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Sr. Loan Processor

$67,500 - $75,000/Yr

Wealthfront - Palo Alto, CA

posted 23 days ago

Full-time - Senior
Palo Alto, CA
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

Wealthfront is seeking a senior mortgage loan processor to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to work with existing Wealthfront clients providing excellent service and guiding them through the process with the support of our innovative technology and tools. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment.

Responsibilities

  • 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
  • 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 for complex loan applications
  • Review escalated tasks and objectives with a higher level of approval authority
  • Mentor and support junior processing team members
  • Participates in and leads proactive team efforts to achieve departmental and company goals
  • 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 in CO or TX, Company will sponsor for the right candidate
  • 2-4 years of retail mortgage processing 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

Nice-to-haves

  • Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work.
  • Strong working knowledge of state-specific licensing and registration requirements and use of the NMLS.
  • Strong working knowledge of Federal and state regulations including TRID and HMDA.
  • Deep understanding of mortgage loan products and underwriting guidelines.
  • 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 retail mortgage loan processing
  • 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
  • and more!
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