Wealthfront is seeking a mortgage loan closer to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to deliver exceptional service to clients, ensuring a smooth and efficient closing experience. You will guide clients through the final steps of their home loan journey; ensuring accuracy, compliance and a seamless closing transaction. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment.
Responsibilities
Prepare and review CDs, loan documents and escrow instructions to ensure compliance with federal, state and investor guidelines.
Coordinate with title companies, escrow agents and borrowers to facilitate the closing process.
Ensure all loan closing packages meet compliance standards.
Verify final loan terms, fees and funding details before closing.
Collaborate with processing, origination and post-closing departments
Prioritize assignments and schedule workload to meet critical deadlines with ability to manage a high volume of loan activity with a high degree of accuracy
Proactively maintain loan pipeline, tasks and objectives
Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions.
Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and fun
Expertise
Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work.
Strong working knowledge of Federal and state regulations including TRID and state-level disclosure requirements.
Self-driven with the ability to work independently and collaboratively.
Excellent organizational skills, able to set and meet deadlines in a high paced environment.
Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization.
Intellectually curious and interested in applying technology to enhance business processes.
Prior experience in retail mortgage loan closing
Excellent communication skills focusing on both internal and external communications
Openness to adapting to industry changes
Requirements
2+ years mortgage loan closing experience
Proficiency in LOS systems, Document Preparation software and closing platforms.
Strong knowledge of closing guidelines.
Understanding of state and federal lending regulations
Extensive knowledge and understanding of customer service and intrapersonal best practices
