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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 residential mortgage sales, customer service, and compliance with industry regulations. Proficient in building professional relationships and educating clients on mortgage products and processes.
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
Understanding of Real Estate AppraisalsFinancial and Credit Data AnalysisSales ProspectingLoan Program KnowledgeRate QuotingRegistration Lock-in Follow-upCompliance RequirementsLoan Generation StandardsMortgage Product KnowledgeClient Needs Assessment
Soft Skills
Excellent Verbal CommunicationWritten Communication SkillsInterpersonal Communication SkillsRelationship BuildingProactive Customer Communication
Tools & Technologies
Microsoft Office
Certifications & Qualifications
SAFE RegistrationConsumer Financial Protection Bureau Loan Originator Qualification
Industry Keywords
Residential MortgagesReal Estate TransactionsMortgage ProgramsLoan ProceduresFinancial Responsibility StandardsCriminal Background StandardsRegulatory RequirementsClient SatisfactionPurchase FundingsMortgage Industry Experience
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 of mortgage industry trends
- Present recommendations for producing loans and exercise some 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 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
- 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 work experience, training, military experience, or education
- Basic Microsoft Office skills
- Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources
- Experience with 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
- Must meet Consumer Financial Protection Bureau Loan Originator qualification requirements
- Must meet 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