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Student Loan Consultant 3 (Inbound Sales Specialist 3)

Job ID 5461378 Schedule Type Reg-Time Work Hours 40 Location Phoenix, Arizona;
Job Description

At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.


Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.


Consumer Banking is an industry leader in supporting homeowners and consumers in addition to operating one of the most extensive banking franchises in the country.  We serve customers through approximately 6,000 branches and 13,000 ATMs in 39 states and the District of Columbia.  We serve mass market, affluent, and small business customers; as well as provide home and personal lending. Our focus is on delivering an exceptional experience for our customers through financial advice and guidance coupled with providing the products and services that will help them realize their financial hopes and dreams.  We’ve built our team of top professionals by rewarding their accomplishments and ensuring they have what's needed to succeed.


Wells Fargo's Personal Lending group provides credit products to help customers meet their financial needs: private student loans through the Education Financial Services business; personal loans and lines of credit through the Personal Lines and Loans business. Wells Fargo Personal Lending also provides customers with free tools and financial education resources to help them succeed financially.


The Education Financial Services Loan Origination team is currently seeking a Student Loan Consultant 3 (SLC3) who will support student borrowers and their education financing needs. The SLC3 will be responsible for assessing customer needs through financial consultation for more complex lending customers to determine the proper loan program, completing the loan application, and coordinating with underwriting to collect the necessary documents to begin the loan process. In some cases the SLC3 will obtain and analyze credit score and collateral values to determine the appropriate loan structuring.


Overall, Consultants will identify opportunities and provide customer service with the objective of offering Wells Fargo products and services based on the customer’s needs; opening accounts and provisioning products on specific product family and recognizing and uncovering other Wells Fargo products with the opportunity to introduce those outside of scope to other Wells Fargo entities. There will also be opportunities to work on special projects as assigned.


Other responsibilities of the SLC3 will include:

  • Working directly with customers through financial consulting to gain an understanding of goals. 
  • Use knowledge of student lending product to structure consolidation options for the customer.
  • Provide refinance options related to student loans.
  • Handling incoming student loan origination calls via referrals, direct phone and website channels and outbound follow up calls.
  • Gaining an understanding of each customer’s current and future needs in order to suggest an appropriate education financing package, including recommending additional Wells Fargo products and services.

Required Qualifications

  • 3+ years of experience assessing and meeting the needs of customers and/or solving customer problems

Desired Qualifications

  • Financial or lending industry experience
  • Financial advisement or planning experience
  • Knowledge and understanding of financial services consulting
  • Knowledge and understanding of financial services consumer lending products
  • Ability to quickly learn business operations and processes
  • Knowledge and understanding of originating, structuring, and executing transactions related to corporate banking or other credit related products for the most critical or complex clients
  • Knowledge and understanding of loan structuring across broad spectrum of product and loan types
  • Ability to analyze applicable policies and procedures to ensure financial integrity of customers
  • Ability to analyze financial statements, accounting principles, tax returns, and personal financial statements
  • Ability to articulate complex concepts in a clear manner
  • Ability to provide strong customer service and develop customer relationships
  • Knowledge and understanding of lending or loan servicing
  • Knowledge and understanding of student loan originations systems


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.