CA - WA Mortgage Retail Sales Consultant

Wells Fargo - Concord, CA

Full-time - Entry Level

Concord, CA

Credit Intermediation and Related Activities

About the position

Wells Fargo is seeking an CA-WA Mortgage Retail Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. In this role, you will solicit residential mortgages from various sources and produce high-quality loans that are compliant while providing excellent customer service. You will be responsible for offering loans, negotiating terms, and taking applications for dwelling secured transactions. Analyzing the best mortgage loans based on client needs is essential to ensure compliance and maximum customer satisfaction. You will present recommendations for producing loans and exercise independent judgment while developing an understanding of functional areas, policies, procedures, compliance requirements, and generating loans. Additionally, you will provide information regarding loans to consultants and functional colleagues and interact with customers to understand their needs and provide them with high-quality loan service.

Responsibilities

• Solicit residential mortgages from various sources and produce high quality loans which are compliant and provide excellent customer service
• Responsible for the offering of loans, negotiating of terms, and taking an application for a dwelling secured transaction
• Analyze best mortgage loans based on client's need in order to ensure compliance and maximum customer satisfaction
• Present recommendations for producing loans and exercise some independent judgment while developing understanding of functional area, policies, procedures, compliance requirements, and generating loans
• Provide information regarding the loans to consultants and functional colleagues
• Interact with customers to understand their needs and provide them with a high-quality loan service

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

Nice-to-haves

• Basic Microsoft Office skills
• Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
• 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
• Customer service experience

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