Private Mortgage Banker (SAFE)

Wells FargoOro Valley, AZ
235d

About The Position

Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. In this role, you will participate in soliciting residential mortgages from various sources, produce high quality jumbo loans which are compliant, and provide excellent customer service. You will build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources. Additionally, you will 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, and present recommendations for producing loans while adhering to Private Mortgage Banking Sales functional area policies and compliance requirements. You will also understand real estate appraisals, title reports, and real estate transactions, receive customer applications, quote rates and points, and complete follow-up activities with the registration lock-in. Analyzing and offering mortgage loan products based on client needs, reviewing and analyzing financial and credit data, and maintaining high standards of client satisfaction through timely communication are also key responsibilities. This SAFE position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations, with ongoing employment contingent upon meeting all such requirements.

Requirements

  • 2+ years of Private Mortgage Banking Sales experience or equivalent.
  • Basic Microsoft Office skills.
  • Documented retail residential mortgage fundings over the past 12 months.
  • 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.

Responsibilities

  • Solicit residential mortgages from various sources.
  • Produce high quality jumbo loans that are compliant.
  • Provide excellent customer service.
  • Build relationships with affluent borrowers and various professionals.
  • Develop and maintain visibility for Wells Fargo Home Mortgage.
  • Stay informed of mortgage industry trends.
  • Present recommendations for producing loans.
  • Understand real estate appraisals, title reports, and transactions.
  • Receive customer applications and quote rates.
  • Analyze and offer mortgage loan products based on client needs.
  • Review and analyze financial and credit data.
  • Inform customers of Wells Fargo Home Mortgage programs and procedures.
  • Maintain high standards of client satisfaction.
  • Pursue training offerings to increase knowledge of company products.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Industry

Credit Intermediation and Related Activities

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