Remote Source

    Mortgage Operations - Loan Processor

    Wealthfront
    Palo Alto, CA (Open to US-based Remote) && San Francisco, CA && Seattle, WA && New York City, NY
    Full-Time
    Mid (3-6 yrs)
    Finance & Accounting
    Posted on July 30, 2025
    Wealthfront is seeking a mortgage loan processor 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 work with existing Wealthfront clients providing excellent service and guiding them through the process with the support of our innovative technology and tools. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment.
    Responsibilities
  1. Reviews loan file and gathers any items needed for final loan approval
  2. Liaison between all operational and sales departments in the transaction
  3. Orders supporting documentation
  4. Evaluates loan applications for reasonableness and, if needed, escalates files for further evaluation
  5. Prioritizes daily workload to ensure a delightful client experience
  6. Manages a full pipeline of assigned loans, driving files from disclosures signed through closing.
  7. Excellent client communication skills
  8. Communicates with third party vendors throughout the loan process to finalize the application
  9. Ensures adherence to investor and regulatory guidelines
  10. Proactively maintain loan pipeline, tasks and objectives
  11. Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions.
  12. 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
    13. Expertise
  13. Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work
  14. Strong working knowledge of Federal and state regulations including TRID and HMDA
  15. Deep understanding of mortgage loan products and underwriting guidelines
  16. Self-driven with the ability to work independently and collaboratively
  17. Excellent organizational skills, able to set and meet deadlines in a high paced environment
  18. Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization
  19. Intellectually curious and interested in applying technology to enhance business processes
  20. Prior experience in retail mortgage loan processing
  21. Excellent communication skills focusing on both internal and external communications
  22. Openness to adapting to industry changes
    23. Requirements
  23. 4+ years mortgage processing experience in a retail environment
  24. Mortgage Loan Originator License preferred (or ability to obtain in 90 days)
  25. Knowledge of Conventional Conforming and Jumbo guidelines
  26. Experience in the non-delegated space
  27. Experience at a mortgage broker preferred
  28. Understanding of state and federal lending regulations
  29. Extensive knowledge and understanding of customer service and intrapersonal best practices
    30. Apply for this position

    Company:  Wealthfront

    Integrates investing and saving products to help young professionals build long-term wealth in any market condition.
    201-500 employees
    Finance & Fintech
    HQ: United States
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