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
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
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

2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date

Community Mortgage Bank Sales Consultant – SAFE

Key skills