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Mortgage Loan Closer - Remote

Posted 2 weeks ago
Finance / Legal
Full Time
USA

Overview

Wealthfront is seeking a mortgage loan 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 deliver exceptional service to clients, ensuring a smooth and efficient closing experience.

In Short

  • Prepare and review CDs, loan documents and escrow instructions for compliance.
  • Coordinate with title companies, escrow agents, and borrowers.
  • Ensure loan closing packages meet compliance standards.
  • Verify final loan terms, fees, and funding details.
  • Collaborate with processing, origination, and post-closing departments.
  • Prioritize assignments and manage a high volume of loan activity.
  • Maintain loan pipeline and tasks proactively.
  • Promote company values in work behaviors and decision making.
  • Contribute to a positive work environment.

Requirements

  • Customer-focused and team-oriented mindset.
  • Strong knowledge of Federal and state regulations including TRID.
  • Self-driven with ability to work independently and collaboratively.
  • Excellent organizational skills and deadline management.
  • Effective communication skills at all organizational levels.
  • Prior experience in retail mortgage loan closing.
  • Proficiency in LOS systems and closing platforms.
  • Understanding of state and federal lending regulations.
  • Extensive knowledge of customer service best practices.

Benefits

  • Exciting opportunity in a cutting-edge team.
  • Rapidly growing environment.
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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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