Mortgage Retail Sales Consultant – SAFE

Wells Fargo

. Solicit residential mortgages from various sources .

Posted 10/19/2026full-timeHouston • Texas • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in residential mortgage sales, customer service, and compliance with regulatory requirements. Proficient in analyzing customer needs and providing tailored mortgage solutions while maintaining high standards of loan quality and customer satisfaction.

Highest-signal resume keywords

Mortgage Retail Sales ExperienceCustomer Service ExperienceSAFE RegistrationBilingual Proficiency in Vietnamese or SpanishKnowledge of Mortgage Industry Trends

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Residential Mortgage FundingLoan Production RecommendationsFinancial and Credit Data AnalysisUnderstanding of Real Estate TransactionsSales ProspectingLoan Programs KnowledgeCompliance RequirementsCustomer Application ProcessingRate QuotingRegistration Lock-in Follow-up

Soft Skills

Excellent Verbal CommunicationWritten Communication SkillsInterpersonal CommunicationRelationship BuildingProactive Communication

Tools & Technologies

Microsoft Office

Certifications & Qualifications

SAFE RegistrationConsumer Financial Protection Bureau Loan Originator Qualification

Industry Keywords

Mortgage IndustryReal Estate AppraisalsTitle ReportsLoan Generation StandardsCustomer SatisfactionRegulatory RequirementsFinancial 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 Wells Fargo Home Mortgage visibility in the assigned marketplace
Stay informed about mortgage industry trends and developments
Present loan-production recommendations 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, and complete registration lock-in follow-up activities
Analyze customer needs and offer appropriate mortgage loan products
Review low- to moderately complex financial and credit data and match customers with suitable loan programs and risk levels
Inform customers about mortgage programs, rates, policies, underwriting requirements, and loan procedures
Maintain customer satisfaction and loan quality through timely, proactive communication
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
Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
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
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
Must satisfy ongoing regulatory requirements, including additional screening if necessary
Bilingual speaking proficiency in Vietnamese/English or Spanish/English is desired

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