Private Mortgage Banker
On-siteTampa, Florida, United States or Orlando, Florida, 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 to develop market visibility for Wells Fargo Home Mortgage. Receive customer applications, quote rates, and complete follow-up activities while analyzing financial and credit data to match clients with appropriate loan programs. Exercise independent judgment in generating loans while adhering to Private Mortgage Banking Sales policies, procedures, and compliance requirements under the S.A.F.E. Mortgage Licensing Act. This role requires SAFE registration and the ability to work nights, weekends, and holidays as needed.
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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