Mortgage Operations Specialist – Loan Closer
Wealthfront
full-time
Posted on:
Location Type: Remote
Location: California • United States
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Salary
💰 $56,000 - $70,000 per year
About the role
- Prepare and review CDs, loan documents and escrow instructions to ensure compliance with federal, state and investor guidelines.
- 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
- 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
- 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
Requirements
- 2+ years mortgage loan closing experience
- Proficiency in LOS systems, Document Preparation software and closing platforms.
- Strong knowledge of closing guidelines.
- Understanding of state and federal lending regulations
- Extensive knowledge and understanding of customer service and intrapersonal best practices
Benefits
- medical
- vision
- dental
- 401K plan
- generous time off
- parental leave
- wellness reimbursements
- professional development
- employee investing discount
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
mortgage loan closingclosing guidelinesfederal lending regulationsstate lending regulationscustomer service best practicesintrapersonal best practices
Soft Skills
prioritizationtime managementaccuracycollaborationflexibilitycreativityaccountabilityinfluencecontinuous developmentcultural expectations