Mortgage Retail Sales Consultant soliciting residential mortgages at Wells Fargo. Building relationships and providing excellent customer service while ensuring compliance and loan quality.
Responsibilities
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
Requirements
2+ years of Mortgage Retail Sales experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Basic Microsoft Office skills
Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
Excellent verbal, written, and interpersonal communication skills
Mortgage industry experience
Knowledge and understanding of sales prospecting and generating referrals
Experience developing and cultivating professional relationships
Outside Sales Representative for CMA CGM managing sales in Frankfurt or München. Responsible for achieving sales targets, lead generation, and maintaining customer relationships.
Account Executive responsible for the entire sales cycle at a high - growth AI fintech startup. Engaging SMBs to automate financial management with innovative AI solutions.
Mortgage Retail Sales Consultant soliciting residential mortgages and producing loans with compliance standards. Building relationships with stakeholders and ensuring excellent customer service.
Field Sales Representative providing lawn care solutions through door - to - door outreach in neighborhoods. Building relationships with homeowners by understanding their needs and customizing services.
Associate Account Executive promoting Shield colorectal cancer blood test to healthcare providers. Collaborating with sales leadership to launch innovative cancer screening technologies while achieving sales targets.
Account Executive for Guardant Health promoting cancer screening technologies. Collaborating with healthcare providers to drive early cancer detection and improve patient outcomes in medical settings.
Field - based Account Executive at Guardant Health promoting the Shield CRC blood test. Collaborating with healthcare providers to improve early cancer detection and patient outcomes.
Account Executive promoting the Shield colorectal cancer blood test to healthcare providers. Driving early cancer detection and reducing healthcare costs in the United States.
Junior Sales Representative responsible for acquiring new customers and advising existing clients. Selling hydraulic systems and collaborating with senior sales personnel.
Sell and present electronically controlled fastening systems and quality - assurance solutions. Manage and develop customer accounts independently while collaborating with internal teams.