Sales Manager developing customer relationships in B2B sector. Collaborating with support teams and managing lead processes for customer engagement.
About the role
- Mortgage Sales Consultant in Consumer Lending soliciting residential mortgages and ensuring customer service excellence in compliance with regulations. Building relationships with diverse sources and analyzing customers' financial needs.
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
- Understand real estate appraisals, title reports, and real estate transactions
- 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
Requirements
- 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
- Basic Microsoft Office skills
- Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
- Knowledge and understanding of sales prospecting and generating referrals
- Customer service experience
Benefits
- Drug free workplace
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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