Mortgage Retail Sales Consultant
Wells Fargo
full-time
Posted on:
Location Type: Office
Location: Concord • California • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- 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
- 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
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
residential mortgagesloan negotiationloan applicationmortgage loan analysiscompliance requirementssales prospectingcustomer service
Soft skills
excellent verbal communicationexcellent written communicationinterpersonal communicationrelationship buildingcustomer needs assessment