MEET JARED CARLISLE
The Mortgage Advisor Who Actually Understands Your Business
First and foremost, I love my Family and am extremely passionate about University of Utah Football, GO UTES!
Second, most loan officers process mortgages. I analyze them - with the same accounting rigor I developed working at KPMG and Intermountain Healthcare. For self-employed borrowers, that difference matters more than you know.
A Background Built to Help Business Owners
Where It Started
Jared began his career at KPMG, one of the world's largest accounting and audit firms, where he worked as an Audit Associate analyzing complex financial statements for major organizations. This is where he developed a deep understanding of how business income, expenses, and financial structures actually work.
Sharpening The Lens
After KPMG, Jared joined Intermountain Healthcare as a Senior Financial Analyst, applying his accounting expertise to one of the region's largest healthcare systems. This role deepened his ability to interpret financial data at a high level.
The Credential That Changes Everything
Jared earned his CPA (Certified Public Accountant) license in February 2019 — a credential held by fewer than 1% of mortgage professionals. It's not a marketing tagline. It's a technical skill set that directly benefits self-employed borrowers.
Bringing It All Together
In 2020, Jared made the move into mortgage — not because he left accounting behind, but because he found a way to use it to help people more directly. Today he combines Big 4 accounting experience with full-service mortgage origination, specifically for self-employed borrowers and business owners in Nevada, Utah, and Alaska.
Why Does a CPA License Make You a Better Loan Officer?
01
I Read Tax Returns Differently
Most loan officers see your adjusted gross income and stop there. I see the full picture - depreciation, entity structure, business expenses, and how to properly calculate qualifying income under guidelines.
02
I Can Explain Your File to Underwriting
I speak the language of underwriters and accountants. When your income is complex, that translation matters. It's the difference between a clear approval and an unnecessary denial.
03
I Help You Think Ahead
Beyond just qualifying you today, I think about how your mortgage fits into your broader financial picture - something most loan officers aren't trained to do.
"I switched to mortgage because it's the best of both worlds.
Numbers matter here, but so does the person behind them.
When I close a loan for a business owner who's been turned down before, it is extremely rewarding."
— Jared Carlisle, CPA | NMLS #1931543
Credentials & Licensing
CPA License - Active
State of Nevada & Utah - Since 2019
NMLS License #1931543
Status: Active
Nevada Mortgage License
#81113
Utah Mortgage License
#6772871
Alaska Mortgage License
#AKMLO-1931543
KPMG Alumni
Audit Associate
Equal Housing Lender
Federally Compliant
REAL EXPERIENCES
What Clients Say
Join MANY others who trusted Jared to help them purchase their home!
State Licenses
AK #AKMLO-1931543
UT #6772871
NV #81113
