Wealthfront

Let us optimize your finances and take the work out of banking, investing, borrowing, and planning.

Loan Operations Support

OperationsOperationsFull TimeRemoteTeam 201-500Since 2011H1B SponsorCompany SiteLinkedIn

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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