Wells Fargo
CA-WA Private Mortgage Banker (SAFE)
SAN JOSE, CA · Full-time · Posted Aug 24, 2026
- Experience
- 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through work experience, training, military experience, or education.
About the job
Originates residential mortgage loans, especially jumbo loans for affluent borrowers, by building referral networks, assessing customer needs and financial data, and guiding applications through compliant loan processes.
What you'll do
- Solicit and originate residential mortgages, including producing compliant jumbo loans and developing referral relationships.
- Assess borrower needs, financial and credit data, and loan options; receive applications, quote rates and points, and follow up on applications.
- Communicate loan programs, policies, rates, and requirements while providing proactive customer service and maintaining market visibility.
What they ask for
- 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through work experience, training, military experience, or education.
- SAFE registration at the time of employment and compliance with applicable Loan Originator qualification requirements.
- Completion of formal position-specific training programs.
- Reliable transportation and ability to work nights, weekends, and/or holidays as needed or scheduled.
Nice to have
- Basic Microsoft Office skills.
- Documented recent retail residential mortgage fundings from established local external sources; mortgage industry, referral generation, customer service, or high-net-worth client experience; strong communication skills.
Pay
$0.00 - $0.00 USD base salary
Tools
Microsoft Office
Model-written summary · the original posting is authoritative