Mortgage Operations - Loan Closer
Hybrid (Palo Alto, CA), San Francisco, CA, Seattle, WA, New York City, NY$70k - $88kFull-timePosted 8mo ago
About the role
Wealthfront seeks an experienced mortgage loan closer to deliver exceptional service, ensuring a smooth closing experience and compliance. The role guides clients through the final steps of their home loan journey with a focus on accuracy and efficiency in a tech-enabled mortgage operations 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
Qualifications
- 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
Skills
Required:Mortgage loan closingRegulatory complianceLOS systems
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.
About Wealthfront
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