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.
Conduct 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 them with 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 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 our clients throughout the origination process.
Stay informed of mortgage industry trends and developments in the assigned market and 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, or 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
Excellent verbal, written, and interpersonal communication skills
Ability to provide leadership by coaching, training, and mentoring
Bilingual speaking proficiency in Spanish/English preferred

Mortgage Sales Consultant

Key skills