Mortgage Operations Specialist – Loan Originator
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
- Support and educate clients as they work through the intake process and finalize their loan closing
- Ensure all initial application data and documents are accurate and complete before submitting to Processing
- Act as primary point of contact and set clear client expectations on timelines and requirements
- Responsible for timely delivery of initial loan disclosures and adherence to all regulatory requirements
- Operates independently on standard files and escalates to Team Leads as needed for scenario questions or guideline interpretation
- Ensure that all loans originate in full compliance with federal and state regulations
- 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
- Mortgage Loan Originator License
- 2+ years of experience
- Strong knowledge of Conventional Conforming and Jumbo guidelines
- Solid 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
Conventional Conforming guidelinesJumbo guidelinesstate lending regulationsfederal lending regulations
Soft Skills
customer serviceintrapersonal best practicescommunicationcollaborationflexibilitycreativityaccountabilityinfluencecultural expectationscontinuous development
Certifications
Mortgage Loan Originator License