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Mortgage Retail Sales Consultant
Wells FargoMortgage Retail Sales Consultant soliciting residential mortgages and providing excellent customer service at Wells Fargo. Responsible for loan offerings and ensuring compliance while maximizing customer satisfaction.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in residential mortgage sales, ensuring compliance and customer satisfaction through effective communication and relationship-building. Proficient in analyzing client needs to recommend suitable loan options while maintaining a high standard of service.
Highest-signal resume keywords
Mortgage Retail Sales ExperienceCustomer Service ExperienceSAFE RegistrationSales Prospecting KnowledgeInterpersonal Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Residential Mortgage FundingLoan Application ProcessingCompliance AnalysisLoan NegotiationCustomer Needs Assessment
Soft Skills
Excellent Verbal CommunicationWritten Communication SkillsRelationship BuildingProblem Solving
Tools & Technologies
Microsoft Office
Certifications & Qualifications
SAFE Registration
Industry Keywords
Mortgage IndustryDwelling Secured TransactionsLoan RecommendationsCustomer SatisfactionProfessional Relationships
About the role
Key responsibilities & impact- Solicit residential mortgages from various sources and produce high quality loans which are compliant and provide excellent customer service
- Responsible for the offering of loans, negotiating of terms, and taking an application for a dwelling secured transaction
- Analyze best mortgage loans based on client's need in order to ensure compliance and maximum customer satisfaction
- Present recommendations for producing loans and exercise some independent judgment while developing understanding of functional area, policies, procedures, compliance requirements, and generating loans
- Provide information regarding the loans to consultants and functional colleagues
- Interact with customers to understand their needs and provide them with a high-quality loan service
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
- SAFE registration at the time of employment
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