Job Details

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.

Responsibilities

• 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.
• Adopt company values in work behaviors, decision making, contributions and interpersonal interactions.
• Contribute 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.

Expertise

• Customer‑focused, business‑centric, and team‑oriented mindset; relentlessly passionate about finding and completing valuable work.
• Strong working knowledge of state‑specific licensing and registration requirements and use of the NMLS; strong working knowledge of Federal and state regulations including TRID and HMDA.
• Deep understanding of mortgage loan products and underwriting guidelines.
• Self‑driven with the ability to work independently and collaboratively.
• Excellent organizational skills, able to set and meet deadlines in a high‑paced environment.
• Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization.
• Intellectually curious and interested in applying technology to enhance business processes.
• Prior experience in wholesale and/or correspondent channels.
• Excellent communication skills focusing on both internal and external communications.
• Openness to adapting to industry changes.

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.

Estimated annual salary range: $81,000 - $90,000 plus Equity and a discretionary bonus.

Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!

About Wealthfront

Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low‑cost, and easy‑to‑use financial products that help modern investors grow and manage their money. We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally‑native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long‑term wealth, including a Cash Account that offers one of the highest annual percentage yields on uninvested cash, a zero‑commission Stock Investing Account, and multiple automated investing portfolios that unlock tax savings through sophisticated strategies like fixed income, tax‑loss harvesting and direct indexing.

Seniority level

Entry level

Employment type

Full‑time

Job function

Finance and Sales

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Please review our candidate privacy notice.

Disclosures: All investing involves risk, including the possible loss of principal. Tax‑Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn't provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass‑through insurance.