Senior Mortgage Program Consultant - Wells Fargo Union Program
Company: Wells Fargo
Location: Rocklin
Posted on: June 15, 2022
Job Description:
At Wells Fargo, we are looking for talented people who will put
our customers at the center of everything we do. We are seeking
candidates who embrace diversity, equity and inclusion in a
workplace where everyone feels valued and inspired. Help us build a
better Wells Fargo. It all begins with outstanding talent. It all
begins with you. About this role:This Program Consultant will
manage Wells Fargo Home Mortgage's relationship with Union Plus in
their assigned geography.This individual will be working to build
relationships with local Union leaders from across Labor
Organizations that fall under the AFL-CIO umbrella in their
territory and help them to learn more about the unique Mortgage
benefits that Wells Fargo provides Union members. Success in this
role will also involve partnership with both our Retail Distributed
sales organization (local home mortgage consultants in market) and
our Retail Consumer Direct sales organization (home mortgage
consultants working from call centers), who will be ultimately be
responsible for educating these consumers on their options and
originating any mortgages. This candidate will be equally
comfortable communicating with senior executives
internally/externally, partnering with senior leaders in marketing,
technology, finance, Wells Fargo at Work, legal, and other key
partnerships.Success will be defined by overall mortgage volume
production as a result of these relationships, with the key drivers
being the ability to: coordinate/plan/execute sales activities
across assigned geography supporting home mortgage consultants at
scale, while growing the number of local partnerships we have (and
efficiently managing the relationships we already are working with
today). Additionally, this person will also be responsible for
performing/coordinating key sales activities including:
local/state/national conventions, local homebuyer seminars,
training groups of home mortgage consultants via in person branch
meetings. They should be willing to roll up their sleeves and serve
as a mentor/coach to any Home Mortgage Consultants looking to grow
their business by serving the members of these
organizations.Specifically, this leader will have responsibility
to:
- Manage the overall Union Plus Program across all channels in
Wells Fargo Home Mortgage (from strategy development to tactical
execution) in their assigned market.
- Identify, create and support onsite sales activities for Home
Mortgage Consultants to serve members of Union Plus to align with
Retail strategic goals for purchase, refi, homeownership, LMI &
Minority and recapture.
- Develop and execute strategy and plan for the right HMC to
support every available Union Plus event in their assigned market
utilizing both in market HMCs as well as those from Centralized in
order to maximize the customer experience and overall growth of the
program.
- Build & establish trust with program partners from Union Plus
at the national and state level.
- Coach/Mentor HMCs on how to best serve members from the Union
Plus with their mortgage needs, by being willing to partner
alongside them at events or providing training promoting best
practices.
- Partner with our internal marketing team to analyze and improve
current outreach efforts to reach Union Plus members through direct
mail, digital, or phone.
- Partner with senior sales leaders across the Retail sales
organization to find meaningful ways to partner with Union Plus
locally or nationally.
- Identify and develop new sources for Lead generation to
maximize opportunities to serve Union Plus members and grow
purchase business.
- Drive increased mortgage production to meet and exceed VFM
volume, and loyalty goals.Preferred locations listed on job
posting. Other locations within the Wells Fargo footprint may be
considered. REQUIRED QUALIFICATIONS
- 5+ years of sales experience, marketing experience, or a
combination of both DESIRED QUALIFICATIONS
- Ability to manage initiatives including: detailed planning,
process management, and documentation
- Ability to motivate staff to prioritize work, meet deadlines,
achieve goals, and work under pressure in a dynamic and complex
environment
- Ability to work and influence successfully within a matrix
environment and build effective business partnerships with all
levels of team members
- Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint)
skills
- Good analytical skills including strategically analyzing data
and diagnosing opportunities/interventions
- Knowledge and understanding of mortgage origination:
applications, processing, and closing
- Knowledge and understanding of strategic planning and
execution
- Bilingual speaking proficiency in Spanish/English
- Ability to influence, partner, and negotiate with senior
business leaders to gain commitment to accomplish business
goals
- Experience facilitating and delivering training or other
related facilitation experience such as group meetings or
presentations
- Experience managing relationships with key community
influencers including non-profit advocacy groups, government
agencies and local elected officialsMarket Area Covered: Northern
CA, NV, Western WAWe Value Diversity At Wells Fargo, we believe in
diversity, equity and inclusion in the workplace; accordingly, we
welcome applications for employment from all qualified candidates,
regardless of race, color, gender, national origin, religion, age,
sexual orientation, gender identity, gender expression, genetic
information, individuals with disabilities, pregnancy, marital
status, status as a protected veteran or any other status protected
by applicable law. 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 US: All qualified applicants will receive
consideration for employment without regard to race, color,
religion, sex, sexual orientation, gender identity, national
origin, disability, or status as a protected veteran. 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.
Keywords: Wells Fargo, Rocklin , Senior Mortgage Program Consultant - Wells Fargo Union Program, Other , Rocklin, California
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