Loan Processor

🕒 June 30

🏄 California – Remote

🏄 California – Remote

💵 $56k - $70k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🦅 H1B Visa Sponsor

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Wealthfront

WebsiteLinkedInAll Job Openings

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

• 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

🎯 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 • 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 • and more!