Community Mortgage Bank Sales Consultant
| Company | Wells Fargo |
|---|---|
| Location | Rancho Cucamonga, CA, USA, Pomona, CA, USA, Temecula, CA, USA, San Bernardino, CA, USA, Fontana, CA, USA, Chino, CA, USA, Ontario, CA, USA |
| Salary | $20.29 – $30.48 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior, Mid Level |
Requirements
- 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Responsibilities
- 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
Preferred Qualifications
- Mortgage industry experience
- Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources
- 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