Mortgage Retail Sales Professional

5 hours ago

New York, New York, United States Wells Fargo Full time
About this role:

We are seeking a skilled Mortgage Retail Sales Professional to join our team at Wells Fargo. As a key member of our mortgage sales team, you will be responsible for soliciting residential mortgages from various sources and producing high-quality loans that meet our compliance standards.

Key Responsibilities:

  • Participate in soliciting residential mortgages from various sources
  • Produce high-quality loans that 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
  • Present recommendations for producing loans and exercise 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 a 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, education
  • SAFE registration at the time of employment
  • Ability to meet ongoing regulatory requirements, including additional screening if necessary

Benefits:

  • Comprehensive set of benefits, including health benefits, 401(k) Plan, paid time off, disability benefits, life insurance, critical illness insurance, and accident insurance
  • Opportunities for professional growth and development

We Value Diversity:

We believe in diversity, equity, and inclusion in the workplace and welcome applications from all qualified candidates. We are an equal opportunity employer and comply with all applicable laws and regulations regarding employment and hiring practices.

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