Senior Loan Closer/Funder

🕒 September 14

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Serve as the final operational check for final documents and funding, managing complex disbursements and ensuring adherence to internal financial controls • Manage the closing workflow, including package generation, fee reconciliation and TRID timelines • Prepare and review CDs, loan documents and escrow instructions for compliance with federal, state and investor guidelines • Manage the full funding process, including wire requests, funding review and authorization • Lead complex closing transactions as subject matter expert on loan documentation, compliance and funding • Use investor purchase conditions and post-closing QC findings to guide the team and implement preventative measures for salability • Support post-closing functions, including investor condition clearing, trailing document follow-up and purchase suspense resolution • Coordinate with title companies, escrow agents and borrowers • Collaborate with processing, origination, post-closing, compliance and legal teams • Partner with engineering and vendor implementation teams on closing and funding system projects, including requirements definition, configuration validation, user acceptance testing and post-release issue triage • Support daily closing, funding and post-closing activity and triage escalations • Maintain loan pipeline, tasks and objectives while meeting critical deadlines accurately • Help shape systems behind the mortgage process and enhance document generation, funding and investor delivery

🎯 Requirements

• 4+ years mortgage loan closing and funding experience in a Senior or Team Leader capacity • Hands-on post-closing exposure, including investor conditions, trailing documents and purchase suspense resolution • Experience in a broker or correspondent environment is a plus • Experience preparing wire orders and conducting funding authorization reviews • Proficiency in LOS systems, document preparation software and closing platforms • Proficiency reading and interpreting XML and MISMO files • Working knowledge of take-out investor delivery and purchase requirements • Working knowledge of warehouse line funding workflows • Experience training and mentoring others • Advanced working knowledge of federal and state regulations, including TRID and state-level disclosure requirements • Experience collaborating with implementation teams, engineering and vendors • Excellent customer service, interpersonal, organizational and communication skills • Ability to work independently and collaboratively • Ability to adapt to industry changes • Intellectual curiosity and interest in applying technology to enhance business processes

🏖️ Benefits

• Equal opportunity employer • Diversity-valuing workplace • 15–20 minute take-home assignment as part of the interview process

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