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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in residential mortgage banking, including compliance with policies and procedures, customer service excellence, and effective communication with high net-worth clients. Proficient in analyzing financial data and matching customer needs to appropriate mortgage products.
Highest-signal resume keywords
Private Mortgage Banking Sales ExperienceCustomer Service ExperienceMortgage Industry ExperienceSAFE RegistrationSales Prospecting and Generating Referrals
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Residential Mortgage FundingsFinancial Data AnalysisLoan Production RecommendationsUnderstanding of Real Estate TransactionsKnowledge of Underwriting Requirements
Soft Skills
Excellent Verbal CommunicationWritten Communication SkillsInterpersonal Communication Skills
Tools & Technologies
Microsoft Office
Certifications & Qualifications
SAFE RegistrationConsumer Financial Protection Bureau Loan Originator Qualification
Industry Keywords
Jumbo LoansAffluent BorrowersReal Estate AppraisalsTitle ReportsClient Satisfaction
About the role
Key responsibilities & impact- Solicit residential mortgages from various sources
- Produce compliant, high-quality jumbo loans and provide excellent customer service
- Build relationships with affluent borrowers and referral sources including 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 following policies, procedures, compliance requirements, and sales 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 customer needs and offer appropriate mortgage loan products
- Review low- to moderately complex financial and credit data and match customer needs to loan programs and risk levels
- Explain Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures
- Maintain timely, proactive customer communication and high client satisfaction and quality
- Pursue Wells Fargo training offerings to increase knowledge of products, policies, procedures, and underwriting requirements
Requirements
What you’ll need- 2+ years of Private Mortgage Banking 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
- Customer service experience
- Experience working with high net-worth clients
- SAFE registration at the time of employment
- Meet Consumer Financial Protection Bureau Loan Originator qualification requirements
- Meet applicable financial responsibility, character, general financial fitness, and criminal background standards
- Completion of formal position specific training programs
- 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