Mortgage Retail Sales Consultant (SAFE)
Core
Create sales opportunities, acquire and grow relationships with mortgage retail clients and prospects, and produce compliant residential mortgage loans.
Role type
Mortgage Retail Sales Consultant (Loan Originator)
Builds
Residential mortgage loans for Wells Fargo Home Mortgage
Domain
Financial Services / Mortgage Banking
Required skills
Sales prospecting, relationship building, loan origination, credit analysis, regulatory compliance (SAFE/LO), customer service, financial data review
Preferred skills
Retail residential mortgage fundings from external sources, sales pipeline management, real estate transaction experience, loan servicing experience
Technologies
NMLS, Regulation Z, SAFE Mortgage Licensing Act
Responsibilities
Solicit residential mortgages from various sources, build relationships with realtors and builders, present loan recommendations, analyze credit data to match loan programs, inform customers of mortgage programs and underwriting requirements, complete follow-up activities for loan registration lock-in.
Seniority
Entry to Mid-level, individual contributor