Private Mortgage Banker – SAFE

Wells Fargo

. Solicit residential mortgages from various sources .

Posted 9/17/2026full-timeIrving • Texas • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in residential mortgage banking, including compliance with loan originator requirements and a strong understanding of mortgage products and customer service. Proven ability to build relationships with high net-worth clients and generate referrals through effective communication and sales strategies.

Highest-signal resume keywords

Private Mortgage Banking Sales ExperienceSAFE RegistrationLoan Originator RequirementsCustomer Service ExperienceMortgage Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Mortgage Loan AnalysisFinancial Data ReviewSales ProspectingLoan Generation PracticesUnderstanding of Real Estate Transactions

Soft Skills

Excellent Verbal CommunicationExcellent Written CommunicationInterpersonal CommunicationRelationship Building

Tools & Technologies

Microsoft Office

Certifications & Qualifications

SAFE Registration

Industry Keywords

Jumbo LoansAffluent BorrowersCompliance RequirementsReal Estate AppraisalsTitle Reports

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 marketplace and stay informed of mortgage industry trends and developments in the assigned market
Present recommendations for producing loans and exercise independent judgment while adhering to policies, procedures, compliance requirements, and loan-generation practices
Receive customer applications, quote rates and points, and complete follow-up activities through 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 appropriate loan programs and risk levels
Inform prospective and existing customers about Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures
Maintain high client satisfaction and quality through timely, proactive customer communication
Pursue Wells Fargo training offerings to increase knowledge of company 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
Current SAFE registration required at the time of employment; Wells Fargo will initiate the SAFE registration process immediately after the employment start date
Must meet Loan Originator requirements under Regulation Z
Must meet applicable financial responsibility, character, general financial fitness, and criminal background standards
Successful candidates must meet ongoing regulatory requirements, including additional screening if necessary
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
Understanding of real estate appraisals, title reports, and real estate transactions

Benefits

Comp & perks

Equal opportunity employment
Medical accommodation available during the application or interview process
Drug-free workplace