← All roles

Mortgage Operations - Licensed Loan Partner

Wealthfront· Home Lending
Apply on company site
Hybrid (Palo Alto, CA), San Francisco, CA, Seattle, WA, New York City, NY$70k - $88kFull-timePosted 3mo ago

About the role

Wealthfront MOps is building a tech-enabled mortgage origination operation and seeks a licensed loan production partner to join the team, providing excellent service to Wealthfront clients and guiding them through the mortgage process with the support of automated tools.

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
  • 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:Customer-focused, business-centric, and team-oriented mindsetState-specific licensing and registration requirements (NMLS)Regulatory knowledge (TRID and HMDA)

Benefits

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

About Wealthfront

Money works better here

Save with the Wealthfront Cash Account—new clients earn 4.15% APY for 3 months. Plus, invest with expert-built, automated portfolios of stocks, bonds, and ETFs.

investingautomated portfolioscash managementS&P 500
Company profileWebsite

More open roles at Wealthfront