Private Mortgage Banker (SAFE)

Responsibilities

• Solicit residential jumbo mortgages and build relationships with affluent borrowers, realtors, builders, and financial professionals
• Produce high-quality, compliant jumbo loans while providing excellent customer service
• Develop and maintain high visibility for Wells Fargo Home Mortgage in the assigned market
• Analyze financial and credit data to match customer needs with appropriate loan programs and risk levels
• Inform customers of mortgage programs, rates, policies, and underwriting requirements
• Manage customer applications, quote rates and points, and complete follow-up activities including registration lock-ins
• Maintain a deep understanding of real estate appraisals, title reports, and real estate transactions

Requirements

• 2+ years of Private Mortgage Banking Sales experience (or equivalent through training, military, or education)
• Ability to obtain and maintain SAFE registration at the time of employment
• Knowledge of real estate appraisals and title reports
• Ability to analyze complex financial and credit data

Preferred Qualifications

• Documented retail residential mortgage fundings over the past 12 months from established local sources
• Experience working specifically with high-net-worth clients
• Strong knowledge of sales prospecting and referral generation
• Excellent verbal, written, and interpersonal communication skills
• Proficiency with Microsoft Office

About the Company

Wells Fargo & Company (NYSE: WFC) is a leading financial services company with approximately $2.1 trillion in assets. We provide a diversified set of banking, investment, and mortgage products and services through our specialized operating segments, including Consumer Banking and Lending.