Wealthfront

Loan Processor

Wealthfront

full-time

Posted on:

Location Type: Remote

Location: CaliforniaUnited States

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Salary

💰 $56,000 - $70,000 per year

About the role

  • Reviews loan file and gathers any items needed for final loan approval
  • Liaison between all operational and sales departments in the transaction
  • Orders supporting documentation
  • Evaluates loan applications for reasonableness and, if needed, escalates files for further evaluation
  • Prioritizes daily workload to ensure a delightful client experience
  • Manages a full pipeline of assigned loans, driving files from disclosures signed through closing.
  • Excellent client communication skills
  • Communicates with third party vendors throughout the loan process to finalize the application
  • Ensures adherence to investor and regulatory guidelines
  • 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 processing experience in a retail environment
  • Mortgage Loan Originator License, Company will sponsor for the right candidate
  • Knowledge of Conventional Conforming and Jumbo guidelines
  • Experience in the non-delegated space
  • 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
  • and more!
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
mortgage processingloan evaluationpipeline managementdocumentation orderingConventional Conforming guidelinesJumbo guidelinesstate lending regulationsfederal lending regulationscustomer service best practicesintrapersonal best practices
Soft Skills
client communicationorganizational skillsinterpersonal skillscollaborationflexibilitycreativityaccountabilityinfluencepositive work environmentcontinuous development
Certifications
Mortgage Loan Originator License