Mortgage Retail Sales Consultant soliciting residential mortgages from various sources for Wells Fargo. Building relationships and producing loans while ensuring compliance and excellent customer service.
About the role
- Mortgage Retail Sales Consultant soliciting residential mortgages for Wells Fargo. Building relationships and providing exceptional customer service while generating high-quality loans in the housing market.
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
- 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
- Customer service experience
- Bilingual speaking proficiency in Chinese/English
- Bilingual speaking proficiency in Spanish/English
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Remote work options
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Mortgage Retail Sales Consultant soliciting residential mortgages for Wells Fargo. Building relationships and maintaining visibility in the marketplace while ensuring excellent customer service.
Mortgage Retail Sales Consultant soliciting residential mortgages from various sources at Wells Fargo. Providing excellent customer service and building relationships with financial professionals and home buyers.
Mortgage Retail Sales Consultant generating residential mortgage loans at Wells Fargo. Building relationships with clients and providing excellent customer service in the mortgage industry.
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