Mortgage Operations - Loan Post Closer

2 hours, 42 minutes 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

  • Manage the investor delivery pipeline to ensure timely and accurate delivery of loan files.
  • Review final documentation, collateral, and loan data to ensure alignment with investor and regulatory requirements.
  • Ensure loan documents are properly recorded and shipped to investors on schedule.
  • Oversee investor loan purchases and resolve outstanding deficiencies.
  • Work with compliance and legal teams to monitor regulatory changes affecting loan sales.
  • Participate in loan sale reconciliations and investor reporting.
  • Record mortgage notes, deeds, and title policies accurately.
  • Compile, consolidate, and report QC review findings and investor conditions.
  • Partner with processing, origination, and closing teams to correct errors in closed loan packages and resolve investor conditions before loan sale.
  • Perform internal file audits and provide loan-level feedback and consolidated reporting.

Requirements

  • 3+ years of mortgage loan post-closing experience.
  • Proficiency in LOS systems, compliance tracking, and document submission portals.
  • Knowledge of investor guidelines and state requirements.
  • Understanding of state and federal lending regulations.
  • Extensive knowledge of customer service and interpersonal best practices.
  • Prior experience in retail mortgage loan post-closing.
  • Strong understanding of required loan file documentation, funding requirements, investor guidelines, and regulatory guidelines.
  • Excellent organizational skills with the ability to meet deadlines in a fast-paced environment.
  • Ability to communicate effectively and influence positive outcomes across all levels of an organization.
  • Openness to adapting to industry changes and interest in applying technology to improve business processes.

Benefits

  • Estimated annual salary range of $56,000 to $70,000.
  • Equity and a discretionary bonus.
  • Medical, vision, and dental coverage.
  • 401(k) plan.
  • Generous time off.
  • Parental leave.
  • Wellness reimbursements.
  • Professional development support.
  • Employee investing discount.

Interested in this position?

Apply directly on the company website

Apply Now

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