Wells Fargo Logo

Wells Fargo

Mortgage Retail Sales Coordinator (SAFE)

Posted Yesterday
Be an Early Applicant
Hybrid
Boca Raton, FL
Junior
Hybrid
Boca Raton, FL
Junior
About this role:
Wells Fargo is seeking a Mortgage Retail Sales Coordinator (SAFE) in Consumer Lending as part of Home Lending. For additional information on this line of business, refer to the external Careers Site at www.wellsfargojobs.com.
In this role, you will:
  • Support the Mortgage Retail Sales team with administrative, marketing, and sales tasks
  • Build or maintain relationships with current and prospective customers
  • Perform administrative, transactional, operational, or customer support tasks related to mortgage sales
  • Receive direction from consultants or managers related to Mortgage Retail Sales functional area
  • Build relationships with current and prospective customers
  • Interact with customers and individuals within the Mortgage Retail Sales functional area on a wide range of information related to mortgage sales, selling process, etc.
  • 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 Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:
  • 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

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) 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

Top Skills

Customer Relationship Management (Crm) Software
Mortgage Sales

Wells Fargo Charlotte, North Carolina, USA Office

355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202

Similar Jobs at Wells Fargo

5 Hours Ago
Hybrid
Clearwater, FL, USA
Senior level
Senior level
Fintech • Financial Services
As a Branch Manager, lead and develop a team, enhance customer engagement, drive business growth, ensure compliance, and manage resources efficiently.
Top Skills: Customer Relationship Management Software
Yesterday
Hybrid
Indian Harbour Beach, FL, USA
Entry level
Entry level
Fintech • Financial Services
The Personal Banker will build customer relationships, aid with account setup, and provide suitable financial solutions while ensuring compliance with regulations.
Top Skills: Customer Relationship Management SoftwareMobile Banking
Yesterday
Hybrid
Miami Springs, FL, USA
Entry level
Entry level
Fintech • Financial Services
The Personal Banker will engage customers, assist with account openings, advise on products, and comply with banking regulations.

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account