Remotery

Licensed Loan Partner

atWealthfrontRemoteUS flagCaliforniaFull-timeAffiliate ManagerMid-levelSenior$56k – $88k/year

Posted Jul 22

This is a fully remote position, open to applicants in California.

📋 Description

• Assist and guide clients throughout the intake process until their loan closing is complete.

• Verify that all initial application information and documents are accurate and complete prior to submission to Processing.

• Serve as the main point of contact and establish clear expectations for clients regarding timelines and requirements.

• Ensure prompt delivery of initial loan disclosures while complying with all regulatory standards.

• Work independently on standard files and seek assistance from Team Leads when necessary for scenario inquiries or guideline interpretation.

• Guarantee that all loans are originated in full accordance with federal and state regulations.

• Embrace Company values in work habits, decision-making, contributions, and interpersonal interactions.

• Foster a positive work atmosphere by exemplifying cultural expectations and motivating others to value performance, accountability, diversity and inclusion, flexibility, continuous growth, collaboration, creativity, and enjoyment.


⛳️ Requirements

• Mortgage Loan Originator License.

• Over 4 years of experience.

• In-depth knowledge of Conventional Conforming and Jumbo guidelines.

• Comprehensive understanding of state and federal lending regulations.

• Extensive knowledge and expertise in customer service and interpersonal best practices.


🏝️ Benefits

• Medical.

• Vision.

• Dental.

• 401K plan.

• Generous time off.

• Parental leave.

• Wellness reimbursements.

• Professional development.

• Employee investing discount.

• And more!

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