Private Mortgage Banker (SAFE)
On-siteSt. Louis, Missouri, United States
Job Summary
Solicit residential mortgages from various sources and produce high-quality, compliant jumbo loans for affluent borrowers. Build relationships with realtors, builders, financial professionals, and past customers while maintaining high visibility for Wells Fargo Home Mortgage in the marketplace. Review and analyze financial and credit data to match client needs with appropriate loan programs, offering rates, points, and completing follow-up activities including registration lock-ins. Stay informed of industry trends and adhere to Private Mortgage Banking Sales policies, procedures, and compliance requirements under the S.A.F.E. Mortgage Licensing Act. Work nights, weekends, and holidays as needed to meet production goals and customer service standards.
Required Qualifications
- 2+ years of Private Mortgage Banking Sales experience
- SAFE registration at the time of employment
- Reliable transportation
- Ability to work nights, weekends, and/or holidays as needed or scheduled
- Meeting applicable financial responsibility, character, general financial fitness and criminal background standards
- Completion of formal position specific training programs
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
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