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Mortgage Retail Sales Associate Manager
Wells Fargo. Coach, direct, and manage sales activities of a small group of residential Mortgage Retail Sales Consultants .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing mortgage retail sales teams, ensuring compliance with industry regulations, and delivering exceptional customer service. Proven ability to build relationships and drive sales through effective leadership and process improvement.
Highest-signal resume keywords
Mortgage Retail Sales ExperienceLeadership ExperienceSAFE RegistrationCustomer Service ExperienceMortgage Industry Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales ProspectingLoan OriginationProcess ImprovementRisk ControlPipeline Management
Soft Skills
Excellent Verbal CommunicationExcellent Written CommunicationInterpersonal Skills
Tools & Technologies
Microsoft Office
Certifications & Qualifications
SAFE RegistrationConsumer Financial Protection Bureau Loan Originator Qualification
Industry Keywords
Mortgage IndustryCompliance RequirementsCustomer LoyaltyFinancial ResourcesReal Estate Relationships
About the role
Key responsibilities & impact- Coach, direct, and manage sales activities of a small group of residential Mortgage Retail Sales Consultants
- Supervise individual contributors to ensure high customer service, timely completion, quality, and compliance
- Produce high-quality loans meeting Wells Fargo Home Mortgage guidelines
- Build relationships with realtors, builders, financial planners, bank stores, past customers, and other nontraditional sources
- Make supervisory decisions and resolve issues involving team supervision, work allocation, financial resources, and daily operations
- Manage personal and team pipelines and customer loyalty
- Interpret policies, procedures, and compliance requirements while negotiating terms and taking applications
- Identify process improvement and risk control opportunities
- Interact with external customers and collaborate with peers, colleagues, and mid-level managers
- Monitor mortgage industry trends and maintain Wells Fargo Home Mortgage visibility in the assigned market
- Manage allocation of people and financial resources
- Select, evaluate, and develop staff within Mortgage Retail Sales
Requirements
What you’ll need- 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through work experience, training, military experience, or education
- 1+ years of Leadership experience
- SAFE registration at the time of employment
- Must meet Consumer Financial Protection Bureau Loan Originator qualification requirements
- Must meet applicable financial responsibility, character, general financial fitness, and criminal background standards
- Must meet ongoing regulatory requirements, including additional screening if necessary
- Ability to lift 20+ pounds
- Reliable transportation
- Ability to work nights, weekends, and/or holidays as needed or scheduled
- Basic Microsoft Office skills
- Customer service experience
- Knowledge and understanding of sales prospecting and generating referrals
- Mortgage industry experience
- Excellent verbal, written, and interpersonal communication skills
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