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Mortgage Operations - Loan Closer

wealthfront·Palo Alto, CA (Open to US-based Remote)
Remote · no commuteremote · full timePalo Alto, CA (Open to US-based Remote)

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AT A GLANCE

Home LendingFull TimeRemote

Required

  • Customer Service

Preferred

  • 4+ years experience
Preferred qualifications are helpful, not automatic disqualifiers.
Apply on Company Site

About Wealthfront Mortgage Operations (MOps) 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

About the role

About Wealthfront Mortgage Operations (MOps) 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're systems builders, not process followers. Team members execute high-quality mortgage processes while actively identifying opportunities to improve automation — better logic, better design, less toil. 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. This cross-functional depth is what lets us move faster, catch problems earlier, and evolve quickly. Our interview process is intended to be insightful for you and us. We're charting a unique path in home lending, so mutual fit is a top priority. After a conversation with our recruiting team, you will complete a 15–20 minute take-home assignment. From there, you'll meet our mortgage operations leads before a cross-functional final round. If this sounds like the right fit, we'd love to hear from you. Wealthfront is seeking an experienced mortgage loan closer 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 deliver exceptional service to clients, ensuring a smooth and efficient closing experience. You will guide clients through the final steps of their home loan journey; ensuring accuracy, compliance and a seamless closing transaction. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment.

Responsibilities

  • Leads final review of complex loans (multi-lien transactions; CEMA)
  • Handles funding for complex transactions ensuring zero-error rate
  • Directly engages leadership to resolve complex title issues
  • Prepare and review CDs, loan documents and escrow instructions to ensure compliance with federal, state and investor guidelines.
  • Acts as subject matter expert
  • Coordinate with title companies, escrow agents and borrowers to facilitate the closing process.
  • Ensure all 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 to ensure adherence to evolving regulations
  • Manages full funding process, executing wire requests, funding review and authorization.
  • Lead complex closing transactions and provide expertise on loan documentation, compliance and funding.
  • Proactively maintain loan pipeline, tasks and objectives
  • Perform Post-closing duties as needed
  • Prioritize assignments and schedule workload to meet critical deadlines with ability to manage a high volume of loan activity with a high degree of accuracy
  • Resolve escalations related to title, escrow, compliance and funding
  • 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

  • 4+ years mortgage loan closing. 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
  • Extensive knowledge and understanding of customer service and intrapersonal best practices
PostedNot listed
Statusactive
CommuteDistance only

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