Mortgage Sales Consultant
7 days ago
We are seeking a highly skilled Mortgage Sales Consultant to join our team at Wells Fargo Bank. As a key member of our Home Lending division, you will be responsible for originating mortgage loans, collaborating with branch leadership, and providing exceptional customer service to our clients.
Key Responsibilities- Mortgage Loan Origination: Sit within assigned bank branches and originate mortgage loans, working closely with branch leadership to ensure seamless execution.
- Customer Engagement: Conduct outbound calls to existing and prospective customers to discuss mortgage loan products and provide personalized solutions.
- Product Expertise: Interact with customers to understand their needs and provide high-quality customer service, informing them of Wells Fargo's Home Mortgage programs and analyzing their mortgage loan options.
- Loan Processing: Process loan applications for mortgage transactions and review rates and terms within established guidelines.
- Client Satisfaction: Maintain high standards of client satisfaction and quality by ensuring timely and proactive customer communication.
- Professional Development: Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies, and procedures, as well as underwriting requirements.
- Compliance: Adhere to policies, underwriting requirements, compliance requirements, and loan procedures, collaborating with fulfillment partners to meet client needs throughout the origination process.
- Market Knowledge: Stay informed of mortgage industry trends and developments in the assigned market, developing and maintaining a high degree of visibility for Wells Fargo Home Mortgage in the marketplace.
- 2+ Years of Sales Experience: Possess 2+ years of sales experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Mortgage Retail Sales Experience: Preferably 2+ years of mortgage retail sales experience, with expertise in general lending products and overall mortgage industry experience.
- Community Loan Products: Experience with community loan products, including specialized LMI mortgage solutions, lender-paid assistance programs, and 3rd-party assistance programs.
- Language Skills: Bilingual speaking proficiency in Spanish/English is preferred.
- Travel and Relocation: Willingness to travel and relocate as needed.
- Reliable Transportation: Possess reliable transportation for business purposes.
- Flexibility: Ability to work nights, weekends, or holidays as needed or scheduled.
- Background Check: Must meet ongoing regulatory requirements, including background checks and credit reports.
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