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Community Mortgage Bank Sales Consultant – SAFE
Wells FargoCommunity Mortgage Bank Sales Consultant at Wells Fargo, originating mortgage loans and providing high-quality customer service. Collaborating with bank branches and mentoring employees in mortgage products.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in mortgage loan origination, customer service, and sales, with a strong focus on building relationships and understanding client needs. Proficient in adhering to compliance requirements and maintaining high standards of client satisfaction.
Highest-signal resume keywords
Mortgage Loan OriginationCustomer Service ExperienceSales ProspectingCoaching and MentoringBilingual Proficiency in Spanish/English
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Mortgage Industry KnowledgeFHA/VA Loan ExperienceRetail Residential Mortgage ExperienceCommunity Loan ProductsMicrosoft Office Skills
Soft Skills
Relationship BuildingLeadershipCommunication
Industry Keywords
Lending ProductsMortgage ProgramsClient SatisfactionCompliance RequirementsUnderwriting Requirements
About the role
Key responsibilities & impact- Sit within assigned bank branches and originate mortgage loans; collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes; perform miscellaneous duties as needed and required
- Exercise some independent judgment when conducting outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities
- Interact with customers to understand their needs and provide 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
- Process low to moderately complex loan applications for mortgage transactions and review rates and terms within guidelines
- Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
- Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements
- Adhere to policies, underwriting requirements, compliance requirements, and loan procedures; collaborate with fulfillment partners to meet the needs of clients throughout the origination process
- Stay informed of mortgage industry trends and developments in the assigned market; develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
Requirements
What you’ll need- 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 2+ years of mortgage retail sales experience
- Expertise of general lending products and overall mortgage industry experience
- Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources
- Established relationships with diverse realtor organizations and affordable lending nonprofits in assigned market
- Experience with community loan products inclusive of specialized LMI mortgage solutions, lender paid assistance programs and 3rd party assistance programs
- FHA/VA & conventional loan experience is preferred
- Knowledge and understanding of sales prospecting and generating referrals
- Experience with educating clients on various mortgage purchase programs
- Experience developing and cultivating professional relationships
- Customer service experience
- Basic Microsoft Office skills
- Ability to provide leadership by coaching, training, and mentoring
- Bilingual speaking proficiency in Spanish/English preferred
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Paid time off