Wells Fargo
Financial Services
MortgageRetailSalesConsultant(SAFE)
“Mortgage Retail Sales Consultant (SAFE) at Wells Fargo. Skills: Residential mortgages, Loan origination. Solicit residential mortgages. Produce high quality loans”
Industry & Context.
Reliable transportation, Ability to work nights, Ability to work weekends, Ability to work holidays
What They're Looking For.
Must Have
2+ years of Mortgage Retail Sales experience
Nice to Have
Basic Microsoft Office skills, Experience with retail residential mortgage, Experience with educating clients, Bilingual speaking proficiency in Spanish/English, Customer service experience
What You'll Do.
Solicit residential mortgages
Produce high quality loans
Build relationships with realtors
Build relationships with builders
Build relationships with financial professionals
Build relationships with bank stores
Build relationships with past customers
Build relationships with other non-traditional sources
Develop and maintain visibility for Wells Fargo Home
Stay informed of mortgage industry trends
Present recommendations for producing loans
Understand real estate appraisals
Understand title reports
Understand real estate transactions
Receive customer applications
Quote rate and points
Complete follow-up activities
Analyze and offer mortgage loan products
Review and analyze financial and credit
Inform customers of Wells Fargo Home Mortgage programs
Inform customers of rates
Inform customers of policies
Inform customers of underwriting requirements
Inform customers of loan
Maintain high standard of client satisfaction
Ensure timely customer communication
Ensure proactive customer communication
Pursue Wells Fargo training offerings
Applying for this Mortgage Retail Sales Consultant (SAFE) role?
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