Onsite Mortgage Retail Sales Consultant – West Florida

Posted 59 minutes ago

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About the role

  • Mortgage Sales Consultant soliciting residential mortgages and building relationships for Wells Fargo Home Mortgage. Producing compliant loans and providing excellent customer service in a competitive 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
  • 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

Benefits

  • Drug and Alcohol Policy
  • Equal Opportunity Employer
  • Medical accommodation during application or interview process

Job title

Mortgage Retail Sales Consultant – West Florida

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Associate's Degree

Location requirements

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