Wealthfront · 2 months ago
Sr. Loan Originator
United States
Full-time
Remote
Mid, Senior Level
$99K/yr - $110K/yr
4+ years expWealthfront is seeking a licensed mortgage loan originator to join their team as they build and scale their mortgage lending operations. The role involves providing excellent service to clients, guiding them through the mortgage process, and collaborating with various teams to optimize workflows while ensuring compliance with regulations.
FinanceFinancial ServicesFinTechPersonal FinanceWealth Management
Responsibilities
Build rapport with clients to ensure we are identifying the solution that meets their needs
Build rapport with buyer and seller agents to increase company market presence and ensure we are meeting local market demands and nuances
Use technology to guide clients in obtaining mortgages by answering their questions, collecting necessary documents and verifying information
Provide exceptional client service while advising on the purchase or refinance process
Respond to potential inquiries from company-generated prospects
Achieve or exceed sales goals and objectives
Work closely with operations, compliance and technology teams to optimize the loan application and workflow
Ensure that all loans originate in full compliance with federal and state regulations
Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions
Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and fun
Qualification
Required
4+ years of mortgage origination experience
Mortgage Loan Originator License
Strong knowledge of Conventional Conforming and Jumbo guidelines
Solid understanding of state and federal lending regulations
Extensive knowledge and understanding of customer service and intrapersonal best practices
Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work
Strong working knowledge of state-specific licensing and registration requirements and use of the NMLS
Strong working knowledge of Federal and state regulations including TRID and HMDA
Deep understanding of mortgage loan products and underwriting guidelines
Self-driven with the ability to work independently and collaboratively
Excellent organizational skills, able to set and meet deadlines in a high paced environment
Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization
Intellectually curious and interested in applying technology to enhance business processes
Prior experience in wholesale and/or correspondent channels
Excellent communication skills focusing on both internal and external communications
Openness to adapting to industry changes
Benefits
Medical
Vision
Dental
401K plan
Generous time off
Parental leave
Wellness reimbursements
Professional development
Employee investing discount
And more!
Company
Wealthfront
Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$274.2MKey Investors
UBSTiger Global ManagementSpark Capital
2025-12-12IPO
2022-09-02Convertible Note· $69.7M
2018-01-04Series E· $75M
Leadership Team
David Fortunato
CEO
Dan Carroll
Founder & Chief Strategy Officer
Recent News
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