Community Mortgage Bank Sales Consultant – SAFE
Wells Fargo
full-time
Posted on:
Location Type: Office
Location: San Antonio • Texas • United States
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About the role
- Sit within assigned bank branches and originate mortgage loans; collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes; perform miscellaneous duties as needed and required
- Exercise some independent judgment when conducting outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities
- Interact with customers to understand their needs and provide high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs
- Process low to moderately complex loan applications for mortgage transactions and review rates and terms within guidelines
- Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
- Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements
- Adhere to policies, underwriting requirements, compliance requirements, and loan procedures; collaborate with fulfillment partners to meet the needs of clients throughout the origination process
- Stay informed of mortgage industry trends and developments in the assigned market; develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
Requirements
- 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 2+ years of mortgage retail sales experience
- Expertise of general lending products and overall mortgage industry experience
- Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources
- Established relationships with diverse realtor organizations and affordable lending nonprofits in assigned market
- Experience with community loan products inclusive of specialized LMI mortgage solutions, lender paid assistance programs and 3rd party assistance programs
- FHA/VA & conventional loan experience is preferred
- Knowledge and understanding of sales prospecting and generating referrals
- Experience with educating clients on various mortgage purchase programs
- Experience developing and cultivating professional relationships
- Customer service experience
- Basic Microsoft Office skills
- Excellent verbal, written, and interpersonal communication skills
- Ability to provide leadership by coaching, training, and mentoring
- Bilingual speaking proficiency in Spanish/English preferred
Benefits
- We Value Equal Opportunity
- Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
- Drug and Alcohol Policy: Wells Fargo maintains a drug free workplace.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
mortgage loan originationloan application processingsales prospectingcustomer serviceFHA loan experienceVA loan experienceconventional loan experiencecommunity loan productsLMI mortgage solutionsMicrosoft Office
Soft Skills
communication skillsleadershipcoachingmentoringrelationship buildingcustomer satisfactionteam collaborationproblem-solvinginterpersonal skillstraining