Mortgage Loan Originator

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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 credit, capacity, and collateral, and structure loan solutions • Educate borrowers on products, pricing, and loan options • Convert inbound and outbound opportunities into funded loans • Ensure accuracy and compliance across all loan documentation • Collaborate with the operations teams to move loans efficiently • Deliver a high-touch borrower experience throughout the process

🎯 Requirements

• Minimum 1 year Loan Originator experience • Active (or ability to obtain) NMLS license per the SAFE Act; multi-state licensing encouraged – we support your growth • Proven sales performance and closing ability • Strong communication, analytical, and organizational skills • High level of detail orientation and accountability • Comfort working in a fast-paced, performance-driven environment • Strong technical/computer proficiency

🏖️ Benefits

• Full benefits beginning the first of the month following your start date (Medical, Dental, Vision, Life, Disability, and more) • Generous PTO package including all major holidays • 401(k) w/ 50% match up to a maximum employee contribution of 5% - Beginning the 1st of the month following 30 days of employment