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Loan Post Closer

wealthfront.com Logo

Wealthfront

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Location:
United States , Palo Alto ▼

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Category:
Finance

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Contract Type:
Not provided

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Salary:

56000.00 - 70000.00 USD / Year
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Job Description:

Wealthfront is seeking a mortgage loan post closer to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to ensure accuracy, compliance and efficiency in the final stages of the loan process. You will review, finalize and submit loan files ensuring seamless investor delivery and regulatory adherence. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment.

Job Responsibility:

  • Manage investor delivery pipeline, ensuring timely and accurate delivery
  • Ensure all final documentation, collateral and loan data aligns with investor and regulatory requirements
  • Ensure all loan documents are property recorded and shipped to investors in a timely manner
  • Oversee investor loan purchases and resolve deficiencies
  • Work closely with compliance and legal to monitor regulatory changes impacting loan sales
  • Participate in loan sale reconciliations and investor reporting
  • Ensure accurate recording of mortgage notes, deeds and title policies
  • Owns compilation, consolidation and reporting of all QC review and investor condition findings
  • Work with internal and external teams to correct errors in closed loan packages and/or resolve investor conditions prior to loan sale
  • Collaborate with processing, origination and closing departments
  • Perform internal file audits, provide loan level feedback and consolidated reporting
  • Evaluate and document general quality of loans originated by the company by conducting an analysis of investor feedback and audit results
  • Proactively maintain loan pipeline, tasks and objectives
  • 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

Requirements:

  • 3+ years mortgage loan post-closing experience
  • Proficiency in LOS systems, compliance tracking and document submission portals
  • Knowledge of investor guidelines and state requirements
  • Understanding of state and federal lending regulations
  • Extensive knowledge and understanding of customer service and intrapersonal best practices

Nice to have:

  • Customer-focused, business-centric, and team-oriented mindset
  • Self-driven with the ability to work independently and collaboratively
  • Excellent organizational skills
  • Demonstrated ability to communicate effectively and influence positive outcomes
  • Intellectually curious and interested in applying technology to enhance business processes
  • Excellent communication skills
  • Openness to adapting to industry changes
What we offer:
  • medical
  • vision
  • dental
  • 401K plan
  • generous time off
  • parental leave
  • wellness reimbursements
  • professional development
  • employee investing discount
  • Equity
  • a discretionary bonus

Additional Information:

Job Posted:
January 22, 2026

Employment Type:
Fulltime
Work Type:
Remote work
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