Private Mortgage Banker

Wells Fargo Southlake , TX 76092

Posted 2 months ago

Job Description:

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application.

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wells Fargo's Consumer Lending businesses empower millions of customers to achieve their dreams every day. Whether it's buying a home, purchasing a car, funding a significant purchase, or making important daily credit card purchases, Consumer Lending provides important credit products and services that help our customers succeed. The group includes Home Lending; Auto; Cards, Retail and Merchant Services; Personal Lending; Consumer Lending Control; and Consumer Lending Shared Services.

The Consumer Lending team partners with other businesses across Wells Fargo to create and deliver transformational experiences that help customers gain access to credit. The vision for the Consumer Lending business is to leverage technology and data to make it simple for customers to easily access credit when and where they need it. Consumer Lending serves customers across the country through our distribution network of more than 5,300 retail banking branches and Home Lending offices, as well as online and digital channels.

Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.

We have an immediate opening for a Private Mortgage Banker. This individual is responsible for producing high quality jumbo residential mortgage loans that meet Wells Fargo Home Mortgage guidelines by building relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past

customers, and other non traditional sources. Strong sales and organizational skills are essential. Bi-lingual job seekers are encouraged to apply.

Additional duties include:

  • Inform prospective and existing customers of WFHM programs, rates, policies, underwriting requirements,and loan procedures

  • Receive customer a pplications, quote the rate and points, and complete follow-up activities with the registration lock-in

  • Develop and mai ntain a high degree of visibility for WFHM in the marketplace

  • Understand real estate appraisals, title reports, and real estate transactions

  • Analyze detailed financial and credit data, matching customer needs with an appropriate loan program and level of risk

  • Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements

  • Perform miscellaneous duties as needed a nd required

This SAFE position has customer contact and job duties which may include the offering/negotiating of terms

and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with

the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent

upon meeting all such requirements, including acceptable background investigation results. Individuals in a

SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job

expectations below.

Required Qualifications

  • 2+ years of sales experience in financial services, outside sales experience, or a combination of both

Desired Qualifications

  • Basic Microsoft Office skills

  • Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources

  • Excellent verbal, written, and interpersonal communication skills

  • Mortgage industry experience

  • Knowledge and understanding of sales prospecting and generating referrals

  • Bilingual speaking proficiency in Spanish/English

  • Customer service experience

  • A BS/BA degree or higher

Other Desired Qualifications

  • Experience working with high net-worth clients

Job Expectations

  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (http://fedregistry.nationwidelicensingsystem.org ) provides the MU4R questions and registration required for employment in this position.

  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.

  • This position requires compliance with all mortgage regulatory requirements and Wells Fargo's compliance policies related to these requirements including acceptable background check investigation results. Successful candidates must also meet ongoing regulatory requirements including additional screening and required reporting of certain incidents.

  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.

  • Ability to lift 20+ pounds

  • Reliable transportation

  • Ability to work nights, weekends, and/or holidays as needed or scheduled

Salary Information

To be determined

Street Address

TX-DAL-Downtown Dallas: 1445 Ross Ave

  • Dallas, TX

TX-Southlake: 1209 S White Chapel Blvd

  • Southlake, TX

TX-Austin: 111 Congress Avenue

  • Austin, TX

TX-Austin: 609 Castle Ridge Road

  • Austin, TX

Disclaimer

All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Benefits Summary

Benefits

Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.

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It all begins with you. This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below. We have an immediate opening for a Private Mortgage Banker. This individual is responsible for producing high quality jumbo residential mortgage loans that meet Wells Fargo Home Mortgage guidelines by building relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non traditional sources. Strong sales and organizational skills are essential. Bi-lingual job seekers are encouraged to apply. Additional duties include: * Develop knowledge of company products, policies and procedures, and underwriting requirements * Understand real estate appraisals, title reports, and real estate transactions * Inform prospective and existing customers of WFHM programs, rates, policies, underwriting requirements, and loan procedures * Analyze detailed financial and credit data, matching customer needs with an appropriate loan program and level of risk * Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in * Develop and maintains a high degree of visibility for WFHM in the marketplace * Perform miscellaneous duties as needed and required Required Qualifications * 2+ years of sales experience in financial services, outside sales experience, or a combination of both Desired Qualifications * Basic Microsoft Office skills * Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources * A BS/BA degree or higher * Customer service experience * Mortgage industry experience * Excellent verbal, written, and interpersonal communication skills * Knowledge and understanding of sales prospecting and generating referrals * Bilingual speaking proficiency in Spanish/English * Experience working with ultra-high-net-worth clients Job Expectations * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (http://fedregistry.nationwidelicensingsystem.org ) provides the MU4R questions and registration required for employment in this position. * Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. * This position requires compliance with all mortgage regulatory requirements and Wells Fargo's compliance policies related to these requirements including acceptable background check investigation results. Successful candidates must also meet ongoing regulatory requirements including additional screening and required reporting of certain incidents. * Ability to lift 20+ pounds * Reliable transportation * Ability to work nights, weekends, and/or holidays as needed or scheduled Street Address TX-Southlake: 1209 S White Chapel Blvd - Southlake, TX TX-DAL-Downtown Dallas: 1445 Ross Ave - Dallas, TX TX-Frisco: 9320 Dallas Parkway - Frisco, TX Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. Benefits Summary Benefits Visit https://www.wellsfargo.com/about/careers/benefits for benefits information. Wells Fargo Bank Southlake TX

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