CA-WA Private Mortgage Banker (SAFE)

About the role

Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com.

Responsibilities

• Soliciting residential mortgages from various sources
• Producing high-quality jumbo loans that are compliant and providing excellent customer service
• Building relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
• Developing and maintaining a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; staying informed of mortgage industry trends and developments in the assigned market
• Presenting recommendations for producing loans and exercising independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans
• Understanding real estate appraisals, title reports, and real estate transactions
• Receiving customer applications, quoting the rate and points, and completing follow-up activities with the registration lock-in; analyzing and offering mortgage loan products based on client needs
• Reviewing and analyzing low to moderately complex financial and credit data; matching customer needs with an appropriate loan program and level of risk
• Informing prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintaining high standards of client satisfaction and quality by ensuring timely and proactive customer communication
• Pursuing Wells Fargo training offerings to increase knowledge of company products, policies, and procedures, and underwriting requirements

Requirements

• 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education

Qualifications

• Basic Microsoft Office skills
• Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
• Excellent verbal, written, and interpersonal communication skills
• Mortgage industry experience
• Knowledge and understanding of sales prospecting and generating referrals
• Customer service experience
• Experience working with high net-worth clients

Pay

$0.00 - $0.00

Benefits

• 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