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
Solicits and originates residential jumbo mortgages for affluent borrowers, matching loan products to client needs while maintaining customer service, sales, and compliance standards.
What you'll do
- Solicit mortgage applications, analyze borrower financial and credit data, and recommend appropriate loan products.
- Build referral relationships and develop visibility for Wells Fargo Home Mortgage in the assigned market.
- Communicate loan programs, rates, policies, underwriting requirements, and procedures to customers; ensure timely follow-up.
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 employment and compliance with applicable Loan Originator qualification and regulatory requirements.
- Completion of formal position-specific training programs.
- Reliable transportation; ability to work nights, weekends, and/or holidays as needed or scheduled.
Nice to have
- Basic Microsoft Office skills.
- Mortgage industry experience, residential mortgage fundings from established local external sources, sales prospecting, customer service, strong communication, or experience with high net-worth clients.
Pay
$0.00 - $0.00 USD base salary
Tools
Microsoft Office, NMLS
Model-written summary · the original posting is authoritative