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Private Mortgage Banker

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Lake Oswego

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. This position involves soliciting residential mortgages, producing high quality jumbo loans, building relationships with affluent borrowers, and maintaining visibility in the marketplace while ensuring compliance with all regulatory requirements.

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
  • Understand real estate appraisals, title reports, and real estate transactions
  • Receive customer applications, quote the rate and points, and complete follow-up activities
  • Review and analyze low to moderately complex financial and credit data
  • Match customer needs with an appropriate loan program and level of risk
  • Inform prospective and existing customers of Wells Fargo Home Mortgage programs, policies, and procedures

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

Nice to have:

  • 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

Additional Information:

Job Posted:
October 03, 2025

Expiration:
December 29, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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