Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the CA-WA Private Mortgage Banker in San Francisco, CA vacancy
  •  ...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... 
    Mortgage
    Immediate start
    Afternoon shift

    Chase

    San Francisco, CA
    3 days ago
  • $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... 
    Mortgage
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Zions Bancorporation

    San Francisco, CA
    2 days ago
  • $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 Chase
    Mortgage
    Immediate start
    Afternoon shift

    JPMorgan Chase

    San Francisco, CA
    4 days ago
  • $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... 
    Mortgage
    Remote work

    City National Bank

    San Francisco, CA
    3 days ago
  •  ...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... 
    Mortgage
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    San Francisco, CA
    2 days ago
  •  ...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... 
    Mortgage
    Afternoon shift

    JPMorganChase

    San Francisco, CA
    4 days ago
  • 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... 
    Mortgage
    Immediate start
    Afternoon shift

    Koitecc Solutions

    San Francisco, CA
    2 days ago
  •  ...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,... 
    Mortgage
    Immediate start
    Afternoon shift

    Koitecc Solutions

    San Francisco, CA
    3 days ago
  • $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

    Citi

    San Francisco, CA
    2 days ago
  •  ...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... 
    Mortgage
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    San Francisco, CA
    14 days ago
  •  ...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,... 
    Mortgage
    Hourly pay
    Minimum wage
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    San Francisco, CA
    1 day ago
  • $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... 
    Mortgage
    Work at office

    First Citizens Bank

    San Francisco, CA
    1 day ago
  • $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... 
    Mortgage
    Local area
    Relocation package

    Salem Health Hospitals & Clinics

    San Francisco, CA
    1 day ago
  • $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 / hour
    Mortgage
    Work experience placement
    Immediate start

    JPMorgan Chase Bank, N.A.

    San Francisco, CA
    2 days ago
  • $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 / hour
    Mortgage
    Work experience placement
    Local area
    Immediate start
    Relocation

    JPMorgan Chase Bank, N.A.

    San Francisco, CA
    3 days ago
  • $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

    JPMorganChase

    San Francisco, CA
    4 days ago
  •  ...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... 
    Mortgage
    Temporary work
    Work at office
    Local area
    Immediate start

    JPMorgan Chase

    San Francisco, CA
    3 days ago
  • 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... 
    Mortgage
    Remote work
    Flexible hours
    3 days per week

    Itlearn360

    San Francisco, CA
    4 days ago
  •  ...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... 
    Mortgage
    Full time
    Local area

    JPMorgan Chase & Co.

    San Francisco, CA
    2 days ago
  •  ...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... 
    Mortgage
    Full time
    Work at office

    JPMorgan Chase & Co.

    San Francisco, CA
    3 days ago
  •  ...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)... 

    Chase

    San Francisco, CA
    1 day ago
  • $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... 
    Mortgage
    Work at office

    Fifth Third

    San Francisco, CA
    21 hours ago
  • $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... 
    Mortgage
    Local area
    Monday to Friday

    Citi

    San Francisco, CA
    21 hours ago
  •  ...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... 
    Mortgage
    Temporary work
    Remote work

    Hingham Savings Bank

    San Francisco, CA
    1 day ago
  •  ...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... 

    CFA Institute

    San Francisco, CA
    2 days ago
  • $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... 
    Mortgage
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    San Francisco, CA
    3 days ago
  •  ...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... 
    Mortgage
    Work experience placement
    Immediate start

    Chase

    San Francisco, CA
    1 day ago
  • $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... 
    Mortgage
    Work at office

    Fifth Third Bank

    San Francisco, CA
    3 days ago
  • $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

    East West Bank

    San Francisco, CA
    3 days ago
  •  ...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... 
    Mortgage
    Night shift

    Simmons Bank

    San Francisco, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to CA-WA Private Mortgage Banker. Be the first to apply!