[Remote] Mortgage Operations - Licensed Loan Officer Assistant

Note: The job is a remote job and is open to candidates in USA. Wealthfront is seeking a licensed loan officer assistant to support and guide existing clients through mortgage intake and loan closing. The role ensures application accuracy, timely disclosures, regulatory compliance, and a high-quality client experience while contributing to efficient mortgage operations.

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

Skills

• Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work
• Strong working knowledge of state-specific licensing and registration requirements and use of the NMLS. Strong working knowledge of Federal and state regulations including TRID and HMDA
• Deep understanding of mortgage loan products and underwriting guidelines
• Self-driven with the ability to work independently and collaboratively
• Excellent organizational skills, able to set and meet deadlines in a high paced environment
• Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization
• Intellectually curious and interested in applying technology to enhance business processes
• Prior experience in wholesale and/or correspondent channels
• Excellent communication skills focusing on both internal and external communications
• Openness to adapting to industry changes
• 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
• Experience at a mortgage broker preferred

Benefits

• Equity
• A discretionary bonus
• Medical
• Vision
• Dental
• 401K plan
• Generous time off
• Parental leave
• Wellness reimbursements
• Professional development
• Employee investing discount

Company Overview