Mortgage Operations - Loan Operations Support

Mortgage Operations - Loan Operations Support Wealthfront is seeking a mortgage loan operations support team member to join our team as we build and scale our mortgage lending operations. In this role, you will serve as a foundational anchor for the operations team ensuring the systematic integrity of our loan pipeline from the point of loan registration. Your work is vital to delivering a smooth and compliant experience for our clients. This position offers the opportunity to master the mechanics of mortgage lending and contribute to process improvements in a cutting-edge, rapidly growing environment. Responsibilities: 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. Expertise: Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work Working knowledge of regulations including TRID 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 retail and brokerage mortgage environments Excellent communication skills focusing on both internal and external communications Openness to adapting to industry changes 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 Estimated annual salary range: $44,000 - $55,000 USD 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, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions. Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexingwhich we offer at industry-leading low costs and accessible minimums. Our award-winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard earned savingsand we're far from done. If you're inspired to help us reshape the financial industry as we create our next chapter, let's talk!

Created: 2026-03-04