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Mortgage Operations - Loan Closer

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Wealthfront Corporation
Full Time position
Listed on 2026-09-21
Job specializations:
  • Finance & Banking
    Banking Operations, Loan Servicing, Financial Compliance, Mortgage Loan Originator / Advisor
Salary/Wage Range or Industry Benchmark: 70000 - 88000 USD Yearly USD 70000.00 88000.00 YEAR
Job Description & How to Apply Below

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.

  • We automate mortgage origination. We partner with engineers and product leaders to build systems that eliminate manual toil and deliver a self-service mortgage experience. The result: rates significantly below the national average, saving clients thousands over the life of their loans.

  • We're systems builders, not process followers. Team members execute high-quality mortgage processes while actively identifying opportunities to improve automation — better logic, better design, less toil.

  • We hire critical thinkers. We want people who don't just want better tools — they think carefully about how every tool should work. Every team member understands the "why" behind each step.

  • We operate as one integrated unit. We work as a single team with end-to-end fluency across the origination lifecycle. No traditional silos. This cross-functional depth is what lets us move faster, catch problems earlier, and evolve quickly.

  • Our interview process is intended to be insightful for you and us. We're charting a unique path in home lending, so mutual fit is a top priority. After a conversation with our recruiting team, you will complete a 15–20 minute take-home assignment. From there, you'll meet our mortgage operations leads before a cross-functional final round.

Wealthfront is seeking an experienced mortgage loan closer 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 deliver exceptional service to clients, ensuring a smooth and efficient closing experience. You will guide clients through the final steps of their home loan journey; ensuring accuracy, compliance and a seamless closing transaction.

This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment.

Responsibilities
  • Leads final review of complex loans (multi-lien transactions; CEMA)

  • Handles funding for complex transactions ensuring zero-error rate

  • Directly engages leadership to resolve complex title issues

  • Prepare and review CDs, loan documents and escrow instructions to ensure compliance with federal, state and investor guidelines.

  • Acts as subject matter expert

  • Coordinate with title companies, escrow agents and borrowers to facilitate the closing process.

  • Ensure all loan closing packages meet compliance standards.

  • Verify final loan terms, fees and funding details before closing.

  • 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

  • Prioritize assignments and schedule workload to meet critical deadlines with ability to manage a high volume of loan activity with a high degree of accuracy

  • Resolve escalations related to title, escrow, compliance and funding

  • 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…

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