Jobs · Finance · California

Community Mortgage Bank Consultant (SAFE)

Wells Fargo · Los Angeles, CA · 1 mo ago
FinanceFull-time

About This Role

Wells Fargo is seeking a candidate to join our team. In this role, you will sit within assigned bank branches and originate mortgage loans; collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes; perform miscellaneous duties as needed and required.

Exercise some independent judgment when conducting outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities. Interact with customers to understand their needs and provide high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs.

Process low to moderately complex loan applications for mortgage transactions and review rates and terms within guidelines. Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication.

Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements. Adhere to policies, underwriting requirements, compliance requirements, and loan procedures; collaborate with fulfillment partners to meet the needs of clients throughout the origination process.

Stay informed of mortgage industry trends and developments in the assigned market; develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace.

Exercise of Independent Judgment

Exercise some independent judgment when conducting outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities.

Customer Interaction

Interact with customers to understand their needs and provide high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs.

Loan Application Processing

Process low to moderately complex loan applications for mortgage transactions and review rates and terms within guidelines.

Client Satisfaction

Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication.

Training and Development

Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements.

Policies and Procedures

Adhere to policies, underwriting requirements, compliance requirements, and loan procedures; collaborate with fulfillment partners to meet the needs of clients throughout the origination process.

Industry Knowledge

Stay informed of mortgage industry trends and developments in the assigned market; develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace.

Required Qualifications

  • 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications

  • Experience in sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Expectations

  • This position requires SAFE registration at the time of employment.
  • The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
  • The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards.
  • A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation.
  • Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.

Pay Range

$0.00 - $0.00

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

Reference Number

R-542354

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