Private Mortgage Banker, Wells Fargo

Private Mortgage Banker

Wells Fargo

Location:

United States, Phoenix

Category:

Banking

Contract Type:

Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Private Mortgage Banker to participate in soliciting residential mortgages, produce high quality jumbo loans, build relationships with affluent borrowers, and maintain visibility in the marketplace. The role requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations.

Job Responsibility:

Participate in soliciting residential mortgages from various sources
Produce high quality jumbo loans which are compliant and provide excellent customer service
Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
stay informed of mortgage industry trends and developments in the assigned market
Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans
Understand real estate appraisals, title reports, and real estate transactions
Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in
analyze and offer mortgage loan products based on client needs
Review and analyze low to moderately complex financial and credit data
match customer needs with an appropriate loan program and level of risk
Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures
maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements

Requirements:

2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Basic Microsoft Office skills
Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
Excellent verbal, written, and interpersonal communication skills
Mortgage industry experience
Knowledge and understanding of sales prospecting and generating referrals
Customer service experience
Experience working with high net-worth clients

Nice to have:

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

What we offer:

Diversity, equity and inclusion in the workplace
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process

Additional Information:

Job Posted:

March 28, 2025

Expiration:

April 17, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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