Wells Fargo
Private Mortgage Banker (SAFE)
PURCHASE, NY · Full-time · Posted Sep 18, 2026
- Experience
- 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through work experience, training, military experience, education.
About the job
Solicits and originates residential mortgage loans, primarily jumbo loans, by developing referral relationships, assessing customer needs and financial information, and guiding applications through compliant lending procedures.
What you'll do
- Generate mortgage business through referral sources and build relationships with affluent borrowers and local professionals.
- Assess borrower needs and financial data, recommend suitable loan products, and handle applications, rate quotes, and follow-up.
- Maintain customer communication and market visibility while adhering to mortgage policies, licensing, and compliance requirements.
What they ask for
- 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through work experience, training, military experience, education.
- SAFE registration at the time of employment and compliance with 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, retail residential mortgage fundings from local external sources, or experience with high net-worth clients.
Pay
Hourly base pay rate that meets or exceeds applicable minimum wage requirements; additional commission opportunity (amounts not stated).
Tools
Microsoft Office, NMLS
Model-written summary · the original posting is authoritative