Wealthfront is seeking a mortgage loan closer 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 deliver exceptional service to clients, ensuring a smooth and efficient closing experience. You will guide clients through the final steps of their home loan journey; ensuring accuracy, compliance and a seamless closing transaction. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment.
Responsibilities
- Prepare and review CDs, loan documents and escrow instructions to ensure compliance with federal, state and investor guidelines.
- Coordinate with title companies, escrow agents and borrowers to facilitate the closing process.
- Ensure all loan closing packages meet compliance standards.
- Verify final loan terms, fees and funding details before closing.
- Collaborate with processing, origination and post-closing departments
- 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
- Proactively maintain loan pipeline, tasks and objectives
- 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.
- Strong working knowledge of Federal and state regulations including TRID and state-level disclosure requirements.
- 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 mortgage loan closing
- Excellent communication skills focusing on both internal and external communications
- Openness to adapting to industry changes
- 2+ years mortgage loan closing experience
- Proficiency in LOS systems, Document Preparation software and closing platforms.
- Strong knowledge of closing guidelines.
- Understanding of state and federal lending regulations
- Extensive knowledge and understanding of customer service and intrapersonal best practices
Estimated annual salary range: $49,000 – $55,000 USD plus equity and a discretionary bonus.
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