Joshua Wood

Private Mortgage Banker @Wells Fargo

Bend, OR, US

Develop and maintain relationships with internal partners, including Wealth Management, Private Banking, and Retail Banking teams, to generate mortgage referrals.* Originate conventional, jumbo, and portfolio mortgage loans for purchase and refinance transactions.* Provide expert guidance to clients on loan products, pricing, and underwriting guidelines.* Manage the loan process from application through closing, ensuring compliance with regulatory and company standards.* Deliver a seamless and personalized client experience, maintaining high levels of satisfaction and trust.* Stay informed on market trends, lending regulations, and Wells Fargo product offerings.* Meet or exceed individual sales goals and contribute to team performance metrics