Mortgage Operations - Loan Originator

5 months, 4 weeks ago
Full-time
Junior
Operations
Wealthfront

Wealthfront

Wealthfront is a leading financial planning and investing platform that combines technology and academic strategies to help individuals grow their wealth easily and affordably.

Capital Markets
51-250
Founded 2011
$274M raised

Description

  • Support and educate clients through the intake process and loan closing.
  • Ensure initial application data and documents are accurate and complete before submission to Processing.
  • Serve as the primary point of contact and set clear expectations on timelines and requirements.
  • Deliver initial loan disclosures on time and comply with all regulatory requirements.
  • Work independently on standard files and escalate scenario or guideline questions to Team Leads when needed.
  • Ensure loans are originated in full compliance with federal and state regulations.
  • Apply company values and contribute to a positive, collaborative, inclusive work environment.

Requirements

  • Mortgage Loan Originator License.
  • 2-4+ years of experience.
  • Strong knowledge of Conventional Conforming and Jumbo guidelines.
  • Solid understanding of state and federal lending regulations.
  • Extensive knowledge of customer service and interpersonal best practices.
  • Strong working knowledge of state-specific licensing and registration requirements and the NMLS.
  • Strong working knowledge of federal and state regulations, including TRID and HMDA.
  • Deep understanding of mortgage loan products and underwriting guidelines.
  • Prior experience in wholesale and/or correspondent channels is preferred.
  • Excellent organizational skills with the ability to set and meet deadlines in a fast-paced environment.

Benefits

  • Estimated annual salary range of $56,000 - $88,000.
  • Equity and a discretionary bonus.
  • Medical, vision, and dental insurance.
  • 401(k) plan.
  • Generous time off.
  • Parental leave.
  • Wellness reimbursements.
  • Professional development.
  • Employee investing discount.

Interested in this position?

Apply directly on the company website

Apply Now

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