Entry level loan originator serp_jobs.h1.location_city

Loan Originator

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

• Build 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 nuances
• Use 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 fun.

Expertise

Requirements

Estimated 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!

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 :

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!