Private Mortgage Banker (SAFE)

About the role

You will participate in soliciting residential mortgages from various sources, produce high-quality jumbo loans that are compliant, and provide excellent customer service. You will build relationships with realtors, builders, financial professionals, and other non-traditional sources, and develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace.

Responsibilities

• Develop and present recommendations for producing loans, exercising independent judgment, and developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans.
• Understand real estate appraisals, title reports, and real estate transactions.
• Receive customer applications, quote rates and points, and complete follow-up activities with registration lock-ins; analyze and offer mortgage loan products based on client needs.
• Inform prospective and existing customers about Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; ensure timely and proactive customer communication.
• Pursue Wells Fargo training offerings to increase knowledge of company products, policies, and procedures, and underwriting requirements.
• Pursue SAFE registration at the time of employment.

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

• SAFE registration at the time of employment.
• Must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.

Skills

• Customer service skills
• Loan origination skills
• Financial analysis skills
• Relationship management skills

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