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Mortgage Sales Consultant

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Jacksonville

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

Wells Fargo is seeking a Mortgage Sales Consultant. The role involves generating residential mortgages through various sources, building professional relationships, and ensuring compliance with company policies and industry regulations. Candidates are expected to match loan programs to customer needs while maintaining high customer service standards.

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, or education

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:
  • Equal opportunity employer
  • Compliance-driven workplace
  • SAFE registration process and training

Additional Information:

Job Posted:
May 30, 2025

Expiration:
June 26, 2025

Employment Type:
Fulltime
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