Backed by Index.
About the role
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
What they're looking for
- 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
More about this role
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...
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