Mortgage Retail Sales Consultant soliciting residential mortgages for Wells Fargo. Building client relationships and ensuring compliance in loan transactions with a focus on excellent customer service.
About the role
- Community Mortgage Bank Sales Consultant originating mortgage loans at assigned bank branches. Collaborating, educating clients, and maintaining visibility for Wells Fargo Home Mortgage in the marketplace.
Responsibilities
- Sit within assigned bank branches and originate mortgage loans.
- Collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes.
- Perform miscellaneous duties as needed and required.
- Conduct outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities.
- Interact with customers to understand their needs and provide them with high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs.
- Process loan applications for mortgage transactions and review rates and terms within guidelines.
- Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication.
- Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements.
- Adhere to policies, underwriting requirements, compliance requirements, and loan procedures.
- Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process.
- Stay informed of mortgage industry trends and developments in the assigned market and develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace.
Requirements
- 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
- 2+ years of mortgage retail sales experience
- Expertise of general lending products and overall mortgage industry experience
- Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources
- Established relationships with diverse realtor organizations and affordable lending nonprofits in assigned market
- Experience with community loan products inclusive of specialized LMI mortgage solutions, lender paid assistance programs and 3rd party assistance programs
- FHA/VA & conventional loan experience is preferred
- Knowledge and understanding of sales prospecting and generating referrals
- Experience with educating clients on various mortgage purchase programs
- Experience developing and cultivating professional relationships
- Customer service experience
- Basic Microsoft Office skills
- Excellent verbal, written, and interpersonal communication skills
- Ability to provide leadership by coaching, training, and mentoring
- Bilingual speaking proficiency in Spanish/English preferred
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Mortgage Retail Sales Consultant soliciting residential mortgages while providing excellent customer service. Building relationships with real estate professionals and staying informed on industry trends.
Mobile Laboratory Technical Sales Executive at the University of Edinburgh. Driving laboratory solutions and engagement for soft matter physics and complex fluids across Scotland and the North of England.
Vertriebsleiter Indirekt (m/w/d) bei Nilfisk, verantwortlich für die strategische Leitung des Vertriebsteams. Innovativ und kundenorientiert mit dem Ziel, die Umsatz - und Margenziele zu erreichen.
Field Account Representative managing sales growth for USABlueBook in water and wastewater markets. Prospecting new accounts and retaining existing customers to achieve sales goals in California.
Account Executive at Sentry selling specialized commercial insurance and life insurance products. Focused on niche market accounts in the Amarillo and Lubbock areas of Texas.
Account Executive cultivating B2B relationships with enterprise accounts for Conterra Networks, offering cutting - edge telecom solutions targeting education, healthcare, and enterprise sectors.
Sales Representative achieving sales targets for iNova's innovative healthcare products in the Brisbane North area. Collaborating with pharmacies and developing territories to boost sales.
Personal Lines Insurance Senior Account Executive advising high - net - worth clients through tailored insurance solutions while managing complex accounts and fostering relationships. Ensuring compliance and effective client service with a focus on growth.
Sales representative providing personal and telephone customer support, creating tailored offers for clients. Involved in goods presentation and sales promotion implementations.