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Mortgage Process Specialist

Role overview

Qualifications

  • 3+ years of experience in the mortgage industry
  • Experience with Loan Origination Systems
  • Technical acumen with tools like Postman, basic SQL, or scripting

Responsibilities

  • Become a Vesta product expert, testing platform functionality and documenting test cases
  • Work with partner integrations team to configure integrations and map data
  • Partner with customer implementation team to create documentation of loan fulfillment workflows
  • Stay in sync with engineering, product, and partner teams on testing and integration status

Key facts

Other skills

  • Technical Acumen
  • Problem Solving
  • Detail Oriented

About the company

Vesta logo

Vesta

Computer Software / SaaS

Vesta is building the next generation of the mortgage LOS, helping financial institutions transform their lending process with customizable workflows, open architecture, and intuitive, easy-to-use experiences. Vesta was founded in 2020 by early Blend employees and is backed by Andreessen Horowitz, Zigg Capital, Bain Capital Ventures, Conversion Capital and Index Ventures. Interested in joining us to change the future of the mortgage industry? We’re a remote-first team hiring across multiple functions. Check out our open roles here: usevesta.com/careers

Company details

Company typeStartup
IndustryComputer Software / SaaS
Company size11 - 50

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Job description

What we're doing

Owning a home is a foundational part of building financial security and wealth in America. However, the tools and technology that support homeownership are antiquated, dependent on things like fax machines, handwritten documentation, and hours of manual review.

We're here to change it.

Vesta was founded to rebuild the mortgage LOS from the ground up. Our founding belief is that the future of mortgage lending will be a fully automated process. Today, our AI augmented platform makes that a reality. Our mission has been to build a platform where AI isn’t just an add-on, but the core engine that transforms how a loan is actually manufactured.

Who we are

Our founding team is no stranger to the complexities of the financial industry. As early employees at Blend, they spent years together focused on creating modern cloud infrastructure for banks. Now, with Vesta, they are transforming the mortgage industry by creating the most flexible, open, and automated origination experience, benefitting financial institutions and their customers.

And, we're not alone.

We've raised $55M from top tier investors, including Andreessen Horowitz, Bain Capital Ventures, Conversion Capital, Zigg Capital, and Index Ventures.

Our team is small, but mighty. We are a collection of humans who value humility, empathy, self-awareness, and an orientation towards action. If this sounds like you and you're excited by the idea of getting in at the ground level to build the infrastructure that will power the future of the financial industry, we would love to hear from you!

About the role

As we grow our team of analysts at Vesta, you’ll work closely with our product, engineering, partnerships, and implementations teams across a variety of mission critical projects. In this role, you can expect to:

  • become a Vesta product expert, understanding how to test all functionality within the platform, and diligently document test cases with a high attention to detail.

  • work with our partner integrations team to help configure our integrations and map data across platforms.

  • partner with our customer implementation team to create canonical documentation around all aspects of both loan fulfillment workflows and the nuances of our product.

  • stay in lock step with our engineering, product, and partner teams, keeping them updated on testing and integration status.

  • be an indispensable part of delivering industry-changing software to our customers!

Who you are

  • You have 3+ years of experience in the mortgage industry, specifically navigating and working with mortgage systems either on the operational/process side or on the technical/IT side. Experience working with Loan Origination Systems is a big plus, and experience in pricing and/or secondary marketing — PPE configuration, lock desk operations, investor delivery, loan sale workflows, or hedging — is a huge plus. This is an area where deep domain knowledge translates directly into product impact.

  • You are highly technical, or technically adept with a strong desire to go deeper. You're comfortable working closely with engineers and product managers, reading API documentation, reasoning about data schemas, and pulling apart JSON/XML payloads to understand what's actually happening under the hood. Hands-on experience with tools like Postman, basic SQL, or scripting to validate data is a major plus. Technical acumen isn't optional in this role — it's central to it.

  • You are curious and hungry to identify, triage, and help solve any problem you come across, big or small, and you're excited to apply your depth of knowledge across a variety of projects.

  • You are a self-starter and team player who's comfortable flexing across a variety of problems, and you do so while keeping an eye toward detail and executing with precision.

  • You're looking to join an early-stage team to build something BIG, something industry-changing, and you're excited about being part of that quickly-moving, fast-growing journey.

Benefits and Perks

  • Robust medical, vision, & dental coverage (~100% of employee premiums are covered)

  • 401(K) plan offering

  • Meaningful parental leave - 16 weeks fully paid for all new parents, birthing & non-birthing parents (applies to adoptions as well!)

  • Remote-first culture with hubs in New York & San Francisco

  • Generous WFH & Wellness Benefits

  • Monthly Doordash benefits

  • Open & encouraged flexible time off

  • Company offsites to get to know the team!

Our cash compensation amount for this role is targeted at $100,000 - $135,000/yr. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed above.

At Vesta, we believe that the only way we can tackle the challenging problems in front of us is by having diverse perspectives and an environment that promotes inclusivity. We’re committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or veteran status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. As part of our onboarding process, we participate in the E-Verify program.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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