Wells Fargo
CA-WA Private Mortgage Banker (SAFE)
SUNNYVALE, 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 clients with suitable loan programs while ensuring compliant service and maintaining referral relationships.
What you'll do
- Solicit mortgage applications, assess borrower needs and financial information, and recommend appropriate loan products.
- Build referral relationships with local realtors, builders, financial professionals, bank stores, past customers, and other sources.
- Keep customers informed and provide timely service while following mortgage policies, underwriting requirements, and compliance rules.
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; ability to work nights, weekends, and/or holidays as needed or scheduled.
Nice to have
- Basic Microsoft Office skills.
- Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources; mortgage industry, sales prospecting, customer service, communication, or high-net-worth client experience.
Pay
$0.00 - $0.00 USD base salary
Tools
Microsoft Office, Nationwide Mortgage Licensing System (NMLS)
Model-written summary · the original posting is authoritative