Wells Fargo
Private Mortgage Banker
LAKE OSWEGO, OR · Full-time · Posted Aug 21, 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 mortgage loans, matching affluent borrowers with suitable loan products while maintaining client relationships and meeting compliance requirements.
What you'll do
- Generate mortgage business through referrals and relationships with affluent borrowers and local professional networks.
- Assess borrower needs and financial data, recommend loan programs, process applications, and coordinate follow-up through loan registration and lock-in.
- Communicate loan terms and requirements, provide proactive customer service, and maintain market visibility and 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 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.
- Mortgage industry experience, local-source retail residential mortgage fundings, or experience serving high net-worth clients.
Tools
Microsoft Office
Model-written summary · the original posting is authoritative