Licensed Loan Partner (Fintech)

TL;DR

Licensed Loan Partner (Fintech): Managing the mortgage intake and closing process for clients with an accent on automation, regulatory compliance, and operational efficiency. Focus on streamlining loan origination, ensuring accuracy of application data, and reducing manual toil through tech-enabled systems.

Location: Must be based in the US (Open to Remote)

Company

Automated financial services platform providing innovative investment and lending solutions to modernize the client experience.

What you will do

• Guide and educate clients through the intake process and facilitate loan closings.
• Ensure initial application data and documentation are accurate and complete before submission.
• Act as the primary point of contact to set clear client expectations on requirements and timelines.
• Manage the timely delivery of initial loan disclosures and ensure full adherence to regulatory requirements.
• Collaborate with engineers and product leaders to build systems that automate mortgage origination.
• Operate independently on standard files while escalating complex scenarios to Team Leads.

Requirements

• Mortgage Loan Originator License is required.
• 4+ years of professional experience in mortgage operations.
• Strong knowledge of Conventional Conforming and Jumbo guidelines.
• Solid understanding of state and federal lending regulations, specifically TRID and HMDA.
• Proficiency with NMLS and state-specific licensing and registration requirements.
• Excellent communication skills for both internal and external stakeholder management.

Nice to have

• Prior experience in wholesale and/or correspondent channels.
• Intellectual curiosity regarding the application of technology to business processes.

Culture & Benefits

• Efficiency-driven environment focused on automating manual toil.
• Integrated, cross-functional team structure without traditional silos.
• Culture of critical thinking, accountability, and continuous development.
• Inclusive workplace valuing diversity, flexibility, and collaboration.

Hiring process

• Initial screening call with the recruiting team.
• 15–20 minute take-home assignment.
• Interviews with mortgage operations leads.
• Cross-functional final round of interviews.