Wealthfront
Mortgage Operations - Licensed Loan Officer Assistant
$70K–$88K
Palo Alto, CA (Open to US-based Remote) +3 · Remote · Full-time · Posted Nov 4, 2025
- Location
- Palo Alto, CA (Open to US-based Remote)
San Francisco, CA
Seattle, WA
New York City, NY - Experience
- 4+ years of experience.
About the job
Supports Wealthfront mortgage clients from application intake through closing, ensuring complete documentation, timely disclosures, regulatory compliance, and a smooth loan process.
What you'll do
- Guide and educate clients through intake and closing, serving as their primary contact and setting expectations.
- Check application data and documents for accuracy and completeness before processing; deliver initial loan disclosures on time.
- Originate loans in compliance with federal and state rules, independently handling standard files and escalating questions as needed.
What they ask for
- Mortgage Loan Originator License.
- 4+ years of experience.
- Strong knowledge of Conventional Conforming and Jumbo guidelines.
- Solid understanding of state and federal lending regulations.
Nice to have
- Experience at a mortgage broker.
- Prior experience in wholesale and/or correspondent channels.
Pay
$70,000 - $88,000 (annual base salary)
Tools
NMLS, TRID, HMDA
Model-written summary · the original posting is authoritative