Mortgage Retail Sales Consultant
Wells Fargo
full-time
Posted on:
Location Type: Office
Location: Newbury Park • California • United States
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About the role
- Solicit residential mortgages from various sources and produce high quality loans which are compliant and provide excellent customer service
- Responsible for the offering of loans, negotiating of terms, and taking an application for a dwelling secured transaction
- Analyze best mortgage loans based on client's need in order to ensure compliance and maximum customer satisfaction
- Present recommendations for producing loans and exercise some independent judgment while developing understanding of functional area, policies, procedures, compliance requirements, and generating loans
- Provide information regarding the loans to consultants and functional colleagues
- Interact with customers to understand their needs and provide them with a high-quality loan service
Requirements
- 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: 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
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 & Tools
residential mortgagesloan negotiationloan applicationmortgage loan analysiscompliance requirementssales prospectingcustomer service
Soft Skills
excellent verbal communicationexcellent written communicationinterpersonal communicationrelationship buildingcustomer needs assessment