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 San Mateo 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 the application process, including quoting rates and points and completing follow-up activities
• Ensure compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations

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, title reports, and real estate transactions
• Ability to analyze low to moderately complex financial and credit data

Preferred Qualifications

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

Benefits

• Health, dental, and vision benefits
• 401(k) Plan
• Paid time off
• Disability, life, critical illness, and accident insurance
• Parental and critical caregiving leave
• Tuition reimbursement and scholarships for dependent children
• Commuter benefits

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.