Loan Processor

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.

• 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
• 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 maintain 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

• Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work
• Strong working knowledge of state‑specific 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
• 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

• 2+ years of retail mortgage processing experience
• Mortgage Loan Originator License preferred;
  Company will sponsor for the right candidate
• Knowledge of Conventional Conforming and Jumbo guidelines
• Understanding of state and federal lending regulations
• Extensive knowledge and understanding of customer service and intrapersonal best practices

Estimated annual salary range: $55,000 - 62,000 USD plus Equity.

Benefits include medical, vision, dental, 401(k) plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!

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…