About Wealthfront
Automated investment management for everyone
Key Highlights
- Over $50B in assets under management
- Achieved Unicorn status in September 2022
- Preparing for IPO with a valuation of up to $2.05B
- Headquartered in Palo Alto, CA with 201-500 employees
Wealthfront is a fintech company headquartered in Palo Alto, CA, specializing in automated investment management and financial planning. With over $50 billion in assets under management, Wealthfront serves a growing client base and achieved Unicorn status in September 2022. The company is diversifyi...
π Benefits
Wealthfront offers a comprehensive benefits package including flexible working hours, 16 weeks of paid parental leave, and a monthly wellness reimburs...
π Culture
Wealthfront's culture emphasizes a customer-centric approach, focusing on simplifying financial management through automation. The company fosters a s...
Loan Closer β’ Mid-Level
Wealthfront β’ Palo Alto - Remote
Overview
Wealthfront is hiring a Loan Closer to ensure a smooth and efficient closing experience for clients in the mortgage lending process. This role requires expertise in delivering exceptional service and ensuring compliance throughout the closing transaction.
Job Description
Who you are
You have experience in mortgage lending and understand the intricacies of the closing process β you know how to guide clients through the final steps of their home loan journey, ensuring accuracy and compliance. Your attention to detail and commitment to exceptional service set you apart in this field. You thrive in a fast-paced environment and are excited about the opportunity to contribute to a cutting-edge team in a rapidly growing industry.
What you'll do
As a Loan Closer at Wealthfront, you will play a key role in our mortgage lending operations. You will be responsible for ensuring a seamless closing transaction for clients, which includes verifying documentation, coordinating with various stakeholders, and addressing any issues that may arise during the closing process. Your expertise will help deliver an exceptional service experience, making the closing process as smooth as possible for our clients. You will collaborate closely with other team members to build and scale our mortgage lending operations, contributing to the overall success of the team.
What we offer
Wealthfront offers a dynamic work environment where you can grow your career in mortgage lending. You will be part of a team that values innovation and efficiency, and you will have the opportunity to make a significant impact in a rapidly evolving industry. We encourage you to apply even if your experience doesn't match every requirement, as we value diverse backgrounds and perspectives.
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