Wells Fargo
Financial Services
MortgageRetailSalesConsultant(SAFE)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Mortgage Retail Sales Consultant (SAFE) at Wells Fargo. Skills: Mortgage sales, Client relationships, Loan production. 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 sources
Develop market visibility
Stay informed of mortgage trends
Present loan recommendations
Understand real estate appraisals
Understand title reports
Understand real estate transactions
Receive customer applications
Quote rate and points
Complete follow-up activities
Analyze financial and credit data
Offer mortgage loan products
Inform customers of programs
Inform customers of rates
Inform customers of policies
Inform customers of underwriting
Maintain client satisfaction
Ensure proactive customer communication
Pursue Wells Fargo training
How You'll Work.
Communication Scope
Verbal communication; Written communication; Interpersonal 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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