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Mortgage Retail Sales Coordinator (safe)

Assist in managing customer relationships and mortgage sales documentation processes
San Jose, California, United States
Junior
yesterday
Wells Fargo

Wells Fargo

A multinational financial services company offering banking, investment, mortgage, and consumer and commercial finance products and services.

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Mortgage Retail Sales Representative

Wells Fargo is seeking a Mortgage Retail Sales Representative. In this role, you will:

  • 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 the 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. 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.

Required Qualifications:

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

Desired Qualifications:

  • 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

Job Expectations:

  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website provides the MU4R questions and registration required for employment in this position. 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.

Pay Range: $23.56 - $29.81

Wells Fargo provides eligible employees with a comprehensive set of benefits, including:

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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Mortgage Retail Sales Coordinator (safe)
San Jose, California, United States
Customer Success
About Wells Fargo
A multinational financial services company offering banking, investment, mortgage, and consumer and commercial finance products and services.