CA-WA Mortgage Retail Sales Consultant

Wells Fargo - Fresno, CA

Full-time - Entry Level

Fresno, CA

Credit Intermediation and Related Activities

About the position

Wells Fargo is seeking a Mortgage Retail Sales Consultant in Consumer Lending as part of Home Lending. This role involves soliciting residential mortgages, producing compliant loans, and providing excellent customer service. The consultant will build relationships with various stakeholders, stay informed about industry trends, and ensure high standards of client satisfaction through proactive communication.

Responsibilities

• Solicit residential mortgages from various sources.
• Produce high quality loans that are compliant.
• Build relationships with realtors, builders, financial professionals, and past customers.
• Develop and maintain visibility for Wells Fargo Home Mortgage in the marketplace.
• Present recommendations for producing loans and adhere to policies and compliance requirements.
• Understand real estate appraisals, title reports, and transactions.
• Receive customer applications, quote rates, and complete follow-up activities.
• Analyze financial and credit data to match customer needs with loan programs.
• Inform customers of Wells Fargo Home Mortgage programs and maintain client satisfaction.
• Pursue training offerings to increase knowledge of company products and policies.

Requirements

• 2+ years of Mortgage Retail Sales experience or equivalent work experience, training, military experience, or education.
• Basic Microsoft Office skills.
• Documented retail residential mortgage fundings over the past 12 months from established sources.
• Excellent verbal, written, and interpersonal communication skills.
• Mortgage industry experience.
• Understanding of sales prospecting and generating referrals.
• Customer service experience.

Nice-to-haves

• Experience developing and cultivating professional relationships.

Benefits

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