CA-WA Private Mortgage Banker
Wells Fargo Bank
About this role:
Wells Fargo is seeking an 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:
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
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
- 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
Desired Qualifications:
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
Job Expectations:
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website ( provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Completion of formal position specific training programs
Reliable transportation
Ability to work nights, weekends, and/or holidays as needed or scheduled
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$0.00 - $0.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs ( for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
11 Jun 2026
***** Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Req Number: R-530892
- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building... ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers...MortgageImmediate startAfternoon shift
$135k - $169k
...Middle Market Excellence Awards. We are seeking a Private Bank Relationship Manager in San Francisco, CA to act as the primary account and relationship... ...Extensive knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products...MortgageWork experience placementWork at officeLocal areaFlexible hours$25 - $32.69 per hour
...Lending Act/Dodd Frank Loan Originator requirements. National Mortgage Licensing System and Registry (NMLS) Requirements This position... ...information about requesting an accommodation. Base Pay / Salary San Francisco, CA $25.00 - $32.69 / hour #J-18808-Ljbffr JPMorgan ChaseMortgageImmediate startAfternoon shift$122.54k - $208.72k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high... ..."The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must... ...National Bank. May partner with another CA and manage a risk adjusted revenue book...MortgageRemote work- ...expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture... ...requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the...MortgageImmediate startAfternoon shift
- ...expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture... ...Act/Dodd Frank Loan Originator requirements and National Mortgage Licensing System and Registry (NMLS) registration under the SAFE...MortgageAfternoon shift
- Relationship Banker - Branch As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality... ...requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the...MortgageImmediate startAfternoon shift
- ...contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase,...MortgageImmediate startAfternoon shift
$116.88k - $175.32k
...Sr Retail Business Banker San Francisco CA, Vice President Working at Citi is far more than just a job. A career with us means joining a team... .... ~ This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing...Mortgage- ...and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a... ...needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect...MortgageImmediate startAfternoon shift
- ...this role, you will: Participate in soliciting residential mortgages from various sources Produce high quality jumbo loans which... ...independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures,...MortgageHourly payMinimum wageWork experience placementWork at officeImmediate start
$163k - $270k
Overview Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client... ...solutions. Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to provide HNW clients with...MortgageWork at office$399.52k
Gould Medical Group is looking for a BE/BC OB/GYN physician in Stockton, CA. Position Details: Starting base salary: $399,519 Two-year salary guarantee Sign-on bonus Loan or mortgage assistance, up to $200,000 Residency stipend available RVU based compensation model...MortgageLocal areaRelocation package$19.18 per hour
...or real estate A minimum of four years' work experience in mortgage loan processing Intermediate computer skills (familiar with... ...requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Base Pay/Salary San Francisco,CA $19.18 - $19.18 / hourMortgageWork experience placementImmediate start$18.67 per hour
...products and services. Works together with bankers, meets with their customers and... ...the assigned retail branches to promote mortgage loan originations (in footprint territories... ...Employer/Disability/Veterans Base Pay/Salary San Francisco,CA $18.67 - $18.67 / hourMortgageWork experience placementLocal areaImmediate startRelocation$70.32k
J.P. Morgan Wealth Management - Private Client Advisor - North San Francisco, CA and Surrounding Areas Join to apply for the J.P. Morgan Wealth Management... ...services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business...Mortgage- ...or Business lending needs This role is located in Bellevue, WA and will report in the office. In addition to a base salary, this... ...Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE...MortgageTemporary workWork at officeLocal areaImmediate start
- Technical Writer job at PollyEx, Inc.. San Francisco, CA. Who You Are: You have 3+years of Technical Writing experience under your... ...the best to continue to raise that bar, and Disruptive Mission: Mortgage capital markets is historically an under-innovated space; Polly...MortgageRemote workFlexible hours3 days per week
- ...Schedule 560 Mission St, San Francisco, CA, 94105, US 1 Front St, San Francisco, CA... ...mutual fund orders, fixed income trades and private investments. Provide support across a... ...liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan...MortgageFull timeLocal area
- ...Community Banking Locations San Francisco, CA, United States Job Schedule Full time Job... .... As a Market Director within JPMorgan Private Client, you will lead and develop a team... ...including personal banking, credit cards, mortgages, auto financing, investment advice, small...MortgageFull timeWork at office
- ...Private Banker Senior Associate We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated... ...; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate)...
$43.68k - $69.9k
...banking at Fifth Third Bank. GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by... ...registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). WORKING CONDITIONS: Normal office...MortgageWork at office$250k
...Personal Banker Safe Act, One California Branch Working at Citi is far more than just a job. A career with us means joining a team... ...assets This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and...MortgageLocal areaMonday to Friday- ...oldest banks. The Bank provides commercial mortgage and relationship banking services in... ...business, institutional, government, and private client banking relationships. SDG is co-... ...itself on a flat corporate structure and our bankers are entrusted with considerable...MortgageTemporary workRemote work
- ...clients within J.P. Morgan's International Private Bank. If you have an entrepreneurial... ...your career to the next level. As a Private Banker Senior Associate in the International Private... ..., including Planning Station modules, WA models, MAPS/CHART (as appropriate) About...
$70k - $80k
...SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and... ...Hours Per Week: 40 Pay Transparency details US - CA - San Francisco - 1007 Taraval St - PARKSIDE BC (CA5114) Pay...MortgageTemporary workWork at officeMonday to FridayShift workDay shift- ...Bachelor's degree or equivalent work experience in sales and/or real estate A minimum of four years' work experience in mortgage loan processing Intermediate computer skills (familiar with MS Office products or similar software) Excellent customer service...MortgageWork experience placementImmediate start
$43.68k - $69.9k
The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long‑lasting... ...registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Working Conditions Normal office environment...MortgageWork at office$26 - $29 per hour
Overview Being the next generation Senior Relationship Banker at East West Bank means you are part of a world‑class team that focuses... ...Achieve quarterly and annual team/branch sales goals: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment...Mortgage- ...and deserve choices on how they wish to bank. As a Relationship Banker (RB), you will be responsible for building, expanding, and... ...with small business, corporate and institutional partners, and mortgage and financial advisors Maintain a high level of client satisfaction...MortgageNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to CA-WA Private Mortgage Banker. Be the first to apply!
- private mortgage banker San Francisco, CA
- private banker San Francisco, CA
- personal banker San Francisco, CA
- private wealth advisor San Francisco, CA
- private equity intern San Francisco, CA
- hedge fund private equity tax manager San Francisco, CA
- private duty home care San Francisco, CA
- private rn San Francisco, CA
- private bank associate San Francisco, CA
- private equity sales San Francisco, CA

