Mortgage Retail Sales Consultant, SAFE

Wells Fargo

Mortgage Consultant focusing on residential mortgages and customer relations for Wells Fargo. Building partnerships with realtors and maintaining knowledge of industry trends in the market.

Posted 7/14/2026full-timeBradenton • Florida • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Mortgage Retail Sales with a strong focus on customer service, relationship building, and compliance with industry standards. Proficient in analyzing financial data and matching customer needs with appropriate mortgage products.

Highest-signal resume keywords

Mortgage Retail Sales ExperienceCustomer Service ExperienceRelationship BuildingFinancial Data AnalysisMortgage Industry Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Mortgage Loan ProductsSales ProspectingFinancial AnalysisReal Estate AppraisalsTitle ReportsLoan ProceduresUnderwriting RequirementsMicrosoft Office SkillsDocumented Mortgage FundingsCompliance Requirements

Soft Skills

Excellent Verbal CommunicationWritten CommunicationInterpersonal Communication

Industry Keywords

Residential MortgagesCustomer ApplicationsMarket TrendsClient SatisfactionProactive Communication

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, 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
Ability to lift 20+ pounds
Reliable transportation
Ability to work nights, weekends, and/or holidays as needed or scheduled.

Benefits

Comp & perks

Professional development opportunities
Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.
Drug and Alcohol Policy: Wells Fargo maintains a drug-free workplace.