Private Mortgage Banker (SAFE)

About This 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.

Participates in Solicitation

• Soliciting residential mortgages from various sources

Produces High Quality Jumbo Loans

• Ensure compliance and provide excellent customer service

Builds Relationships

• Focus on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
• Maintain visibility for Wells Fargo Home Mortgage in the marketplace
• Stay informed of mortgage industry trends and developments in the assigned market

Develops and Maintains Visibility

• Present loan recommendations and exercise independent judgment
• Understand real estate appraisals, title reports, and real estate transactions
• Receive customer applications, quote rates and points, and complete follow-up activities
• Analyze and offer mortgage loan products based on client needs
• Review and analyze financial and credit data
• Match customer needs with appropriate loan programs and levels of risk

Communicates with Customers

• Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures
• Maintain high standards of client satisfaction and quality by ensuring timely and proactive customer communication

Completes Training Offerings

• Pursue Wells Fargo training offerings to increase knowledge of company products, policies, and procedures

Required Qualifications

• 2+ years of Private Mortgage Banking Sales experience, or equivalent through work experience, training, military experience, or education

Desired 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

Job Expectations

• This position requires SAFE registration at the time of employment
• The Nationwide Mortgage Licensing System (NMLS) website 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 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
• Completion of formal position specific training programs
• Reliable transportation
• Ability to work nights, weekends, and/or holidays as needed or scheduled

Pay Range

$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

Posting End Date

12 Aug 2026

Recruitment and Hiring Requirements

Third-Party recordings are prohibited unless authorized by Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug-free workplace. Please see our Drug and Alcohol Policy to learn more.

Recruitment and Hiring Requirements

Wells Fargo Recruitment and Hiring Requirements

Third-Party recordings are prohibited unless authorized by Wells Fargo.