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Loan Processor

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:

55000.00 - 62000.00 USD / Year

Job Description:

Wealthfront is seeking a mortgage loan processor 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 work with existing Wealthfront clients providing excellent service and guiding them through the process with the support of our innovative technology and tools. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment.

Job Responsibility:

  • Reviews loan file and gathers any items needed for final loan approval
  • Liaison between all operational and sales departments in the transaction
  • Orders supporting documentation
  • Evaluates loan applications for reasonableness and, if needed, escalates files for further evaluation
  • Prioritizes daily workload to ensure a delightful client experience
  • Excellent client communication skills
  • Communicates with third party vendors throughout the loan process to finalize the application
  • Ensures adherence to investor and regulatory guidelines
  • 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:

  • 2+ years of retail mortgage processing experience
  • Mortgage Loan Originator License preferred
  • Knowledge of Conventional Conforming and Jumbo guidelines
  • Understanding of state and federal lending regulations
  • Extensive knowledge and understanding of customer service and intrapersonal best practices

Nice to have:

Mortgage Loan Originator License preferred

What we offer:
  • medical
  • vision
  • dental
  • 401K plan
  • generous time off
  • parental leave
  • wellness reimbursements
  • professional development
  • employee investing discount
  • equity
  • discretionary bonus

Additional Information:

Job Posted:
December 13, 2025

Employment Type:
Fulltime
Work Type:
Remote work
Job Link Share:

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