Safe Rate Rankings

Best Jumbo Mortgage Bank Lenders in Charlotte

Updated February 5, 2026
⚖️ The 4 PsRankings are calculated based on observed lender differences on closed loans across Pricing, Pull-through, Product, and Place.
🛡️ No Pay to PlayLenders cannot buy their way to the top. Rankings are 100% earned.
📊 HMDA 2024Built using publicly available originated loan data from the federal government.
🎯 Peer BenchmarkedPerformance is normalized and benchmarked against peer institutions.
Total Lenders14
Total Loans42,466
Median Rate Spread0.29%

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RankLenderOverallPricingProductPull ThroughPlaceAvg FeesRate Spread# of LoansAction
1
Wells Fargo Bank, National AssociationBank
Exceptional
Exceptional
Exceptional
Strong
Exceptional
$1,583Fees
0.039%Below
935
2
Bank of America, National AssociationBank
Exceptional
Exceptional
Exceptional
Strong
Exceptional
$1,668Fees
0.167%Below
807
3
U.S. Bank National AssociationBank
Exceptional
Exceptional
Exceptional
Strong
Strong
$748Fees
0.050%Above
295
4
Truist BankBank
Exceptional
Strong
Exceptional
Strong
Exceptional
$280Credit
0.057%Above
639
5
First-Citizens Bank & Trust CompanyBank
Exceptional
Strong
Exceptional
Strong
Strong
$1,640Fees
0.083%Below
267
6
Fifth Third Bank, National AssociationBank
Exceptional
Strong
Exceptional
Strong
Strong
$503Fees
0.121%Above
198
7
JPMorgan Chase Bank, National AssociationBank
Exceptional
Sound
Exceptional
Strong
Exceptional
$1,750Fees
0.065%Above
825
8
First National Bank of PennsylvaniaBank
Exceptional
Sound
Exceptional
Strong
Exceptional
$1,737Fees
0.015%Below
426
9
Regions BankBank
Strong
Sound
Exceptional
Strong
Strong
$1,905Fees
0.125%Above
236
10
PNC Bank, National AssociationBank
Strong
Sound
Exceptional
Strong
Strong
$395Credit
0.017%Above
120
11
TD Bank, National AssociationBank
Strong
Sound
Exceptional
Strong
Strong
$530Fees
0.314%Above
106
12
SouthState Bank, National AssociationBank
Strong
Acceptable
Exceptional
Strong
Strong
$2,327Fees
0.143%Above
283
13
Towne BankBank
Strong
Acceptable
Exceptional
Strong
Strong
$4,535Fees
0.252%Above
175
14
Flagstar Bank, N.A.Bank
Sound
Mediocre
Exceptional
Sound
Strong
$2,593Fees
0.333%Above
161

How We Rank Lenders

Our rankings use geometric mean scoring across equally-weighted categories. This rewards lenders who perform consistently well across all metrics, not just excel in one area.

Our Point System (Max 40 Points)

10
Pricing
Rate and fee competitiveness (25%)
10
Pull Through
Reliability in closing loans (25%)
10
Product
Specialization in the loan type (25%)
10
Place
Local market expertise (25%)

Data Integrity & Updates

Data is updated quarterly based on the latest HMDA filings and proprietary SafeRate analysis. All metrics are calculated using standardized methodologies to ensure fair comparison across lenders.