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ClosedPosted 5 days ago

Mortgage Retail Sales Coordinator (SAFE)

WF1,313 open roles

Where
ONTARIO CA

This posting closed on 2026-10-23. 1,313 other WF postings are live.

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. WF postings stay open a median of 6 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: posted 5 days ago

WF median: 6 days open

The posting

About this role:

At Wells Fargo, a Mortgage Retail Sales Coordinator (SAFE) drives sales effectiveness, operational execution, and a consistent, high-quality customer experience across the mortgage origination process. You will serve as a key partner to loan officers and internal stakeholders by supporting customer engagement, operations coordination, pipeline activity, and compliance execution.

In this role, you will:

  • Deliver customer-focused support by managing interactions, ensuring timely follow-up, and providing a seamless mortgage experience
  • Build and maintain relationships with customers, coordinating customer communications and follow-up throughout the mortgage lending process
  • Support moderately complex loan activities, including documentation coordination and pipeline tracking
  • Provide sales support that enhances loan officer productivity and contributes to business growth
  • Ensure adherence to compliance requirements and manage risk appropriately
  • Collaborate with internal partners to resolve issues and improve workflows
  • Perform administrative, transactional, and operational tasks that support consistent execution and scalable sales outcomes
  • Contribute to risk management practices by identifying and escalating issues in accordance with established guidelines
  • 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

Required Qualifications:

  • 1+ year of mortgage retail sales support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Required Qualifications for Europe, Middle East & Africa only:

  • Experience in mortgage retail sales support, or equivalent demonstrated through one or a combination of the following: work experience, training, education

Desired Qualifications:

  • Demonstrated understanding of the end-to-end mortgage origination process, including loan origination, application intake, document collection, processing coordination, closing coordination, and real estate lending practices
  • Knowledge of mortgage products, terminology, loan documentation, and mortgage licensing and compliance requirements, with the ability to quickly build expertise in a regulated lending environment
  • Experience supporting retail mortgage sales efforts by managing pipelines, coordinating activities, and identifying opportunities to improve conversion and productivity
  • Strong customer service orientation with the ability to deliver a seamless, responsive, and relationship-focused client experience across multiple touchpoints
  • Ability to accurately review, organize, and manage loan documentation while ensuring completeness, timeliness, attention to detail and mitigating risk.
  • Effective communication skills with the ability to explain financial concepts clearly and professionally to both customers and internal stakeholders
  • Demonstrated collaboration skills with the ability to partner effectively with loan officers, processors, and cross-functional teams to resolve issues and streamline workflows
  • Ability to adapt quickly to changing priorities, customer needs, and business demands in a fast-paced environment

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

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $23.56 - $29.81

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Posting End Date:

22 Oct 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.

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.

#DNP-IND

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