Mortgage Retail Sales Consultant (West Florida) (SAFE)

About This Role

Wells Fargo is seeking an Mortgage 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
• Producing high-quality loans that are compliant and providing excellent customer service

Builds Relationships

• Building relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
• Maintaining a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
• Staying informed of mortgage industry trends and developments in the assigned market

Develops and Maintains Visibility

• Presenting recommendations for producing loans
• Exercising independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans
• Understanding real estate appraisals, title reports, and real estate transactions
• Receiving customer applications, quoting rates and points, and completing follow-up activities with the registration lock-in
• Analyzing and offering mortgage loan products based on client needs

Financial Analysis and Customer Communication

• Reviewing and analyzing low to moderately complex financial and credit data
• Matching customer needs with an appropriate loan program and level 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

Training and Development

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

Qualifications

• 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

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.
• 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.
• 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.
• Ability to lift 20+ pounds
• Reliable transportation
• Ability to work nights, weekends, and/or holidays as needed or scheduled

Posting End Date

31 Jul 2026

Equal Opportunity Employer

We Value Equal Opportunity

Drug and Alcohol Policy

Wells Fargo maintains a drug-free workplace. Please see our Drug and Alcohol Policy to learn more.

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-550471-3