Licensed Loan Officer Assistant

Date PostedJuly 15, 2026LocationFlexible / RemoteCompanyWealthfrontSalary$56,000 - $88,000 plus Equity and a discretionary bonusTypeMid Level

Job Summary

Wealthfront is seeking a licensed loan officer assistant to join our team as we build and scale our mortgage lending operations. As a key player, you will leverage your expertise to provide excellent service to existing clients and guide them through the loan process. This position offers an opportunity to be part of a cutting-edge, tech-enabled mortgage lending team.

Responsibilities

  • Support clients through loan intake and closing process
  • Ensure accuracy of application data and documentation
  • Manage client communication, timelines, and requirements
  • Ensure regulatory compliance for all loan originations

Required Skills

  • Active Mortgage Loan Originator License
  • 4+ years mortgage industry experience
  • Proficiency in TRID, HMDA, and NMLS requirements
  • Expertise in Conventional and Jumbo guidelines

Job Details

Responsibilities - Support and educate clients as they work through the intake process and finalize their loan closing. - Ensure all initial application data and documents are accurate and complete before submitting to Processing. - Act as primary point of contact and set clear client expectations on timelines and requirements. - Responsible for timely delivery of initial loan disclosures and adherence to all regulatory requirements. - Operates independently on standard files and escalates to Team Leads as needed for scenario questions or guideline interpretation. - 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. Expertise - Customer-focused, business-centric, and team-oriented mindset. - 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. - Intellectually curious and interested in applying technology to enhance business processes. - Prior experience in wholesale and/or correspondent channels. - Excellent communication skills. Requirements - Mortgage Loan Originator License. - 4+ years of experience. - Experience at a mortgage broker preferred. - 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.