Mortgage Operations - Loan Processor

5 months, 1 week 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

Similar Roles

Regulatory and Site Start Up Specialist

Precision Medicine Group 251-1K Pharmaceuticals

Precision for Medicine is seeking a Regulatory and Site Start-Up Specialist to manage regulatory submissions, essential documents, and site activation activities for clinical trials, particularly in oncology and rare disease.

58 minutes ago

Senior Clinical Research Associate

Precision Medicine Group 251-1K Pharmaceuticals

Precision for Medicine is building a talent pipeline for Senior Clinical Research Associates across Europe to monitor clinical studies for a strategic FSP sponsor and ensure compliant, high-quality study delivery.

1 hour, 28 minutes ago

Retirement Plan Operations Specialist

Guidant Financial 51-250 Diversified Financial Services

Guidant Financial is seeking a remote Retirement Plan Operations Specialist to support clients with 401(k) document review, administration, testing, and annual government reporting.

1 hour, 43 minutes ago

Provisioning Specialist

Filevine 251-1K Specialized Consumer Services

Filevine is seeking a Provisioning Specialist to support customer and partner platform provisioning, data maintenance, and the transition from sales to implementation within its legal technology operations.

Salesforce
1 day, 1 hour ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers