Private Mortgage Banker

Wells Fargo

. Solicit residential mortgages from various sources .

Posted 11/4/2026full-timeBoca Raton • Florida • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in residential mortgage banking, including compliance with industry regulations and effective customer relationship management. Proficient in analyzing client needs and providing tailored mortgage solutions while maintaining high levels of customer satisfaction.

Highest-signal resume keywords

Private Mortgage Banking Sales ExperienceCustomer Service ExperienceMortgage Industry ExperienceSAFE RegistrationSales Prospecting and Generating Referrals

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Residential Mortgage FundingsUnderstanding of Real Estate AppraisalsFinancial and Credit Data AnalysisLoan Procedures KnowledgeQuoting Rates and Points

Soft Skills

Excellent Verbal Communication SkillsExcellent Written Communication SkillsInterpersonal Communication Skills

Tools & Technologies

Microsoft Office

Certifications & Qualifications

SAFE RegistrationConsumer Financial Protection Bureau Loan Originator Qualification

Industry Keywords

Jumbo LoansAffluent BorrowersReal Estate TransactionsCompliance RequirementsLoan-Generation Practices

About the role

Key responsibilities & impact

Solicit residential mortgages from various sources
Produce compliant, high-quality jumbo loans and provide excellent customer service
Build relationships with affluent borrowers, realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
Maintain visibility for Wells Fargo Home Mortgage in the assigned marketplace
Stay informed of mortgage industry trends and developments
Present recommendations for producing loans and exercise independent judgment within policies, procedures, compliance requirements, and loan-generation practices
Understand real estate appraisals, title reports, and real estate transactions
Receive customer applications, quote rates and points, and complete registration lock-in follow-up activities
Analyze client needs and offer appropriate mortgage loan products
Review low-to-moderately complex financial and credit data and match customers with suitable loan programs and risk levels
Explain Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures
Maintain client satisfaction and quality through timely, proactive customer communication
Pursue Wells Fargo training to increase knowledge of products, policies, procedures, and underwriting requirements

Requirements

What you’ll need

2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through work experience, training, military experience, or education
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
SAFE registration at the time of employment
Meet Consumer Financial Protection Bureau Loan Originator qualification requirements
Meet applicable financial responsibility, character, general financial fitness, and criminal background standards
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

Benefits

Comp & perks

Wells Fargo training offerings
Formal position-specific training programs
Equal opportunity employment
Medical accommodation support during recruitment or interviews
Drug-free workplace