Wealthfront

Senior Mortgage Operations Specialist – Sr. Loan Originator

Wealthfront

full-time

Posted on:

Location Type: Remote

Location: CaliforniaUnited States

Visit company website

Explore more

AI Apply
Apply

Salary

💰 $70,000 - $88,000 per year

Job Level

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
  • Mastery of all loan types available
  • Manages leads with intricate profiles including complex self-employment and asset structures
  • Proactively structures loans to meet program requirements before submission to processing
  • Identifies friction points during the process and proposes solutions to Management
  • 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
  • 4+ 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
loan processingloan structuringapplication data accuracyloan disclosuresConventional Conforming guidelinesJumbo guidelinesfederal lending regulationsstate lending regulations
Soft Skills
client educationcommunicationproblem-solvingcollaborationinterpersonal skillsflexibilitycreativityaccountabilityinfluencecultural awareness
Certifications
Mortgage Loan Originator License