Wealthfront
201 - 500 employees
Founded 2011
💸 Finance
💳 Fintech
☁️ SaaS
💰 $69.7M Convertible Note on 2022-09
Finance • Fintech • SaaS
Wealthfront is a financial technology company specializing in automated investment services and financial planning tools. It offers a range of services including automated bond ladders, cash management with a competitive annual percentage yield, and comprehensive long-term investment strategies utilizing diversified index funds. Wealthfront's platform is recognized for its ease of use and efficient automation in managing savings, investments, and retirement funds. The company's offerings include FDIC-insured cash accounts, advisory services, tax-loss harvesting, and personalized investment portfolios. Wealthfront aims to help individuals grow their wealth through accessible, low-cost financial solutions tailored to individual risk preferences and financial goals.
Mortgage Operations Specialist – Loan Originator
🕒 February 11
🏄 California – Remote
💵 $56k - $70k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
⚙️ Operations
🦅 H1B Visa Sponsor
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Wealthfront
201 - 500 employees
Founded 2011
💸 Finance
💳 Fintech
☁️ SaaS
💰 $69.7M Convertible Note on 2022-09
Finance • Fintech • SaaS
Wealthfront is a financial technology company specializing in automated investment services and financial planning tools. It offers a range of services including automated bond ladders, cash management with a competitive annual percentage yield, and comprehensive long-term investment strategies utilizing diversified index funds. Wealthfront's platform is recognized for its ease of use and efficient automation in managing savings, investments, and retirement funds. The company's offerings include FDIC-insured cash accounts, advisory services, tax-loss harvesting, and personalized investment portfolios. Wealthfront aims to help individuals grow their wealth through accessible, low-cost financial solutions tailored to individual risk preferences and financial goals.
📋 Description
• 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
🎯 Requirements
• Mortgage Loan Originator License • 2+ 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
🏖️ Benefits
• medical • vision • dental • 401K plan • generous time off • parental leave • wellness reimbursements • professional development • employee investing discount
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