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Wells Fargo

Mortgage Retail Sales Consultant

Wells Fargo

. Solicit residential mortgages from various sources .

Posted 11/4/2026full-timePalm Desert • California • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in residential mortgage sales, compliance with regulatory requirements, and exceptional customer service. Proficient in analyzing financial data and developing professional relationships to drive loan production.

Highest-signal resume keywords
Mortgage Retail Sales ExperienceSAFE RegistrationCustomer Service ExperienceMortgage Industry ExperienceSales Prospecting Knowledge

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
Loan Production AnalysisFinancial Data ReviewReal Estate Appraisal UnderstandingLoan Program MatchingMicrosoft Office Skills
Soft Skills
Excellent Verbal CommunicationInterpersonal Communication SkillsWritten Communication SkillsRelationship BuildingCustomer Satisfaction Focus
Certifications & Qualifications
Consumer Financial Protection Bureau Loan Originator Qualification
Industry Keywords
Residential MortgagesCompliance RequirementsLoan Generation StandardsReal Estate TransactionsMortgage Industry Trends

About the role

Key responsibilities & impact
  • Solicit residential mortgages from various sources
  • Produce high-quality, compliant loans and provide excellent customer service
  • Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
  • Develop and maintain visibility for Wells Fargo Home Mortgage in the assigned marketplace
  • Stay informed of mortgage industry trends and developments
  • Present loan-production recommendations and exercise independent judgment while adhering to policies, procedures, compliance requirements, and loan-generation standards
  • Understand real estate appraisals, title reports, and real estate transactions
  • Receive customer applications, quote rates and points, and complete registration lock-in follow-up activities
  • Analyze and offer mortgage loan products based on client needs
  • Review low- to moderately complex financial and credit data and match customer needs with appropriate loan programs and risk levels
  • Inform customers about Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures
  • Maintain timely and proactive customer communication and high client satisfaction and loan quality
  • Pursue Wells Fargo training offerings to increase knowledge of products, policies, procedures, and underwriting requirements

Requirements

What you’ll need
  • 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
  • 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
  • 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

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