Mortgage Operations - Licensed Loan Partner

About the role

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 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.

Responsibilities

• Support and educate clients as they work through the intake process and finalize their loan closing
• Avoid errors by ensuring all initial application data and documents are accurate and complete before submitting to Processing
• Act as the primary point of contact and set clear client expectations on timelines and requirements
• Deliver initial loan disclosures and adhere to all regulatory requirements
• Operate independently on standard files and escalate to Team Leads as needed for scenario questions or guideline interpretation
• Ensure all loans originate in full compliance with federal and state regulations
• Adopt Company values in work behaviors, decision making, contributions, and interpersonal interactions
• Contribute 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
• 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

Qualifications

• Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work
• 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

Benefits

• Medical
• Vision
• Dental
• 401K plan
• Generous time off
• Parental leave
• Wellness reimbursements
• Professional development
• Employee investing discount