
Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures
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

Requirements:

2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, 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
Reliable transportation
Ability to work nights, weekends, and/or holidays as needed or scheduled
Ability to lift 20+ pounds

What we offer:

Equal opportunity employer policies
Training offerings to increase knowledge of company products, policies, and procedures

Additional Information:

Job Posted:
April 26, 2025

Expiration:
June 01, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Mortgage Retail Sales Consultant

Wells Fargo

Location:United States, Phoenix

Category:Finance

Contract Type:Employment contract