Tech-Driven Mortgage Loan Processor

Wealthfront

San Francisco (CA)

On-site

USD 56,000 - 70,000

Full time

14 days+

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Benefits offered by this job

Medical insurance
Vision insurance
Dental insurance
401(K) plan
Generous time off
Parental leave
Wellness reimbursements
Professional development
Employee investing discount

Job summary

Wealthfront in San Francisco is seeking a mortgage loan processor to enhance our mortgage lending operations. This role involves reviewing loan files, managing pipelines, and ensuring excellent client communication while adhering to regulatory guidelines.

The ideal candidate has a strong understanding of mortgage products, holds a Mortgage Loan Originator License, and has 2+ years of retail processing experience. The position offers a competitive salary with benefits including medical, dental, and generous time off.

Qualifications

  • 2+ years of mortgage processing experience in a retail environment.
  • Strong understanding of state and federal lending regulations.
  • Excellent communication skills focusing on internal and external communications.

Responsibilities

  • Reviews loan file and gathers items needed for final approval.
  • Acts as a liaison between operational and sales departments.
  • Orders supporting documentation for loan applications.
  • Evaluates loan applications and escalates as necessary.
  • Prioritizes daily workload to ensure client experience.
  • Manages a pipeline of assigned loans from disclosures to closing.

Skills

Customer-focused mindset
Knowledge of regulations (TRID, HMDA)
Understanding of mortgage products
Excellent organizational skills
Effective communication skills
Experience with retail mortgage processing

Education

Mortgage Loan Originator License
2+ years of mortgage processing experience

Job description

Wealthfront in San Francisco is seeking a mortgage loan processor to enhance our mortgage lending operations. This role involves reviewing loan files, managing pipelines, and ensuring excellent client communication while adhering to regulatory guidelines.

The ideal candidate has a strong understanding of mortgage products, holds a Mortgage Loan Originator License, and has 2+ years of retail processing experience. The position offers a competitive salary with benefits including medical, dental, and generous time off.

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