Mortgage Retail Sales Consultant – SAFE

Wells Fargo

Mortgage Retail Sales Consultant sourcing residential mortgages for Wells Fargo. Responsible for building relationships and producing high quality loans in Consumer Lending.

Posted 7/14/2026full-timeBear • 🇺🇸 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 mortgage industry standards. Proficient in analyzing financial data and matching client needs with appropriate loan products.

Highest-signal resume keywords

Mortgage Retail Sales ExperienceCustomer Service ExperienceBilingual Proficiency in Spanish/EnglishKnowledge of Mortgage ProgramsRelationship Building Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Data AnalysisLoan Product KnowledgeSales ProspectingUnderstanding of Real Estate TransactionsMicrosoft Office Skills

Soft Skills

Excellent Verbal CommunicationWritten Communication SkillsInterpersonal Communication Skills

Industry Keywords

Residential MortgagesMortgage Industry TrendsCompliance RequirementsClient SatisfactionLoan Procedures

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
Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources
Experience with educating clients on various mortgage programs
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
Bilingual speaking proficiency in Spanish/English
Customer service experience

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Remote work options