Wealthfront · 1 day ago
Loan Originator
Wealthfront is seeking a licensed mortgage loan originator to join our team as we build and scale our mortgage lending operations. In this role, you will work with existing clients, providing excellent service and guiding them through the loan process using innovative technology.
FinanceFinancial ServicesFinTechPersonal FinanceWealth Management
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
Qualification
Required
Mortgage Loan Originator License
2+ 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
Preferred
Prior experience in wholesale and/or correspondent channels
Benefits
Medical
Vision
Dental
401K plan
Generous time off
Parental leave
Wellness reimbursements
Professional development
Employee investing discount
And more!
Company
Wealthfront
Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition.
Funding
Current Stage
Public CompanyTotal Funding
$274.2MKey Investors
UBSTiger Global ManagementSpark Capital
2025-12-12IPO
2022-09-02Convertible Note· $69.7M
2018-01-04Series E· $75M
Recent News
2026-01-22
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