Wealthfront MOps is built around efficiency, critical problem-solving, and modernizing the lending experience. Our goal is a seamless, tech-enabled mortgage process. Our primary tool is automation.
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We automate mortgage origination. We partner with engineers and product leaders to build systems that eliminate manual toil and deliver a self-service mortgage experience. The result: rates significantly below the national average, saving clients thousands over the life of their loans.
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We're systems builders, not process followers. Team members execute high-quality mortgage processes while actively identifying opportunities to improve automation — better logic, better design, less toil.
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We hire critical thinkers. We want people who don't just want better tools — they think carefully about how every tool should work. Every team member understands the "why" behind each step.
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We operate as one integrated unit. We work as a single team with end-to-end fluency across the origination lifecycle. No traditional silos. This cross-functional depth is what lets us move faster, catch problems earlier, and evolve quickly.
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Our interview process is intended to be insightful for you and us. We're charting a unique path in home lending, so mutual fit is a top priority. After a conversation with our recruiting team, you will complete a 15-20 minute take-home assignment. From there, you'll meet our mortgage operations leads before a cross-functional final round.
If this sounds like the right fit, we'd love to hear from you.
Wealthfront is seeking a mortgage loan processor to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to work with existing Wealthfront clients providing excellent service and guiding them through the process with the support of our innovative technology and tools. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment.
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
Manages a full pipeline of assigned loans, driving files from disclosures signed through closing.
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
Expertise
Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work
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 retail mortgage loan processing
Excellent communication skills focusing on both internal and external communications
Openness to adapting to industry changes
Requirements
2+ years mortgage processing experience in a retail environment
Mortgage Loan Originator License
Knowledge of Conventional Conforming and Jumbo guidelines
Experience in the non-delegated space
Understanding of state and federal lending regulations