Mortgage Retail Sales Consultant

About This Role

The Mortgage Retail Sales Consultant (SAFE) at Wells Fargo helps customers secure residential mortgages by building relationships, providing excellent customer service, and ensuring compliance.

Responsibilities

• Solicit residential mortgages from various sources
• Produce high quality and compliant loans while providing excellent customer service
• Build relationships with realtors, builders, financial professionals, bank stores, and past customers
• Develop and maintain Wells Fargo Home Mortgage visibility in the marketplace and stay informed of industry trends
• Present recommendations for producing loans and exercise independent judgment while adhering to policies and compliance
• Understand real estate appraisals, title reports, and real estate transactions
• Receive customer applications, quote rates, and complete follow-up activities for registration lock-in
• Analyze financial and credit data to match customers with appropriate loan programs
• Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, and underwriting requirements
• Maintain high standard of client satisfaction through timely and proactive communication
• Pursue Wells Fargo training offerings to increase knowledge of company products, policies, and procedures

Requirements

• 2+ years of Mortgage Retail Sales experience, or equivalent
• SAFE registration at time of employment
• Compliance with S.A.F.E. Mortgage Licensing Act of 2008 and related regulations
• Ability to lift 20+ pounds
• Reliable transportation

Qualifications

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

Nice to Have

• Basic Microsoft Office skills
• Documented retail residential mortgage fundings over the past 12 months from established 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

Skills

* Required skills