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Mortgage Retail Sales Consultant – Safe

June 17, 2025June 17, 2025

Mortgage Retail Sales Consultant – Safe

CompanyWells Fargo
LocationIrvine, CA, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelEntry Level/New Grad, Junior

Requirements

  • 6+ months of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
  • SAFE registration at the time of employment

Responsibilities

  • Work under the guidance of a senior Mortgage Retail Sales Consultant to produce high quality residential mortgage loans that meet Wells Fargo Home Mortgage guidelines
  • Build relationships focused on borrowers with realtors, builders, financial professionals, bank store, past customers, and other non-traditional sources
  • Provide high quality loans to attain excellent customer service
  • Obtain customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in
  • Understand real estate appraisals, title reports, and real estate transactions
  • Interact with customers to understand their needs and provide them with a high quality loan service
  • Analyze detailed financial and credit data, matching customer needs with an appropriate loan program and level of risk
  • Develop knowledge of company products, policies and procedures, and underwriting requirements
  • Receive direction from supervisor and exercise judgment within defined parameters while developing understanding of generating loans
  • Provide information regarding the loans to consultants and functional colleagues
  • Develop and maintains a high degree of visibility for Wells Fargo Home Mortgage in the marketplace

Preferred Qualifications

  • Mortgage industry experience
  • Basic Microsoft Office skills
  • Excellent verbal, written, and interpersonal communication skills
  • Customer service experience


TaggedEntry Level/New GradFinance & Operations & StrategyJuniorReal EstateReal Estate SalesRetailRetail SalesSales & Account ManagementWells Fargo

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