דרושים Mortgage Consumer Direct Sales Consultant ב-Wells Fargo ב-United States, Tempe

In this role, you will:

• Own client onboarding process to mitigate risk through a due diligence process
• Participate in conducting less complex client due diligence processes, research and identify opportunities to mitigate risk
• Consult and provide support to interpret policies, guidelines and governance programs
• Support business in execution of due diligence reporting processes and controls
• Review and analyze client onboarding processes or challenges that require research, evaluation, and selection of alternatives
• Exercise independent judgment to guide medium risk deliverables
• Aggregate, evaluate and report results and escalate where necessary
• Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the due diligence function, policies, procedures and compliance requirements
• Collaborate and consult with peers, colleagues, managers and internal and external customers to resolve issues and achieve goals
• Able to complete package review and due diligence cases from the onboarding pipeline while meeting quality and productivity targets
  Individual pipeline management (New/In Progress / escalations &roadblocks) Provideinput / contribute to pipeline management process
  Proactively and promptly escalate issues for resolution
  Identify area for improvement within the FCO process
  Maintain and strengthen domain knowledge; stay up to date on all guidance and process changes (e.g. Group Communications)
• Develop strong relationships with internal / external stakeholders
  

Required Qualifications:

• 2+ years of Due Diligence experience, or equivalent (including risk management, client service, operations support, or business process management) demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) experience
• Knowledge and understanding of Anti Money Laundering (AML) and Bank Secrecy Act (BSA)
• Knowledge and understanding of Know Your Customer (KYC) regulations
• Strong analytical skills with high attention to detail and accuracy
• Operates independently with minimal supervision, and effectively manages work requests to meet performance expectations
• Ability to prioritize tasks, achieve goals, and work under pressure in a dynamic and complex environment
• Ability to document and describe complex transactions and manage due diligence
• Experience using Wells Fargo Cornerstone system

Job Expectations:

• Required location for this position is in Tempe, AZ. Candidate must reside within a reasonable commute to the site location listed on the posting

M-F 8-5PM with te expectation of 3 days in the office per week, 2 days remote.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Manage and develop teams of Mortgage Sales Managers, Mortgage Sales consultants and Support staff
• Engage and influence business partners, management, or supervisory staff to maintain a balance between day to day, high level operational execution and development of the strategic direction of the Mortgage Consumer Direct Sales functional area
• Identify and recommend opportunities for improving accountability for performance and business results within Mortgage Consumer Direct Sales functional area
• Direct work towards achievement of sales, process execution, customer service, risk, compliance, recruiting and retention goals, and overall effectiveness
• Determine appropriate strategies and actions of Mortgage Consumer Sales Direct team to meet moderate to high risk deliverables
• Interpret and develop policies and procedures for maintaining budget resources and quality services
• Collaborate with and influence business partners, management, or supervisory staff
• Coordinate and build relationships with business partners and ensure all Mortgage Consumer Direct Sales staff are properly trained
• Manage allocation of people and financial resources for Mortgage Consumer Direct Sales
• Develop and guide a culture of talent development to meet business objectives and strategy
• 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:

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

Desired Qualifications:

• 2+ years of recruitingexperience
• Mortgage sales experience
• Experience in building strong teams with a culture focused on partnering across groups, customer service and focus on managing a pipeline
• Knowledge and understanding of sales prospecting and generating referrals
• Experience developing and cultivating professional relationships
• Experience building, motivating, developing, and retaining a sales leadership team and sales force
• Strong collaboration and partnering skills
• Strong risk management and compliance skills
• Data analysis experience
• Intermediate Microsoft Office (Word, Excel, Outlook, PowerPoint, and Access) skills
• Excellent verbal, written, and interpersonal communication skills

Job Expectations:

• This position is not eligible for Visa sponsorship
• Willingness to work on-site at the location(s) listed on the job opening
• Site hours of operation are Monday-Friday 9:00am-5:00pm
• Reliable transportation
• This position requires compliance with all mortgage regulatory requirements and Wells Fargo’s compliance policies related to these requirements. Successful candidates must also meet ongoing regulatory requirements including additional screening and required reporting of certain incidents.

Posting location

• 1150 W Washington Tempe, AZ 85288

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Mitigate risk by accurately executing upon due diligence screening within agreed upon time frames

• Exercise independent judgment to guide medium risk screening deliverables.

• Assist with screening operational activities outside of standard work queue as needed including but not limited to workflow management, business continuity, data gathering, analysis, etc.

• Provide subject matter knowledge, leveraging solid understanding of screening function, policies, procedures, and compliance requirements, to assist with process walkthroughs, procedure reviews, testing engagements, and transformation activities.

• Collaborate and consult with peers, colleagues, managers to resolve screening process and production related issues.

• Review and analyze screening processes and controls for improvement opportunities.

• Participate in focus group opportunities to assist with screening improvement efforts.

• Partner with senior consultants to aid in training facilitation, quality review, and post training support for new screening consultants.

• Collaborate and consult with peers, colleagues, managers and internal and external customers to resolve issues and achieve goals

• Aggregate, evaluate and report results and escalate where necessary

Required Qualifications:

• 2+ years of Due Diligence experience, or equivalent (including risk management, client service, operations support, or business process management) demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Working knowledge of BSA/AML programs

• Ability to easily adapt and be agile

• Experience in workflow management and assignment

• Ability to execute in a fast paced, high demand environment while balancing priorities

• Strong analytical skills with high attention to details and accuracy

• Ability to collaborate with geographically dispersed teams

• Ability to interact with all levels of an organization

• Excellent verbal, written, and interpersonal communication skills.

• Excellent Microsoft Office knowledge

Job Expectations:

• Ability to work the hybrid model of 3 days in the office and 2 days remote each week

Position does not offer Visa sponsorship.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.