Private Mortgage Banker (SAFE)
Wells Fargo Bank
Private Mortgage Banker (SAFE)
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
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.
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.
$105k - $140k
...Private Banker II The Private Banker II builds and actively manages an existing portfolio of personal and business deposit,... ...required • Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all Private Client Managers (if discussing...MortgageTemporary workWork at officeLocal areaImmediate startFlexible hours- ...Third Bank. GENERAL FUNCTION: The Personal Banker I position will provide an exceptional... ...making sound decisions. This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). WORKING...MortgageWork at office
- ...Third Bank. GENERAL FUNCTION: The Personal Banker I position will provide an exceptional... ...making sound decisions. This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). WORKING...MortgageFull timeWork at office
- ...opportunity to contribute to the company's success. As a Personal Banker within PNC's retail organization, you will be based in... ...registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority...MortgageFull timeTemporary workPart timeWork experience placementWork at office
- ...Senior Private Banker Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next... ...at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem...MortgageWork at office
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients... .... In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment...MortgageImmediate startAfternoon shift
- ...Senior Branch Relationship Banker (Senior Personal Banker) At Amegy Bank, people and culture are at... ...skills, with the ability to maintain Nationwide Mortgage Licensing System (NMLS) registration in compliance with SAFE Act requirements Work Schedule: MondayFriday...MortgageFull timeFlexible hours
- ...Areas of Interest: Consumer Banker; Branch Business Banking; Consumer... ..., Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates... ...rewarding. We’ve created a fun, safe space for you to brainstorm,... ...of non-core products such as mortgage, investment, business banking,...Mortgage
- ...maintained within policy/guidelines. Cross-sells Retail, Trust, Mortgage and Treasury Management services such as credit cards,... ...activities. May provide training and guidance to less experienced Private Bankers Accepts other duties as assigned Reasonable accommodations...MortgageFull timeBank staffLocal areaRemote workHome office
- ...to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point... ...Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship... ...Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment...MortgageImmediate startAfternoon shift
$98.18k - $115.5k
...vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawReview our full...MortgageFull timeWork experience placementWork at officeLocal area3 days per week- ...completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage...MortgageFull timeTemporary workWork at officeMonday to FridayFlexible hoursRotating shiftDay shift
- ...Relationship Banker Dallas, Texas;Irving, Texas; Dallas, Texas; Dallas, Texas; Dallas... ...Bank of America premises and to provide a safe work environment. Bank of America is committed... ...("BofA Corp."). Bank of America Private Bank is a division of Bank of America, N....Work at officeShift workWeekend workDay shift
$28.85 - $33.65 per hour
...and resources throughout your career journey. 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...MortgageHourly payFull timeWork at officeImmediate startShift workDay shift- ...Function Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program... ...close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring...MortgageWork experience placementWork at office
- ...employees. We are eager to welcome you as a new Personal Banker to our team who will help us continue to drive change, create a... ...to the bank Connecting customers to the appropriate loan, mortgage, treasury management, or investment specialists that can help...MortgageHourly payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visaMonday to Friday
$11 - $22 per hour
...Wellness programs ~401K plan with 6% match ~ PERKS! Discounts on mortgages, vehicles, cell phones, gym memberships and more ~ Mas Earth!... .... Uncompromising standards in maintaining a clean and safe work environment (per Labor Board and OSHA regulations and Company...MortgageFlexible hoursNight shiftAfternoon shift$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 knowledge...MortgageHourly payWork experience placementDay shift- ...customers and employees.We are eager to welcome you as a new Personal Banker to our team who will help us continue to drive change, create a... ...to the bankConnecting customers to the appropriate loan, mortgage, treasury management, or investment specialists that can help...MortgageHourly payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visaMonday to Friday
- ...connecting people to their dreams through meaningful conversations and by providing relevant banking advice. Educates customers on safe banking practices and helps prevent fraud through proactive guidance. Is proficient with all required computer systems. Conducts transactions...Contract workBank staffWork at officeLocal areaFlexible hoursNight shift
- ...wellness programs ~401K plan with 6% match ~ PERKS! Discounts on mortgages, vehicles, cell phones, gym memberships and more ~ KFC... ...equipment. Uncompromising standards in maintaining a clean and safe work environment (per Labor Board and OSHA regulations and...MortgageFlexible hoursShift workNight shiftDay shiftAfternoon shift
- ...Relationship Banker It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing... ...with small business, corporate and institutional partners, and mortgage and financial advisors Maintain a high level of client satisfaction...MortgageNight shift
- Knowledge of system development life cycle (SDLC) and Agile developmentKnowledge of general business processes and functions preferable in the financial services/mortgage industryPosting Date:Department: -Mortgage
- Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington... ...clients. NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act....MortgageWork at officeRemote workWork from homeFlexible hours
- ...Overview We are seeking a professional, customer-focused Personal Banker to join our banking team. The Personal Banker will be... ...referral activity. Refer clients to appropriate partners for mortgage, lending, investment, or business banking needs. Maintain knowledge...MortgageWork at office
- ...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...MortgageImmediate startAfternoon shift
$41.71k - $65k
...position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System...MortgagePart timeLocal areaImmediate startDay shift$184k - $276k
...of automated solutions that assess title risk for single-family mortgage loans. This leader will help define how Freddie Mac identifies loans... ...of employment. Please contact us to request accommodation.A safe and secure environment is critical to Freddie Mac’s business. This...MortgageLocal area$92.82k - $109.2k
...regulations, financial services, and regulatory trends that impact mortgage originations including Truth in Lending Act, Real Estate... ...)Up to 11 paid holiday opportunitiesAdoption assistanceSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per...MortgageFull timeWork at officeLocal area3 days per week- ...completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage...MortgageTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Mortgage Banker (SAFE). Be the first to apply!
- private house and office cleaning Irving, TX
- private equity Irving, TX
- private duty Irving, TX
- private intelligence Irving, TX
- private label Irving, TX
- private family Irving, TX
- private sector Irving, TX
- adult private duty registered nurse rn Irving, TX
- private foundation Irving, TX
- entry level private equity Irving, TX



