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Wells Fargo

Mortgage Retail Sales Associate (SAFE)

Posted 3 Days Ago
Be an Early Applicant
Hybrid
Appleton, WI
Entry level
Hybrid
Appleton, WI
Entry level
The Mortgage Retail Sales Associate builds relationships, provides high-quality loans, analyzes customer financial data, and ensures regulatory compliance for loan origination.
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About this role:
Wells Fargo is seeking a Mortgage Retail Sales Associate (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com .
In this role, you will:
  • Build relationships focused on borrowers with realtors, builders, financial professionals, bank store, past customers, and other non-traditional sources
  • Provide high quality loans to attain excellent customer service
  • Obtain customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in
  • Understand real estate appraisals, title reports, and real estate transactions
  • Interact with customers to understand their needs and provide them with a high quality loan service
  • Analyze detailed 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
  • Develop and maintains a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
Required Qualifications:
  • 6+ months of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
Desired Qualifications:
  • Mortgage industry experience
  • Basic Microsoft Office skills
  • Excellent verbal, written, and interpersonal communication skills
  • Customer service experience
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
  • Ability to lift 20+ pounds
  • Reliable transportation
  • Ability to work nights, weekends, and/or holidays as needed or scheduled
Posting End Date:
6 Oct 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.

Top Skills

MS Office

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