Sr. Loan Closer

Company: Wealthfront Corporation
Location: Palo Alto
Posted on: March 5, 2025

Job Description:

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.
• Collaborate with leadership, compliance, and legal to ensure adherence to evolving regulations.
• Lead complex closing transactions and provide expertise on loan documentation, compliance, and funding.
• Proactively maintain loan pipeline, tasks, and objectives.
• Perform post-closing duties as needed.
• Prioritize assignments and schedule workload to meet critical deadlines with the ability to manage a high volume of loan activity with a high degree of accuracy.
• Resolve escalations related to title, escrow, compliance, and funding.
• 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.
  • Advanced 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.Requirements
    • 4+ years mortgage loan closing, post-closing & QC experience.
    • Proficiency in LOS systems, document preparation software, and closing platforms.
    • Strong knowledge of closing guidelines.
    • Experience training and mentoring.
    • Understanding of state and federal lending regulations.
    • Extensive knowledge and understanding of customer service and interpersonal best practices.Estimated annual salary range: $55,800 - 62,000 USD plus equity.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.Our award-winning products have attracted over 1 million clients who trust us with more than $80 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 . 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 .
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Keywords: Wealthfront Corporation, Palo Alto , Sr. Loan Closer, Other , Palo Alto, California