Mortgage Retail Sales Consultant (West Florida) (SAFE)
On-siteTampa, Florida, United States or St. Petersburg, Florida, United States
Job Summary
Solicit residential mortgages from various sources and produce high-quality, compliant loans while delivering excellent customer service. Build relationships with realtors, builders, financial professionals, and past customers to develop marketplace visibility for Wells Fargo Home Mortgage. Analyze low-to-moderately complex financial and credit data to match client needs with appropriate loan programs, offering recommendations and exercising independent judgment within functional area policies. Receive applications, quote rates and points, complete registration lock-ins, and follow up on loan activities. Maintain high standards of client satisfaction through timely, proactive communication and stay informed of industry trends. This SAFE position requires compliance with the S.A.F.E. Mortgage Licensing Act and related regulations.
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, or education
- SAFE registration at the time of employment
- Ability to lift 20+ pounds
- Reliable transportation
- Ability to work nights, weekends, and/or holidays as needed or scheduled
Desired 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
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