Note: The job is a remote job and is open to candidates in USA. Wealthfront is seeking a licensed loan production partner to join their team as they build and scale mortgage lending operations. The role involves providing excellent service to existing clients and guiding them through the loan process using innovative technology and tools.
Responsibilities
- Support and educate clients as they work through the intake process and finalize their loan closing
- Ensure all 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
- Responsible for timely delivery of initial loan disclosures and adherence to all regulatory requirements
- Operates independently on standard files and escalates to Team Leads as needed for scenario questions or guideline interpretation
- Ensure that all loans originate in full compliance with federal and state regulations
- 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
Skills
- Mortgage Loan Originator License
- 4+ years of experience
- Strong knowledge of Conventional Conforming and Jumbo guidelines
- Solid understanding of state and federal lending regulations
- Extensive knowledge and understanding of customer service and intrapersonal best practices
- Prior experience in wholesale and/or correspondent channels
Benefits
- Equity
- A discretionary bonus
- Medical
- Vision
- Dental
- 401K plan
- Generous time off
- Parental leave
- Wellness reimbursements
- Professional development
- Employee investing discount
Company Overview