Private Mortgage Banking Associate, Wells Fargo

Wells Fargo

Location:
United States, San Rafael

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Private Mortgage Banking Associate in Consumer Lending as part of Home Lending. The role involves working under the guidance of a senior Private Mortgage Banker to produce high quality jumbo residential mortgage loans, building relationships with affluent borrowers, and providing high-quality loan services.

Job Responsibility:

Work under the guidance of a senior Private Mortgage Banker to produce high quality jumbo residential mortgage loans that meet Wells Fargo Home Mortgage guidelines
Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank store, past customers, and other non-traditional sources
Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
Obtain customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in
Understand real estate appraisals, title reports, and real estate transactions
Interact with customers to understand their needs and provide a high-quality loan service
Review low complexity financial and credit data, matching customer needs with an appropriate loan program and level of risk
Develop knowledge of company products, policies and procedures, and underwriting requirements
Receive direction from supervisor and exercise judgment within defined parameters while developing understanding of generating loans
Provide information regarding the loans to consultants and functional colleagues

Requirements:

6+ months of Private Mortgage Banking Sales experience, or equivalent demonstrated through work experience, training, military experience, or education
Basic Microsoft Office skills
Excellent verbal, written, and interpersonal communication skills
Mortgage industry experience
Customer service experience

Nice to have:

Basic Microsoft Office skills
Excellent verbal, written, and interpersonal communication skills
Mortgage industry experience
Customer service experience

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:
April 27, 2025

Expiration:
May 20, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Private Mortgage Banking Associate