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Mortgage Operations - Licensed Loan Officer Assistant

Wealthfront· Home Lending
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Hybrid (Palo Alto, CA), San Francisco, CA, Seattle, WA, New York City, NY$70k - $88k + equityFull-timePosted 11mo ago

About the role

Wealthfront MOps-driven role seeking a licensed loan officer assistant to support existing clients through the mortgage process, leveraging Wealthfront’s automated, tech-enabled lending platform.

Responsibilities

  • Support and educate clients as they work through the intake process and finalize their loan closing
  • Ensure all initial application data and documents are accurate and complete before submitting to Processing
  • Act as primary point of contact and set clear client expectations on timelines and requirements
  • Responsible for timely delivery of initial loan disclosures and adherence to all regulatory requirements
  • Operates independently on standard files and escalates to Team Leads as needed for scenario questions or guideline interpretation
  • Ensure that all loans originate in full compliance with federal and state regulations
  • 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

Qualifications

  • Mortgage Loan Originator License
  • 4+ years of experience
  • Experience at a mortgage broker preferred
  • 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

Skills

Required:Licensed Mortgage Loan Originator (MLO)Regulatory compliance (TRID, HMDA)Customer service and client education

Benefits

  • medical
  • vision
  • dental
  • 401K plan
  • generous time off
  • parental leave
  • wellness reimbursements
  • professional development
  • employee investing discount
Last updated Oct 21, 2026. Interested? Apply on the company site.
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