Mortgage Consumer Direct Sales Consultant Bilingual

About This Role

This role will support the Consumer Direct Team by building strong relationships with consumers and referral partners, guiding them through mortgage-related products and services to help them achieve homeownership goals. The consultant will deeply interact with customers, analyzing their needs and offering suitable mortgage loan products.

Responsibilities

• 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
• Develop understanding of loan applications, pricing loans, or locking loan rates
• Collaborate with fulfillment partners to meet the needs of 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
• Bilingual speaking and listening proficiency in Spanish/English
• Compliance with S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations
• Meet Loan Originator requirements under Regulation Z (LO)

Qualifications

• 2+ years of Mortgage Consumer Direct Sales experience, or equivalent demonstrated through work experience, training, military experience, or education

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
• Ability to thrive in a fast-paced environment
• Detail-oriented with strong organization and time management skills