Senior Wealth Management Banking Coordinator (safe)

Wells Fargo

Not specified; not specified; not specified
Hybrid
2+ years of wealth management banking support experience
Safe mortgage licensing act compliance
Loan originator requirements under regulation z
This role supports experienced Private Bankers by managing account administration, sales activities, and relationship management for multiple clients

Job Summary

  • This role supports experienced Private Bankers by managing account administration, sales activities, and relationship management for multiple clients.
  • The position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and ongoing regulatory requirements including background investigations.
  • Candidates will interact with clients to identify retention issues and new business opportunities while developing solid product knowledge.

Matching Summary

This role supports experienced Private Bankers by managing account administration, sales activities, and relationship management for multiple clients.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • 2+ years of Wealth Management Banking support experience
  • SAFE Mortgage Licensing Act compliance
  • Loan Originator requirements under Regulation Z
  • Knowledge of AML & KYC procedures
  • Ability to interpret trust documents

Nice-to-have

  • Experience in Private Banking and Credit
  • Solid technical skills for multiple computer systems
  • Strong attention to detail and accuracy
  • Ability to work independently with minimal supervision
  • Excellent verbal and written communication skills

Key Requirements

  • 2+ years of Wealth Management Banking support experience
  • SAFE registration at time of employment
  • Meeting Loan Originator qualification requirements
  • Acceptable background investigation results
  • Not eligible for Visa sponsorship

Work Rights

Must meet US regulatory standards for SAFE registration

Tailored Resume

Cover Letter