Private Mortgage Banker

Hispanic Alliance for Career Enhancement; Vancouver (WA); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dedicated Private Mortgage Banker to join their dynamic team. This role involves building relationships with affluent clients, analyzing financial data, and providing exceptional customer service. You will have the opportunity to work in a fast-paced environment, staying informed about mortgage industry trends while ensuring compliance with all regulations. If you are passionate about helping clients achieve their homeownership dreams and thrive in a collaborative setting, this position offers a fantastic opportunity for growth and success.

Benefits

Health benefits

401(k) Plan

Paid time off

Disability benefits

Life insurance

Parental leave

Tuition reimbursement

Scholarships for dependents

Adoption reimbursement

Commuter benefits

Qualifications

• 2+ years of experience in Private Mortgage Banking or equivalent.
• Strong customer service and communication skills are essential.

Responsibilities

• Solicit residential mortgages and build relationships with affluent borrowers.
• Analyze financial data and match customer needs with loan programs.

Skills

Private Mortgage Banking Sales

Customer Service

Communication Skills

Sales Prospecting

Microsoft Office

Education

2+ years of relevant experience

Job description

About this role:

Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role you will:

1. Participate in soliciting residential mortgages from various sources
2. Produce high quality jumbo loans which are compliant and provide excellent customer service
3. Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
4. Develop and maintain a high visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market
5. Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales policies, procedures, compliance requirements, and generating loans
6. Understand real estate appraisals, title reports, and real estate transactions
7. Receive customer applications, quote rates and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs
8. Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk
9. Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standards of client satisfaction and quality through timely communication
10. Pursue Wells Fargo training offerings to increase knowledge of company products, policies, procedures, and underwriting requirements
11. This SAFE position involves customer contact and may include offering/negotiating terms and/or taking applications for dwelling secured transactions. Compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations is required. Ongoing employment depends on meeting these requirements, including background checks.

Required Qualifications:

• 2+ years of Private Mortgage Banking Sales experience or equivalent demonstrated through work experience, training, military experience, or education

Desired Qualifications:

• Basic Microsoft Office skills
• Documented retail residential mortgage fundings over the past 12 months, primarily from established, local, external sources
• Excellent verbal, written, and interpersonal communication skills
• Mortgage industry experience
• Knowledge of sales prospecting and generating referrals
• Customer service experience
• Experience working with high net-worth clients

Job Expectations:

• SAFE registration at employment start, with Wells Fargo initiating the process immediately after start date. Must meet all regulatory requirements, including background checks.
• Completion of formal training programs
• Reliable transportation
• Availability to work nights, weekends, and holidays as needed

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on achievements, skills, experience, or location. The listed range is part of the total compensation package.

$0.00 - $0.00

Benefits:

Wells Fargo offers a comprehensive benefits package, including:

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life, critical illness, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependents
• Adoption reimbursement

Posting End Date:

8 May 2025

Job posting may be removed early due to high application volume.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other protected characteristics.

Employees are expected to support our customer relationship focus, risk management, and compliance culture, adhering to all policies and regulations, and making sound risk decisions.

Applicants with Disabilities

To request accommodations during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug-free workplace. See our Drug and Alcohol Policy for details.

Recruitment and Hiring Requirements:

1. Third-party recordings are prohibited unless authorized.
2. Applicants must accurately represent their experiences during the process.