Certified Mortgage Planners logo

Certified Mortgage Planners Employee Directory

Financial ServicesFlorida, United States51-200 Employees

Certified Mortgage Planners is a mid-sized financial services firm based in Lake Mary, Florida, that concentrates on residential lending to help families achieve home ownership. Its stated core purpose centers on improving lives and fulfilling people's dreams, guided by a values-led approach that emphasizes excellence and putting value before profit, balanced with a gracious, generous, and grateful culture. The company operates as both a direct lender and a correspondent lender with access to more than 30 investors, and it maintains in-house private-money options.

In addition to comprehensive training and professional development, the firm provides strong front- and back-end support and modern communication tools to support a team-based environment. It offers a broad array of benefits, including health, dental and vision coverage, a 401(k) match, profit sharing, and quarterly bonuses, and it is actively recruiting mortgage professionals and operations staff.

Find Certified Mortgage Planners employees' phone numbers or email addresses

Certified Mortgage Planners Global Highlights

Location
Employees

North America
144

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  • United States Of America
    144

Asia
1

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  • Philippines
    1

Oceania
1

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  • New Zealand
    1

Certified Mortgage Planners's Leadership

  • Stylized image of a person
    K. V.
    Junior Loan Partner
    Phone icon
  • Stylized image of a person
    J. C.
    Mortgage Loan Originator/Loan Partner
    Phone icon
  • Stylized image of a person
    K. R.
    Senior Loan Partner/Mortgage Loan Originator
    Phone icon
  • Stylized image of a person
    R. B.
    Partner
    Phone icon
  • Stylized image of a person
    A. B.
    Director Of First Impressions
    Phone icon
  • Stylized image of a person
    I. P.
    Director
    Phone icon
  • Stylized image of a person
    J. L.
    Director Of Closing
    Phone icon
  • Stylized image of a person
    C. B.
    Mortgage Broker + Branch Manager
    Phone icon

Certified Mortgage Planners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Information Technology
  • Legal
  • Other
  • Consultant

Contact profiles from Certified Mortgage Planners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. V.
    Junior Loan Partner
    Phone icon
    Aug 05, 2026
  • Stylized image of a person
    J. C.
    Mortgage Loan Originator/Loan Partner
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    K. R.
    Senior Loan Partner/Mortgage Loan Originator
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    R. B.
    Partner
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    A. B.
    Director Of First Impressions
    Phone icon
    Jul 25, 2026
  • Stylized image of a person
    I. P.
    Director
    Phone icon
    Jul 08, 2025
  • Stylized image of a person
    J. L.
    Director Of Closing
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    C. B.
    Mortgage Broker + Branch Manager
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    J. S.
    Relationship Manager
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    D. M.
    Mortgage Loan Officer
    Phone icon
    May 31, 2026

Frequently Asked Questions

What is Certified Mortgage Planners known for?

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Certified Mortgage Planners was founded in 1999 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Certified Mortgage Planners's company overview page for more information.

What is Certified Mortgage Planners's most common email format?

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Certified Mortgage Planners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Certified Mortgage Planners email formats with LeadIQ.

How many employees does Certified Mortgage Planners have currently?

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Certified Mortgage Planners has approximately 91 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaOceania.

Who are Certified Mortgage Planners's key employees and leadership?

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As of July 2026, Certified Mortgage Planners's key employees include:

  • Junior Loan Partner: K. V.
  • Mortgage Loan Originator/Loan Partner: J. C.
  • Senior Loan Partner/Mortgage Loan Originator: K. R.
  • Partner: R. B.
  • Director Of First Impressions: A. B.

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