Private Mortgage Banker

Wells Fargo

Private Mortgage Banker focusing on affluent borrowers and jumbo loans at Wells Fargo. Building relationships and ensuring customer satisfaction in the mortgage process.

Posted 7/31/2026full-timeWalnut Creek • California • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Private Mortgage Banking Sales, with a strong focus on customer service and relationship building with affluent clients. Proficient in analyzing financial data and understanding mortgage products, policies, and compliance requirements.

Highest-signal resume keywords

Private Mortgage Banking Sales ExperienceCustomer Service ExperienceMortgage Industry ExperienceSales Prospecting and Generating ReferralsUnderstanding of Real Estate Transactions

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Data AnalysisMortgage Loan Products KnowledgeReal Estate Appraisals UnderstandingTitle Reports UnderstandingMicrosoft Office Skills

Soft Skills

Excellent Verbal CommunicationExcellent Written CommunicationInterpersonal Communication Skills

Industry Keywords

Residential MortgagesJumbo LoansClient SatisfactionCompliance RequirementsHigh Net-Worth Clients

About the role

Key responsibilities & impact

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

What you’ll need

2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: 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

Benefits

Comp & perks

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