Mortgage Loan Originator – Ft. Myers, FL

Department: Mortgage Loans

Job Status: Exempt, Full-Time

Location: Ft. Myers, FL

Reports To: Community President

Job Summary:

The Mortgage Loan Originator is both a strategic and hands-on role responsible for identifying, developing and maintaining a network of referral relationships for new mortgage loan opportunities.

Essential Job Functions include, but are not limited to:

  • Develop relationships and referral contacts with customers, real estate professionals and local community individuals to promote United Fidelity Bank products
  • Interviews and pre-qualifies prospects for mortgage loans according to various program guidelines
  • Orders credit reports and AUS findings on secondary market loans through origination system
  • Collects the required documents at application and during the processing of the loan
  • Will be required to meet minimum production goal on low to moderate income programs
  • Loan Originator is required to be at the branch for a portion of each day
  • Provide timely loan updates to customers/branches
  • Maintain high levels of customer service while managing each applicant’s and support staff’s expectations
  • Manage your pipeline
  • Attend meetings and provide reports as required

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. In accordance with the Americans with Disabilities Act, Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Skills and Abilities Required to Perform Essential Job Functions:

  • Strong internal and external customer service focus
  • Excellent interpersonal and communication skills
  • Demonstrated organizational and time management skills
  • Ability to prioritize tasks without direction
  • Proficiency in Word, Excel, PowerPoint, and Outlook
  • Possess a high degree of integrity when dealing with sensitive information
  • Proficiency in sales, prospecting, and networking
  • Ability to learn and use new systems quickly (including, but not limited to: industry/company applications and Microsoft Office Suite)
  • Experience with regulatory compliance with EEOC, FMLA, ADA, HIPAA, FLSA, and other state or federal laws

Education, Experience and Qualifications:

  • ‪High School or equivalent is required. Bachelor’s Degree preferred
  • ‪1-3 years’ experience in processing/closing residential mortgages
  • Hold NMLS license
  • Knowledge of FHA, Fannie Mae and Freddie Mac guidelines

Physical Requirements of Essential Job Functions:

The associate is frequently required to sit and/or stand, communicate, reach and manipulate objects, tools or controls that are typical or an office/bank environment. Lifting items weighting up to 10 pounds on a consistent basis. Manual dexterity and coordination are required over 80% of the work period while operating equipment such as computers, phones, calculators, etc.

Working Conditions:

  • Typical office environment
  • Extended viewing of computer screens
  • Periodic travel between locations

Typical office working conditions. Indoor and environmentally controlled. The noise level is typical of most office environments.

The above statements are intended to describe the general nature and level of work performed by associates assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of the associate classified as such. Duties and responsibilities may be added or changed as deemed appropriate by management at any time therefore, they could differ from those outlined above.

United Fidelity Bank is proud to be an Equal Opportunity/Affirmative Action employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

Please note: UFB does not accept resumes from independent recruiters or external staffing agencies for any of our openings unless we have an agreement in place, signed by the VP of Human Resources.


Thank you for your interest in a career with United Fidelity Bank. We are always accepting applications and resumes. Send yours below, or select an available position to apply to that opening.