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Mortgage Retail Sales Associate (safe)

Assist clients in securing mortgage loans through relationship building and loan processing
Appleton, Wisconsin, United States
Entry Level
5 days ago
Wisconsin Staffing

Wisconsin Staffing

A government-associated entity providing staffing solutions and employment services within the state of Wisconsin.

182 Similar Jobs at Wisconsin Staffing

Mortgage Retail Sales Associate (SAFE)

Wells Fargo is seeking a Mortgage Retail Sales Associate (SAFE) in Consumer Lending as part of Home Lending. In this role, you will:

  • 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 maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace

Required Qualifications:

  • 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

Desired Qualifications:

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

Job Expectations:

  • This position requires SAFE registration at the time of employment
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
  • Ability to lift 20+ pounds
  • Reliable transportation
  • Ability to work nights, weekends, and/or holidays as needed or scheduled

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 Associate (safe)
Appleton, Wisconsin, United States
Sales
About Wisconsin Staffing
A government-associated entity providing staffing solutions and employment services within the state of Wisconsin.