Wealthfront
Let us optimize your finances and take the work out of banking, investing, borrowing, and planning.
Loan Operations Support
Location
California
Posted
17 days ago
Salary
$44K - $55K / year
Associate Degree2 yrs expEnglish
Job Description
• Register new loan applications in the LOS and with corresponding investor partners.
• Execute initial rate locks and lock updates based on LO requests, ensuring all lock data (rate, term, program) matches the system of record.
• Monitor daily pricing changes from the secondary market, monitor LOS system and alert the loan team of any impacts to loans in the pipeline.
• Undertake various ad-hoc projects to support team efficiencies and process improvements as the organization scales.
• Identify loan-level discrepancies inside the pipeline and flag them for loan team review to prevent downstream impact.
• Maintain the integrity of the loan lifecycle by coordinating the precise preparation and issuance of disclosures and documents essential for compliant execution and funding.
• Prioritize assignments and schedule workload to meet critical deadlines with ability to manage a high volume of loan activity with a high degree of accuracy.
• Identify loan level discrepancies inside the pipeline and flag for loan team review.
• Identify and escalate potential compliance violations.
• 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.
Job Requirements
- 2 years mortgage experience
- Strong mathematical aptitude
- Ability to manage multiple projects with high attention to detail
- Proficiency in LOS and PPE systems
- Understanding of state and federal lending regulations
- Experience reviewing and applying agency guidelines and investor overlays
- Extensive knowledge and understanding of customer service and intrapersonal best practices
Benefits
- medical
- vision
- dental
- 401K plan
- generous time off
- parental leave
- wellness reimbursements
- professional development
- employee investing discount
- and more!
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