Mortgage Operations Specialist - Tech-Driven Processor

Wealthfront; Seattle (WA); On-site; USD 56,000 - 70,000; Full time

Benefits offered by this job

Medical, vision & dental

401K plan

Generous time off

Parental leave

Job summary

Wealthfront MOps is seeking a mortgage loan processor to join our team as we build and scale mortgage lending operations. You will leverage your expertise to assist Wealthfront clients through the process with cutting-edge technology and tools.

This role involves liaison between departments, managing a loan pipeline, and ensuring adherence to guidelines, with opportunities for equity and discretionary bonus.

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 all operational and sales departments in the transaction.
• Orders supporting documentation.
• Evaluates loan applications for reasonableness and escalates files when needed.
• Prioritizes daily workload to ensure a delightful client experience.
• Manages a full pipeline of loans from disclosures 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.
• Maintains loan pipeline, tasks and objectives.
• Contributes to a positive work environment by embodying company values and teamwork.

Skills

Mortgage processing

Regulatory compliance

Customer service

Effective communication

Independent worker

Job description

Wealthfront MOps is seeking a mortgage loan processor to join our team as we build and scale mortgage lending operations. You will leverage your expertise to assist Wealthfront clients through the process with cutting-edge technology and tools.

This role involves liaison between departments, managing a loan pipeline, and ensuring adherence to guidelines, with opportunities for equity and discretionary bonus.