Wells Fargo

Financial Services

MortgageRetailSalesConsultant(SAFE)

$65–95k ~AI est. Levittown, Pennsylvania, 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 sales, Client relationships, Loan production. Solicit residential mortgages. Produce high quality loans”

Industry & Context.

Financial Services
Eligibility Requirements

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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