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

Private Mortgage Banker (SAFE)

Wells Fargo

About this role:

Wells Fargo is seeking a 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, 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

Compensation includes an hourly base pay rate that meets or exceeds applicable minimum wage requirements, with the opportunity to earn additional commission. All pay complies with applicable minimum wage laws.

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:

30 Aug 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-540277

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Private Mortgage Banker (SAFE) in Purchase, NY vacancy
  • $25 - $38.46 per hour

    ## Licensed Private Client BankerApplylocations: White Plains, NYtime type: Full timeposted...  ...KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program...  ..., Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we... 
    Mortgage
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    White Plains, NY
    1 day ago
  • $200k

     ...The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own...  ...generations to establish long‑term connections to the Citi Private Bank. Effectively manage client expectations regarding what... 
    Suggested
    Full time

    Citigroup Inc.

    Greenwich, CT
    3 days ago
  • $20.67 - $31.25 per hour

     ...the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide...  ...influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) Working... 
    Mortgage
    Hourly pay
    Work experience placement
    Flexible hours
    Day shift

    Key Bank

    White Plains, NY
    1 day ago
  •  ...and inclusion. As an Associate Relationship Banker in a Chase Branch, you will represent our brand...  ...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... 
    Mortgage
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Greenwich, CT
    11 days ago
  •  ...the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus...  ...in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it’s our opportunity... 
    Mortgage
    Temporary work
    Day shift

    KeyBank

    Mount Vernon, NY
    5 days ago
  • $25 per hour

     ...Salary: $25 / hour and up Citizens Bankers are the face of the branch. They devote their...  ...with partners in Wealth Management, Mortgage and Business Banking to help customers with...  ...with all requirements set forth in the SAFE Act, including, but not limited to successful... 
    Mortgage
    Hourly pay
    Full time
    Local area
    Flexible hours
    Afternoon shift

    Citizens

    New Rochelle, NY
    2 days ago
  •  ...mindset, ensuring all security, audit, BSA/AML, and federal regulatory standards are met with precision to keep our customers' assets safe. The Digital Concierge You are a mentor in a digital world. You'll educate clients on how to leverage mobile banking, remote deposit... 
    Permanent employment
    Part time
    Local area
    Remote work
    Flexible hours
    Shift work

    Capital One

    White Plains, NY
    4 days ago
  •  ...JPMorgan Chase & Co. in Greenwich, CT seeks a Private Banker to advise families on building, preserving and managing their wealth. You will use knowledge of investments, financial planning, credit and banking to service current clients and generate new assets. You will... 
    Temporary work
    Local area

    Fairygodboss

    Greenwich, CT
    4 days ago
  •  ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking... 
    Temporary work
    Work experience placement
    Local area

    Chase

    Greenwich, CT
    3 days ago
  •  ...a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to...  ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families... 
    Temporary work
    Work experience placement
    Local area

    Fairygodboss

    Greenwich, CT
    2 days ago
  • $65k - $80k

     ...completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in... 
    Mortgage
    Temporary work
    Work at office
    Monday to Friday

    Bank of America

    Armonk, NY
    5 days ago
  • JPMorgan Chase is hiring a Private Banker in Greenwich, Connecticut to manage client relationships and provide financial advisory services. The ideal candidate will have over three years of experience in Private Banking and relevant qualifications, ensuring an exceptional... 

    JPMorganChase

    Greenwich, CT
    4 days ago
  • $50k

    Mortgage Loan Originator | New York Elliman Capital | Hybrid | Commission-Based About Elliman...  ...: Elliman Capital is a boutique mortgage banker built for the modern originator. We pair...  ...registration and compliance with the SAFE Act and all applicable federal and state... 
    Mortgage
    Local area

    Elliman Capital

    Greenwich, CT
    4 days ago
  •  ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking... 
    Temporary work
    Work experience placement
    Local area

    Chase

    Greenwich, CT
    3 days ago
  •  ...diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand...  ...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... 
    Mortgage
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Old Greenwich, CT
    5 days ago
  • $100k - $275k

     ...Experience, including access to the full array of Private Bank and the bank's capabilities and...  ...of clients. This position is subject to SAFE Act registration requirements. Pursuant...  ...employees engaged in residential loan mortgage originations must register with the federal... 
    Mortgage
    Work at office
    Shift work
    Day shift

    Bank of America

    Greenwich, CT
    5 days ago
  •  ...best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management,...  ...financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment... 
    Mortgage

    JP Morgan Chase

    West Harrison, NY
    3 days ago
  • $300k

     ...point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid...  ...works with specialty finance companies, REITs, financial sponsors, mortgage lenders, corporates and others to unlock value from their... 
    Mortgage
    Full time
    Local area
    Flexible hours

    Apollo Global Management

    Greenwich, CT
    1 day ago
  • $20 per hour

     ...Day One. Job Description Originates mortgage loans in an assigned non-bank territory....  ...FHLMC, FHA, VA, local bonding programs, and private investors, as gained through on the job...  ...~ Adoption assistance ~ Sick and Safe Leave accruals of one hour for every 30 worked... 
    Mortgage
    Temporary work
    Local area
    Remote work
    3 days per week

    U.S. Bank

    Greenwich, CT
    4 days ago
  •  ...Intelligence Referral Management Trading This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain... 
    Mortgage
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America Corporation

    White Plains, NY
    23 days ago
  • $120k - $195k

     ...members such as planning experts, portfolio managers, and operations. Partner with other bank channels such as business banking and mortgage lending to crosscollaborate internally and discover new business opportunities within the bank. Qualifications Proven track... 
    Mortgage
    Permanent employment
    Local area

    JCW Group

    Stamford, CT
    5 days ago
  • $90k - $120k

     ...opportunity to join a high-performing team within a leading alternative investment firm that operates at the intersection of real estate, mortgage, and fixed income markets. We’re seeking a Senior Tax Accountant who thrives on solving complex tax challenges and wants to make a... 
    Mortgage
    Local area

    Smith Arnold Partners

    Greenwich, CT
    4 days ago
  •  ...Administrator to join an existing team supporting 9 Financial Advisers. Responsibilities New business processing (investments, pensions, mortgages & life). Valuations. Client servicing, e.g., switches, rebalance, withdrawals etc. Providing quotes using exchange and platforms.... 
    Mortgage

    Lime Search & Select Ltd

    Port Chester, NY
    1 day ago
  •  ...financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment...  ...while ranking first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial solutions to... 
    Mortgage
    Full time
    Work experience placement

    JPMorgan Chase & Co.

    Scarsdale, NY
    3 days ago
  • $110k - $140k

     ...by: Luke Moussalli Based in Pennsylvania, we are a well-established and growing firm. Our specialties include banking, financing, mortgage, real estate, business law and more. Due to growth, we are hiring a Senior Attorney with default litigation experience. Why join us... 
    Mortgage
    Local area

    Jobot

    White Plains, NY
    4 days ago
  • U.S. Bank is hiring a Mortgage Loan Originator in Greenwich, CT. This role involves originating mortgage loans and ensuring a smooth application process. The position requires NMLS registration and at least one year of relevant experience. Applicants should have strong... 
    Mortgage
    Remote job

    U.S. Bank

    Greenwich, CT
    5 days ago
  • $35k - $38.5k

     ...Mortgage Loan Originator At First County Bank, You + We = Team YOU - Bring your talent, hunger to learn and desire to grow....  ...complete mortgage applications and register as required under the SAFE (Safe and Fair Enforcement for Mortgage Licensing) Act, as well... 
    Mortgage
    Local area

    First County Bank

    Stamford, CT
    1 day ago
  • $75k

     ...We are seeking an experienced Mortgage Loan Officer with strong marketing, communication, and analysis skills to join our team and assist...  ...build relationships through networking and prospecting with bankers, realtors, builders, and your community to attract new business... 
    Mortgage
    Start working today
    Work at office

    Quintessential Mortgage Group LLC

    White Plains, NY
    2 days ago
  • Company Developers Mortgage Company Location Remote Are you a passionate and driven Branch Manager or Sr. Loan Officer looking to elevate your career in the mortgage industry? Our client provides the perfect platform for high-performing Mortgage Professionals who are... 
    Mortgage
    Remote work

    Leadling

    Greenwich, CT
    1 day ago
  • As a Select Growth Advisor to a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and...  ...financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment... 
    Mortgage

    JP Morgan Chase

    West Harrison, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Mortgage Banker (SAFE). Be the first to apply!