Private Mortgage Banker Job at Wells Fargo (Melville)

Private Mortgage Banker

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

Location

United States , Boca Raton; Naples; Orlando; Saint Petersburg; Tampa

Salary:

Not provided

Wells Fargo

Expiration Date

June 30, 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
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 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

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

August 19, 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

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

Private Mortgage Banker

Location

United States , Lake Oswego

Salary:

Not provided

Wells Fargo

Expiration Date

August 19, 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
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 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

Private Mortgage Banker (SAFE)

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

Location

United States , Saint Louis

Salary:

Not provided

Wells Fargo

Expiration Date

August 02, 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

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

Private Mortgage Banker (SAFE)

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

Location

United States , PLYMOUTH MEETING

Salary:

Not provided

Wells Fargo

Expiration Date

Until further notice

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

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

Private Mortgage Banker (SAFE)

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

Location

United States , San Mateo

Salary:

Not provided

Wells Fargo

Expiration Date

July 19, 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, education

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
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
Review and analyze low to moderately complex financial and credit data
Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures
Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements

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

Private Mortgage Banker (SAFE) AZ

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

Location

United States , Phoenix

Salary:

Not provided

Wells Fargo

Expiration Date

July 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, education
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
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) 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 your 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

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

Private Mortgage Banker (SAFE)

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

July 12, 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
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 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

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