Wells Fargo
Private Mortgage Banker
CHARLOTTE, NC +2 · Full-time · Posted Sep 8, 2026
- Location
- CHARLOTTE, NC
ROCK HILL, SC
HUNTERSVILLE, NC - 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 mortgage loans, focusing on jumbo lending and affluent borrowers while matching loan products to client needs and meeting compliance requirements.
What you'll do
- Build referral relationships and generate mortgage business from local and other sources.
- Receive applications, assess customer financial and credit information, recommend loan programs, and manage rate quotes and follow-up.
- Communicate loan programs and requirements to customers while maintaining service quality and regulatory compliance.
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 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 industry experience, documented retail residential mortgage fundings, or experience serving high net-worth clients.
Tools
Microsoft Office
Model-written summary · the original posting is authoritative