Mortgage Retail Sales Consultant

2 weeks ago


Houston, Texas, United States WELLS FARGO BANK Full time
About this Role:

Wells Fargo is seeking a Mortgage Retail Sales Consultant to join our team in Consumer Lending as part of Home Lending. This role is responsible for soliciting residential mortgages from various external sources and producing high-quality loans.

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 them with 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
Desired Qualifications:
  • Basic Microsoft Office skills
  • Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources
  • Experience with educating clients on various mortgage programs
  • 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
  • Bilingual speaking proficiency in Spanish/English
  • Customer service experience


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