National Account Executive
Olly Olly
Mortgage Retail Sales Consultant, SAFE
Wells Fargo
full-time
Posted on:
Location Type: Office
Location: Phoenix • Arizona • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- 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 visibility for Wells Fargo Home Mortgage in the marketplace and stay informed of mortgage industry trends
- Present recommendations for producing loans and exercise independent judgment while adhering to policies, procedures, and compliance requirements
- Understand real estate appraisals, title reports, and real estate transactions
- Receive customer applications, quote the rate and points, complete registration lock-in follow-up, and analyze and offer mortgage loan products
- Review and analyze low to moderately complex financial and credit data and match customer needs with 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
- Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements
Requirements
- 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, education
- SAFE registration at the time of employment (Nationwide Mortgage Licensing System NMLS MU4R registration)
- Meet Loan Originator (LO) requirements under Regulation Z and Consumer Financial Protection Bureau qualification requirements
- Acceptable background investigation results and ongoing regulatory screening
- Ability to lift 20+ pounds
- Reliable transportation
- Ability to work nights, weekends, and/or holidays as needed or scheduled
- Basic Microsoft Office skills
- Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources (desired)
Benefits
- Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements
- Accommodation for applicants with disabilities is available upon request in connection with the recruitment process
- Equal opportunity employer practices (non-discriminatory hiring)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Mortgage Retail SalesLoan Originator requirementsFinancial analysisCredit data analysisReal estate appraisalsTitle reportsLoan productsCompliance requirementsCustomer serviceRegistration lock-in
Soft skills
Relationship buildingIndependent judgmentCommunicationCustomer needs assessmentProblem-solvingAdaptabilityAttention to detailTime managementTeam collaborationCustomer engagement
Certifications
SAFE registrationLoan Originator certification
