Premier One Mortgage Consultant, Centralized Sales(SAFE)

  • Company: Wells Fargo
  • Location: Charlotte, North Carolina
  • Posted: August 22, 2017
  • Reference ID: 5350835-1
Job Description

Join the #1 Mortgage originator and servicer (Source: Inside Mortgage Finance).

Our Mortgage Origination team builds strong relationships with consumers and referral partners to help our customers reach their personal and financial goals through homeownership.

Wells Fargo's Consumer Lending Group (CLG) is an industry leader in supporting homeowners and consumers. We put customers at the center of all that we do. We make every decision - and design every product and service - with our customers in mind.

It starts with you. We must attract, develop, retain and motivate the most talented people - those who care and who work together as partners across business units and functions. We value and promote diversity and inclusion in every aspect of our business and at every level of our organization.

The CLG team includes Home Lending, Consumer Credit Card, Personal Loans and Lines, Direct Auto, Dealer Services, Commercial Auto, Retail Services and Education Financial Services including the professional services teams that partner with these businesses - Human Resources, Finance, Credit Risk, and Compliance & Operational Risk.

As a Mortgage Consultant for Centralized Sales we provide answers and guidance regarding mortgage-related products and services for clients, customers, and potential customers. A Mortgage Consultant is responsible for generating mortgage business through inbound and outbound lead generation while working in our professional Centralized Sales Center.

Our Mortgage Consultants thrive on customer interaction and never miss an opportunity to enhance and deepen the customer’s relationship. They are skilled communicators, are organized, have strong integrity, are highly motivated, and strive to reach and meet goals. This is a base salary plus commission position.

Additional duties as a Premier One Home Mortgage Consultant:

  • Source and sustain successful business relationships with real estate agents, bankers, and other internal/external referral sources for the purpose of originating mortgage loans and generating future referral opportunities within a defined geographic territory.
  • Build closed loan volume primarily through productive marketing and sales activities, client and consumer counseling, and account management
  • Cultivate business through outbound telesales activities
  • Effectively communicate Wells Fargo Home Mortgage's products and programs to the client base and customers
  • Hands-on pipeline management to deliver a great customer experience
  • Provide customer needs analysis through product knowledge and underwriting sensibilities
  • Coordinate sales activities with Distributed HMCs in same geographic territory

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

  • 1+ year of sales experience

Desired Qualifications

  • 2+ years of mortgage, banking, or financial services experience
  • 2+ years of sales experience
  • Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving complex customer issues
  • Knowledge and understanding of desktop, PCs, laptops and telecommunications technology
  • Knowledge and understanding of financial products and services
  • Knowledge and understanding of mortgage sales and origination processes
  • Knowledge and understanding of sales prospecting and generating referrals
  • Excellent verbal, written, and interpersonal communication skills
  • Intermediate Microsoft Office skills

Job Expectations

  • Reliable transportation
  • Ability to work additional hours as needed
  • This position requires compliance with all mortgage regulatory requirements and Wells Fargo's compliance policies related to these requirements including acceptable background check investigation results. Successful candidates must also meet ongoing regulatory requirements including additional screening and required reporting of certain incidents.
  • 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.
  • 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) web site ( ) provides the MU4R questions and registration required for employment in this position.

Street Address

NC-Charlotte: 1525 W Wt Harris Blvd - Charlotte, NC


    All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

    Relevant military experience is considered for veterans and transitioning service men and women.

    Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

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