Mortgage Operations - Licensed Loan Officer Assistant

The role

This role supports existing Wealthfront clients through the mortgage intake process and loan closing. The person will be the main contact for clients, make sure application data and documents are complete, and make sure loans meet federal and state rules.

What you will do

• Support and educate clients through intake and loan closing
• Make sure 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 follow all regulatory requirements
• Work independently on standard files and escalate scenario or guideline questions to Team Leads
• Make sure all loans originate in full compliance with federal and state regulations
• Apply Company values in work behavior, decisions and interactions
• Help build a positive work environment that supports performance, accountability, collaboration and continuous development

Required qualifications

• Mortgage Loan Originator License
• 4+ years of experience
• 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
• Strong knowledge of Conventional Conforming and Jumbo guidelines
• Solid understanding of state and federal lending regulations
• Extensive knowledge of customer service and interpersonal best practices
• Excellent organizational skills and ability to meet deadlines in a fast-paced environment
• Ability to communicate effectively with internal and external contacts
• Self-driven, able to work independently and collaboratively
• Openness to adapting to industry changes

Nice to have

• Experience at a mortgage broker
• Prior experience in wholesale and/or correspondent channels

Benefits

• Medical, vision and dental coverage
• 401K plan
• Generous time off
• Parental leave
• Wellness reimbursements
• Professional development
• Employee investing discount

Before you apply

• Interview process: a conversation with recruiting, then a 15-20 minute take-home assignment, then meetings with mortgage operations leads and a cross-functional final round

About the company

Wealthfront builds low-cost, easy-to-use financial products, including automated investing, cash accounts and a digital-first mortgage experience. The company says it has over 1.5 million funded clients.