Mortgage Operations - Licensed Loan Partner

The role

This person will act as a licensed loan production partner for Wealthfront's mortgage operations team. They will work with existing Wealthfront clients through intake and loan closing, using the company's technology and tools.

What you will do

• Support and educate clients through the intake process and loan closing
• Ensure initial application data and documents are accurate and complete before submitting to Processing
• Act as primary point of contact and set clear client expectations on timelines and requirements
• Deliver initial loan disclosures on time and meet all regulatory requirements
• Operate independently on standard files and escalate scenario or guideline questions to Team Leads
• Ensure all loans originate in full compliance with federal and state regulations
• Adopt company values in work behaviors, decisions and interactions
• Contribute to a positive work environment and cultural expectations

Required qualifications

• Mortgage Loan Originator License
• 4+ years of experience
• Strong knowledge of Conventional Conforming and Jumbo guidelines
• Solid understanding of state and federal lending regulations
• Strong working knowledge of state licensing and registration requirements and use of the NMLS
• Strong working knowledge of federal and state regulations including TRID and HMDA
• Deep understanding of mortgage loan products and underwriting guidelines
• Excellent organizational skills and ability to meet deadlines in a fast-paced environment
• Excellent communication skills for internal and external audiences
• Extensive knowledge of customer service and interpersonal best practices

Nice to have

• Prior experience in wholesale and/or correspondent channels
• Intellectual curiosity about applying technology to business processes

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• 401K plan
• Generous time off
• Parental leave
• Wellness reimbursements
• Professional development
• Employee investing discount

Before you apply

• The hiring process includes a conversation with the recruiting team, then a 15–20 minute take-home assignment, then meetings with mortgage operations leads and a cross-functional final round

About the company

Wealthfront is a financial technology company whose mission is to create a financial system that favors people. Its products include automated investing, a cash account, a brokerage account and a digital-first mortgage experience.