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Wells Fargo · 22 hours ago

Private Mortgage Banking Associate Manager (SAFE)

Boca Raton, FL

Full-time

Onsite

Mid, Senior Level

2+ years exp

Wells Fargo is seeking a Private Mortgage Banking Associate Manager (SAFE) in Consumer Lending as part of Home Lending. The role involves coaching and managing a team of residential Private Mortgage Bankers to ensure high levels of customer service and compliance in Private Mortgage Banking Sales.

BankingFinancial ServicesFinTechInsurancePayments

Responsibilities

Coach, direct, and manage the sales activities of a small group of residential Private Mortgage Bankers under the direction of a Non-Producing Private Mortgage Banking Manager

Supervise individual contributors by directing and managing sales activities to ensure high level of customer service, timely completion, quality, and compliance in Private Mortgage Banking Sales

Produce high quality loans that meet Wells Fargo Home Mortgage guidelines by building relationships with realtors, builders, financial planners, bank stores, past customers, and other nontraditional sources while providing excellent customer service

Make supervisory decisions and resolve issues related to team supervision, work allocation, financial resources, and daily operations; manage personal and team's pipeline to effectively manage customer loyalty

Leverage interpretation of policies, procedures, and compliance requirements while negotiating terms and taking applications

Identify opportunities for process improvement and risk control development in low complexity functional areas

Interact directly with external customers as well as collaborate and consult with peers, colleagues, and mid-level managers

Stay informed of mortgage industry trends and developments in the assigned market and develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace

Manage allocation of people and financial resources for Private Mortgage Banking Sales

Be responsible for selection, evaluation, and development of staff within Private Mortgage Banking Sales

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

Qualification

Mortgage Retail SalesLeadership experienceCustomer serviceData analysisRecruiting experienceMicrosoft OfficeSales prospectingMortgage industry experienceBachelor's degreeCommunication skills

Required

2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

1+ years of Leadership experience

This position requires SAFE registration at the time of employment

Reliable transportation

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