Mortgage Retail Sales Consultant – Safe

Wells Fargo

Mortgage Retail Sales Consultant soliciting residential mortgages for Wells Fargo. Building relationships and providing excellent customer service while adhering to compliance requirements.

Posted 7/1/2026full-timeRaleigh • North Carolina • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Mortgage Retail Sales, with a strong focus on customer service, compliance, and relationship building. Proficient in analyzing financial data and matching customer needs with appropriate mortgage products.

Highest-signal resume keywords

Mortgage Retail Sales ExperienceCustomer Service ExperienceKnowledge of Sales ProspectingUnderstanding of Real Estate TransactionsBasic Microsoft Office Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Mortgage Industry ExperienceFinancial Data AnalysisLoan Program MatchingDocumented Mortgage FundingsUnderstanding of Compliance Requirements

Soft Skills

Excellent Customer CommunicationRelationship BuildingIndependent Judgment

Industry Keywords

Residential MortgagesReal Estate AppraisalsTitle ReportsLoan ProceduresClient Satisfaction

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Basic Microsoft Office skills
Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
Mortgage industry experience
Knowledge and understanding of sales prospecting and generating referrals
Customer service experience.

Benefits

Comp & perks

Compensation includes an hourly base pay rate that meets or exceeds applicable minimum wage requirements, with the opportunity to earn additional commission.
Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements.