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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 the SAFE Mortgage Licensing Act and a strong understanding of loan products and underwriting requirements. Proven ability to build relationships with high net-worth clients and generate referrals through effective communication and customer service.
Highest-signal resume keywords
Private Mortgage Banking Sales ExperienceSAFE RegistrationCustomer Service ExperienceMortgage Industry ExperienceSales Prospecting Knowledge
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 FundingsLoan Product AnalysisFinancial Data ReviewRate QuotingRegistration Lock-in Follow-up
Soft Skills
Excellent Verbal CommunicationWritten Communication SkillsInterpersonal Communication Skills
Tools & Technologies
Microsoft Office
Certifications & Qualifications
SAFE Registration
Industry Keywords
Mortgage Industry TrendsReal Estate AppraisalsTitle ReportsReal Estate TransactionsConsumer Financial Protection Bureau Requirements
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 of mortgage industry trends and developments
- Present recommendations for producing loans and exercise some independent judgment
- 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 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, proactive customer communication and high client satisfaction and quality
- Pursue Wells Fargo training to increase knowledge of products, policies, procedures, and underwriting requirements
- Comply with SAFE Mortgage Licensing Act, Regulation Z Loan Originator requirements, and Wells Fargo risk and compliance policies
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
- Must meet Consumer Financial Protection Bureau Loan Originator qualification requirements
- Must meet applicable financial responsibility, character, general financial fitness, and criminal background standards
- Must meet ongoing regulatory requirements, including additional screening if necessary
- Ongoing employment contingent upon acceptable background investigation results and compliance with S.A.F.E. Mortgage Licensing Act requirements
- Must understand real estate appraisals, title reports, and real estate transactions
Benefits
Comp & perks- Hourly base pay rate meets or exceeds applicable minimum wage requirements
- Opportunity to earn additional commission
- Wells Fargo training offerings
- Equal opportunity employment
- Medical accommodation available during recruitment and interview process
- Drug-free workplace