Job Description
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 include building rapport with clients to ensure we are identifying the solution that meets their needs. Building rapport with buyer and seller agents to increase company market presence and ensure we are meeting local market demands and nuances, using technology to guide clients in obtaining mortgages by answering their questions, collecting necessary documents and verifying information, providing exceptional client service while advising on the purchase or refinance process, achieving or exceeding sales goals and objectives, working closely with operations, compliance and technology teams to optimize the loan application and workflow, and ensuring compliance with federal and state regulations.
About Wealthfront
Wealthfront aims to create a financial system that favors people, not institutions, by leveraging technology to build powerful, low-cost financial products.