Private Mortgage Banker Job at Wells Fargo (San Mateo)

New

Private Mortgage Banker

Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lendi...

Location

United States , San Francisco

Salary:

Not provided

Wells Fargo

Expiration Date

February 11, 2026

Requirements

2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through work experience, training, military experience, or education
SAFE registration at the time of employment
Completion of formal position specific training programs
Reliable transportation
Ability to work nights, weekends, and/or holidays as needed or scheduled

Job Responsibility

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
Understand real estate appraisals, title reports, and real estate transactions
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

What we offer

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

Fulltime

New

Private Mortgage Banker

Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as p...

Location

United States , Minneapolis

Salary:

Not provided

Wells Fargo

Expiration Date

March 26, 2026

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
SAFE registration at the time of employment
Completion of formal position specific training programs
Reliable transportation
Ability to work nights, weekends, and/or holidays as needed or scheduled

Job Responsibility

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
Understand real estate appraisals, title reports, and real estate transactions
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

What we offer

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

Fulltime

New

Private Mortgage Banker

Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as p...

Location

United States , Jacksonville

Salary:

Not provided

Wells Fargo

Expiration Date

January 29, 2026

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
SAFE registration at the time of employment
Completion of formal position specific training programs
Reliable transportation
Ability to work nights, weekends, and/or holidays as needed or scheduled

Job Responsibility

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
Understand real estate appraisals, title reports, and real estate transactions
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

Fulltime

New

Private Mortgage Banker

Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer Lendin...

Location

United States , Bellevue

Salary:

20.82 USD / Hour

Wells Fargo

Expiration Date

March 08, 2026

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
SAFE registration at the time of employment
Completion of formal position specific training programs
Reliable transportation
Ability to work nights, weekends, and/or holidays as needed or scheduled

Job Responsibility

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
Understand real estate appraisals, title reports, and real estate transactions
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

What we offer

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

Fulltime

New

Private Mortgage Banker

Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer Lendin...

Location

United States , Lake Oswego

Salary:

Not provided

Wells Fargo

Expiration Date

March 08, 2026

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
SAFE registration at the time of employment
Completion of formal position specific training programs
Reliable transportation
Ability to work nights, weekends, and/or holidays as needed or scheduled

Job Responsibility

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
Understand real estate appraisals, title reports, and real estate transactions
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

Fulltime

New

Private Mortgage Banker

Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer Lendin...

Location

United States , Seattle

Salary:

21.30 USD / Hour

Wells Fargo

Expiration Date

March 08, 2026

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
SAFE registration at the time of employment
Completion of formal position specific training programs
Reliable transportation
Ability to work nights, weekends, and/or holidays as needed or scheduled

Job Responsibility

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
Understand real estate appraisals, title reports, and real estate transactions
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

What we offer

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

Fulltime

Underwriting Team Lead - Residential Real Estate & Commercial Real Estate

The Underwriting Team Lead is a seasoned professional role leading a team of RRE...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

CeMAP qualification
Senior Credit Officer (SCO) or equivalent
Bachelor's/University degree or equivalent experience
Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience
Honesty, integrity and reputation
Financial soundness
Competence and capability

Job Responsibility

Manage the RRE and CRE Underwriting Team
Oversee new business requests, ongoing portfolio management, ad-hoc project management and some third-party vendor management
Serve as a key contact for residential mortgage product underwriting process
Originate, structure and transact residential and commercial real estate loans
Work closely with 2nd Line of Defence
Ensure ongoing effective portfolio management
Ensure all necessary internal and external reporting requirements are completed in a timely manner
Work closely with RRE and CRE Product Head and wider Lending Leadership Team on policy updates and strategy
Take a leading role in Internal Audit and BICR reviews
Provide regular input to the Private Bankers, Risk and management in terms of MIS, competitive feedback, key client status reports, promotional opportunities, etc.

Fulltime

New

Regulatory Reporting Financial Analyst- Manager

The Regulatory Reporting role is an analyst position within the Controllers Orga...

Location

Sri Lanka , Colombo

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

3-5+ years of extensive experience within the financial services industry and regulatory reporting, tax reporting
Able to navigate through a large organization to streamline and summarize multiple information points and create repeatable processes to build consistency in presenting information
Strong oral and written communication skills, with ability to synthesize complex concepts, and influence change
Strong technical problem-solving skills and an ability to identify conflicts, discrepancies and other issues and bring together the right team to solution them
Ability to manage competing priorities and tasks in a complex and dynamic and work well as part of a team
Work experience and computer literacy on MS office
Work under minimum supervision
Member/Passed Finalist of ACA, ACCA, CIMA
Bachelor's/University degree in Finance, Accounting or related field
Certificate Course on Treasury and Foreign Exchange Operations preferrable

Job Responsibility

Oversee local regulatory reporting timeliness and ensure adherence to regulatory guidelines and SLRFS
Monitor and manage key metrics associated with reports to identify challenges and issues. Support implementation of processes and controls to mitigate the risk of inaccurate reporting
Collaborate with the team to drive process improvements to enhance the accuracy, efficiency, and transparency of the regulatory reporting process
Manage the team during regulatory inquiries and examinations, delivering accurate information and analysis to aid regulatory reviews
Work with peers and program leaders on the implementation of U.S. regulatory changes within the reporting framework
Partner with Risk & Controls team to maintain and enhance an effective internal control’s structure
Integrate established disciplinary knowledge within own specialty area with basic understanding of related industry practices
Managing the franchise tax matters such Corporate tax, VAT on FS and other applicable taxes
Coordinate with external auditors and Tax consultants to finanlise the annual audited financials and tax matters with revenue authorities
Manage/support internal governance committees

Fulltime

Private Mortgage Banker

Wells Fargo

Location:
United States , San Mateo

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 29, 2026

Expiration:
February 26, 2026

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Private Mortgage Banker

Wells Fargo

Location:United States , San Mateo

Category:Banking

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:January 29, 2026

Expiration:February 26, 2026

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Underwriting Team Lead - Residential Real Estate & Commercial Real Estate

Regulatory Reporting Financial Analyst- Manager

Location:
United States , San Mateo

Category:
Banking

Contract Type:
Not provided

Job Posted:
January 29, 2026

Expiration:
February 26, 2026