Wealthfront
Mortgage Operations - Licensed Loan Partner
$70K–$88K
Palo Alto, CA (Open to US-based Remote) +3 · Remote · Full-time · Posted Jul 15, 2026
- 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
Guide Wealthfront clients through mortgage intake and closing, ensure loan applications and disclosures are accurate and compliant, and support an automated mortgage origination process.
What you'll do
- Educate clients through intake and closing, serving as their primary contact and setting expectations.
- Verify application data and documents, deliver initial loan disclosures on time, and ensure regulatory compliance.
- Work independently on standard files and escalate scenario questions or guideline interpretations when 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
- Prior experience in wholesale and/or correspondent channels.
- Strong working knowledge of NMLS, TRID, and HMDA.
Pay
$70,000 - $88,000 USD base salary
Tools
NMLS, TRID, HMDA
Model-written summary · the original posting is authoritative