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Charlotte, North Carolina, United States • Hybrid
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Manage inbound and outbound calls to offer mortgage products and services while guiding customers through the homeownership process. Collaborate with fulfillment partners to ensure timely loan origination and maintain high levels of client satisfaction.
Requires 2+ years of Mortgage Consumer Direct Sales experience or equivalent. Must be able to meet SAFE registration and Loan Originator requirements under Regulation Z.
Wells Fargo is seeking a Mortgage Consumer Direct Sales Consultant to support our Consumer Direct Team. Our Consumer Direct team builds strong relationships with consumers and referral partners to help our customers reach their personal and financial goals through homeownership. Mortgage Consumer Direct Sales Consultants provide answers and guidance regarding mortgage-related products and services for clients, customers, and potential customers. Our Mortgage Consumer Direct Sales Consultants thrive on customer interaction and never miss an opportunity to enhance and deepen the customer's relationship. They are skilled communicators, organized, have strong integrity, are highly motivated, and strive to reach and meet goals. Learn more about the career areas and lines of business at wellsfargojobs.com.
Manage inbound and outbound calls, with follow-up to existing and potential customers offering Wells Fargo mortgage products and services
Interact with customers to understand their needs and provide them with high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs
Present recommendations for resolving more complex situations, and exercise some independent judgment while developing understanding of loan applications, pricing loans, or locking loan rates
Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process
Maintain high standard of client satisfaction by ensuring timely and proactive customer communication
Navigate between multiple screens, databases and applications to accurately capture information needed from the customer, while holding a conversation
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
2+ years of Mortgage Consumer Direct Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Experience in loan origination
Strong understanding of mortgage sales, origination processes and industry regulations
Experience working in goal-driven environments
Experience in sales
Experience communicating financial concepts to customers
Strong communication skills both interpersonal and written and the ability to thrive in a fast-paced environment.
Detail-oriented with strong organization and time management skills
This position is not eligible for Visa sponsorship
This position offers a hybrid work schedule.
Willingness to work on-site at the location(s) listed on the job opening
Ability to work weekdays, weekends and holidays as needed or scheduled
Site hours of operation are Monday-Friday 7:00 am - 7:00 pm CST Saturday 8:00 am - 5:00 pm CST
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) web site(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
1525 W WT Harris Blvd, Charlotte, NC 28262
Posting End Date:
15 Sep 2026*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.
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
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.
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. 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.© 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
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Based on 584 listings with disclosed salaries, most finance & accounting jobs in Charlotte, NC pay between $45k–$170k per year. Individual offers vary with seniority, company size, and specialization.
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