Wealthfront · 1 day ago
Loan Post Closer
United States
Full-time
Remote
Mid Level
$56K/yr - $70K/yr
3+ years expWealthfront is seeking a mortgage loan post closer to join our team as we build and scale our mortgage lending operations. The role involves ensuring accuracy, compliance, and efficiency in the final stages of the loan process, including reviewing and submitting loan files for investor delivery and regulatory adherence.
FinanceFinancial ServicesFinTechPersonal FinanceWealth Management
Responsibilities
Manage investor delivery pipeline, ensuring timely and accurate delivery
Ensure all final documentation, collateral and loan data aligns with investor and regulatory requirements
Ensure all loan documents are property recorded and shipped to investors in a timely manner
Oversee investor loan purchases and resolve deficiencies
Work closely with compliance and legal to monitor regulatory changes impacting loan sales
Participate in loan sale reconciliations and investor reporting
Ensure accurate recording of mortgage notes, deeds and title policies
Owns compilation, consolidation and reporting of all QC review and investor condition findings
Work with internal and external teams to correct errors in closed loan packages and/or resolve investor conditions prior to loan sale
Collaborate with processing, origination and closing departments
Perform internal file audits, provide loan level feedback and consolidated reporting
Evaluate and document general quality of loans originated by the company by conducting an analysis of investor feedback and audit results
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
3+ years mortgage loan post-closing experience
Proficiency in LOS systems, compliance tracking and document submission portals
Knowledge of investor guidelines and state requirements
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 understanding of required loan file documentation, funding requirements, investor and regulatory 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 retail mortgage loan post-closing
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
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
Leadership Team
David Fortunato
CEO
Dan Carroll
Founder & Chief Strategy Officer
Recent News
2026-01-22
Company data provided by crunchbase