Mortgage Loan Closer: Fast-Paced, Compliance-Focused

FinanceInfos; Palo Alto (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

401k plan

Generous time off

Parental leave

Wellness reimbursements

Professional development

Employee investing discount

Job summary

Wealthfront is seeking a Loan Closer in Palo Alto to ensure a smooth home loan closing experience. You will guide clients through the final steps of the loan process, ensuring accuracy, compliance, and efficient closings.

The role requires coordinating with processing, origination, and post-closing teams to deliver exceptional service. You will review CDs and documents for compliance with federal, state, and investor guidelines while maintaining a high-volume, high-accuracy workflow in a

Qualifications

• Minimum 2+ years of mortgage loan closing experience.
• Strong understanding of customer service best practices.
• Proficiency with LOS systems, document prep, and closing platforms.
• Solid knowledge of federal/state lending regulations and TRID.

Responsibilities

• Adopt company values in work behaviors and interactions.
• Collaborate with processing, origination, and post-closing teams.
• Maintain a positive work environment aligned with company culture.
• Coordinate with title companies, escrow agents, and borrowers to close loans.
• Ensure closing packages meet compliance standards.
• Prepare and review CDs and loan documents for regulatory compliance.
• Prioritize workloads to meet deadlines with high accuracy.
• Maintain loan pipeline and track tasks towards objectives.
• Verify final loan terms, fees, and funding details.

Skills

Mortgage closing

Customer service

Communication

Regulatory compliance

Team collaboration

Education

High School Diploma or GED

Tools

LOS systems

Document prep software

Closing platforms

Job description

Wealthfront is seeking a Loan Closer in Palo Alto to ensure a smooth home loan closing experience. You will guide clients through the final steps of the loan process, ensuring accuracy, compliance, and efficient closings.

The role requires coordinating with processing, origination, and post-closing teams to deliver exceptional service. You will review CDs and documents for compliance with federal, state, and investor guidelines while maintaining a high-volume, high-accuracy workflow in a