Mortgage Retail Sales Consultant – SAFE

Wells Fargo

Mortgage Retail Sales Consultant for Wells Fargo in Consumer Lending. Responsible for soliciting residential mortgages and providing high-quality customer service.

Posted 7/14/2026full-timeChester • Virginia • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

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

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Data AnalysisLoan Product KnowledgeSales ProspectingReal Estate Appraisal UnderstandingMicrosoft Office Skills

Soft Skills

Excellent Verbal CommunicationInterpersonal CommunicationWritten Communication

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 benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement