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Mortgage Sales Professional

4 weeks ago

Orlando, Florida, United States WELLS FARGO BANK Full time
About This Role

We are seeking a highly skilled Mortgage Retail Sales Consultant to join our team at Wells Fargo Bank. As a key member of our Consumer Lending division, you will play a critical role in driving business growth and delivering exceptional customer experiences.

Key Responsibilities
  • Solicit residential mortgages from various external sources and produce high-quality loans
  • Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
  • Interact with customers to understand their needs and provide high-quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs
  • Present recommendations for producing loans and exercise some independent judgment while developing understanding of functional area, policies, procedures, compliance requirements, and generating loans
  • Maintain high standards of client satisfaction and quality by ensuring timely and proactive customer communication
  • Adhere to policies, underwriting requirements, compliance requirements, and loan procedures. Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process
  • Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies, and procedures, and underwriting requirements
  • Stay informed of mortgage industry trends and developments in the assigned market and develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
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
Preferred Qualifications
  • Mortgage industry experience
  • Experience with educating clients on various mortgage programs
  • Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources
  • Established referral base within assigned market
  • Demonstrated new business development and relationship management skills
  • Knowledge and understanding of sales prospecting and generating referrals
  • Experience developing and cultivating professional relationships
  • Basic Microsoft Office skills
  • Excellent verbal, written, and interpersonal communication skills
  • 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. The Nationwide Mortgage Licensing System (NMLS) website provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • Reliable transportation
  • Ability to work nights, weekends, and/or holidays as needed or scheduled

We are an equal opportunity employer and welcome applications from all qualified candidates. We value diversity, equity, and inclusion in the workplace and are committed to creating a work environment that is free from discrimination and harassment.