Mortgage Operations - Licensed Loan Partner
Remote · United States
Source: Himalayas. This job was published on Himalayas; you apply there.
Listed on Himalayas. You apply through their page. We never charge applicants.
Pay
$56K–$88K/yr
Published in the job listing
Prepare for this job
Free on every jobLikely interview questions
At a glance
- Experience asked
- 4+ years
- Education
- Master's
- Industry
- Banking & Finance
- Benefits mentioned
- Equity / stock optionsRetirement planParental leave
Skills mentioned
About the role
About Wealthfront Mortgage Operations (MOps)
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.
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.
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.
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.
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.
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.
Responsibilties
- 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
- Operates independently on standard files and escalates to Team Leads as needed for scenario questions or guideline interpretation
- 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
Expertise
- 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
Requirements
- 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
About Wealthfront
Originally posted on Himalayas