Mortgage Process Specialist
WFA Digital Insight
Vesta Innovations is tackling the mortgage industry’s legacy processes by embedding AI at the core of its loan‑origination platform. The Mortgage Process Specialist role sits at the intersection of product, engineering and client implementation, giving you a front‑row seat to shape how banks automate underwriting and fulfillment. Unlike typical analyst positions, this job expects you to dive into API payloads, configure integrations and author detailed workflow documentation—all while keeping the product’s AI engine in mind. If you have hands‑on experience with loan‑origination systems and enjoy translating technical findings into clear, actionable guidance for both engineers and customers, Vesta offers a rare chance to influence a product that could redefine mortgage lending.
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.
How to Stand Out
- Brush up on API testing tools like Postman and practice extracting data from JSON or XML payloads.
- Highlight any prior work with loan‑origination systems or mortgage pricing in your resume and cover letter.
- Prepare concrete examples of documentation you created for complex workflows; clarity is a key evaluation metric.
- During interviews, be ready to walk through a troubleshooting scenario, showing how you isolate and resolve data mismatches.
- Emphasize your ability to collaborate across product, engineering, and client teams; cross‑functional communication is central to this role.
- If you have equity experience, be prepared to discuss your expectations and how you view long‑term ownership in a startup.
- Watch for vague promises about compensation; focus discussions on concrete benefits like equity, health coverage, and remote‑work support.
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