Mortgage Assistant jobs in United States
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Wells Fargo · 1 day ago

Mortgage Assistant

Wells Fargo is a leading financial services company, and they are seeking a Mortgage Retail Sales Consultant to support their Mortgage Retail Sales team. The role involves administrative, marketing, and sales tasks, as well as building relationships with customers and ensuring compliance with mortgage regulations.

BankingFinancial ServicesFinTechInsurancePayments
Hiring Manager
Maegan Fitzpatrick
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Responsibilities

Support the Mortgage Retail Sales team with administrative, marketing, and sales tasks
Build or maintain relationships with current and prospective customers
Perform administrative, transactional, operational, or customer support tasks related to mortgage sales
Receive direction from consultants or managers related to Mortgage Retail Sales functional area
Build relationships with current and prospective customers
Interact with customers and individuals within the Mortgage Retail Sales functional area on a wide range of information related to mortgage sales, selling process, etc
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

Qualification

Mortgage Retail Sales experienceSAFE registrationCustomer service experienceBusiness development knowledgeMortgage industry experienceComputer systemsMarketing knowledgeBS/BA degreeHigherCommunication skillsInterpersonal skills

Required

2+ years of Mortgage Retail 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
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards
A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation
Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

Preferred

Excellent verbal, written, and interpersonal communication skills
Mortgage industry experience
Customer service experience
A BS/BA degree or higher
6+ months of experience navigating multiple computer systems, applications and utilizing search tools to find information
Knowledge and understanding of business development and marketing

Company

Wells Fargo

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Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.

Funding

Current Stage
Public Company
Total Funding
unknown
1978-10-06IPO

Leadership Team

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Charlie Scharf
CEO
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Fernando Rivas
CEO of Corporate & Investment Banking
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Company data provided by crunchbase