Mortgage Sales Consultant

1 week ago

Deerfield Beach, Florida, United States WELLS FARGO BANK Full time
About this Role:

Wells Fargo is seeking a Mortgage Sales Consultant to join our Consumer Lending team as part of our Home Lending division. As a Mortgage Sales Consultant, you will play a critical role in driving business growth and delivering exceptional customer experiences.

Key Responsibilities:
  • Participate in soliciting residential mortgages from various sources, including real estate professionals, financial institutions, and other non-traditional channels.
  • Produce high-quality loans that meet regulatory requirements and provide excellent customer service.
  • Build and maintain relationships with key stakeholders, including realtors, builders, financial professionals, and other industry partners.
  • Develop and maintain a strong understanding of mortgage industry trends and developments in the assigned market.
  • Present recommendations for producing loans and exercise independent judgment while developing an understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans.
  • Understand real estate appraisals, title reports, and real estate transactions.
  • Receive customer applications, quote rates and points, and complete follow-up activities with the registration lock-in.
  • Analyze and offer mortgage loan products based on client needs.
  • Review and analyze low to moderately complex financial and credit data.
  • Match customer needs with an appropriate loan program and level of risk.
  • Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures.
  • Maintain high standards of client satisfaction and quality by ensuring timely and proactive customer communication.
  • Pursue Wells Fargo training offerings to increase knowledge of company products, policies, and procedures, and underwriting requirements.
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.
Preferred 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.
Job Expectations:
  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date.
  • Reliable transportation.
  • Ability to work nights, weekends, and/or holidays as needed or scheduled.
We Value Diversity:

At Wells Fargo, we believe in diversity, equity, and inclusion in the workplace. We welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran, or any other status protected by applicable law.

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