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Wealthfront Logo Wealthfront · Finance

Sr. Loan Originator

United States, Palo Alto 99000.00 - 110000.00 USD / Year · Job Posted December 13, 2025
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Job Description

Wealthfront is seeking a licensed mortgage loan originator 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

  • Build rapport with clients to ensure we are identifying the solution that meets their needs
  • Build rapport with buyer and seller agents to increase company market presence and ensure we are meeting local market demands and nuances
  • Use technology to guide clients in obtaining mortgages by answering their questions, collecting necessary documents and verifying information
  • Provide exceptional client service while advising on the purchase or refinance process
  • Respond to potential inquiries from company-generated prospects
  • Achieve or exceed sales goals and objectives
  • Work closely with operations, compliance and technology teams to optimize the loan application and workflow
  • 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

Requirements

  • 4+ years of mortgage origination experience
  • Mortgage Loan Originator License
  • 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

Nice to have

  • Prior experience in wholesale and/or correspondent channels
  • 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
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