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Mortgage Retail Sales Consultant – SAFE
Wells Fargo. Solicit residential mortgages from various sources .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Mortgage Retail Sales, including compliance with policies and procedures, while providing exceptional customer service and building professional relationships. Proficient in analyzing financial data and matching client needs with appropriate mortgage products.
Highest-signal resume keywords
Mortgage Retail Sales ExperienceBilingual Proficiency in Spanish/EnglishCustomer Service ExperienceSAFE RegistrationKnowledge of Mortgage Industry Trends
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan Generation PracticesFinancial Data AnalysisReal Estate AppraisalsTitle Reports UnderstandingSales ProspectingMortgage Program EducationRate QuotingRegistration Lock-in Follow-upClient Needs AssessmentCompliance Requirements
Soft Skills
Relationship BuildingProactive CommunicationIndependent JudgmentCustomer Satisfaction FocusTeam Collaboration
Tools & Technologies
Microsoft Office
Certifications & Qualifications
SAFE RegistrationConsumer Financial Protection Bureau Loan Originator Qualification
Industry Keywords
Residential MortgagesMortgage IndustryLoan ProceduresFinancial 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
- Develop and 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 and adhere to Mortgage Retail Sales policies, procedures, compliance requirements, and loan-generation practices
- 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 an appropriate loan program and level of risk
- Inform prospective and existing customers about Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures
- Maintain client satisfaction and quality through timely, proactive customer communication
- Pursue Wells Fargo training offerings to increase knowledge of company products, policies, procedures, and underwriting requirements
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, including purchase fundings over the past 12 months referred primarily from established, local or external sources
- Experience educating clients on various mortgage programs
- 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
- Must meet Consumer Financial Protection Bureau Loan Originator qualification requirements
- Must meet applicable financial responsibility, character, general financial fitness, and criminal background standards
- Successful candidates must 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- 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