Residential Loan Consultant
2 weeks ago
Position: CA-WA Mortgage Retail Sales Consultant
About the Role:
Wells Fargo is looking for a dedicated CA-WA Mortgage Retail Sales Consultant (SAFE) within the Consumer Lending sector, specifically in Home Lending. This role is pivotal in our mission to provide exceptional mortgage solutions to our clients.
Key Responsibilities:
- Engage with potential clients to offer residential mortgage options, ensuring the delivery of high-quality, compliant loans while maintaining superior customer service.
- Facilitate the loan offering process, including negotiating terms and processing applications for secured transactions.
- Assess and recommend the most suitable mortgage products based on client needs, ensuring compliance and satisfaction.
- Provide insights and information regarding loan products to both clients and team members.
- Build and maintain relationships with customers to understand their requirements and deliver tailored loan services.
Required Qualifications:
- A minimum of 2 years of experience in Mortgage Retail Sales or equivalent experience through various avenues such as work history, training, military service, or education.
Desired Qualifications:
- Proficiency in Microsoft Office applications.
- Documented experience in retail residential mortgage fundings from established local sources over the past year.
- Strong verbal, written, and interpersonal communication skills.
- Experience in the mortgage industry.
- Understanding of sales prospecting and referral generation.
- Proven ability to develop and nurture professional relationships.
- Background in customer service.
Job Expectations:
This role requires SAFE registration upon employment. Wells Fargo will initiate the registration process immediately after your start date. Candidates must meet the Consumer Financial Protection Bureau qualification requirements and adhere to Wells Fargo policies, including financial responsibility and background standards.
Additional requirements include:
- Ability to lift over 20 pounds.
- Reliable transportation.
- Flexibility to work evenings, weekends, and holidays as needed.
Diversity and Inclusion:
Wells Fargo is committed to fostering a diverse and inclusive 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, pregnancy, marital status, or veteran status.
Employees are expected to support our commitment to building strong customer relationships while adhering to a compliance-driven culture. They will be accountable for executing applicable risk programs and ensuring adherence to Wells Fargo policies and procedures.
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