Community Mortgage Bank Sales Consultant jobs at Wells Fargo
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584 jobs found
10.04.2025
WF
Wells Fargo Financial Consultant United States, Massachusetts
Work with the Financial Advisor in providing clients with financial advice consistent with clients goals and risk tolerance. Meet with clients to collect financial information. Assess investment profile and evaluate...
Participate in soliciting residential mortgages from various sources. Produce high quality jumbo loans which are compliant and provide excellent customer service. Build relationships focused on affluent borrowers with realtors, builders,...
Act as an advisor to senior leadership to develop or influence Treasury Management Consulting objectives and long-term goals for highly complex business and technical needs across Treasury Management Consulting. Lead...
Lead complex sales initiatives including those that are cross-functional with broad impact for Middle Market clients across all industries. Drive business development activities through effective prospecting, networking, and sales skills...
Serve as the Single Point of Coordination for the customer. Lead less complex initiatives and implement Treasury Management products and service. Apply project management methodology to facilitate complex implementations, establishing...
Participate in developing strategic prioritiesand management of inter-dependencies. Assist and contribute integration with other strategic efforts across CIB and Wells Fargo. Identify technology requirements and coordination of technical resources. Review...
Sit within assigned bank branches and originate mortgage loans; collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes; perform...
Work with the Financial Advisor in providing clients with financial advice consistent with clients goals and risk tolerance. Meet with clients to collect financial information. Assess investment profile and evaluate...
Are you eager to join the cutting-edge of the tech industry with a respected banking giant? Wells Fargo Community Mortgages Sales Consultant is the perfect role for you!
As a Wells Fargo Community Mortgage Sales Consultant, you will be responsible for providing expert customer service while observing all bank practices, including sales and sales compliance. You will collaborate with loan officers to help customers choose the right type of mortgage for their needs while dealing with questions, inquiries and other customer-focused tasks. In this role, you will become a trusted advisor to your customers while also expanding the bank’s mortgage product lines and services.
The Community Mortgage Sales Consultant will be responsible for developing and maintaining a professional business network to increase sales opportunities and gathering competitive intelligence to better understand the market. Your duties also include creating client-specific promotional materials and gaining customer insights to build future product solutions. In addition, you must have excellent written and verbal communication skills to more effectively present product solutions that meet customer needs.
This is a great opportunity to combine your customer service and sales experience in an exciting and ever-changing industry. Using the Expoint job searching platform, you can apply your knowledge and learn from the best to become a respected and experienced Community Mortgage Sales Consultant. Success in this position will open the door to countless growth opportunities as you make a significant impact on the tech industry through your work.