Mortgage Loan Originator, Retail

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Cardinal Financial Consulting

WebsiteLinkedInAll Job Openings

2 - 10 employees

Founded 2021

💼 Consulting

💸 Finance

🤝 B2B

Consulting • Finance • B2B

Cardinal Financial Consulting is a founder-led financial services firm that provides forensic accounting, fractional CFO services, and bookkeeping aimed at growth-stage entrepreneurs and businesses preparing for scaling, M&A, or due diligence. The firm emphasizes transparent pricing, senior-led oversight (led by CEO Ryan Yates with 18 years in alternative investments), and services such as forensic readiness, valuation & damages, tax planning, and clean financial records to support strategic decisions and legal/transactional scrutiny. They position themselves between large firms and junior bookkeepers, offering recurring bookkeeping and monthly CFO engagements as well as hourly forensic work.

📋 Description

• Analyze borrower financials, credit, and property data to structure winning deals • Guide clients through loan options, terms, and strategy • Build and maintain your own referral network (Realtors, builders, financial advisors, etc.) • Generate business through prospecting, meetings, and in-person relationship building • Manage the loan process from application through closing with precision • Partner with operations teams to deliver a seamless borrower experience • Maintain compliance, licensing, and documentation accuracy

🎯 Requirements

• Minimum 1+ year as a Loan Originator • Active (or ability to obtain) NMLS license per the SAFE Act; multi-state licensing may be required • Proven ability to self-generate business • Strong mortgage knowledge and deal structuring skills • High-level customer service and relationship-building ability • Ability to manage multiple deals and priorities in a fast-paced environment

🏖️ Benefits

• Health insurance • Dental insurance • Vision insurance • Life insurance • Disability insurance • 401(k) with 50% match