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Mortgage Retail Sales Coordinator – SAFE
Wells Fargo. Support the Mortgage Retail Sales team with administrative, marketing, and sales tasks .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Mortgage Retail Sales support, including customer relationship building, compliance application, and loan processing. Proven ability to deliver measurable outcomes in sales and operational tasks within the mortgage industry.
Highest-signal resume keywords
Mortgage Retail Sales Support ExperienceCustomer Relationship BuildingLoan OriginationSAFE RegistrationCompliance Requirements
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Mortgage LendingLoan ProcessingMortgage ProductsMortgage SalesReal Estate LendingRisk ManagementSales SupportStakeholder Relationship Management
Soft Skills
Customer SupportRelationship BuildingCommunication
Certifications & Qualifications
SAFE Registration
Industry Keywords
Mortgage SalesRegulation ZFinancial ResponsibilityCriminal Background Standards
About the role
Key responsibilities & impact- Support the Mortgage Retail Sales team with administrative, marketing, and sales tasks
- Build or maintain relationships with current and prospective customers
- Perform administrative, transactional, operational, and customer support tasks related to mortgage sales
- Receive direction from consultants or managers in the Mortgage Retail Sales functional area
- Interact with customers and individuals regarding mortgage sales, the selling process, and related activities
- Create sales opportunities with mortgage retail clients and prospects
- Identify, acquire, and grow new relationships within the target market
- Deliver measurable business, customer, risk, and operational outcomes
Requirements
What you’ll need- 1+ year of Mortgage Retail Sales support experience, or equivalent demonstrated through work experience, training, military experience, or education
- Experience applying compliance requirements, customer contacts, and customer relationship building
- Experience applying home mortgages, loan origination, and loan processing in a business environment
- Experience with mortgage lending, mortgage licensing, and mortgage products in a business environment
- Experience applying mortgage sales, real estate lending, and retail sales in a business environment
- Experience applying risk management, sales support, and stakeholder relationship management in a business environment
- SAFE registration required at the time of employment
- Must meet Loan Originator requirements under Regulation Z
- 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
- Third-party recordings prohibited unless authorized by Wells Fargo
- Must directly represent own experiences during recruiting and hiring
Benefits
Comp & perks- Equal opportunity employment
- Medical accommodation available during the application or interview process
- Drug-free workplace