Mortgage Consumer Direct Sales Coordinator

About this role:
Wells Fargo is seeking a Private Mortgage Banker Assistant (SAFE) within Home Lending as part of Consumer Lending, to support our WIM Premier Mortgage Group. Learn more about our career areas and lines of business at wellsfargojobs.com .
In this role, you will:

• Work under the guidance of a Private Mortgage Banker to produce high quality residential mortgage loans that meet Wells Fargo Home Mortgage guidelines.
• Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank store, past customers, and other non-traditional sources; develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
• Obtain customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in
• Coordinate and schedule customer meetings, seminars, and virtual consultations, ensuring optimal calendar utilization for HMC/PMB
• Understand real estate appraisals, title reports, and real estate transactions
• Interact with customers to understand their needs and provide a high-quality loan service
• Conduct outbound calls and emails to nurture leads, schedule consultations, and promote mortgage solutions tailored to customer needs
• Serve as the first point of contact for prospective borrowers, delivering a high-touch experience that builds trust and drives conversion
• Review low complexity 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
• 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:

• 2+ years of Mortgage Consumer Direct Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience in loan origination or loan processing
• Strong understanding of mortgage sales, origination processes and industry regulations
• Experience working with high-net-worth clients
• Excellent verbal, written, and interpersonal communication skills
• Extensive knowledge of lending policy guidelines and procedures
• Track record of proactive problem solving, taking initiative, and effectiveness in resolving complex escalations timely and decisively to meet customer expectations
• Ability to manage multiple priorities, including managing a pipeline and supporting escalations while maintaining excellent quality
• Ability to organize, re-prioritize, and manage multiple priorities in-order-to meet deadlines
• Technical skills: CORE, One Right Answer, Policy Library, Microsoft Office, Horizon, RALI

Job Expectations:

• This position is not eligible for Visa sponsorship.
• This position offers a hybrid work schedule.
• Willingness to work on-site at stated location on the job opening.
• Site hours of operation are Monday-Friday 8:00am-8:00pm EST
• Required location(s) listed below. Relocation assistance is not available for this position.
• 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) website (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

Locations:

• 1525 W WT Harris Blvd, Charlotte, NC 28262

Posting End Date:
18 Sep 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
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.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.