CA-WA Private Mortgage Banker (Evergreen) (Open) at Wells Fargo | CA, US | Rezi

CA-WA Private Mortgage Banker (Evergreen) (Open) at Wells Fargo

CA-WA Private Mortgage Banker (Evergreen) (Open)

Wells Fargo · CA, US

1 months ago

CA-WA Private Mortgage Banker (Evergreen) (Open)

Wells Fargo · CA, US

2 months ago
Resume preview

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now
Resume preview

Tailor your resume to this CA-WA Private Mortgage Banker (Evergreen) (Open) role.

Rezi rewrites your resume against Wells Fargo's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the CA-WA Private Mortgage Banker (Evergreen) (Open) posting at Wells Fargo — free, in seconds.

About the Role

Wells Fargo is seeking a mortgage professional to solicit residential mortgages, produce high-quality jumbo loans, and build relationships with affluent borrowers and referral sources. This role requires developing marketplace visibility, staying informed of industry trends, and presenting loan production recommendations.

Responsibilities

  • 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.

Requirements

  • 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Experience in Private Mortgage Banking Sales, or equivalent demonstrated through work experience, training, or education (for Europe, Middle East & Africa only).
  • This SAFE position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations.
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
  • 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 financial responsibility and credit fitness.
  • Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
  • Third-Party recordings are prohibited unless authorized by Wells Fargo.
  • Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Skills

  • Basic Microsoft Office skills
  • 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

Experience Level

  • 2+ years of Private Mortgage Banking Sales experience

Salary/Compensations

  • $0.00 - $0.00

Benefits

  • 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

About the Company

  • 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.
  • Wells Fargo maintains a drug free workplace.

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.
  • To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.