Mortgage Sales Assistant

Wells Fargo San Jose , CA 95111

Posted 2 months ago

Job Description:

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application.

At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

We have an immediate opening for a Mortgage Sales Associate (Home Mortgage Assistant). This is an entry level sales position responsible for administrative marketing and sales support to Home Mortgage Consultants, Sales Supervisors or Branch Sales Managers. This individual learns selling skills and sales processes, obtains clear directions from Home Mortgage Consultant/Sales Supervisor/Branch Manager in building and/or maintaining relationships with current and prospective clients and customers while providing excellent customer service.

Job responsibilities focus in four key areas: risk/compliance, business development, customer experience, and process execution.

Individuals in this role will:

  • Inform prospective and existing customers and clients of WFHM products, programs, rates, policies, underwriting requirements, and loan procedures

  • Understand real estate appraisals, title reports, and real estate transactions

  • Receive customer applications and complete follow-up activities with the registration lock-in

  • Perform miscellaneous duties as needed and required

Required Qualifications

  • 1+ year of sales experience, mortgage industry experience, or a combination of both

Desired Qualifications

  • Basic Microsoft Office skills

  • Excellent verbal, written, and interpersonal communication skills

  • Mortgage industry experience

  • Bilingual speaking proficiency in Spanish/English

  • 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) web site (http://fedregistry.nationwidelicensingsystem.org ) 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.

  • 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.

  • Ability to lift 20+ pounds

  • Reliable transportation

Street Address

CA-San Jose: 1705 N 1st St - San Jose, CA

Disclaimer

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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Mortgage Sales Assistant

Wells Fargo