Mortgage Operations - Licensed Loan Partner
- Role
- Operations
- Employment
- Full-time
Open to US only. Set where you work from to check your eligibility.
No BS summary
Licensed loan production partner for Wealthfront’s mortgage operations team. Must be US-based or able to work in Palo Alto, and able to guide existing clients through mortgage origination using technology and automation.
About Wealthfront Mortgage Operations (MOps) Wealthfront MOps is built around efficiency, critical problem-solving, and modernizing the lending experience. Our goal is a seamless, tech-enabled mortgage process. Our primary tool is automation. We automate mortgage origination. We partner with engineers and product leaders to build systems that eliminate manual toil and deliver a self-service mortgage experience. The result: rates significantly below the national average, saving clients thousands over the life of their loans. We're systems builders, not process followers. Team members execute high-quality mortgage processes while actively identifying opportunities to improve automation — better logic, better design, less toil. We hire critical thinkers. We want people who don't just want better tools — they think carefully about how every tool should work. Every team member understands the "why" behind each step. We operate as one integrated unit. We work as a single team with end-to-end fluency across the origination lifecycle. No traditional silos. This cross-functional depth is what lets us move faster, catch problems earlier, and evolve quickly. Our interview process is intended to be insightful for you and us. We're charting a unique path in home lending, so mutual fit is a top priority. After a conversation with our recruiting team, you will complete a 15–20 minute take-home assignment. From there, you'll meet our mortgage operations leads before a cross-functional final round. If this sounds like the right fit, we'd love to hear from you.
Wealthfront is seeking a licensed loan production partner 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.
What you'll do
- Leverage your expertise to work with existing Wealthfront clients providing excellent service
- Guide clients through the mortgage lending process with the support of Wealthfront’s technology and tools
- Execute high-quality mortgage processes
- Identify opportunities to improve automation, including better logic, better design, and less toil
- Work as part of an integrated team with end-to-end fluency across the origination lifecycle
What they require
- Licensed loan production partner
- Expertise in mortgage lending operations
- Critical thinker who understands the “why” behind each step
- Able to operate in a cross-functional, non-siloed mortgage operations environment
- Complete a 15–20 minute take-home assignment as part of the interview process
Benefits
- Equity
- Discretionary bonus
- Medical
- Vision
- Dental
- 401K plan
- Generous time off
- Parental leave
- Wellness reimbursements
- Professional development
- Employee investing discount
Wealthfront leverages technology to build low-cost, easy-to-use financial products that help modern investors grow and manage their money.