CA WA Private Mortgage Banking Associate Manager

Wells Fargo Bank•Irvine, CA

48d•Onsite

About The Position

This role involves coaching, directing, and managing the sales activities of a small group of residential Private Mortgage Bankers. The Associate Manager will supervise individual contributors, ensuring high levels of customer service, timely completion, quality, and compliance in Private Mortgage Banking Sales. A key responsibility is to produce high-quality loans that meet Wells Fargo Home Mortgage guidelines by building relationships with various sources such as realtors, builders, financial planners, bank stores, past customers, and other nontraditional channels, while providing excellent customer service. The position requires making supervisory decisions, resolving issues related to team supervision, work allocation, financial resources, and daily operations, and managing personal and team pipelines to foster customer loyalty. The role also involves leveraging policy interpretation, procedures, and compliance requirements, negotiating terms, and taking applications. Identifying opportunities for process improvement and risk control development in low complexity functional areas is also part of the job. The Associate Manager will interact directly with external customers and collaborate with peers, colleagues, and mid-level managers. Staying informed about mortgage industry trends and market developments, and maintaining a strong visibility for Wells Fargo Home Mortgage in the marketplace are essential. The role includes managing the allocation of people and financial resources for Private Mortgage Banking Sales and being responsible for the selection, evaluation, and development of staff within the department. This is a SAFE position, requiring compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations, including ongoing regulatory requirements and acceptable background investigation results. Individuals in this role must also meet Loan Originator requirements under Regulation Z (LO).

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.
1+ years of leadership experience.
SAFE registration at the time of employment.
Meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.
Meet applicable financial responsibility, character, general financial fitness and criminal background standards.
Acceptable background investigation results.

Nice To Haves

Experience in Private Mortgage Banking Sales, or equivalent demonstrated through one or a combination of the following: work experience, training, education.
Leadership experience.

Responsibilities

Coach, direct, and manage the sales activities of a small group of residential Private Mortgage Bankers.
Supervise individual contributors by directing and managing sales activities to ensure high level of customer service, timely completion, quality, and compliance in Private Mortgage Banking Sales.
Produce high quality loans that meet Wells Fargo Home Mortgage guidelines by building relationships with realtors, builders, financial planners, bank stores, past customers, and other nontraditional sources while providing excellent customer service.
Make supervisory decisions and resolve issues related to team supervision, work allocation, financial resources, and daily operations.
Manage personal and team’s pipeline to effectively manage customer loyalty.
Leverage interpretation of policies, procedures, and compliance requirements while negotiating terms and taking applications.
Identify opportunities for process improvement and risk control development in low complexity functional areas.
Interact directly with external customers as well as collaborate and consult with peers, colleagues, and mid-level managers.
Stay informed of mortgage industry trends and developments in the assigned market and develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace.
Manage allocation of people and financial resources for Private Mortgage Banking Sales.
Be responsible for selection, evaluation, and development of staff within Private Mortgage Banking Sales.
Comply with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations.
Meet the Loan Originator requirements under Regulation Z (LO).