Alliance Realty & Financial Services, Inc. is actively seeking both experienced and aspiring Mortgage Brokers and Loan Originators who possess an entrepreneurial mindset and a strong desire to build and grow their own mortgage business. This opportunity is ideal for motivated professionals who value independence while benefiting from a structured platform that provides operational support, advanced tools, and a proven system designed to generate and close business.

For individuals interested in entering the mortgage industry but not yet licensed, Alliance Realty & Financial Services offers a structured 5-week licensing and training program designed to prepare candidates to successfully obtain their Mortgage Loan Originator (MLO) license and begin originating loans. The program provides step-by-step guidance through the licensing process, including education requirements, exam preparation, compliance fundamentals, and practical instruction on how to originate and structure mortgage transactions. Upon completion, participants transition directly into the company’s production platform with continued mentorship and support.

Founded in 2018 as Jacksonville Realty & Financial Services, Inc., the firm rebranded in 2022 to Alliance Realty & Financial Services, Inc. to reflect its broader strategic vision and expanding multi-state footprint. Our leadership and advisory team collectively bring more than 120 years of combined experience in mortgage and real estate markets. This depth of expertise informs our commitment to professionalism, integrity, and long-term advisory relationships with clients and partners.

Alliance Realty & Financial Services, Inc. is dedicated to delivering comprehensive mortgage and real estate solutions through modern technology, disciplined processes, and a strong ethical framework. We prioritize long-term client relationships and strategic financial planning rather than transactional volume. Our mission is to help clients build and manage mortgage and real estate portfolios that serve as a durable investment foundation. By pairing appropriate financing structures with disciplined property acquisition strategies, we help clients minimize upfront cash requirements, optimize borrowing costs, and maximize long-term equity growth and investment returns.

The company currently operates as a licensed mortgage brokerage in Florida, Georgia, Maryland, Pennsylvania, and Texas, with plans for continued expansion into additional states. As we grow, we are seeking professionals who want to scale their production within a platform that combines brokerage flexibility with institutional-grade systems and operational support.

A key differentiator of our model is the integration of mortgage and real estate services within a unified advisory structure. This coordinated approach enables our agents to guide clients seamlessly from property identification through financing and closing, improving efficiency, transparency, and overall client outcomes.

Headquartered in Jacksonville, Florida, Alliance Realty & Financial Services is supported by a growing network of agents and advisors dedicated to delivering exceptional service. Our long-term vision is to build a nationally recognized mortgage and real estate brokerage known for ethical leadership, disciplined expertise, and the strategic use of modern technology to navigate the evolving financial and housing markets.

Position Title: Mortgage Broker / Mortgage Loan Originator (MLO)

Location: Remote
Engagement Type: Independent Contractor (1099)
Reports To: Managing State Broker / Owner

Position Overview

Alliance Realty & Financial Services, Inc. is seeking entrepreneurial Mortgage Brokers and Mortgage Loan Originators who are motivated to build and grow their own mortgage origination business within a supportive brokerage platform.

This role is designed for independent professionals who want the flexibility of operating their own production pipeline while leveraging a brokerage infrastructure that provides lender access, operational support, and integrated real estate collaboration.

Mortgage Brokers and Originators act as trusted financial advisors to borrowers by evaluating financial profiles, structuring financing strategies, and guiding clients through the mortgage process from consultation through closing.

To support both experienced professionals and individuals entering the mortgage industry, Alliance Realty & Financial Services offers a structured 5-week Mortgage Licensing and Origination Training Program designed to prepare candidates to obtain their Mortgage Loan Originator (MLO) license and successfully originate mortgage transactions.

Upon completion of the training program and licensing requirements, participants transition directly into the brokerage platform with mentorship, lender access, and operational support.

5-Week Mortgage Licensing & Origination Training Program

For candidates not yet licensed or those seeking additional practical training, Alliance Realty & Financial Services provides a structured five-week professional training program designed to accelerate entry into the mortgage industry.

The program includes:

• Guidance through Mortgage Loan Originator (MLO) licensing requirements

• Preparation for the NMLS SAFE exam

• Training on mortgage loan products and borrower qualification

• Instruction on loan structuring and deal analysis

• Hands-on exposure to the mortgage origination process

• Compliance and regulatory fundamentals

• Pipeline management and borrower communication

• Business development and referral generation strategies

Participants completing the program are positioned to begin originating loans within the brokerage platform upon licensing approval.

Core Responsibilities

Client Advisory & Mortgage Structuring

• Conduct borrower consultations to evaluate financial profiles, credit capacity, and financing objectives.

• Analyze income, assets, liabilities, and credit history to determine loan eligibility.

• Educate clients on available mortgage programs including conventional, government-backed, jumbo, and specialized loan products.

• Structure financing solutions aligned with borrower goals and long-term financial strategies.

Loan Origination & Transaction Management

• Collect and review borrower documentation to ensure accuracy and completeness.

• Submit loan applications through approved lending partners.

• Coordinate with processors, underwriters, title companies, and other stakeholders to facilitate efficient closings.

• Monitor loan progress and proactively address underwriting or documentation issues.

Business Development & Relationship Building

• Develop relationships with real estate professionals, investors, financial advisors, and referral partners.

• Generate mortgage opportunities through networking, marketing, and client referrals.

• Maintain strong borrower communication throughout the mortgage process.

Compliance & Industry Awareness

• Ensure loan activities comply with federal and state mortgage regulations.

• Maintain organized records and documentation within the loan origination system.

• Stay informed regarding interest rate trends, mortgage products, and regulatory changes.

Licensing & Qualifications

• Active Mortgage Loan Originator (MLO) license preferred in one or more of the following states:
  Florida, Georgia, Maryland, Pennsylvania, or Texas

• Candidates without a license may participate in the 5-week licensing and training program

• Background in mortgage lending, banking, finance, real estate, or consultative sales preferred

• Strong communication, negotiation, and client relationship skills

• Ability to manage multiple transactions independently

• Familiarity with loan origination systems, CRM platforms, and digital documentation tools preferred

Independent Contractor Structure

This position operates under a 1099 independent contractor structure and is not a W-2 employment role. Originators operate as independent professionals responsible for managing their own production and client relationships.

The brokerage provides access to infrastructure, lender relationships, and operational systems designed to support originator success.

Compensation

Compensation is performance-based and tied directly to closed loan production, offering uncapped income potential.

Additional opportunities may exist through collaboration with the firm’s integrated real estate brokerage and referral network.

Professional Advantages

• Remote and flexible work structure

• Access to wholesale and correspondent lending partners

• Integrated mortgage and real estate brokerage platform

• In-house real estate agents and referral opportunities

• Mentorship and operational support

• 5-week licensing and origination training program available

Job Title: Mortgage Broker / Originator Assistant

Location: Remote
Engagement Type: Independent Contractor (1099)
Reports To: Mortgage Broker / Originator

Position Overview

Alliance Realty & Financial Services, Inc. is seeking a highly organized and detail-oriented Mortgage Broker / Originator Assistant to support licensed Mortgage Brokers and Loan Originators throughout the mortgage origination process.

This role provides administrative, operational, and transaction coordination support to ensure mortgage files move efficiently from application through closing.

The position is ideal for individuals who want to gain hands-on experience in mortgage lending, real estate finance, and loan processing while working in a flexible remote environment.

For candidates interested in advancing their career within the mortgage industry, Alliance Realty & Financial Services also offers a 5-week Mortgage Licensing and Origination Training Program that prepares assistants to become licensed Mortgage Loan Originators.

5-Week Mortgage Licensing Pathway

Assistants who wish to advance into mortgage origination may participate in the company’s five-week licensing and professional training program, which prepares participants for the Mortgage Loan Originator (MLO) license and SAFE exam.

Training includes:

• Mortgage lending fundamentals

• Borrower qualification and loan structuring

• Documentation and underwriting basics

• Mortgage compliance and regulatory standards

• Loan origination workflow

• Client communication and pipeline management

• Business development fundamentals for originators

This pathway allows assistants to transition into Mortgage Loan Originator roles upon licensing approval.

Core Responsibilities

Loan Processing & File Management

• Assist Mortgage Brokers / Originators with preparation and organization of loan applications.

• Collect and review borrower documentation for completeness and accuracy.

• Maintain organized digital loan files within the loan origination system.

Client Communication

• Communicate with borrowers to request documentation and provide status updates.

• Respond to client inquiries regarding documentation requirements and next steps.

• Maintain professional borrower communication throughout the mortgage process.

Transaction Coordination

• Coordinate with underwriters, loan processors, title companies, and appraisers.

• Track loan milestones and ensure documentation is submitted on time.

• Assist in preparing closing documentation and coordinating closing schedules.

Administrative Support

• Schedule borrower consultations and manage originator calendars.

• Perform document management, data entry, and pipeline tracking.

• Assist with CRM updates and client record management.

Compliance Support

• Ensure loan files maintain required documentation.

• Support regulatory compliance by maintaining organized loan records.

Qualifications

• High school diploma or equivalent required

• Associate’s or bachelor’s degree in finance, business, or related field preferred

• Previous administrative, financial services, or mortgage industry experience preferred

• Strong organizational and time-management skills

• Excellent communication and interpersonal skills

• Proficiency with Microsoft Office and digital document systems

• High attention to detail and ability to manage multiple files

Independent Contractor Structure

This role operates under a 1099 independent contractor structure and is not a W-2 employment position.

Assistants work remotely while supporting licensed Mortgage Brokers and Originators within the brokerage platform.

Professional Advantages

• Flexible remote work structure

• Hands-on experience in mortgage lending and real estate finance

• Opportunity to transition into a licensed Mortgage Loan Originator role

• Collaboration with in-house real estate professionals

• Professional development within a growing multi-state brokerage

• Optional participation in the 5-week mortgage licensing training program