Mortgage Retail Sales Consultant

About This Role

Wells Fargo is seeking an CA-WA Mortgage Retail Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com.

Participates in Solicitation

• Soliciting residential mortgages from various sources

Produces High Quality Loans

• Ensuring loans are compliant
• Providing excellent customer service

Builds Relationships

• With realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources

Develops Visibility

• For Wells Fargo Home Mortgage in the marketplace
• Staying informed of mortgage industry trends and developments in the assigned market

Provides Recommendations

• For producing loans
• Exercising independent judgment while adhering to policies, procedures, and compliance requirements
• Generating loans

Understands Real Estate Transactions

• Real estate appraisals
• Title reports
• Real estate transactions

Handles Customer Applications

• Receives customer applications
• Quotes rates and points
• Completes follow-up activities with registration lock-in
• Analyzes and offers mortgage loan products based on client needs

Communicates with Customers

• Reviews and analyzes financial and credit data
• Matches customer needs with appropriate loan programs and levels of risk
• Informing prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures
• Maintaining high standards of client satisfaction and quality by ensuring timely and proactive customer communication

Continues Education

• Pursues Wells Fargo training offerings to increase knowledge of company products, policies, and procedures, and underwriting requirements

Required Qualifications

• 2+ years of Mortgage Retail Sales experience, or equivalent through work experience, training, military experience, or education

Desired Qualifications

• Bilingual speaking proficiency in Tagalog/English or Chinese/English
• 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

Job Expectations

• This position requires SAFE registration at the time of employment.
• The Nationwide Mortgage Licensing System (NMLS) website 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.
• Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
• Ability to lift 20+ pounds
• Reliable transportation
• Ability to work nights, weekends, and/or holidays as needed or scheduled

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

Posting End Date

20 Aug 2026

Reference Number

R-555255-6