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Roles
Compensation
USD 56000 - 70000
Estimated annual salary range: $56,000 - $70,000 plus Equity and a discretionary bonus. Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount.
- Salary period
- yearly
- Equity
- Equity
- Bonus
- Discretionary bonus
Benefits
- Medical
- Vision
- Dental
- 401K plan
- Generous time off
- Parental leave
- Wellness reimbursements
- Professional development
- Employee investing discount
- And more!
Location
New York, New York, United States
Work setup
- Employment
- full-time
- Level
- Mid-level
- Remote policy
- Remote
- Remote scope
- unclear
Role details
Responsibilities
- 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
- 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
- Strong working knowledge of Federal and state regulations including TRID and HMDA
- Deep understanding of mortgage loan products and underwriting guidelines
- Self-driven with the ability to work independently and collaboratively
- Excellent organizational skills, able to set and meet deadlines in a high paced environment
- Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization
- Intellectually curious and interested in applying technology to enhance business processes
- Prior experience in retail mortgage loan processing
- Excellent communication skills focusing on both internal and external communications
- Openness to adapting to industry changes
Application
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- Portfolio
- unclear
- GitHub
- not required
- Cover letter
- unclear
- Apply flow
- unclear
Company context
create a financial system that favors people, not institutions; leverage technology to build powerful, low-cost, easy-to-use financial products
- Product
- Mortgage lending operations
- Industry
- unclear
- HQ
- unclear
- Stage
- unclear
- Funding
- unclear
Description
About Wealthfront Mortgage Operations (MOps) Wealthfront MOps is built around efficiency, critical problem-solving, and modernizing the lending experience. Our goal is a seamless, tech-enabled mortgage process. Our primary tool is automation. We automate mortgage origination. We partner with engineers and product leaders to build systems that eliminate manual toil and deliver a self-service mortgage experience. We hire critical thinkers. We want people who don't just want better tools — they think carefully about how every tool should work. Every team member understands the "why" behind each step. We operate as one integrated unit with end-to-end fluency across the origination lifecycle. Our interview process includes a 15-20 minute take-home assignment, meetings with mortgage operations leads, and a cross-functional final round. Wealthfront is seeking a mortgage loan processor to join our team as we build and scale our mortgage lending operations. You will leverage your expertise to work with existing Wealthfront clients providing excellent service and guiding them through the process with the support of innovative technology and tools. Responsibilities - 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 Expertise - Customer-focused, business-centric, and team-oriented mindset; passionate about finding and completing valuable work - Strong working knowledge of Federal and state regulations including TRID and HMDA - Deep understanding of mortgage loan products and underwriting guidelines - Self-driven with ability to work independently and collaboratively - Excellent organizational skills; able to set and meet deadlines in a high paced environment - Demonstrated ability to communicate effectively and influence positive outcomes at all levels - Intellectually curious and interested in applying technology to enhance business processes - Prior experience in retail mortgage loan processing Requirements - 2+ years mortgage processing experience in a retail environment - Mortgage Loan Originator License - 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
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