Mortgage Sales Consultant

2 weeks ago

Minneapolis, Minnesota, United States Wells Fargo Full time
About This Role

We are seeking a highly skilled Mortgage Consumer Direct Sales Consultant to join our Consumer Direct Corporate Private Mortgage Banking (CPMB) Team at Wells Fargo. As a Mortgage Consumer Direct Sales Consultant, you will play a critical role in building strong relationships with our customers to help them achieve their personal and financial goals through homeownership.

As a key member of our team, you will provide answers and guidance regarding mortgage-related products and services to clients and potential customers. You will thrive on customer interaction and never miss an opportunity to enhance and deepen the customer's relationship. Your strong communication skills, organizational abilities, and integrity will enable you to succeed in this role.

Key Responsibilities
  • Manage inbound and outbound calls, with follow-up to existing and potential customers offering Wells Fargo mortgage products and services.
  • 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 resolving more complex situations, and exercise some independent judgment while developing understanding of loan applications, pricing loans, or locking loan rates.
  • Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process.
  • Maintain high standards of client satisfaction by ensuring timely and proactive customer communication.
  • Navigate between multiple screens, databases, and applications to accurately capture information needed from the customer, while holding a conversation.
Requirements
  • 2+ years of Mortgage Consumer Direct Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
  • 2+ years of mortgage banking experience.
Desired Qualifications
  • Experience in loan origination.
  • Experience working with high-net-worth clients.
  • Experience originating non-conforming loans.
  • Strong understanding of mortgage sales, origination processes, and industry regulations.
  • Experience working in goal-driven environments.
  • Experience in sales.
  • Experience communicating financial concepts to customers.
  • Strong communication skills, both interpersonal and written, and the ability to thrive in a fast-paced environment.
  • Detail-oriented with strong organization and time management skills.

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