Mortgage Retail Sales Consultant – SAFE

Wells Fargo

. Solicit residential mortgages from various sources .

Posted 9/24/2026full-timeBear • 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, client relationship management, and compliance with regulatory requirements. Proficient in analyzing financial data and providing tailored mortgage solutions while ensuring high levels of customer satisfaction.

Highest-signal resume keywords

Mortgage Retail Sales ExperienceBilingual Proficiency in Spanish/EnglishCustomer Service ExperienceSAFE RegistrationKnowledge of Mortgage Programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Mortgage Industry ExperienceFinancial Data AnalysisSales ProspectingLoan Program MatchingReal Estate Appraisal UnderstandingMicrosoft Office SkillsClient Education on Mortgage ProgramsRegistration Lock-in Follow-upCredit Data ReviewRegulatory Compliance Knowledge

Soft Skills

Excellent Verbal CommunicationInterpersonal Communication SkillsWritten Communication SkillsRelationship BuildingProactive Customer Communication

Certifications & Qualifications

SAFE Registration

Industry Keywords

Residential MortgagesConsumer Financial Protection BureauLoan Originator QualificationReal Estate TransactionsFinancial Responsibility Standards

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
Stay informed of mortgage industry trends and developments
Present recommendations for producing loans and exercise some independent judgment
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 and analyze low- to moderately complex financial and credit data
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
Pursue Wells Fargo training offerings

Requirements

What you’ll need

2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through work experience, training, military experience, or education
Basic Microsoft Office skills
Experience with retail residential mortgage and purchase fundings over the past 12 months referred primarily from established, local or external sources
Experience educating clients on various mortgage programs
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
Bilingual speaking proficiency in Spanish/English
Customer service experience
SAFE registration at the time of employment
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

Benefits

Comp & perks

Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements
Equal opportunity employment
Medical accommodation available during the application or interview process