Mortgage Retail Sales Consultant
Wells Fargo Home Mortgage
Los Gatos, CA
03.2021 - Current
- Support Retail Sales Consultant (SAFE) with administrative, transactional, operational, and customer support tasks related to mortgage sales
- Assisted customers with completing loan applications and other loan sensitive paperwork.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Processed loan applications and monitored progress from start to finish.
- Monitored pipelines to track and log status of loans.
- Explained very technical financial information to applicants in easy to understand language.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Maintained relationships with current and prospective customers, real estate agents and title companies
- Build and foster relationships with current and prospective customers as well as interact with customers and team members within Mortgage Retail Sales and fulfillment teams
- Experience with wide range of loan processes related to mortgage sales, fulfillment, underwriting, and closing departments.
- Ability to work with cross functional teams to achieve successful closing times and customer satisfaction..
- Processed and facilitated over $146,000,000 in successful loan transactions within my current role.
