Mortgage Retail Sales Consultant – SAFE

Wells Fargo

. Solicit residential mortgages from various sources .

Posted 10/28/2026full-timeBear • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in residential mortgage sales, compliance with regulatory requirements, and exceptional customer service. Proficient in building relationships with clients and industry professionals while effectively communicating mortgage options and processes.

Highest-signal resume keywords

Mortgage Retail Sales ExperienceCurrent SAFE RegistrationNMLS MU4R RegistrationBilingual Proficiency in Spanish/EnglishCustomer Service Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Understanding of Real Estate AppraisalsKnowledge of Mortgage ProgramsFinancial and Credit Data AnalysisSales ProspectingLoan Generation Standards

Soft Skills

Excellent Verbal CommunicationInterpersonal Communication SkillsProactive CommunicationRelationship Building

Tools & Technologies

Microsoft Office

Certifications & Qualifications

Current SAFE RegistrationNMLS MU4R Registration

Industry Keywords

Residential MortgagesCompliance RequirementsConsumer Financial Protection BureauMortgage Industry TrendsLoan Originator Qualification

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
Maintain visibility for Wells Fargo Home Mortgage in the assigned marketplace and stay informed of mortgage industry trends
Present recommendations for producing loans 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, complete registration lock-in follow-up, and offer mortgage products based on client needs
Review and analyze low- to moderately complex financial and credit data; match customer needs with loan programs and risk levels
Inform customers about mortgage programs, rates, policies, underwriting requirements, and procedures
Maintain client satisfaction and quality through timely, proactive communication
Pursue Wells Fargo training offerings to increase product, policy, procedure, and underwriting knowledge

Requirements

What you’ll need

2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through work experience, training, military experience, or education
Current SAFE registration required at the time of employment; Wells Fargo will initiate the registration process after employment start
Meet Nationwide Mortgage Licensing System (NMLS) MU4R registration requirements
Meet Consumer Financial Protection Bureau Loan Originator qualification requirements
Meet financial responsibility, character, general financial fitness, and criminal background standards
Meet ongoing regulatory requirements, including additional screening if necessary
Reliable transportation
Ability to work nights, weekends, and/or holidays as needed or scheduled
Basic Microsoft Office skills
Experience with retail residential mortgage and purchase fundings
Experience educating clients on various mortgage programs
Excellent verbal, written, and interpersonal communication skills
Mortgage industry experience
Knowledge of sales prospecting and generating referrals
Experience developing and cultivating professional relationships
Bilingual speaking proficiency in Spanish/English
Customer service experience

Benefits

Comp & perks

Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements
Equal opportunity employment
Medical accommodation support during recruitment or interview process
Drug-free workplace