Mortgage Retail Sales Consultant – SAFE

Wells Fargo

Mortgage Retail Sales Consultant soliciting residential mortgages from various sources and providing excellent customer service while maintaining compliance. Engaging with multiple stakeholders to develop financial solutions for clients.

Posted 5/30/2026full-timePhoenix • Arizona • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Participate in soliciting residential mortgages from various sources
Produce high quality loans which are compliant and provide excellent customer service
Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market
Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans
Understand real estate appraisals, title reports, and real estate transactions
Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs
Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk
Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements

Requirements

What you’ll need

2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, 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

Comp & perks

Reliable transportation
Ability to work nights, weekends, and/or holidays as needed or scheduled

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

mortgage retail salesfinancial analysiscredit data analysisloan program matchingreal estate appraisalstitle reportscustomer application processingrate quotingloan product knowledgeunderwriting requirements

Soft Skills

customer servicecommunicationrelationship buildinginterpersonal skillssales prospectingreferral generationindependent judgmentproactive communicationvisibility developmentclient satisfaction