Mortgage Retail Sales Consultant
Company | Wells Fargo |
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Location | Thousand Oaks, CA, USA, Northridge, Los Angeles, CA, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | |
Experience Level | Junior, Mid Level |
Requirements
- 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
Responsibilities
- Solicit residential mortgages from various sources and produce high quality loans which are compliant and provide excellent customer service
- Responsible for the offering of loans, negotiating of terms, and taking an application for a dwelling secured transaction
- Analyze best mortgage loans based on client’s need in order to ensure compliance and maximum customer satisfaction
- Present recommendations for producing loans and exercise some independent judgment while developing understanding of functional area, policies, procedures, compliance requirements, and generating loans
- Provide information regarding the loans to consultants and functional colleagues
- Interact with customers to understand their needs and provide them with a high-quality loan service
Preferred Qualifications
- Basic Microsoft Office skills
- Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
- Excellent verbal, written, and interpersonal communication skills
- Mortgage industry experience
- Knowledge and understanding of sales prospecting and generating referrals
- Experience developing and cultivating professional relationships
- Customer service experience