Wells Fargo

Financial Services

MortgageRetailSalesConsultant(SAFE)

$65–95k ~AI est. Chesapeake, Virginia, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Mortgage Retail Sales Consultant (SAFE) at Wells Fargo. Skills: Mortgage origination, Client relationship management, Sales prospecting. Solicit residential mortgages. Produce high quality loans”

What You'll Achieve.

Generating loans

Industry & Context.

Financial Services
Problems you'll solve

Analyze financial and credit information

Eligibility Requirements

Reliable transportation, Work nights, weekends, and/or 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 Mortgage Retail Sales policies

Understand Mortgage Retail Sales procedures

Understand Mortgage Retail Sales compliance requirements

Understand real estate appraisals

Understand title reports

Understand real estate transactions

Receive customer applications

Quote the rate and points

Complete follow-up activities

Analyze mortgage loan products

Offer mortgage loan products

Review financial and credit information

Analyze financial and credit information

Match customer needs with loan program

Match customer needs with level of risk

Inform customers of Wells Fargo Home Mortgage programs

Inform customers of Wells Fargo Home Mortgage rates

Inform customers of Wells Fargo Home Mortgage policies

Inform customers of Wells Fargo Home Mortgage underwriting

Maintain high standard of client satisfaction

Maintain high standard of quality

Ensure timely customer communication

Ensure proactive customer communication

Pursue Wells Fargo training offerings

Increase knowledge of company products

Increase knowledge of company policies

Increase knowledge of company procedures

Increase knowledge of company underwriting requirements

How You'll Work.

Communication Scope

Customer communication

Full Job Description

**About this role:** Wells Fargo is seeking a Mortgage Retail Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. For additional information on this line of business, refer to the external Careers Site at [www.wellsfargojobs.com](http://www.wellsfargojobs.com). **In this role you will:** * 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 * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secure

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