Mortgage Operations - Loan Processor

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

  • Review loan files and gather outstanding items needed for final loan approval.
  • Serve as a liaison between operational and sales teams during loan transactions.
  • Order supporting documentation and communicate with third-party vendors to complete loan files.
  • Evaluate loan applications for reasonableness and escalate files when further review is needed.
  • Manage a full pipeline of assigned loans from disclosures signed through closing.
  • Prioritize daily workload to maintain a strong client experience and meet deadlines.
  • Ensure loans adhere to investor and regulatory guidelines, including required pipeline tasks and objectives.
  • Communicate effectively with internal and external stakeholders throughout the mortgage process.
  • Contribute to a positive team culture aligned with company values, including accountability, collaboration, diversity, and inclusion.

Requirements

  • 2+ years of mortgage processing experience in a retail environment.
  • Mortgage Loan Originator License; the company will sponsor the right candidate.
  • Knowledge of Conventional Conforming and Jumbo loan guidelines.
  • Experience in the non-delegated mortgage lending space.
  • Understanding of state and federal lending regulations, including TRID and HMDA.
  • Strong working knowledge of mortgage loan products and underwriting guidelines.
  • Excellent organizational skills with the ability to set and meet deadlines in a fast-paced environment.
  • Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization.
  • Extensive knowledge of customer service and interpersonal best practices.
  • Openness to adapting to industry changes and applying technology to improve business processes.

Benefits

  • Estimated annual salary of $56,000 to $70,000.
  • Equity and a discretionary bonus.
  • Medical, vision, and dental insurance.
  • 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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