Senior Loan Closer/Funder
Wealthfront
Senior Loan Closer/Funder
Wealthfront
Automated wealth management via robo-advisors
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 senior mortgage loan closer/funder 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 and funding experience. You will guide clients through the final steps of their home loan journey; ensuring accuracy, compliance and a seamless closing transaction. You will also help shape the systems behind the process, partnering with engineering and our vendor partners to enhance document generation, funding and investor delivery. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment.
Serves as the final operational check for final documents and funding, managing complex disbursements and ensuring adherence to internal financial controls
Manages the closing workflow, ensuring timely package generation, accurate fee reconciliation and adherence to TRID timelines across the team
Prepares and reviews CDs, loan documents and escrow instructions to ensure compliance with federal, state and investor guidelines
Manages the full funding process, executing wire requests, funding review and authorization
Leads complex closing transactions, acting as subject matter expert on loan documentation, compliance and funding
Utilizes expert knowledge of investor purchase conditions and post-closing QC findings to guide the team and implement preventative measures to ensure salability
Supports post-closing functions as needed including investor condition clearing, trailing document follow-up and purchase suspense resolution
Coordinates with title companies, escrow agents and borrowers to facilitate the closing process
Collaborates across processing, origination, post-closing, compliance and legal to ensure adherence to evolving regulations
Partners with engineering and vendor implementation teams on closing and funding system projects, including requirements definition, configuration validation, user acceptance testing and post-release issue triage
Supports the team on daily closing, funding and post-closing activity, serving as the first point of triage for escalations involving title, escrow, compliance, funding and investor conditions
Proactively maintains loan pipeline, tasks and objectives, prioritizing workload to meet critical deadlines across a high volume of loan activity with a high degree of accuracy
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
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 fast-paced environment
Demonstrated ability to communicate effectively with internal and external partners and influence positive outcomes at all levels of an organization
Intellectually curious and interested in applying technology to enhance business processes
Experience collaborating with implementation teams, engineering and vendors
Openness to adapting to industry changes
4+ years mortgage loan closing and funding experience in a Senior or Team Leader capacity, including hands-on post-closing exposure such as investor conditions, trailing documents and purchase suspense resolution
Experience in a broker or correspondent environment a plus
Experience preparing wire orders and conducting funding authorization reviews
Proficiency in LOS systems, document preparation software and closing platforms
Proficiency reading and interpreting XML and MISMO files
Working knowledge of take-out investor delivery and purchase requirements, and of warehouse line funding workflows
Experience training and mentoring others
Excellent customer service and interpersonal skills
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.
Automated wealth management via robo-advisors
Wealthfront is a fintech firm that uses robo-advisors to manage investments for long-term growth. It offers a high-yield cash account (5.00% APY) through partner banks for short-term savings, a diversified bond portfolio for dividends and tax efficiency, and a stock discovery/trading platform for quick equity ideas. The company earns advisory fees taken from client investment returns. Its goal is to make wealth management easy and scalable by providing automated, easy-to-use tools for saving, investing, and growing money.
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