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 customer needs while maintaining client relationships and regulatory compliance.
What you'll do
- Solicit mortgage business, build referral relationships, and promote Wells Fargo Home Mortgage in the assigned market.
- Review applications and financial and credit data; recommend loan programs, quote rates and points, and manage follow-up.
- Communicate loan programs, policies, underwriting requirements, and procedures while providing timely customer service.
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 and regulatory 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.
- Mortgage experience, recent retail residential mortgage fundings from established local external sources, prospecting/referral generation, customer service, or experience with high net-worth clients.
Pay
$0.00 - $0.00 USD (base salary)
Tools
Microsoft Office
Model-written summary · the original posting is authoritative