Private Mortgage Banker, Nmlsr Id 247336
Current• Provide affluent clientele with exceptional quality and customer service while delivering financing options that fit their wealth management portfolio.• Generate high-quality jumbo residential mortgage loans for ultra-high-net-worth (HNW) clients that meet strict guidelines, offering loans, negotiating complex terms, and taking applications for dwelling-secured transactions. • Build and maintain strategic partnerships inside and outside the bank with financial planners, realtors, builders, bank stores, wealth management teams, and existing and past customers to obtain lucrative referrals.• Work collaboratively with internal professional services teams to ensure compliance with government regulations and WFB guidelines.• Developed in-depth knowledge and the ability to analyze personal and corporate tax returns and business operating statements for credit submission.• Interact with customers to understand their needs, providing them with a high-quality loan service while informing prospective and existing customers of programs, rates, policies, underwriting requirements, and loan procedures.Notable achievements while in the position included:- Developed a strategic partnership with the bank's Legal Specialty Group, Private Bank, and Commercial Banking teams, generating millions in originations.- Selected by the Wells Fargo Wealth Management and Ultra High Net Worth teams to serve their clients.- Achieved “Leaders Club” status each year from 2012 to 2021 and “President’s Club” status in 2022.- Recognized as one of the top 50 originators within Wells Fargo Bank with $1B funded in 12 years.
