Wealthfront
Mortgage Operations - Loan Closer
Palo Alto, CA (Open to US-based Remote) · Mid
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About the role
- About Wealthfront Mortgage Operations (MOps) Wealthfront MOps is built around efficiency, critical problem-solving, and modernizing the lending experience.
- Our primary tool is automation. - We automate mortgage origination.
Responsibilities
- Leads final review of complex loans (multi-lien transactions
- Prepare and review CDs, loan documents and escrow instructions to ensure compliance with federal, state and investor guidelines.
- Collaborate with processing, origination and post-closing departments
- Collaborate with leadership, compliance and legal to ensure adherence to evolving regulations
- Manages full funding process, executing wire requests, funding review and authorization.
- Lead complex closing transactions and provide expertise on loan documentation, compliance and funding.
- Proactively maintain loan pipeline, tasks and objectives
- Perform Post-closing duties as needed
- Leads final review of complex loans (multi-lien transactions; CEMA)
- About Wealthfront Here at Wealthfront, our mission is to create a financial system that favors people, not institutions.
Requirements
- Proficiency in LOS systems, Document Preparation software and closing platforms
- Strong knowledge of closing guidelines
- Experience training and mentoring
Nice to have
- 4+ years mortgage loan closing.
- QC experience a plus.
Skills
- About Wealthfront Mortgage Operations (MOps)
- Wealthfront MOps is built around efficiency, critical problem-solving, and modernizing the lending experience.
- Our goal is a seamless, tech-enabled mortgage process.
- Our primary tool is automation.
- rates significantly below the national average, saving clients thousands over the life of their loans.
- No traditional silos.
- This cross-functional depth is what lets us move faster, catch problems earlier, and evolve quickly.
Compensation
- $70,000 - $88,000 USD plus equity and a discretionary bonus.
Benefits
- A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions.
- Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!
- We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
- Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile.
Company info
- This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment.
- For more information please visit www.wealthfront.com.We are an equal opportunity employer and value diversity at our company.
Equal opportunity
- 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
This listing is sourced directly from Wealthfront's careers page and normalized into a canonical job model.