Wealthfront · 13 hours ago
Sr. Loan Originator
United States
Full-time
Remote
Mid, Senior Level
$70K/yr - $88K/yr
4+ years expWealthfront is seeking a licensed mortgage loan originator to join their team as they build and scale mortgage lending operations. The role involves providing excellent service to clients, guiding them through the loan process, and ensuring compliance with regulations.
FinanceFinancial ServicesFinTechPersonal FinanceWealth Management
Responsibilities
Support and educate clients as they work through the intake process and finalize their loan closing
Ensure all initial application data and documents are accurate and complete before submitting to Processing
Act as primary point of contact and set clear client expectations on timelines and requirements
Responsible for timely delivery of initial loan disclosures and adherence to all regulatory requirements
Mastery of all loan types available
Manages leads with intricate profiles including complex self-employment and asset structures
Proactively structures loans to meet program requirements before submission to processing
Identifies friction points during the process and proposes solutions to Management
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
Mortgage Loan Originator License
4+ years of experience
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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