Private Mortgage Banker, Wells Fargo

Wells Fargo

Location:
United States, San Francisco

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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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 real estate professionals, and providing excellent customer service while ensuring compliance with all regulations.

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
Understand real estate appraisals, title reports, and real estate transactions
Receive customer applications, quote the rate and points, and complete follow-up activities
Analyze and offer mortgage loan products based on client needs
Review and analyze financial and credit data
Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan 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

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
Scholarships for dependent children
Adoption reimbursement

Additional Information:

Job Posted:
August 26, 2025

Expiration:
September 25, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Private Mortgage Banker