Private Mortgage Banker - SAFE at Wells Fargo | NY, US | Rezi

Private Mortgage Banker - SAFE at Wells Fargo

Private Mortgage Banker - SAFE

Wells Fargo · NY, US

Yesterday

Private Mortgage Banker - SAFE

Wells Fargo · NY, US

a day ago
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About the Role

Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. This role involves soliciting residential mortgages, producing high-quality jumbo loans, and building relationships with affluent borrowers and referral sources.

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
  • Must meet Loan Originator requirements under Regulation Z (LO) outlined in the job expectations
  • Must meet ongoing regulatory requirements including additional screening, if necessary
  • Third-Party recordings are prohibited unless authorized by Wells Fargo
  • Must directly represent your own experiences during the recruiting and hiring process
  • Be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo

Skills

  • Mortgage industry trends
  • Real estate appraisals
  • Title reports
  • Real estate transactions
  • Financial and credit data analysis
  • Customer relationship management

Location

  • Remote

Work Type

  • Full-time

Experience Level

  • 2+ years

Salary/Compensations

  • Hourly base pay rate that meets or exceeds applicable minimum wage requirements, with the opportunity to earn additional commission.

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

  • Wells Fargo is a financial services leader and a global trailblazer committed to driving innovation, empowering communities, and helping customers succeed.
  • Recognized in the top five on the 2026 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S.
  • Employees support a focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture.
  • 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.
  • Applicants with Disabilities: To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.