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Mortgage Retail Sales Consultant – SAFE
Wells FargoMortgage Retail Sales Consultant helping customers obtain residential mortgages at Wells Fargo. Building relationships with clients and understanding mortgage industry trends.
Core Competencies
Role fitCore 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 customer needs with appropriate loan products.
Highest-signal resume keywords
Mortgage Retail Sales ExperienceCustomer Service ExperienceRelationship BuildingFinancial Data AnalysisSales Prospecting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Mortgage Industry KnowledgeLoan Product AnalysisUnderstanding of Real Estate TransactionsDocumented Mortgage FundingsMicrosoft Office Skills
Soft Skills
Excellent Verbal CommunicationWritten Communication SkillsInterpersonal Communication Skills
Industry Keywords
Compliance RequirementsCustomer ApplicationsRate QuotingLoan ProceduresUnderwriting Requirements
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
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