ResponsibilitiesBuild rapport with clients to ensure we are identifying the solution that meets their needs.Build rapport with buyer and seller agents to increase company market presence and ensure we are meeting local market demands and nuancesUse technology to guide clients in obtaining mortgages by answering their questions, collecting necessary documents and verifying information.Provide exceptional client service while advising on the purchase or refinance process.Respond to potential inquiries from company-generated prospects.Achieve or exceed sales goals and objectives.Work closely with operations, compliance and technology teams to optimize the loan application and workflow.Ensure that all loans originate in full compliance with federal and state regulations.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 funExpertiseCustomer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work.Strong working knowledge of state-specific licensing and registration requirements and use of the NMLS. Strong working knowledge of Federal and state regulations including TRID and HMDA.Deep understanding of mortgage loan products and underwriting guidelines.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 wholesale and/or correspondent channelsExcellent communication skills focusing on both internal and external communicationsOpenness to adapting to industry changesRequirements2+ years of mortgage origination experienceMortgage Loan Originator LicenseStrong knowledge of Conventional Conforming and Jumbo guidelinesSolid understanding of state and federal lending regulationsExtensive knowledge and understanding of customer service and intrapersonal best practicesCompensationEstimated annual salary range: $81,000 - $90,000 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 WealthfrontHere 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 indexing—which 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 savings—and 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!For more information please visit
www.wealthfront.com.We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.Please review our candidate privacy notice
candidate privacy notice.DisclosuresAll investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn’t provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services–which are not FDIC insured–are provided by Wealthfront Advisers LLC ("Wealthfront Advisers"), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details.By “award-winning products”, please refer to
www.wealthfront.com/reviews for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
