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Wells Fargo

Community Mortgage Bank Sales Consultant

Wells Fargo

. Sit within assigned bank branches and originate mortgage loans .

Posted 11/5/2026full-timeSan Marcos • California • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in mortgage loan origination, customer service, and compliance with regulatory requirements. Proven ability to mentor and coach team members while maintaining strong relationships with clients and industry partners.

Highest-signal resume keywords
Mortgage Loan OriginationSAFE RegistrationCustomer Service ExperienceSales ProspectingLeadership Through Coaching

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Mortgage Products KnowledgeLoan Application ProcessingFHA/VA Loan ExperienceCommunity Loan ProductsRetail Residential Mortgage ExperienceSales ExperienceClient Needs AnalysisCompliance AdherenceTracking ActivitiesMortgage Industry Trends
Soft Skills
Excellent Verbal CommunicationExcellent Written CommunicationInterpersonal CommunicationMentoringCoaching
Tools & Technologies
Microsoft Office
Certifications & Qualifications
SAFE Registration
Industry Keywords
Consumer Financial Protection BureauLending ProductsAffordable Lending NonprofitsRealtor OrganizationsLMI Mortgage Solutions

About the role

Key responsibilities & impact
  • Sit within assigned bank branches and originate mortgage loans
  • 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
  • Complete associated tracking activities
  • Understand customer needs and provide high-quality customer service
  • Inform prospective and existing customers about Wells Fargo Home Mortgage programs
  • Analyze and offer mortgage loan products based on client needs
  • Process low- to moderately complex mortgage loan applications
  • Review rates and terms within guidelines
  • Maintain client satisfaction and quality through timely, proactive communication
  • Complete Wells Fargo training offerings
  • Adhere to policies, underwriting, compliance, and loan requirements
  • Collaborate with fulfillment partners throughout the origination process
  • Stay informed about mortgage industry trends and developments in the assigned market
  • Develop and maintain visibility for Wells Fargo Home Mortgage in the marketplace

Requirements

What you’ll need
  • 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • SAFE registration at the time of employment
  • Must meet Consumer Financial Protection Bureau qualification requirements for Loan Originator positions
  • Must meet applicable financial responsibility, character, general financial fitness, and criminal background standards
  • Must meet ongoing regulatory requirements, including additional screening if necessary
  • 2+ years of mortgage retail sales experience (desired)
  • Expertise of 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, specialized LMI mortgage solutions, lender paid assistance programs, and third-party assistance programs (desired)
  • FHA/VA and conventional loan experience preferred
  • Knowledge of sales prospecting and generating referrals
  • Experience educating clients on mortgage purchase programs
  • Experience developing and cultivating professional relationships
  • Customer service experience
  • Basic Microsoft Office skills
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to provide leadership through coaching, training, and mentoring

Benefits

Comp & perks
  • 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
  • Opportunity to earn additional commission