Mortgage Consumer Direct Sales Consultant (SAFE)
About This Role
Wells Fargo is seeking a Mortgage Consumer Direct Sales Consultant to support our Consumer Direct Team. Our Consumer Direct team builds strong relationships with consumers and referral partners to help our customers reach their personal and financial goals through homeownership. Mortgage Consumer Direct Sales Consultants provide answers and guidance regarding mortgage-related products and services for clients, customers, and potential customers. They thrive on customer interaction and never miss an opportunity to enhance and deepen the customer's relationship. They are skilled communicators, organized, have strong integrity, are highly motivated, and strive to reach and meet goals.
Responsibilities
- Manage inbound and outbound calls, with follow-up to existing and potential customers offering Wells Fargo mortgage products and services
- Interact with customers to understand their needs and provide them with 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
- Present recommendations for resolving more complex situations, and exercise some independent judgment while developing understanding of loan applications, pricing loans, or locking loan rates
- Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process
- Maintain high standard of client satisfaction by ensuring timely and proactive customer communication
- Navigate between multiple screens, databases and applications to accurately capture information needed from the customer, while holding a conversation
Requirements
- 2+ years of Mortgage Consumer Direct Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Qualifications
- Required Qualifications: 2+ years of Mortgage Consumer Direct Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Desired Qualifications: Experience in loan origination, Strong understanding of mortgage sales, origination processes and industry regulations, Experience working in goal-driven environments, Experience in sales, Experience communicating financial concepts to customers, Strong communication skills both interpersonal and written and the ability to thrive in a fast-paced environment, Detail-oriented with strong organization and time management skills
Skills
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Benefits
Job Expectations: This position is not eligible for Visa sponsorship. This position offers a hybrid work schedule: one week in office and one week remote. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Applicants With Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment And Hiring Requirements Third-Party recordings are prohibited unless authorized by Wells Fargo. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. Reference Number R-551216