Wells Fargo
Financial Services
MortgageRetailSalesConsultant(SAFE)
“Mortgage Retail Sales Consultant (SAFE) at Wells Fargo. Skills: Mortgage origination, Client relationship management. 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 Mortgage Retail Sales experience
Nice to Have
Basic Microsoft Office skills, Experience with retail residential mortgage, Experience 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 mortgage loan products
Offer mortgage loan products
Review financial information
Analyze credit information
Match customer needs with loan program
Inform customers of programs
Inform customers of rates
Inform customers of policies
Inform customers of underwriting requirements
Maintain client satisfaction
Maintain quality standards
Ensure proactive customer communication
Pursue Wells Fargo training
How You'll Work.
Communication Scope
Verbal communication; Written communication; Interpersonal communication
Applying for this Mortgage Retail Sales Consultant (SAFE) role?
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