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Loan Originator - Remote

Posted 2 weeks ago
Sales / Business
Full Time
USA

Overview

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.

In Short

  • 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.
  • Use technology to guide clients in obtaining mortgages.
  • 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.
  • Ensure compliance with federal and state regulations.
  • Contribute to a positive work environment.
  • Demonstrate company values in work behaviors.

Requirements

  • 2+ 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 of customer service best practices.

Benefits

  • Opportunity to be part of a cutting-edge team.
  • Supportive work environment.
  • Access to innovative technology and tools.
Wealthfront logo

Wealthfront

Wealthfront is a pioneering financial technology company that transformed the investment advisory landscape by providing automated investing solutions that make sophisticated investment strategies accessible to a broader audience at a lower cost than traditional financial advisors. With a mission to build a financial system that favors individuals over institutions, Wealthfront has expanded its offerings to include exceptional banking features through its Brokerage Cash Account, enabling clients to automate their finances seamlessly. The company has attracted over $70 billion in client assets and continues to innovate in the robo-advisor space, aiming to empower young investors to make informed decisions and build long-term wealth effortlessly. Wealthfront values diversity and is committed to creating an inclusive environment for all employees.

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