Jobs · Business Development · California

Mortgage Retail Sales Consultant (SAFE)

Wells Fargo · Los Angeles, CA · 1 mo ago
Business DevelopmentFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Must not include Job ID etc. Must remove boilerplate, EEO, etc. Must preserve all substantive info. We need to parse the posting. Content: - About this role: Wells Fargo is seeking a... (some generic). Then "In this role, you will:" followed by a list of duties. Let's extract duties: 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 Then a paragraph about SAFE position etc. That's more about requirements/compliance. Then "Required Qualifications: 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education" Then "Required Qualifications for Europe, Middle East & Africa only: Experience in Mortgage Retail Sales, or equivalent demonstrated through one or a combination of the following: work experience, training, education" Then "Desired Qualifications:" (no content after? Actually blank line then "Job Expectations:" maybe they omitted specifics.) Then "Job Expectations: This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. 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" Then "Pay Range Compensation includes an hourly base pay rate that meets or exceeds applicable minimum wage requirements, with the opportunity to earn additional commission. All pay complies with applicable minimum wage laws." Then "Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. 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" Then "Posting End Date: 29 Nov 2026 * Job posting may come down early due to volume of applicants." (metadata, can be short p or dropped.) Then EEO etc to remove. We need sections: About the role (maybe from "About this role:" paragraph). Responsibilities (list of duties). Requirements (maybe required qualifications). Qualifications (desired? Actually they have Required Qualifications and Desired Qualifications but no content under Desired. Could combine? But we should only include sections with real specific content. Desired Qualifications has no specifics, so we should not create that section. Skills maybe not present. Benefits present. Pay present. Schedule not present (no schedule info). So we omit Schedule. We need to use

for section headings. Use
  • for any list of duties/requirements/benefits. Use

    for prose. We must not repeat job title. Not include Job ID etc. We need to preserve all substantive info. So include the About this role paragraph (maybe just the first sentence? Actually "About this role: Wells Fargo is seeking a..." then "In this role, you will:" then list. The "About this role:" could be considered a heading but we should not duplicate. We'll treat the introductory sentence as prose under About the role. Thus:

    About the role

    Wells Fargo is seeking a ... In this role, you will: ...

    but we have list separate. Better to put the intro sentence in p, then the list under Responsibilities. But the instructions: Use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need those headings exactly. Thus:

    About the role

    Wells Fargo is seeking a ...

    (maybe just that sentence). Then responsibilities list. But we also have the sentence "In this role, you will:" which could be part of About the role or lead into responsibilities. We'll incorporate it as part of About the role paragraph, then the list under Responsibilities. Thus About the role paragraph: "Wells Fargo is seeking a ... In this role, you will:" then we stop before list? Actually we could include that phrase and then the list under Responsibilities. That seems fine. Now Responsibilities: list each duty as
  • . We need to ensure we preserve all duties exactly as given. Let's copy them: - 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 Now Requirements: we have Required Qualifications (2+ years Mortgage Retail Sales experience, or equivalent demonstrated through work experience, training, military experience, education). Also Required Qualifications for Europe, Middle East & Africa only: Experience in Mortgage Retail Sales, or equivalent demonstrated through work experience, training, education. Could combine? Might be two separate bullet points. We'll make a list. Also Job Expectations (SAFE registration etc.) could be considered Requirements or Qualifications. The heading "Requirements" could contain both required qualifications and job expectations (like SAFE registration). We'll include them. Thus under Requirements heading, we can have a list: - 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through work experience, training, military experience, education - For Europe, Middle East & Africa only: Experience in Mortgage Retail Sales, or equivalent demonstrated through work experience, training, education - Must obtain SAFE registration at time of employment (Wells Fargo initiates process after start date) - Must meet Nationwide Mortgage Licensing System (NMLS) MU4R questions and registration requirements - Must meet Consumer Financial Protection Bureau qualification requirements for Loan Originator positions, including financial responsibility, character, general financial fitness, criminal background standards (credit report used, credit score not evaluated) - Must meet ongoing regulatory requirements, including additional screening if necessary We need to preserve all substantive info; we should not lose details like "The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position." We'll include that as part of list item. Now Qualifications: we have Desired Qualifications but no specifics. So we should not create Qualifications section because no specific content. However we might have "Job Expectations" already covered under Requirements. Could we create a Qualifications section for "Desired Qualifications"? Since it's empty, we should not. So we skip Qualifications. Skills: none. Benefits: we have list: 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. We'll make a list. Pay: we have "Pay Range Compensation includes an hourly base pay rate that meets or exceeds applicable minimum wage requirements, with the opportunity to earn additional commission. All pay complies with applicable minimum wage laws." We'll put that in a

    under Pay heading. Schedule: none, omit. Now we need to output only HTML fragment, no /, no markdown. Thus:

    About the role

    Wells Fargo is seeking a ... In this role, you will:

    But we might want to keep the "In this role, you will:" as part of the paragraph, then the list under Responsibilities. Thus:

    About the role

    Wells Fargo is seeking a ... In this role, you will:

    Then:

    Responsibilities

    • Participate in soliciting residential mortgages from various sources
    • ...
    Now Requirements:

    Requirements

    • 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through work experience, training, military experience, education
    • For Europe, Middle East & Africa only: Experience in Mortgage Retail Sales, or equivalent demonstrated through work experience, training, education
    • Must obtain SAFE registration at the time of employment; Wells Fargo will initiate the SAFE registration process immediately after your employment start date
    • Must meet the Nationwide Mortgage Licensing System (NMLS) MU4R questions and registration requirements (see http://fedregistry.nationwidelicensingsystem.org)
    • Must meet Consumer Financial Protection Bureau qualification requirements for Loan Originator positions, including applicable financial responsibility, character, general financial fitness, and criminal background standards; a current credit report is used to assess financial responsibility and credit fitness, but a credit score is not included in the evaluation
    • Must meet ongoing regulatory requirements, including additional screening if necessary
    Now Benefits:

    Benefits

    • Health benefits
    • 401(k) Plan
    • Paid time off
    • Disability benefits

Similar jobs