Private Mortgage Banking Associate Manager, Wells Fargo

Wells Fargo

Location:
United States, Boca Raton

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Private Mortgage Banking Associate Manager (SAFE) in Consumer Lending as part of Home Lending. The role involves coaching and managing a team of residential Private Mortgage Bankers, ensuring high-quality customer service and compliance standards, and producing high-quality loans while building relationships with external sources.

Job Responsibility:

coach, direct, and manage the sales activities of a small group of residential Private Mortgage Bankers under the direction of a Non-Producing Private Mortgage Banking Manager
supervise individual contributors by directing and managing sales activities to ensure high level of customer service, timely completion, quality, and compliance in Private Mortgage Banking Sales
produce high quality loans that meet Wells Fargo Home Mortgage guidelines by building relationships with realtors, builders, financial planners, bank stores, past customers, and other nontraditional sources while providing excellent customer service
make supervisory decisions and resolve issues related to team supervision, work allocation, financial resources, and daily operations
manage personal and team’s pipeline to effectively manage customer loyalty
leverage interpretation of policies, procedures, and compliance requirements while negotiating terms and taking applications
identify opportunities for process improvement and risk control development in low complexity functional areas
interact directly with external customers as well as collaborate and consult with peers, colleagues, and mid-level managers
stay informed of mortgage industry trends and developments in the assigned market and develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
manage allocation of people and financial resources for Private Mortgage Banking Sales
be responsible for selection, evaluation, and development of staff within Private Mortgage Banking Sales

Requirements:

2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
1+ years of Leadership experience
willingness to travel
reliable transportation
ability to work nights, weekends, and/or holidays as needed or scheduled
this position requires SAFE registration at the time of employment

Nice to have:

mortgage industry experience
knowledge and understanding of sales prospecting and generating referrals
documented retail residential mortgage purchase fundings over the past 12 months referred primarily from established, local, external sources
experience working with ultra-high net-worth clients
1+ year of recruiting experience
1+ year of data analysis experience
basic Microsoft Office skills
customer service experience
excellent verbal, written, and interpersonal communication skills
a BS/BA degree or higher

What we offer:

equal opportunity employer
compliance with S.A.F.E. Mortgage Licensing Act
accommodation for applicants with disabilities
drug-free workplace

Additional Information:

Job Posted:
August 19, 2025

Expiration:
August 30, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Private Mortgage Banking Associate Manager