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Solicit and originate retail residential mortgages, develop referral relationships, assess borrower financial and credit information, quote rates and lock registrations, ensure regulatory compliance (SAFE/NMLS/Regulation Z), deliver high-quality customer service, and pursue ongoing training.

The Estate Trust Officer will advise high-net-worth clients on specialty asset investments, drive portfolio growth, and collaborate with various Wealth and Investment Management teams to create personalized wealth management solutions.

Manage and grow relationships with affluent customers by providing holistic banking, credit, and investment solutions. Acquire new clients, maintain a book of business, coordinate with Wealth, Home Lending and Business Banking, drive digital adoption, ensure regulatory compliance, and meet licensing and documentation requirements.

Manage relationships with business banking clients, providing tailored banking solutions and ensuring customer satisfaction to meet targets.

Solicit and originate residential mortgages, build referral relationships, analyze credit and financial data, present loan recommendations, ensure compliance with S.A.F.E. and Regulation Z, provide high-quality customer service, and maintain market visibility for Wells Fargo Home Mortgage.

Manage and grow a portfolio of small business clients by delivering consultative banking solutions, onboarding and deepening relationships, prospecting for new clients, coordinating with internal teams for complex needs, and ensuring compliance with lending and regulatory requirements including LO registration.

Originate and manage residential mortgage loans by soliciting referrals, analyzing credit/financial data, advising customers on loan products, ensuring compliance with SAFE/NMLS and Regulation Z requirements, and maintaining relationships with realtors, builders, and other referral sources.

Provide relationship-driven banking advice, acquire and grow consumer and small business accounts, resolve service requests, promote digital adoption, coordinate referrals to Wealth/Home Lending/Business Banking, and maintain compliance and licensing requirements (FINRA/SAFE/State Insurance).

Originates and produces jumbo residential mortgage loans for affluent clients by soliciting referrals, analyzing credit and financial data, advising on loan products, managing underwriting/compliance requirements (SAFE/NMLS), and maintaining market relationships and customer communication.

Originates mortgage loans from assigned bank branches, conducts outbound prospecting calls, advises customers on mortgage products, processes loan applications within guidelines, maintains client communication, collaborates with branch leadership and fulfillment partners, and complies with SAFE/NMLS and CFPB regulatory requirements. Requires bilingual Spanish proficiency and ongoing training.