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.
About the role
- 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.
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, or education
- Bilingual speaking proficiency in Tagalog/English
- Bilingual speaking proficiency in Chinese/English
- 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
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.