Wealthfront · 1 day ago
Loan Processor
Wealthfront is seeking a mortgage loan processor to join their team as they build and scale their mortgage lending operations. The role involves providing excellent service to clients and guiding them through the loan process using innovative technology and tools.
FinanceFinancial ServicesFinTechPersonal FinanceWealth Management
Responsibilities
Reviews loan file and gathers any 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, if needed, escalates files for further evaluation
Prioritizes daily workload to ensure a delightful client experience
Excellent client communication skills
Communicates with third party vendors throughout the loan process to finalize the application
Ensures adherence to investor and regulatory guidelines
Proactively maintain loan pipeline, tasks and objectives
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
2+ years of retail mortgage processing experience
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
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
Prior experience in retail mortgage loan processing
Excellent communication skills focusing on both internal and external communications
Openness to adapting to industry changes
Knowledge of Conventional Conforming and Jumbo guidelines
Understanding of state and federal lending regulations
Extensive knowledge and understanding of customer service and intrapersonal best practices
Preferred
Mortgage Loan Originator License preferred; Company will sponsor for the right candidate
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.
H1B Sponsorship
Wealthfront has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (15)
2023 (7)
2022 (12)
2021 (19)
2020 (23)
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
Recent News
2026-01-06
Crunchbase News
2025-12-23
2025-12-19
Company data provided by crunchbase