Mortgage Post-Closing Specialist - Automation & Compliance

Wealthfront; New York (NY); On-site; USD 56,000 - 70,000; Full time

Benefits offered by this job

Medical benefits

Vision benefits

Dental benefits

401K plan

Generous time off

Parental leave

Wellness reimbursements

Professional development

Employee investing discount

Job summary

Wealthfront is looking for a mortgage loan post-closer in New York. In this role, you will ensure the accuracy and compliance of loan files during the final stages of the process. With at least 3 years of mortgage loan post-closing experience, you will manage investor delivery and work on regulatory compliance. Offering a salary between $56,000 to $70,000 plus equity, benefits include medical, dental, 401K, and generous time off to foster a positive work environment.

Qualifications

• 3+ years mortgage loan post‑closing experience.
• Proficiency in LOS systems, compliance tracking and document submission portals.
• Knowledge of investor guidelines and state requirements.

Responsibilities

• Manage investor delivery pipeline and ensure timely delivery.
• Ensure loan documents align with investor and regulatory requirements.
• Oversee investor loan purchases and resolve deficiencies.
• Work with compliance and legal to monitor regulatory changes.

Skills

Customer-focused mindset

Strong understanding of loan documentation

Excellent organizational skills

Demonstrated communication skills

Ability to work independently

Tools

LOS systems

Job description

Wealthfront is looking for a mortgage loan post-closer in New York. In this role, you will ensure the accuracy and compliance of loan files during the final stages of the process. With at least 3 years of mortgage loan post-closing experience, you will manage investor delivery and work on regulatory compliance. Offering a salary between $56,000 to $70,000 plus equity, benefits include medical, dental, 401K, and generous time off to foster a positive work environment.