Mortgage Operations - Loan Originator

TL;DR

Mortgage Operations - Loan Originator (Home Lending): Support existing clients through the mortgage intake process and loan closing with an accent on ensuring accurate documentation, regulatory compliance, and clear communication. Focus on delivering initial disclosures, managing client expectations, and operating independently on standard files while escalating complex scenarios.

Palo Alto, CA (Open to US-based Remote) / San Francisco, CA / Seattle, WA / New York City, NY

Estimated annual salary range: $56,000 - $88,000 plus Equity and a discretionary bonus.

Company

Fintech company building automated financial products for investments, cash management, and now mortgage lending to help clients grow wealth.

What you will do

• Support and educate clients through intake and loan closing processes.
• Verify accuracy and completeness of application data and documents before submission.
• Serve as primary client contact, setting expectations on timelines and requirements.
• Deliver initial loan disclosures and ensure regulatory compliance.
• Handle standard files independently and escalate complex issues to team leads.
• Contribute to a positive team environment aligned with company values.

Requirements

• Mortgage Loan Originator License
• 2-4+ years of experience
• Strong knowledge of Conventional Conforming and Jumbo guidelines
• Solid understanding of state and federal lending regulations
• Extensive knowledge of customer service best practices

Culture & Benefits

• Medical, vision, dental coverage
• 401K plan, generous time off, parental leave
• Wellness reimbursements, professional development
• Employee investing discount