Senior Loan Officer, Mortgage
Goodleap- Full Time
- Mid-level (3 to 4 years)
Candidates should possess a minimum of 7 years of retail mortgage lending experience, along with at least 4 years of leadership roles. They require strong knowledge of Conventional Conforming and Jumbo guidelines, a solid understanding of state and federal lending regulations, and familiarity with digital lending platforms and automation tools. Proven expertise in system configuration, particularly with Loan Origination Systems (LOS), is also essential.
The Director of Home Lending will lead configuration and optimization of the Loan Origination System (LOS), collaborate with product and engineering teams on system workflows, oversee system testing and enhancements, ensure compliance with regulations, provide pipeline support to the team, manage and support personnel, maintain relationships with compliance and legal teams, assist with audits, design and deliver training programs, identify process improvements, implement technology-driven solutions, contribute to team goals, adopt company values, and demonstrate a customer-focused, business-centric, and team-oriented mindset.
Automated investment and wealth management services
Wealthfront provides financial services aimed at helping individuals grow their wealth through a digital platform. Its main offering is an automated investment platform that utilizes robo-advisors—algorithms that manage and invest client funds for long-term growth. This service is complemented by a high-yield cash account that offers a competitive 5.00% APY for short-term savings, provided through partner banks. Additionally, Wealthfront offers a diversified bond portfolio, allowing clients to earn dividends with tax advantages, and a platform for discovering and purchasing stocks to facilitate quick and strategic investment decisions. Unlike many traditional wealth management firms, Wealthfront focuses on automation and ease of use, making financial services accessible to a broader audience. The company's goal is to simplify wealth management and help clients maximize their financial potential.