Private Mortgage Banker (SAFE)
ALPFA Baltimore Chapter · Beverly Hills, CA · 3 mo ago
FinanceFull-time
About the role
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it. Wells Fargo is seeking a Private Mortgage Banker (SAFE) to participate in soliciting residential mortgages from various sources, produce high-quality jumbo loans, build relationships with affluent borrowers, and manage customer applications.
Responsibilities
- Participate in soliciting residential mortgages from various sources
- Produce high quality jumbo loans which are compliant and provide excellent customer service
- Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
- Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market
- Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans
- Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs
- Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk
- Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
- Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements
- Understand real estate appraisals, title reports, and real estate transactions
- Offer recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans
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, education
Qualifications
- Required Qualifications: 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- For Europe, Middle East & Africa Only: Experience in Private Mortgage Banking Sales, or equivalent demonstrated through one or a combination of the following: work experience, training, education
- Desired Qualifications: Not specified
Skills
- Not specified
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
Pay
$0.00 - $0.00
Schedule
N/A
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
Posting End Date
30 Aug 2026