
201 - 500 employees
Founded 2011
đ¸ Finance
đł Fintech
âď¸ SaaS
đ° $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.
đ February 11
đşđ¸ United States â Remote
đľ $70k - $88k / year
â° Full Time
đĄ Mid-level
đ Senior
đŚ H1B Visa Sponsor
đť Ghost score 42%
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201 - 500 employees
Founded 2011
đ¸ Finance
đł Fintech
âď¸ SaaS
đ° $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.
⢠Lead final review of complex loans, including multi-lien transactions and CEMA ⢠Handle funding for complex transactions while ensuring a zero-error rate ⢠Engage leadership to resolve complex title issues ⢠Prepare and review closing disclosures, loan documents, and escrow instructions for compliance with federal, state, and investor guidelines ⢠Serve as a subject matter expert ⢠Coordinate with title companies, escrow agents, and borrowers to facilitate closing ⢠Ensure loan closing packages meet compliance standards ⢠Verify final loan terms, fees, and funding details before closing ⢠Collaborate with processing, origination, and post-closing departments ⢠Collaborate with leadership, compliance, and legal teams on evolving regulations ⢠Manage the full funding process, including wire requests, funding review, and authorization ⢠Lead complex closing transactions and provide expertise on loan documentation, compliance, and funding ⢠Maintain the loan pipeline, tasks, and objectives ⢠Perform post-closing duties as needed ⢠Prioritize assignments and manage workload to meet critical deadlines amid high-volume loan activity ⢠Resolve escalations related to title, escrow, compliance, and funding ⢠Contribute to a positive, accountable, diverse, inclusive, flexible, collaborative, and continuously developing work environment
⢠4+ years mortgage loan closing experience; QC experience a plus ⢠Proficiency in LOS systems, document preparation software, and closing platforms ⢠Strong knowledge of closing guidelines ⢠Experience training and mentoring ⢠Understanding of state and federal lending regulations ⢠Advanced working knowledge of federal and state regulations, including TRID and state-level disclosure requirements ⢠Prior experience in retail mortgage loan closing ⢠Customer-focused, business-centric, and team-oriented mindset ⢠Excellent organizational skills and ability to meet deadlines in a high-paced environment ⢠Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization ⢠Excellent internal and external communication skills ⢠Ability to work independently and collaboratively ⢠Openness to adapting to industry changes
⢠Equity ⢠Discretionary bonus ⢠Medical insurance ⢠Vision insurance ⢠Dental insurance ⢠401(k) plan ⢠Generous time off ⢠Parental leave ⢠Wellness reimbursements ⢠Professional development ⢠Employee investing discount
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