Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Mortgage Consumer Direct Sales Consultant (SAFE)

Wells Fargo Bank

About this role: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.In this role, you will:Manage inbound and outbound calls, with follow-up to existing and potential customers offering Wells Fargo mortgage products and servicesInteract 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 needsPresent recommendations for resolving more complex situations, and exercise some independent judgment while developing understanding of loan applications, pricing loans, or locking loan ratesCollaborate with fulfillment partners to meet the needs of our clients throughout the origination processMaintain high standard of client satisfaction by ensuring timely and proactive customer communicationNavigate between multiple screens, databases and applications to accurately capture information needed from the customer, while holding a conversationThis 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 belowRequired Qualifications:2+ years of Mortgage Consumer Direct Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:Experience in loan originationStrong understanding of mortgage sales, origination processes and industry regulationsExperience working in goal-driven environmentsExperience in salesExperience communicating financial concepts to customersStrong communication skills both interpersonal and written and the ability to thrive in a fast-paced environment.Detail-oriented with strong organization and time management skillsJob Expectations:This position is not eligible for Visa sponsorshipThis position offers a hybrid work schedule.Willingness to work on-site at the location(s) listed on the job openingAbility to work weekdays, weekends and holidays as needed or scheduledSite hours of operation are Monday-Friday 7:00 am - 7:00 pm CST Saturday 8:00 am - 5:00 pm CSTThis 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() 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 necessaryPosting Location(s):1525 W WT Harris Blvd, Charlotte, NC 28262Posting End Date: 15 Sep 2026*Job posting may come down early due to volume of applicants.We Value Equal OpportunityWells 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 DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.Drug and Alcohol PolicyWells 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.SummaryLocation: CHARLOTTE, NCType: Full time

Vacancy posted 11 hours ago
Similar jobs that could be interesting for youBased on the Mortgage Consumer Direct Sales Consultant (SAFE) in Charlotte, NC vacancy
  • $80k - $179.4k

     ...advance opportunities using a consultative sales approach, leading...  ...acquisition strategies and directs new client sales...  ...and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial...  ...Refer to the California Consumer Privacy Act Privacy Notice... 
    Mortgage
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Charlotte, NC
    3 days ago
  • $146.3k - $326.04k

     ...s success. As the Head of Sales within PNC's Linga organization...  ...sales function, including direct sales, indirect channels (...  ...and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial...  ...Refer to the California Consumer Privacy Act Privacy Notice... 
    Mortgage
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Remote work
    Work from home

    The PNC Financial Services Group

    Charlotte, NC
    2 days ago
  • $250k

     ...StatesSalary: $250 000,00 - $500 000,00Category: Consumer Sales, Executive, WealthCompany: CitiCiti Mortgage is seeking a dynamic and visionary executive to lead...  ...of Mortgage Sales, you will provide strategic direction and oversight to a national team, driving client value... 
    Mortgage
    Full time

    Citigroup

    Charlotte, NC
    10 hours ago
  •  ...office four days per week. The Insights Consultant will play a pivotal role in bridging data...  ...and communication efforts regarding Consumer and Small Business Banking performance....  ...WorkJob SummaryJob number: R0116207Profession: Mortgage, Consumer Lending and Payment Solutions
    Mortgage
    Full time
    Part time
    Work at office
    Shift work
    Day shift

    Truist

    Charlotte, NC
    3 days ago
  •  ...DescriptionIn the assigned Job Role of Domain Consultant 1, your Area Of Responsibility will be as...  ...Skill and Experience• Experience in Consumer/Commercial banking products (Deposit, Lending, Card, Treasury) or Mortgage (Origination, Fulfillment, Servicing, Default... 
    Mortgage
    Full time
    Temporary work
    Relocation

    Infosys Technologies

    Charlotte, NC
    2 days ago
  •  ...Sales Consultant Charlotte, NC The Sales Consultant drives the traffic conversion of buyers of the new home communities and assists...  ...necessary company files for the sales studio. Communicate with mortgage lenders to confirm that the required documentation has been received... 
    Mortgage

    Century Complete

    Charlotte, NC
    2 days ago
  •  ...PulteGroup Sales Associate or Consultant Opportunity Build a career that builds your future with PulteGroup...  ...Homes and Neighborhoods, Pulte Mortgage, PGP Title, Pulte Insurance Agency all...  ...Budgetary Responsibility: No Direct Reports: No Indirect Reports: No... 
    Mortgage
    Work at office
    Local area

    PulteGroup

    Charlotte, NC
    2 days ago
  •  ...Join to apply for the New Home Sales Consultant role at Red Cedar Homes We are seeking a dynamic and results-driven New Home Sales Consultant...  ...Collaborate with internal departments (construction, design, mortgage, etc.) to ensure smooth customer experiences Participate in... 
    Mortgage
    Full time
    Contract work
    For contractors
    Work at office
    Local area
    Relocation
    Weekend work

    Red Cedar Homes

    Charlotte, NC
    2 days ago
  • Sales Consultant page is loaded## Sales Consultantlocations: Charlotte, NCtime type: Full timeposted...  ...Wieland Homes and Neighborhoods, Pulte Mortgage, PGP Title, Pulte Insurance Agency —all...  ...\* Budgetary Responsibility: No \* Direct Reports: No \* Indirect Reports: No**... 
    Mortgage
    Work at office
    Local area

    Innovative Construction Group

    Charlotte, NC
    1 day ago
  •  ...service our own loans, your picture and contact info stay on their mortgage coupon. ~ All your funded clients are yours to keep, you get...  ...live, qualified inbound leads daily. Lock loans at point of sale, request initial documents from the customer, and submit an initial... 
    Mortgage
    Full time
    Work at office

    New American Funding

    Charlotte, NC
    4 days ago
  • $100k - $115k

     ...Business System which makes everything possible.The Histology Consumables Sales Specialist develops and implements clear sales strategies to...  ...share in North & South Carolina. This position collaborates directly with Sales, Applications, and Service teams to achieve... 
    Full time
    Contract work
    Work at office
    Local area
    Remote work
    Work from home
    Flexible hours
    Night shift

    Danaher Corporation

    Charlotte, NC
    3 days ago
  •  ...on any changes. Handle consumer and business customer problems...  ...with professionalism, directing more complex issues...  ...meet or exceed sales referrals, as set by management...  ...This position requires SAFE Act registration at the...  ...through the Nationwide Mortgage Licensing System (NMLS)... 
    Mortgage
    Work at office

    Fifth Third Bank, N.A.

    Charlotte, NC
    2 days ago
  •  ...any changes. Handle consumer and business...  ...professionalism, directing more complex issues...  ...Consistently meet or exceed sales referrals, as set...  ...position requires SAFE Act registration...  ...the Nationwide Mortgage Licensing System (...  ...Careers page at: or by consulting with your talent... 
    Mortgage
    Work at office

    Fifth Third Bank, N.A.

    Charlotte, NC
    2 days ago
  •  ....2. Two years of financial services and consumer/small business expertise or equivalent experience...  ...experience4. Strong interpersonal, sales relationship and prioritization skills.5...  ...written and verbal skills.6. Must be SAFE Mortgage Licensing Act compliant within 30 days... 
    Mortgage
    Full time
    Part time
    Shift work
    Day shift

    Truist

    Charlotte, NC
    3 days ago
  • The Sales Specialist participates in and supports sales management efforts, by assisting the Branch Manager in a range of agent recruiting...  ..., relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures.... 
    Mortgage
    Temporary work
    Work at office
    Relocation

    Anywhere Real Estate

    Charlotte, NC
    10 hours ago
  • $92.82k - $109.2k

     ...controls based on audit program directions. Includes using appropriate...  ...trends that impact mortgage originations including Truth...  ...Opportunity Act and other applicable consumer regulations. Basic understanding...  ...assistanceSick and Safe Leave accruals of one hour for... 
    Mortgage
    Full time
    Work at office
    Local area
    3 days per week

    US Bank

    Charlotte, NC
    4 days ago
  • $80k - $250k

     ...Partners with key stakeholders including sales, marketing, digital channel delivery...  ...the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry...  ...Residents Refer to the California Consumer Privacy Act Privacy Notice to gain... 
    Mortgage
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Charlotte, NC
    2 days ago
  • $175.3k - $322.9k

     ...self-motivated, and energetic sales professional with...  ...Alliance Partnerships? If so, our Consumer Industry Team is looking for...  ...to help qualify and close new consulting engagements (2) elevate Deloitte...  ...the recruiting process, please direct your inquiries to the Global... 
    Local area

    Deloitte

    Charlotte, NC
    3 days ago
  • $91k - $185.9k

     ...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority...  ...criminal history.California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how... 
    Mortgage
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Charlotte, NC
    10 hours ago
  • $75k - $134.55k

     ...Qualifications:• 3+ years of direct Marketing experience•...  ...may include advertising, sales content and internal communications...  ...and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial...  ...Refer to the California Consumer Privacy Act Privacy Notice... 
    Mortgage
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Charlotte, NC
    3 days ago
  •  ...team About This Role Deliver interactive sales presentations on our products & services...  ...appointments In‑Home Sales or Business to Consumer Sales experience – a plus! Windows and Doors...  ...A valid driver’s license and proven safe driving record This is a full‑time, W‑2 outside... 
    Full time
    Weekend work
    Afternoon shift

    Renuity

    Charlotte, NC
    4 days ago
  • $75k - $125k

     ...experience, efficiently handling sales and service, identifying...  ...3+ years of relevant / direct industry experience....  ...and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial...  ...Residents Refer to the California Consumer Privacy Act Privacy Notice... 
    Mortgage
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Charlotte, NC
    3 days ago
  • $91k - $185.9k

     ...provide strategic consultation on audience development...  ..., alignment, and direction that allow teams to...  ...1:1, physical and sales channels, by applying...  ...Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial...  ...to the California Consumer Privacy Act Privacy... 
    Mortgage
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Charlotte, NC
    10 hours ago
  • $87.5k - $202.8k

     ...Thinking, Commercial Real Estate, Competitive Advantages, Consumer Lending, Credit Risk Management, Data Analytics,...  ...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority... 
    Mortgage
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Charlotte, NC
    10 hours ago
  • $67.5k - $172.5k

     ...or makes credit decisions directly, as appropriate.Knowledge...  ...Data Analysis, Real Estate Sales Closings and Agreements, Regulatory...  ...and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial...  ...Refer to the California Consumer Privacy Act Privacy Notice... 
    Mortgage
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Charlotte, NC
    4 days ago
  • $75k - $137.5k

     ...may include advertising, sales content and internal communications...  ...3+ years of relevant / direct industry experience....  ...and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial...  ...Residents Refer to the California Consumer Privacy Act Privacy Notice... 
    Mortgage
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Charlotte, NC
    3 days ago
  •  ...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority...  ...criminal history.California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how... 
    Mortgage
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Charlotte, NC
    10 hours ago
  •  ...Dallas (TX135); Charlotte - Mortgage (NC040); Charlotte Piedmont Center...  ...success. As a Special Assets Consultant within PNC's Midland...  ...Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry...  ...Refer to the California Consumer Privacy Act Privacy Notice to... 
    Mortgage
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Remote work
    Work from home

    The PNC Financial Services Group

    Charlotte, NC
    4 days ago
  •  ...Investment Consultant II - Merrill Premium Charlotte, North...  ...prospects and self-directed investors with financial...  ...provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements...  ...clients with brokerage consumer website usage and... 
    Mortgage
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Charlotte, NC
    1 day ago
  • $91k - $185.9k

     ...recommendations.Understands business direction and needs and develops...  ...achieve business goals.Consults and influences key...  ...and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial...  ...Refer to the California Consumer Privacy Act Privacy Notice... 
    Mortgage
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Charlotte, NC
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Mortgage Consumer Direct Sales Consultant (SAFE). Be the first to apply!