Mortgage Operations - Senior Loan Closer/Funder

3 weeks, 4 days ago
Full-time
Senior
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 closing workflows, including package generation, fee reconciliation, and TRID deadlines.
  • Prepare and review closing disclosures, loan documents, and escrow instructions for regulatory and investor compliance.
  • Execute wire requests, funding reviews, authorizations, and complex disbursements.
  • Serve as a subject matter expert and escalation point for closing, funding, title, escrow, compliance, and investor issues.
  • Review investor purchase conditions and post-closing quality findings to improve loan salability and prevent recurring issues.
  • Support post-closing activities, including investor condition clearing, trailing-document follow-up, and purchase suspense resolution.
  • Coordinate with borrowers, title companies, escrow agents, and internal processing, origination, compliance, legal, and post-closing teams.
  • Partner with engineering and vendors on system projects, including requirements definition, configuration validation, user acceptance testing, and issue triage.
  • Maintain loan pipelines and prioritize high-volume work to meet critical deadlines with accuracy.
  • Train and mentor team members while contributing to continuous process automation and improvement.

Requirements

  • 4+ years of mortgage loan closing and funding experience in a senior or team-lead capacity.
  • Hands-on post-closing experience with investor conditions, trailing documents, and purchase suspense resolution.
  • Advanced knowledge of federal and state mortgage regulations, including TRID and state disclosure requirements.
  • Experience preparing wire orders and conducting funding authorization reviews.
  • Proficiency with LOS systems, document preparation software, and closing platforms.
  • Proficiency reading and interpreting XML and MISMO files.
  • Working knowledge of take-out investor delivery, purchase requirements, and warehouse line funding workflows.
  • Experience collaborating with engineering, implementation teams, and vendors; broker or correspondent experience is preferred.
  • Experience training and mentoring others.
  • Strong customer service, communication, organization, independent judgment, and teamwork skills.

Benefits

  • Estimated annual salary of $84,000–$105,000.
  • Equity and discretionary bonus.
  • Medical, dental, and vision insurance.
  • 401(k) plan.
  • Generous paid time off and parental leave.
  • Wellness reimbursements and professional development support.
  • Employee investing discount.

Interested in this position?

Apply directly on the company website

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