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 maintaining visibility in the marketplace while ensuring excellent customer service.
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
- Customer service experience
- Bilingual speaking proficiency in Chinese/English
- Bilingual speaking proficiency in Vietnamese/English
- Bilingual speaking proficiency in Spanish/English
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible working hours
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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.
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.
Field Pharmaceutical Sales Representative dedicated to Pfizer for COVID - 19 awareness. Engaging healthcare professionals to improve patient identification and education around COVID - 19.
Pharmaceutical Field Sales Representative representing a top biopharmaceutical company to drive sales performance. Building strategic territory business plans and maintaining strong relationships with healthcare professionals.
Entry Level Inside Sales Representative focusing on outdoor interactions with agents. Engaging with agents to boost new business submissions, quotes, and premiums in the insurance sector.
Strategic Account Executive managing key client relationships and broker partnerships at Purchasing Power. Responsible for account growth, profitability, and strategic direction with a hybrid work model.
Sales Account Executive managing relationships with clients to grow sales at PNC's Linga organization. Focus on client engagement and consultative support with a strategic dialogue approach.
Commercial Account Executive driving SaaS sales for physical security sector. Engaging clients, managing sales cycles, and collaborating with marketing for new opportunities.