CA-WA Community Mortgage Bank Sales Consultant (SAFE) Bilingual Spanish

$42,203 - $63,398/Yr

Wells Fargo - Placentia, CA

Full-time - Entry Level

Placentia, CA

Credit Intermediation and Related Activities

About the position

Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) who will be responsible for originating mortgage loans within assigned bank branches. This role involves collaborating with branch leadership, mentoring employees, and providing high-quality customer service to clients regarding mortgage products. The consultant will also conduct outbound calls to customers, process loan applications, and ensure compliance with mortgage industry regulations.

Responsibilities

• Originate mortgage loans within assigned bank branches.
• Collaborate with branch leadership and participate in branch huddles.
• Mentor and coach employees to increase knowledge of mortgage products and processes.
• Conduct outbound calls to existing and prospective customers regarding mortgage loan products.
• Interact with customers to understand their needs and provide high-quality customer service.
• Process loan applications for mortgage transactions and review rates and terms within guidelines.
• Maintain high standards of client satisfaction and quality through timely communication.
• Pursue Wells Fargo training offerings to increase knowledge of company products and policies.
• Adhere to policies, underwriting requirements, and compliance requirements.
• Stay informed of mortgage industry trends and developments.

Requirements

• 2+ years of sales experience or equivalent through work experience, training, military experience, or education.
• Bilingual speaking and reading proficiency in Spanish/English.

Nice-to-haves

• 2+ years of mortgage retail sales experience.
• Expertise in general lending products and overall mortgage industry experience.
• Experience with retail residential mortgage, purchase fundings over the past 12 months.
• Established relationships with diverse realtor organizations and affordable lending nonprofits.
• Experience with community loan products and specialized LMI mortgage solutions.
• FHA/VA & conventional loan experience is preferred.
• Knowledge of sales prospecting and generating referrals.
• Experience educating clients on various mortgage purchase programs.
• Experience developing and cultivating professional relationships.
• Customer service experience.
• Basic Microsoft Office skills.
• Excellent verbal, written, and interpersonal communication skills.

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement