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Mortgage Sales Assistant

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Wells FargoNew York, NY
Full-time
  • Important Note: If you are selected to move forward in the process, next steps for this job may include an on-line assessment and a video screen.
  • Please make sure your profile includes a current email address that you check regularly (including your spam folder) as the invitations for these activities will be emailed to you.
  • For internal candidates, you must apply via the Jobs site on Teamworks or Teamworks at Home and please ensure your profile lists a personal (external) email address as your primary email address so you can receive communications and complete these potential activities.
  • Please refer to the Team Member Handbook for more information on the Internal Job Opportunities Process.
  • At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do.
  • We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.
  • Help us build a better Wells Fargo.
  • It all begins with outstanding talent.
  • It all begins with you.
  • Wells Fargo's Consumer Lending businesses empower millions of customers to achieve their dreams every day.
  • Whether it's buying a home, purchasing a car, funding a significant purchase, or making important daily credit card purchases, Consumer Lending provides important credit products and services that help our customers succeed.
  • The group includes Home Lending; Auto; Cards, Retail and Merchant Services; Personal Lending; Consumer Lending Control; and Consumer Lending Shared Services.
  • The Consumer Lending team partners with other businesses across Wells Fargo to create and deliver transformational experiences that help customers gain access to credit.
  • The vision for the Consumer Lending business is to leverage technology and data to make it simple for customers to easily access credit when and where they need it.
  • Consumer Lending serves customers across the country through our distribution network of more than 5,300 retail banking branches and Home Lending offices, as well as online and digital channels.
  • We have an immediate opening for a Mortgage Sales Associate (Home Mortgage Assistant).
  • This position is responsible for administrative marketing and sales support to Home Mortgage Consultants, Private Mortgage Bankers, or Sales Supervisors.
  • This individual learns selling skills and sales processes, obtains clear directions from Home Mortgage Consultant/Private Mortgage Banker/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.
  • - Review 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
  • - Inform prospective and existing customers and clients of WFHM products, programs, rates, policies, underwriting requirements, and loan procedures
  • 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.
  • 1+ year of sales experience, mortgage industry experience, or a combination of both
  • Basic Microsoft Office skills
  • + Excellent verbal, written, and interpersonal communication skills
  • + Mortgage industry experience
  • + 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
  • + Bilingual speaking proficiency in Spanish/English
  • 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.
  • + 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.
  • 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.
  • Visit for benefits information.

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