Private Mortgage Banker Assistant, Wells Fargo

Wells Fargo

Location:
United States, Minneapolis

Category:
Banking

Contract Type:
Employment contract

Salary:

21.63 - 27.40 USD / Hour

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Job Description:

Support WIM Premier Mortgage Group by working under a Private Mortgage Banker to produce high quality residential mortgage loans that meet Wells Fargo Home Mortgage guidelines, focusing on building relationships with affluent borrowers and developing market visibility.

Job Responsibility:

Work under the guidance of a Private Mortgage Banker to produce high quality residential mortgage loans
Build relationships with realtors, builders, financial professionals, bank store, past customers, and other non-traditional sources
Obtain customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in
Coordinate and schedule customer meetings, seminars, and virtual consultations
Understand real estate appraisals, title reports, and real estate transactions
Interact with customers to understand their needs and provide high-quality loan service
Conduct outbound calls and emails to nurture leads, schedule consultations, and promote mortgage solutions
Serve as the first point of contact for prospective borrowers
Review low complexity financial and credit data, matching customer needs with appropriate loan programs
Develop knowledge of company products, policies and procedures, and underwriting requirements

Requirements:

2+ years of Mortgage experience, or equivalent demonstrated through work experience, training, military experience, education
SAFE registration at the time of employment
Compliance with S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations
Meet Loan Originator requirements under Regulation Z (LO)
Acceptable background investigation results
Technical skills: CORE, One Right Answer, Policy Library, Microsoft Office, Horizon, RALI

Nice to have:

Experience working with high-net-worth clients
Experience in loan origination or loan processing
Strong understanding of mortgage sales, origination processes and industry regulations
Excellent verbal, written, and interpersonal communication skills
Extensive knowledge of lending policy guidelines and procedures
Track record of proactive problem solving, taking initiative, and effectiveness in resolving complex escalations timely and decisively to meet customer expectations
Ability to manage multiple priorities, including managing a pipeline and supporting escalations while maintaining excellent quality
Ability to organize, re-prioritize, and manage multiple priorities in-order-to meet deadlines

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance
Critical illness insurance
Accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Additional Information:

Job Posted:
September 08, 2025

Expiration:
September 18, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Private Mortgage Banker Assistant