Licensed Loan Partner

Wealthfront

Licensed loan officer assistant providing excellent service to Wealthfront clients through tech-enabled mortgage tools. Join a cutting-edge team in a rapidly growing lending environment.

Posted 7/22/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $56,000 - $88,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in mortgage loan origination, ensuring compliance with federal and state regulations while providing exceptional client support throughout the loan process. Strong interpersonal skills foster a positive work environment and enhance customer service delivery.

Highest-signal resume keywords

Mortgage Loan Originator LicenseConventional Conforming GuidelinesJumbo GuidelinesFederal Lending RegulationsCustomer Service Best Practices

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Interpersonal SkillsCollaborationAccountabilityFlexibilityCreativity

Certifications & Qualifications

Mortgage Loan Originator License

Industry Keywords

Loan ClosingApplication Data AccuracyRegulatory ComplianceClient ExpectationsPositive Work Environment

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

medical
vision
dental
401K plan
generous time off
parental leave
wellness reimbursements
professional development
employee investing discount
and more!