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 officer assistant 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.

Responsibilties

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 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

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

Estimated annual salary range: $70,000 - $88,000 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 industry when we pioneered automated investing in 2011. 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 save, spend, invest, and borrow for all of their goals, including:

•A Cash Account that, through our program banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features.

• Multiple automated investing portfolios managed for you and tailored for long-term wealth building across various financial needs, including general investing, retirement, family wealth management, and more. Our taxable investing accounts are designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing—which we offer at industry-leading low costs and accessible minimums.

• A zero-commission Brokerage Account with 8000+ stocks and ETFs that’s designed to give DIY investors an incredibly easy way to get started investing. Plus, with our Cash Account, they can earn a high yield (from program banks) until the minute they’re ready to invest.

• A digital-first mortgage experience designed to reduce costs, remove unnecessary friction, and aim to offer rates consistently below the national average.

Our award-winning products have attracted over 1.5 million funded clients who trust us with more than $100 billion of their hard earned savings on our platform—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 www.wealthfront.com.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.

Disclosures:

The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. References to the APY for the Cash Account are to the APY paid by insured depository institutions that participate in our Cash Sweep Program (the "Program Banks”). Wealthfront Brokerage sweeps cash balances to Program Banks, where it earns the variable APY. Wealthfront Brokerage partners with Green Dot Bank, Member FDIC, to offer certain checking features for the Cash Account. Wealthfront Brokerage also has a relationship with UMB Bank, National Association, Member FDIC, which may allow certain Cash Accounts to opt into a limited-purpose account number and UMB Bank routing and transit number which enables checking features like bill pay, direct deposits and more. Wealthfront Brokerage and Wealthfront Advisers are not affiliated with Green Dot Bank or UMB Bank. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details.

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 Brokerage Account is a self-directed brokerage account offered by Wealthfront Brokerage LLC, Member of FINRA/SIPC. Clients are responsible for evaluating their investment opportunities and risks and making investment decisions. Investment management and advisory services–which are not FDIC insured–are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser.

By “award-winning products”, please refer to wealthfront.com for more information. References to “Total Platform Assets” and “Funded Clients” include clients with assets in products offered by both Wealthfront Advisers and Wealthfront Brokerage. These figures are as of August 31, 2026. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

Wealthfront

Licensed Loan Officer Assistant

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Expertise

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About the Company

Wealthfront

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