Talent.com
Sr. Loan Originator
Sr. Loan OriginatorWealthfront • San Francisco, CA, United States
Sr. Loan Originator

Sr. Loan Originator

Wealthfront • San Francisco, CA, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.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

  • 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.
  • Adopt Company values in work behaviors, decision making, contributions and interpersonal interactions.
  • Contribute 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 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 channels.
  • Excellent communication skills focusing on both internal and external communications.
  • Openness to adapting to industry changes.
  • Requirements

  • 4+ years of mortgage origination experience.
  • Mortgage Loan Originator License.
  • Strong knowledge of Conventional Conforming and Jumbo guidelines.
  • Solid understanding of state and federal lending regulations.
  • Extensive knowledge and understanding of customer service and intrapersonal best practices.
  • Estimated annual salary range : $99,000 - $110,000 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 Wealthfront

    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 a Cash Account, a zero‑commission Stock Investing Account, and multiple automated investing portfolios.

    Our award‑winning products have attracted over 1 million clients who trust us with more than $85 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!

    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.

    All 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, 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 are provided by Wealthfront Advisers LLC, 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. For more information, see www.wealthfront.com / reviews. 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.

    #J-18808-Ljbffr

    serp_jobs.job_alerts.create_a_job

    Loan Originator • San Francisco, CA, United States

    Job_description.internal_linking.related_jobs
    Travel Physical Therapist (PT) - $2,384 per week in Vallejo, CA

    Travel Physical Therapist (PT) - $2,384 per week in Vallejo, CA

    Medical Solutions • Vallejo, CA, US
    serp_jobs.job_card.full_time
    A facility in Vallejo, CA is seeking its next amazing PT (Physical Therapist).Read on if this sounds like your perfect fit!. Nurses and allied healthcare professionals are in high demand nationwide,...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Relationship Banker I

    Relationship Banker I

    Cathay Bank - Headquarters • Richmond, CA, United States
    serp_jobs.job_card.full_time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Sr. Associate, Strategic Finance

    Sr. Associate, Strategic Finance

    Generate Capital, PBC • San Francisco, CA, US
    serp_jobs.job_card.full_time
    Associate, Strategic Finance Company : Generate Capital, PBC Location : San Francisco, CA Position Type : Full Time Experience : Unspecified Education : Unspecified Sr. Associate, Strategic Finance w / Ge...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote SaaS Software Data Reviewer - AI Trainer ($30-$37 per hour)

    Remote SaaS Software Data Reviewer - AI Trainer ($30-$37 per hour)

    Mercor • Redwood City, California, US
    serp_jobs.filters.remote
    serp_jobs.job_card.part_time
    Role Overview • •Mercor is looking for freelance contributors who are able to analyze the output of various B2B SAAS systems, ranging from Slack messages to Linear tickets to Salesforce entries.This ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    SVB - Credit Solutions, Corporate Banking - Technology

    SVB - Credit Solutions, Corporate Banking - Technology

    First Citizens Bank • San Francisco, CA, US
    serp_jobs.job_card.full_time
    This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. Together, Silicon Valley Bank and First Citizens offer you the strengt...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Mortgage Loan Originator — Client-Focused Financing

    Remote Mortgage Loan Originator — Client-Focused Financing

    Get Loan Officer Jobs • San Francisco, CA, United States
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    A mortgage service provider is seeking a motivated Mortgage Loan Officer in San Francisco, California.This role offers flexibility, allowing for remote work or from office locations.The ideal candi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Occupational Medicine Opportunity with Loan Forgiveness in Vallejo, CA

    Occupational Medicine Opportunity with Loan Forgiveness in Vallejo, CA

    Kaiser Permanente - The Permanente Medical Group, Inc. -Northern California • Vallejo, US
    serp_jobs.job_card.full_time
    LEADING THE FUTURE OF HEALTHCARE.Many organizations have a mission statement, we have a calling : to lead the way to a better future for health care. Currently we are seeking a full-time, BC / BE Occup...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $2,384 per week in Vallejo, CA

    Travel Physical Therapist (PT) - $2,384 per week in Vallejo, CA

    AlliedTravelNetwork • Vallejo, CA, US
    serp_jobs.job_card.full_time
    AlliedTravelNetwork is working with Medical Solutions to find a qualified Physical Therapist (PT) in Vallejo, California, 94589!. A facility in Vallejo, CA is seeking its next amazing PT (Physical T...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Associate Director for Collections and Operations - School of Law

    Associate Director for Collections and Operations - School of Law

    InsideHigherEd • Berkeley, California, United States
    serp_jobs.job_card.full_time
    Associate Director for Collections and Operations - School of Law.Associate Director for Collections and Operations.The UC academic salary scales set the minimum pay determined by rank and step at ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Home-Based Clinical Trial Reviewer (Hiring Immediately)

    Home-Based Clinical Trial Reviewer (Hiring Immediately)

    Maxion Research • Emeryville, California, US
    serp_jobs.filters.remote
    serp_jobs.job_card.part_time
    Join Our Part-Time Research Studies Today!.Are you eager to earn extra income from the comfort of your home? We are looking for motivated individuals to participate in paid research studies includi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data Annotation • Redwood City, California
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Sterile Processing Tech - $1,677 per week in Redwood City, CA

    Travel Sterile Processing Tech - $1,677 per week in Redwood City, CA

    AlliedTravelCareers • Redwood City, CA, US
    serp_jobs.job_card.full_time
    AlliedTravelCareers is working with Medical Solutions to find a qualified Sterile Processing Tech in Redwood City, California, 94063!. A facility in Redwood City, CA is seeking its next amazing Ster...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Transfer List

    Transfer List

    City of Vallejo • Vallejo, CA, United States
    serp_jobs.job_card.permanent
    ONLY PERMANENT CITY OF VALLEJO EMPLOYEES WHO HAVE COMPLETED PROBATION MAY REQUEST TO BE PLACED ON THE TRANSFER LIST.The Transfer List is a way for current City of Vallejo employees to be able to ex...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Reverse Mortgage Originator Development Program

    Reverse Mortgage Originator Development Program

    Mutual of Omaha Mortgage • South San Francisco, CA, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    This is a great opportunity to launch your career into the reverse mortgage industry with our 12-month development program. Come join the winning team, with over 100 years of success and stability.W...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Travel Surgical Tech - $2223.09 / Week

    Travel Surgical Tech - $2223.09 / Week

    AMN Healthcare Allied • Redwood City, CA, US
    serp_jobs.job_card.full_time
    AMN Healthcare Allied is seeking an experienced Surgical Tech for an exciting Travel Allied job in Redwood City, CA.Shift : 12 hr nights Start Date : 01 / 05 / 2026 Duration : 13 weeks Pay : $2223.Job Desc...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    SVP, Chief Lending Officer

    SVP, Chief Lending Officer

    Monterra Credit Union • Redwood City, CA, US
    serp_jobs.job_card.full_time
    Do you have executive-level leadership experience in the areas of real estate, consumer and / or business lending at a mid- to large-size financial institution? Do you have a passion for leading lend...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Associate - PhD

    Associate - PhD

    Cornerstone Research • Menlo Park, CA, United States
    serp_jobs.job_card.full_time
    US-CA-San Francisco and Silicon Valley | US-MA-Boston | BE-Brussels | US-IL-Chicago | UK-London | US-CA-Los Angeles | US-NY-New York | US-DC-Washington. Cornerstone Research provides economic and fi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Special Agent, $40,000 Recruitment Incentive

    Special Agent, $40,000 Recruitment Incentive

    The United States Secret Service • Sausalito, CA, United States
    serp_jobs.job_card.full_time
    Recruitment Incentive : Applicants may be eligible for a $40,000 recruitment incentive in accordance with regulatory requirements. Click apply for complete details on the recruitment incentive detail...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted