Mortgage Sales Consultant

1 week ago


Falls Church, Virginia, United States WELLS FARGO BANK Full time
About this Position:

Wells Fargo is in search of a Mortgage Sales Consultant (SAFE) within the Consumer Lending division, specifically focusing on Home Lending. For further details regarding this line of business, please refer to the external Careers Site.

Key Responsibilities:
  • Operate within designated bank branches to originate mortgage loans; work closely with branch leadership, engage in branch meetings, and provide mentorship to enhance employees' understanding of mortgage products and processes.
  • Utilize independent judgment to conduct outreach calls to both existing and potential clients regarding mortgage loan offerings and manage related tracking activities.
  • Engage with clients to assess their needs and deliver exceptional customer service; inform both prospective and current clients about Wells Fargo Home Mortgage programs; evaluate and recommend mortgage loan products tailored to client requirements.
  • Process loan applications of low to moderate complexity for mortgage transactions and review rates and terms in accordance with established guidelines.
  • Uphold a high standard of client satisfaction and quality by ensuring timely and proactive communication with customers.
  • Continuously pursue training opportunities offered by Wells Fargo to enhance knowledge of company products, policies, procedures, and underwriting standards.
  • Comply with policies, underwriting standards, regulatory requirements, and loan procedures; collaborate with fulfillment partners to address client needs throughout the loan origination process.
  • Stay updated on mortgage industry trends and developments within the assigned market; foster and maintain a strong presence for Wells Fargo Home Mortgage in the community.
  • This SAFE position involves customer interaction and responsibilities that may include negotiating terms and/or processing applications for secured transactions. Compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations is required. Continued employment is contingent upon meeting all such requirements, including satisfactory background checks.
Required Qualifications:
  • Minimum of 2 years of sales experience, or equivalent demonstrated through a combination of work experience, training, military service, or education.
  • Bilingual proficiency in Spanish and English, including speaking, reading, and writing.
Desired Qualifications:
  • Experience in the mortgage industry.
  • Familiarity with retail residential mortgage transactions, particularly those referred from established local or external sources within the past year.
  • Understanding of sales prospecting and referral generation.
  • Experience in educating clients about various mortgage purchase options.
  • Ability to develop and nurture professional relationships.
  • Customer service experience.
  • Basic skills in Microsoft Office.
  • Strong verbal, written, and interpersonal communication abilities.
  • Capability to provide leadership through coaching, training, and mentoring.
Job Expectations:
  • This position requires SAFE registration upon employment. Wells Fargo will initiate the SAFE registration process immediately after your start date. The Nationwide Mortgage Licensing System (NMLS) website provides the necessary questions and registration for this role.
  • Individuals in Loan Originator positions must meet the Consumer Financial Protection Bureau qualification standards and adhere to Wells Fargo policies. These qualifications include financial responsibility, character assessment, general financial fitness, and criminal background checks.
  • Willingness to travel as needed.
  • Must successfully complete the required language assessment.
  • Reliable transportation is necessary.
  • Availability to work evenings, weekends, and/or holidays as required.
Diversity and Inclusion:

At Wells Fargo, we value diversity, equity, and inclusion in the workplace. We welcome applications from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, disability status, veteran status, or any other legally protected characteristic.

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