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Wells Fargo · 6 days ago

Mortgage Consumer Direct Sales Consultant (SAFE)

West Des Moines, IA

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Wells Fargo is seeking a Mortgage Consumer Direct Sales Consultant to support their Consumer Direct Team. This role involves managing customer interactions, providing guidance on mortgage products, and ensuring high client satisfaction throughout the loan origination process.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

Manage inbound and outbound calls, with follow-up to existing and potential customers offering Wells Fargo mortgage products and services

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

Present recommendations for resolving more complex situations, and exercise some independent judgment while developing understanding of loan applications, pricing loans, or locking loan rates

Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process

Maintain high standard of client satisfaction by ensuring timely and proactive customer communication

Navigate between multiple screens, databases and applications to accurately capture information needed from the customer, while holding a conversation

This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Qualification

Mortgage Consumer Direct SalesLoan OriginationMortgage Sales KnowledgeGoal-driven Environment ExperienceFinancial Concepts CommunicationCommunication SkillsDetail-orientedTime Management Skills

Required

2+ years of Mortgage Consumer Direct Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations

Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results

Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO)

This position is not eligible for Visa sponsorship

Willingness to work on-site at the location(s) listed on the job opening

Ability to work weekdays, weekends and holidays as needed or scheduled

This position requires SAFE registration at the time of employment

Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary