Mortgage Loan Originator

Mortgage Consultant – Sarasota, FL

Primary Duties

Takes complete loan applications
Runs credit
Runs pricing
Prequalifies clients for loan program
Runs D/U
Runs and prints a MI quote (if applicable) to put in the file
Gathers all initial documentation from client
Requests loan disclosures once a contract is in
Signs clients who want to sign initial disclosures in person
Submits loan to processor within 24 hours of receiving disclosures back
Finishes the processing milestone in encompass & sends all documentation to processing in an email, along with a brief intro to the file (things to be aware of etc…)
Makes sure we have all the basics in the file when turning it over to the Processor. Processor is not used as a cleanup person. (Tax returns, ID’s, SS cards, 1099’s/W-2’s, Bank statements, Retirement accounts, Bankruptcy paperwork, pension awards letters, SS awards letters, DD214’s, all explanation letters for deposits, etc…)
Gets all borrower and realtor conditions requested by Processor after submission to Processor
Locks Loans (informs processor when loan is locked) so she can re-disclose
Meets with clients (takes phone calls) over any concerns during the process
Has a weekly meeting with the processor to go over status on all files
Monitors the loan through close

Education and Experience Requirements

Experience in the mortgage industry is mandatory
4-year college degree preferred or equivalent experience
Persuasive, selling communication skills
The ability to connect quickly with people in an outgoing, friendly manner
Complete work quickly and accurately
Be effective in a fast-paced environment, while maintaining attention to detail
Delegate responsibility as needed in a positive manner
Speak, write, listen and organize well
Operate a computer (basic skills)
Work independently with minimal supervision

Licensing Requirements

Pass a background check required for state licensing
Must be a licensed Florida Mortgage Loan Originator and be a registered MLO with the NMLS

Please complete the below form and upload your resume. Thank you!

Contact Us


1990 Main Street, Suite 750
Sarasota, FL 34236
Phone: (941) 256-3729
Toll Free: (877) 442-4023

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