Mortgage Retail Sales Consultant – SAFE

Wells Fargo

. Solicit residential mortgages from various sources .

Posted 11/4/2026full-timeBradenton • Florida • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in mortgage retail sales, loan processing, and customer relationship management while ensuring compliance with regulatory standards. Proficient in analyzing financial data and providing tailored mortgage solutions to meet client needs.

Highest-signal resume keywords

Mortgage Retail Sales ExperienceLoan ProcessingCustomer Relationship ManagementSAFE RegistrationConsumer Lending

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Mortgage LicensingLoan ServicingCredit ManagementReal Estate TransactionsSales Pipeline ManagementFinancial Data AnalysisLoan ClosingsMortgage BankingCompliance StandardsCustomer Communication

Soft Skills

Relationship BuildingCustomer ServiceProactive CommunicationIndependent JudgmentProblem Solving

Certifications & Qualifications

SAFE Registration

Industry Keywords

Mortgage Industry TrendsWells Fargo Home MortgageConsumer Financial Protection BureauFinancial Responsibility StandardsCriminal Background 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 marketplace and stay informed about mortgage industry trends
Present loan-production recommendations and exercise independent judgment within established policies and procedures
Understand 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 procedures
Maintain timely, 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, education
Experience applying consumer lending, credit management, and customer contacts in a business environment
Experience applying facilitation, home mortgages, and loan closings in a business environment
Experience applying loan processing, loan servicing, and mortgage banking in a business environment
Experience with mortgage licensing, mortgage sales, and mortgage servicing in a business environment
Experience with real estate, real estate lending, and real estate transactions in a business environment
Experience applying relationship building, retail sales, and sales pipeline management
SAFE registration required 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
Must provide accurate information and supporting documentation for lawful employment and education verification

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 the application or interview process