
Private Mortgage Banker (SAFE) Wells Fargo Bank
Private Mortgage Banker (SAFE)San Mateo, California
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Posting End Date:. $0.00 - $0.00
Benefits .

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Posting End Date:. $0.00 - $0.00
Benefits .
p style="text-align:inherit">Happen Bank is expanding its home lending capabilities and partnerships, with a focus on delivering home equity and mortgage solutions through digital and embedded experiences. You’ll effectively act as the GM for the embedded home lending journey—from initial engagement through funding and beyond - partnering closely with leaders across Lending and Product to drive performance, scale, and member value.
Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. • Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses and transmitting the loan to LOMAS.
p>SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance.
In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Incumbents are customarily and regularly engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations.
p>Our ideal candidate will possess: • A minimum of two years of experience in mortgage loan sales • A Bachelors degree is strongly preferred • Ability to earn and maintain a current Certified Credit Union Financial Counselor (CCUFC) professional designation • Must be comfortable making cold calls when required • Must have good communication skills, both written and verbal • Proven attention to detail, ability to multi-task in a fast-paced environment, and working knowledge of MS Outlook, Excel, and Word • Ability to maintain confidentiality of sensitive information and conduct oneself with a high level of diplomacy and tact • Must have reliable transportation and a valid California drivers license. As a Mortgage Loan Consultant, your major responsibilities will include: • Growing the Credit Unions real estate loan portfolio by building relationships with real estate agents, community leaders, partner organizations, and other financial, tax, and legal professionals to generate referrals.
Comprehensive Training and Support: We provide robust training programs to equip you with the essential knowledge and skills required to excel as a Mortgage Advisor alongside your Real Estate practice. Cutting-edge Technology and Resources: Utilize advanced tools and resources that streamline your workflow, enabling you to provide seamless service to your clients in both realms.
This role requires the individual to maintain licensure in good standing and to proactively secure, transfer, or assign all necessary licenses to San Francisco Federal Credit Union to support business activities in required markets. With an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County.
You’ll have access to an exclusive CRM, a fully digital platform with up-to-date resources, and the ability to be contracted with multiple carriers, offering in-demand products like living benefits and more.
This opportunity is perfect for career-driven professionals who want room to grow, sharpen leadership and business skills, and truly own their success.
The Allen Agency is helping families explore mortgage protection and life insurance coverage options while offering flexible scheduling and growth potential. • Work independently while receiving ongoing support and mentorship.
Build Realtor Relationships – Every purchase deal is an opportunity to connect with realtors on the transaction, turning one closed loan into a potential ongoing partnership. You’ll be joining a team that doesn’t just sit back; we’re right there with you, providing leads and the support you need to take each call across the finish line.
We're on the hunt for charismatic, outgoing hustlers with massive spheres of influence who are natural-born relationship builders and lead-generating machines. With over 20 years in the game, Satori Mortgage has funded tens of thousands of loans and created a legion of happy homeowners.
Regional Sales Manager, Commercial Mortgage Lending - Northern California & Pacific Northwest, Commercial Real EstateCommercial Mortgage Lending (CML) provides term financing and payments solutions to commercial real estate owners and operators - primarily private investors and generational family offices -on industrial, retail, office and mixed-use properties. Under the direction of the Head of Commercial Mortgage Lending, Regional Sales Manager is directly responsible for building an effective team of Client Sales Managers and staff, and assisting these teams of originators in managing and/or cultivating new and existing relationships with commercial investment property owners.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Effective Communications \u2013 Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
p style="margin-bottom:8pt">The position exercises significant discretion and independent judgment in coordinating and managing commercial loan transactions from intake through funding, resolving documentation and compliance issues, interpreting lending policies and procedures, evaluating documentation sufficiency, identifying and resolving transactional issues, and determining appropriate courses of action to facilitate successful loan closings consistent with approved loan structures and organizational requirements. Responsibilities:
li>Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
p>Client is re-writing the risk model for the non-QM mortgage market by combining data analytics, proprietary risk intelligence, and Loan Defect Insurance to turn mortgage manufacturing risk into quantifiable, insurable outcomes for lenders, investors, and RMBS issuers. • Coordinate transferring of loan file documentation between sellers and counterparties, requesting, tracking, and preparing documentation packages ahead of QC review and TPR submission.
The Originating Loan Officer Assistant (L2C) plays an important role in the organization by performing, under direct supervision, a number of activities related to assisting originators build complete loan files for submission. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.

ul style="margin: 0px; padding: 0px; font-family: verdana;"> Another Source’s client, Housing Trust Silicon Valley, is recruiting an Underwriter to join their team in San Jose, CA.
This role coordinates documentation collection and review, works closely with Underwriting, orders and tracks third-party due diligence (title, appraisal, environmental, flood/UCC as applicable), ensures accurate system boarding, and administers funding/wires.

Job Summary/Company: Sparks Group has partnered with a growing financial services organization seeking a bilingual (English/Spanish) Loan Processor to join its Lending Operations team in a fully remote capacity. Working closely with underwriting teams, customers, and third-party partners, this individual will ensure applications are accurately completed, documented, and moved efficiently through the lending process.
This position is an "Assigned Employee" as defined in The University of California Home Loan Program Corporation Services Agreement (Services Agreement) dated February 1, 2014, by and between the Regents of the University of California and the University of California Home Loan Program Corporation (Corporation), a California non-profit public benefit corporation. Responsibilities include compiling documentation associated with loan application materials, interacting with title and escrow officers and other professionals associated with the loan process, providing excellent customer service to loan applicants, assisting in the preparation of loan documents and following up for documentation associated with the loan funding process.
The Real Estate Loan Officer maintains strong, long-term relationships with members, approved organizations, and the communities served, contributes to a sustainable referral network including realtors and other market professionals, collaborates with internal teams, and supports ongoing business development to ensure a consistent pipeline of real estate loan prospects and recurring referrals. The following competencies are essential for success in this role: Job knowledge: Demonstrates solid job expertise; learns and applies new skills effectively; works with minimal supervision; understands how work impacts others; uses resources efficiently.
This role goes beyond support—you will actively contribute to lead conversion, pipeline growth, and customer experience while learning the daily behaviors, metrics, and decision‑making of top‑performing Loan Officers. We reasonably expect the base compensation offered for this position to range from an hourly rate of $19.36 - $21, subject to adjustment based on business-related factors such as employee qualifications, geographic pay differentials (e.g., cost of labor/living, etc.), and operational considerations.
li>Knowledge of middle market C&I cash flow lending, owner occupied mortgages, non-profit lending, CDFIs, New Market Tax Credit Finance and structured lending preferred. When we come to work, our passion for socially responsible lending means we analyze cash flows and want to know whether deals create affordable housing for working families.
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