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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in residential mortgage origination, particularly in crypto-backed lending, while effectively utilizing AI tools to enhance sales processes and borrower experiences. Proven ability to manage pipelines, achieve origination goals, and build referral partnerships within the crypto and financial sectors.
Highest-signal resume keywords
Residential Mortgage OriginationCrypto-Backed LendingAI Tools UtilizationPipeline ManagementNMLS Mortgage Loan Originator License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Jumbo LendingNon-Agency LendingIncome ReviewAsset ReviewEntity Structure ReviewTRID KnowledgeRESPA KnowledgeECOA KnowledgeBSA/AML KnowledgeOFAC Knowledge
Soft Skills
Self-StarterStartup MindsetCollaborationCoachingPublic Speaking
Tools & Technologies
EncompassClaudeChatGPTCRM SystemsAI Agents
Certifications & Qualifications
Active NMLS Mortgage Loan Originator LicenseSAFE Act Continuing Education
Industry Keywords
Crypto MortgagesFintechWealth ManagementLuxury Real EstateForeign National Borrowers
About the role
Key responsibilities & impact- Originate and close a personal pipeline of crypto mortgages and crypto backed loans from first call through funding
- Recommend appropriate mortgage, crypto loan or combined solutions and explain tradeoffs and Milo’s value
- Work with AI agents and help shape how agents and people collaborate
- Help hire and onboard loan officers and share successful practices as the team grows
- Build and improve AI agents for lead follow-up, borrower questions, document collection and pipeline updates
- Own the funnel, work inbound leads quickly, track loans from lead through application, lock and funding, and report weekly to the CEO
- Achieve monthly and quarterly origination goals set with the CEO
- Structure loan scenarios and pricing and present clear credit narratives on complex files
- Deliver complete, underwriting-ready files to Loan Operations and keep the pipeline moving toward closing
- Partner with Servicing to support borrowers after closing
- Build referral partnerships with crypto platforms, wealth managers, CPAs and real estate agents
- Collaborate with Engineering and Loan Operations to improve the borrower experience
- Serve as a credible public voice for Milo and share borrower stories, competitive intelligence and market feedback with Marketing
- Follow Milo’s state licensing map and Sales Compliance policy on every file
- Use AI tools such as Claude throughout sales, including lead research, borrower follow-up, file review, pipeline reporting and content
- Identify manual work, automate it, roll out tools and workflows, and coach the team on adoption
- Evaluate new AI and fintech tools and share effective solutions across Milo
Requirements
What you’ll need- 5+ years of residential mortgage origination as a licensed loan officer
- Track record of $25M+ in personal annual funded volume
- Experience with jumbo and non agency lending
- Comfortable reviewing income, assets, entity structures and condo reviews
- Deep understanding of cryptocurrency; able to explain crypto backed lending clearly to high net worth borrowers
- Working knowledge of TRID, RESPA, ECOA, BSA/AML and OFAC requirements
- Experience with Encompass as an LOS and a CRM; pipeline management using data
- Comfortable with outbound prospecting and direct to consumer internet leads
- Availability to engage clients on their timetable, including occasional evenings and weekends
- Startup mindset and willingness to put in the hustle to get things done
- Self-starter able to identify repetitive tasks and build improved processes independently
- Hands-on experience with AI tools such as Claude or ChatGPT, demonstrating time savings or increased business
- Tech savvy and quick to learn new systems in a paperless, data-driven environment
- Ambition to grow from top producer into a sales leader
- Active NMLS Mortgage Loan Originator license in Florida is required
- Willingness to obtain licenses in Milo’s other lending states; licensing fees and study time covered by Milo
- Clean NMLS record and ability to pass state background, credit and fingerprint checks
- Current SAFE Act continuing education
- Additional licensed states are a strong plus
- Experience at a fintech or crypto lender, or mentoring/leading loan officers is a bonus
- Established referral network in crypto, wealth management or luxury real estate is a bonus
- Understanding of foreign national borrowers is a bonus
- Multilingual ability in English, Spanish and Portuguese is a plus
- Personal brand on X or LinkedIn is a bonus
- Experience building AI agents, automations or prompts for a sales or lending team is a bonus
Benefits
Comp & perks- Competitive base salary plus uncapped commissions on funded volume, with a team override as you grow into leadership
- Stock options, giving you ownership in a fast growing company
- A generous vacation policy with 4 weeks of PTO per year
- Medical, dental and vision insurance, with up to $1,000 of premiums covered per month
- 401(k) program
- Additional state licenses, renewals and ongoing training paid for by Milo
- Your choice of equipment to get the job done
- Quarterly team building events outside the office
- An office in vibrant Wynwood with a fun, energetic, hardworking team
