Community Mortgage Bank Sales Consultant (SAFE)

$42,203 - $63,398/Yr

Wells Fargo - Coachella, CA

Full-time - Entry Level

Coachella, CA

Credit Intermediation and Related Activities

About the position

Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) to originate 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 process loan applications, maintain client satisfaction, and stay informed about industry trends.

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.
• Inform customers of Wells Fargo Home Mortgage programs and analyze mortgage loan products based on client needs.
• Process low to moderately complex loan applications for mortgage transactions.
• Maintain high standards of client satisfaction and ensure timely customer communication.
• Pursue Wells Fargo training offerings to increase knowledge of company products and underwriting requirements.
• Adhere to policies, underwriting requirements, compliance requirements, and loan procedures.
• Stay informed of mortgage industry trends and develop visibility for Wells Fargo Home Mortgage in the marketplace.

Requirements

• 2+ years of sales experience or equivalent through work experience, training, military experience, or education.
• 2+ years of mortgage retail sales experience (desired).
• Expertise in general lending products and overall mortgage industry experience (desired).
• Experience with retail residential mortgage and purchase fundings over the past 12 months (desired).
• Established relationships with diverse realtor organizations and affordable lending nonprofits in the assigned market (desired).
• Experience with community loan products and specialized LMI mortgage solutions (desired).
• FHA/VA & conventional loan experience (preferred).
• Knowledge of sales prospecting and generating referrals (desired).
• Experience educating clients on various mortgage purchase programs (desired).
• Experience developing and cultivating professional relationships (desired).
• Customer service experience (desired).
• Basic Microsoft Office skills (desired).
• Excellent verbal, written, and interpersonal communication skills (desired).
• Ability to provide leadership by coaching, training, and mentoring (desired).
• Bilingual proficiency in Spanish/English (preferred).

Nice-to-haves

• Bilingual speaking proficiency in Spanish/English.

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