Wells Fargo

Mortgage Retail Sales Coordinator – SAFE

Wells Fargo

full-time

Posted on:

Location Type: Office

Location: Los Altos • California • 🇺🇸 United States

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Salary

💰 $24 - $30 per hour

Job Level

JuniorMid-Level

About the role

  • 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, or customer support tasks related to mortgage sales
  • Receive direction from consultants or managers related to Mortgage Retail Sales functional area
  • Build relationships with current and prospective customers
  • Interact with customers and individuals within the Mortgage Retail Sales functional area on a wide range of information related to mortgage sales, selling process, etc.
  • Compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations
  • Ensure that ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results

Requirements

  • 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Excellent verbal, written, and interpersonal communication skills
  • Mortgage industry experience
  • Customer service experience
  • A BS/BA degree or higher
  • 6+ months of experience navigating multiple computer systems, applications and utilizing search tools to find information
  • Knowledge and understanding of business development and marketing
Benefits
  • 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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Mortgage Retail Salesbusiness developmentmarketing
Soft skills
verbal communicationwritten communicationinterpersonal communicationcustomer service
Certifications
S.A.F.E. Mortgage Licensing Act compliance