Mortgage Operations - 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 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
• 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

• 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

• 2+ years mortgage processing experience in a retail environment
• Mortgage Loan Originator License
• Knowledge of conventional conforming and jumbo guidelines
• Experience in the non‑delegated space