Mortgage Operations Pro: Automate, Accelerate Closings

Wealthfront; New York (NY); On-site; USD 56,000 - 70,000; 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 MOps seeks a mortgage loan processor to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to work with Wealthfront clients providing excellent service and guiding them through the process with the support of our innovative technology and tools.

This position offers growth in a fast-paced, cross-functional environment with access to industry-leading automation, competitive compensation and comprehensive

Qualifications

• 4+ years mortgage processing experience in a retail environment.
• Mortgage Loan Originator License preferred (or ability to obtain in 90 days).
• Knowledge of Conventional Conforming and Jumbo guidelines.
• Experience in the non-delegated space.
• Experience at a mortgage broker preferred.
• Understanding of state and federal lending regulations.
• Extensive knowledge and understanding of customer service and intrapersonal best practices.

Responsibilities

• Reviews loan file and gathers items needed for final loan approval.
• Liaison between operations and sales in the transaction.
• Orders supporting documentation.
• Evaluates loan applications for reasonableness and escalates when needed.
• Prioritizes daily workload to ensure a delightful client experience.
• Manages a full pipeline from disclosures to closing.
• Maintains excellent client communication.
• Coordinates with third-party vendors to finalize the application.
• Ensures adherence to investor and regulatory guidelines.
• Proactively maintain loan pipeline, tasks and objectives.
• Embody company values in behavior and decision making.
• Contribute to a positive work environment reflecting diversity and collaboration.

Skills

Customer-focused

Regulatory knowledge

Mortgage product knowledge

Independent / self-driven

Organizational skills

Communication skills

Tech-enabled processes

Retail mortgage processing experience

Education

Mortgage Loan Originator License (or ability to obtain in 90 days)

Job description

Wealthfront MOps seeks a mortgage loan processor to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to work with Wealthfront clients providing excellent service and guiding them through the process with the support of our innovative technology and tools.

This position offers growth in a fast-paced, cross-functional environment with access to industry-leading automation, competitive compensation and comprehensive