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Mortgage Retail Sales Consultant

2 months ago

Stanford, California, United States Wells Fargo Full time
Job Title: CA-WA Mortgage Retail Sales Consultant

We are seeking a highly skilled and motivated CA-WA Mortgage Retail Sales Consultant to join our team in Consumer Lending as part of Home Lending. As a key member of our team, you will be responsible for soliciting residential mortgages from various sources and producing high-quality loans that are compliant and provide excellent customer service.

Key Responsibilities:
  • Solicit residential mortgages from various sources and produce high-quality loans that are compliant and provide excellent customer service.
  • Responsible for the offering of loans, negotiating of terms, and taking an application for a dwelling secured transaction.
  • Analyze best mortgage loans based on client's need to ensure compliance and maximum customer satisfaction.
  • Present recommendations for producing loans and exercise some independent judgment while developing understanding of functional area, policies, procedures, compliance requirements, and generating loans.
  • Provide information regarding the loans to consultants and functional colleagues.
  • Interact with customers to understand their needs and provide them with a high-quality loan service.
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.
  • 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.
Job Expectations:
  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date.
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
  • Ability to lift 20+ pounds.
  • Reliable transportation.
  • Ability to work nights, weekends, and/or holidays as needed or scheduled.