Wealthfront

Operations

• Manage investor delivery pipeline, ensuring timely and accurate delivery.
• Ensure all final documentation, collateral and loan data aligns with investor and regulatory requirements
• Ensure all loan documents are properly recorded and shipped to investors in a timely manner
• Oversee investor loan purchases and resolve deficiencies
• Work closely with compliance and legal to monitor regulatory changes impacting loan sales
• Participate in loan sale reconciliations and investor reporting
• Ensure accurate recording of mortgage notes, deeds and title policies
• Owns compilation, consolidation and reporting of all QC review and investor condition findings.
• Work with internal and external teams to correct errors in closed loan packages and/or resolve investor conditions prior to loan sale
• Collaborate with processing, origination and closing departments
• Perform internal file audits, provide loan level feedback and consolidated reporting
• Evaluate and document general quality of loans originated by the company by conducting an analysis of investor feedback and audit results
• 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

Mortgage Operations – Loan Post Closer

Marketing

• Develop and manage personalized, multi-channel marketing programs designed to increase client’s financial knowledge, grow their savings, and help them find the next product that’s right for them.
• Work closely with Data Science & Engineering, Product Marketing, Consumer Research and Creative to develop personalized programs developed with qualitative and quantitative insights that contribute to business goals.
• Use Wealthfront’s customer segmentation, lifecycle stages, product usage and behaviors to develop automated and scalable marketing programs.
• Oversee end-to-end development and management of lifecycle marketing campaigns across channels (email, push, in-app, etc), including strategy, A/B testing, campaign development, reporting, and optimization.
• Measure and communicate performance and impact of marketing programs.

Mortgage Operations – Loan Post Closer

Marketing Manager, Lifecycle