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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:
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 and understanding of customer service and intrapersonal best practices
Nice to have:
Prior experience in wholesale and/or correspondent channels
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