Talent.com
CA-WA Private Mortgage Banker
CA-WA Private Mortgage BankerCalifornia Staffing • San Francisco, CA, US
serp_jobs.error_messages.no_longer_accepting
CA-WA Private Mortgage Banker

CA-WA Private Mortgage Banker

California Staffing • San Francisco, CA, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Private Mortgage Banker (SAFE)

Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. In this role you will :

  • 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

This SAFE position has customer contact and job duties which may include the offering / negotiating of terms and / or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.

Required Qualifications :

  • 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
  • Desired Qualifications :

  • 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
  • Job Expectations :

  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date.
  • The Nationwide Mortgage Licensing System (NMLS) website provides the MU4R questions and registration required for employment in this position.
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
  • The 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 your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation.
  • Successful candidates must also 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
  • Pay Range : Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $0.00 - $0.00

    Benefits : Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • 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
  • We Value 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.

    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 commensurate with the business unit's risk appetite and all risk and compliance program requirements.

    Applicants with Disabilities : To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

    Drug and Alcohol Policy : Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

    Wells Fargo Recruitment and Hiring Requirements : a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

    Req Number : R-507592

    serp_jobs.job_alerts.create_a_job

    Private Banker • San Francisco, CA, US

    Job_description.internal_linking.related_jobs
    Relationship Banker I

    Relationship Banker I

    Cathay Bank - Headquarters • Richmond, CA, United States
    serp_jobs.job_card.full_time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Private Banking Relationship Manager - San Francisco or Menlo Park, CA

    Private Banking Relationship Manager - San Francisco or Menlo Park, CA

    California Bank & Trust • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    Private Banking Relationship Manager - San Francisco or Menlo Park, CA.Join to apply for the Private Banking Relationship Manager - San Francisco or Menlo Park, CA role at California Bank & Trust.W...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Sales & Trading Associate - AI Trainer ($50-$60 / hour)

    Remote Sales & Trading Associate - AI Trainer ($50-$60 / hour)

    Data Annotation • Redwood City, California
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Occupational Medicine Opportunity with Loan Forgiveness in Vallejo, CA

    Occupational Medicine Opportunity with Loan Forgiveness in Vallejo, CA

    Kaiser Permanente - The Permanente Medical Group, Inc. -Northern California • Vallejo, US
    serp_jobs.job_card.full_time
    LEADING THE FUTURE OF HEALTHCARE.Many organizations have a mission statement, we have a calling : to lead the way to a better future for health care. Currently we are seeking a full-time, BC / BE Occup...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Consultant Partner - Menlo Park, CA

    Financial Consultant Partner - Menlo Park, CA

    Charles Schwab • MENLO PARK, CA, United States
    serp_jobs.job_card.full_time
    At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Private Banker

    Private Banker

    First Citizens Bank • San Francisco, CA, US
    serp_jobs.job_card.full_time
    Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (H...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    VP Commercial Banking Relationship Manager - San Francisco

    VP Commercial Banking Relationship Manager - San Francisco

    Hingham Institution for Savings • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    VP Commercial Banking Relationship Manager - San Francisco.About Hingham Institution for Savings.Incorporated in 1834, Hingham Institution for Savings is one of America’s oldest banks.The Bank prov...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Richmond, CA

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Richmond, CA

    AlliedTravelCareers • Richmond, CA, US
    serp_jobs.job_card.full_time
    AlliedTravelCareers is working with CompHealth to find a qualified Physical Therapist (PT) in Richmond, California, 94803!. When it comes to finding the perfect locums assignment, sometimes it is al...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Forex / Cryptocurrency Trader - Remote

    Forex / Cryptocurrency Trader - Remote

    Maverick Currencies • San Francisco, CA
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    Maverick Trading, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online crypto / foreign exchange trading division,...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Retail Relationship Banker

    Retail Relationship Banker

    BMO Financial • Menlo Park, California, United States
    serp_jobs.job_card.part_time
    Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the b...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    CA-WA Private Mortgage Banker

    CA-WA Private Mortgage Banker

    San Francisco Staffing • San Francisco, CA, US
    serp_jobs.job_card.full_time
    Private Mortgage Banker (SAFE).Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Participate in soliciting residential mortgages from various sourc...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Private Banker

    Private Banker

    First Citizens • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (H...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    CA-WA Private Mortgage Banker

    CA-WA Private Mortgage Banker

    Wells Fargo • Berkeley, CA, United States
    serp_jobs.job_card.full_time
    Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending.Learn more about our career areas and lines of business at wellsfargojobs.Participate in s...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Relationship Banker - Financial District Market - San Francisco, CA

    Relationship Banker - Financial District Market - San Francisco, CA

    JPMorgan Chase & Co. • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Teller - Taraval Area

    Teller - Taraval Area

    First Bank • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    This position, Banking Specialist I, may be called by many other names : Teller, Client Service Representative, Member Services, etc. At First Bank, we choose to call you a "specialist" because that ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Associate Private Banker

    Associate Private Banker

    Morgan Stanley • San Francisco, California, USA
    serp_jobs.job_card.full_time
    Morgan Stanley (MS) is a global financial services firm that conducts its business through three principal business segmentsInstitutional Securities Wealth Management and Asset Management.Wealth Ma...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Consumer & Business Banking Senior Relationship Banker, Belmont, MA

    Consumer & Business Banking Senior Relationship Banker, Belmont, MA

    Banco Santander SA • Belmont, CA, United States
    serp_jobs.job_card.full_time
    Relationship Banker, Belmont, MACountry : United States of America • •Your Journey Starts Here : • •Santander is a global leader and innovator in the financial services industry.We believe that our emplo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Financial Manager - AI Trainer ($150 per hour)

    Remote Financial Manager - AI Trainer ($150 per hour)

    Mercor • Redwood City, California, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted