Mortgage Operations - Loan Processor
Wealthfront Corporation, San Francisco, CA, United States
Wealthfront is seeking a mortgage loan processor to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to work with existing Wealthfront clients providing excellent service and guiding them through the process with the support of our innovative technology and tools. This position offers an exciting opportunity to be a part of a cutting‑edge team in a rapidly growing environment.
Responsibilities
Reviews loan file and gathers any items needed for final loan approval
Liaison between all operational and sales departments in the transaction
Orders supporting documentation
Evaluates loan applications for reasonableness and, if needed, escalates files for further evaluation
Prioritizes daily workload to ensure a delightful client experience
Manages a full pipeline of assigned loans, driving files from disclosures signed through closing
Excellent client communication skills
Communicates with third‑party vendors throughout the loan process to finalize the application
Ensures adherence to investor and regulatory guidelines
Proactively maintains loan pipeline, tasks and objectives
Adopts company values in work behaviors, decision making, contributions and interpersonal interactions
Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and fun
Expertise
Customer‑focused, business‑centric, and team‑oriented mindset; relentlessly passionate about finding and completing valuable work
Strong working knowledge of Federal and state regulations including TRID and HMDA
Deep understanding of mortgage loan products and underwriting guidelines
Self‑driven with the ability to work independently and collaboratively
Excellent organizational skills, able to set and meet deadlines in a high‑paced environment
Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization
Intellectually curious and interested in applying technology to enhance business processes
Prior experience in retail mortgage loan processing
Excellent communication skills focusing on both internal and external communications
Openness to adapting to industry changes
Requirements
2+ years mortgage processing experience in a retail environment
Mortgage Loan Originator License, company will sponsor for the right candidate
Knowledge of Conventional Conforming and Jumbo guidelines
Experience in the non‑delegated space
Understanding of state and federal lending regulations
Extensive knowledge and understanding of customer service and intrapersonal best practices
Estimated annual salary range: $56,000 - $70,000 plus Equity and a discretionary bonus.
Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!
About Wealthfront Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low‑cost, and easy‑to‑use financial products that help modern investors grow and manage their money.
We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high‑quality investment advice for a digitally‑native generation that was underserved by traditional institutions. Since then, we’ve expanded to a full suite of products designed to help our clients turn their savings into long‑term wealth, including:
A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features.
A zero‑commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions.
Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax‑loss harvesting, and direct indexing—which we offer at industry‑leading low costs and accessible minimums.
Our award‑winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard‑earned savings—and we’re far from done. If you’re inspired to help us reshape the financial industry as we create our next chapter, let’s talk! For more information please visit www.wealthfront.com. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Please review our candidate privacy notice.
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Responsibilities
Reviews loan file and gathers any items needed for final loan approval
Liaison between all operational and sales departments in the transaction
Orders supporting documentation
Evaluates loan applications for reasonableness and, if needed, escalates files for further evaluation
Prioritizes daily workload to ensure a delightful client experience
Manages a full pipeline of assigned loans, driving files from disclosures signed through closing
Excellent client communication skills
Communicates with third‑party vendors throughout the loan process to finalize the application
Ensures adherence to investor and regulatory guidelines
Proactively maintains loan pipeline, tasks and objectives
Adopts company values in work behaviors, decision making, contributions and interpersonal interactions
Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and fun
Expertise
Customer‑focused, business‑centric, and team‑oriented mindset; relentlessly passionate about finding and completing valuable work
Strong working knowledge of Federal and state regulations including TRID and HMDA
Deep understanding of mortgage loan products and underwriting guidelines
Self‑driven with the ability to work independently and collaboratively
Excellent organizational skills, able to set and meet deadlines in a high‑paced environment
Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization
Intellectually curious and interested in applying technology to enhance business processes
Prior experience in retail mortgage loan processing
Excellent communication skills focusing on both internal and external communications
Openness to adapting to industry changes
Requirements
2+ years mortgage processing experience in a retail environment
Mortgage Loan Originator License, company will sponsor for the right candidate
Knowledge of Conventional Conforming and Jumbo guidelines
Experience in the non‑delegated space
Understanding of state and federal lending regulations
Extensive knowledge and understanding of customer service and intrapersonal best practices
Estimated annual salary range: $56,000 - $70,000 plus Equity and a discretionary bonus.
Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!
About Wealthfront Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low‑cost, and easy‑to‑use financial products that help modern investors grow and manage their money.
We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high‑quality investment advice for a digitally‑native generation that was underserved by traditional institutions. Since then, we’ve expanded to a full suite of products designed to help our clients turn their savings into long‑term wealth, including:
A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features.
A zero‑commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions.
Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax‑loss harvesting, and direct indexing—which we offer at industry‑leading low costs and accessible minimums.
Our award‑winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard‑earned savings—and we’re far from done. If you’re inspired to help us reshape the financial industry as we create our next chapter, let’s talk! For more information please visit www.wealthfront.com. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Please review our candidate privacy notice.
#J-18808-Ljbffr