Private Mortgage Banker (SAFE)

Private Mortgage Banker (SAFE) Job Description Template

Our company is looking for a Private Mortgage Banker (SAFE) to join our team.


  • Develop knowledge of company products, policies and procedures, and underwriting requirements;
  • Develop and maintain a high degree of visibility for WFHM in the marketplace;
  • Perform miscellaneous duties as needed and required;
  • Inform prospective and existing customers of WFHM programs, rates, policies, underwriting requirements, and loan procedures;
  • Understand real estate appraisals, title reports, and real estate transactions;
  • Analyze detailed financial and credit data, matching customer needs with an appropriate loan program and level of risk;
  • Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in.


  • Basic Microsoft Office skills;
  • 2+ years of sales experience in financial services, outside sales experience, or a combination of both.