Mortgage Advisor Resume Samples

A Mortgage Advisor takes responsibility for advising people and companies on matters relating to mortgage loans and on how to pick the appropriate one. The job description and duties listed on the Mortgage Advisor Resume are – taking responsibility for advising clients on the best mortgage policy; selling FSA regulated products, offering the best advice to clients; offering products from a single provider, advising on a range of products including residential or commercial or buy to let; advising on lifetime mortgages; explaining about repayments and mortgage protection; offering some advice on the home-buying process; assessing the best type of mortgage that suits the financial obligation of the client; and meeting sales targets.

Those seeking this job role should mention on the resume the following skills – confidence working with numbers, excellent communication and negotiation skills; knowledge of financial products; good IT skills, experience in handling various types of mortgages, and the ability to explain complex things clearly. While a formal degree is not mandatory, possessing a certificate in Mortgage Advice and Practice is a must.

Mortgage Advisor Resume example

Mortgage Advisor Resume

Summary : A hard-working, outgoing, and team-oriented person looking to help a company grow as well as solidify a career that benefits from knowledge, experience, and personality. Able to implement and execute long-range and short-term goals.

Skills : Office, Bilingual Spanish.

Description :

    1. Responsible for selling mortgage products, processes, es, and services while building, maintaining, and managing real estate relationships.
    2. Maintained President Club production levels and consistently stayed in the top 10% of the field sales staff of over 700 sales representatives for 4 years running.
    3. Mentored peer Mortgage Advisors giving sales and business advice as well as issue resolution.
    4. Handle agent and Broker-Owner issues and concerns.
    5. Present and sell features and benefits of services to client leadership and their subordinate target audience.
    6. Analyze territory production levels using deep scan review monthly, quarterly, and YTD.
    7. Review data and sell my firm's services as solutions with Real Estate Broker-Owner.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BS In Criminal Justice


Mortgage Advisor Resume

Objective : Highly qualified Mortgage Advisor with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and would excel in the collaborative environment on which your company prides itself.

Skills : Microsoft, Encompass, Sales Force, Iclosings, Equator, Calyx Point, Quandis, Taskpoint, RELS, Mortgage Office, Excel.

Description :

    1. Tracked and measured personal and mortgage sales result against forecast and plan.
    2. Maintained high levels of customer service while meeting and exceeding each applicant's and business partner's expectations.
    3. Maintained relationships by providing superior customer consultation, advice, counseling, and service.
    4. Monitored and posted daily/weekly/monthly sales reports and pipelines.
    5. Responded to customer needs and inquiries within 24 hours.
    6. Assessed and evaluated customer's financial needs to build strong relationships with customers following-up on a regular basis.
    7. Used sound judgment and effective marketing and promotion techniques.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS


Mortgage Advisor Resume

Summary : Experienced mortgage professional with a successful career in management, business development, and administration. Excel at interfacing with others at all levels to ensure organizational goals are attained. The proactive approach has resulted in capturing numerous Realtor relationships and expanding the client base.

Skills : Skilled In Mobile Smartphone And Tablet Technology.

Description :

    1. Providing home loans primarily for purchase transactions that are referred to me by my realtor network.
    2. Working directly with the clients from the application process to closing their loan documents face to face.
    3. Pricing and locking loans according to what was conveyed to the borrower.
    4. Putting together customized marketing materials for the agents that explain programs and listings of their houses with multiple financing options.
    5. Prospecting to attain additional Realtor contacts outside of my current network.
    6. Attending real estate-related seminars, classes, and continuing education.
    7. Produced, expanded, developed, and managed mortgage portfolios for potential and existing Morgan Stanley-Smith Barney ultra-high-net-worth clients.
    8. Established a successful flow of business and referral system through networking with other Morgan Stanley-Smith Barney Financial Advisors and Private Bankers.
    9. Provided tailor-made mortgage solutions to accomplish the client's individual, business, and financial goals.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Diploma

Mortgage Advisor Resume

Objective : A career utilizing knowledge and experience to meet company objectives. Experienced in communicating with a variety of people, ability to work independently and manage time, a positive mental attitude, quick learner, and detail-oriented.

Skills : Experience With Encompass 360/Paperless, Calyx, MS Office, AUS, Credit Analyzer.

Description :

    1. Prequalify, consult and sell mortgage products by building and servicing relationships with business partners, ERA, Coldwell Banker, and Century 21, along with other referral sources.
    2. Provided training for referral sources regarding credit, rates, and loan products.
    3. Marketed products by cold calls, appointments, and various community-related activities to originate loans and referrals.
    4. Assist as necessary in the closing process with the collection of information and documentation and attend loan closings to ensure a smooth process.
    5. Prepare and update reports on Excel, prepare presentations using PowerPoint, manage customer base and data, created letters, flyers, and marketing info sheets.
    6. Use Outlook calendar for appointments, scheduled training, and conference calls.
    7. Loans referred by real estate agent relationships cultivated through follow-up with past agents.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BA In Economics, Psychology

Mortgage Advisor Resume

Summary : Experienced mortgage professional with a successful career in management, business development, and administration. Excel at interfacing with others at all levels to ensure organizational goals are attained.

Skills : Skilled In Mobile Smartphone And Tablet Technology.

Description :

    1. Providing home loans primarily for purchase transactions that are referred to me by my realtor network.
    2. Working directly with the clients from the application process to closing their loan documents face to face.
    3. Pricing and locking loans according to what was conveyed to the borrower.
    4. Putting together customized marketing materials for the agents that explain programs and listings of their houses with multiple financing options.
    5. Prospecting to attain additional Realtor contacts outside of my current network.
    6. Attending real estate-related seminars, classes, and continuing education.
    7. Produced, expanded, developed, and managed mortgage portfolios for potential and existing Morgan Stanley-Smith Barney ultra-high-net-worth clients.
    8. Established a successful flow of business and referral system through networking with other Morgan Stanley-Smith Barney Financial Advisors and Private Bankers.
    9. Provided tailor-made mortgage solutions to accomplish the client's individual, business, and financial goals.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Diploma

Mortgage Advisor Resume

Objective : Customer Service Representative who maintains a high level of professionalism, patience and efficiency to minimize customer dissatisfaction and increase customer loyalty.

Skills : Microsoft Excel, WordPerfect, Microsoft Word.

Description :

    1. Meet with applicants to obtain information for loan applications and to answer questions about the process.
    2. Analyze applicants' financial status, credit, and property evaluations to determine the feasibility of granting loans.
    3. Review and update credit and loan files.
    4. Review loan agreements to ensure that they are complete and accurate according to policy.
    5. Submit applications to credit analysts for verification and recommendation.
    6. Work with clients to identify their financial goals and to find ways of reaching those goals.
    7. Responsible for gathering and recording on RADAR limited information from mortgagors pertaining to reasons for delinquencies.
    8. Assisted in research and resolution to Title Issues, Document recording issues, tax liens/sales, and escrow analysis Performed financial analysis on customer income.
    9. Completing Modification Loan Doc's HAMP Program, FHA-HAMP, Foreclosure Working in call center Environment.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Information Technology

Mortgage Advisor Resume

Objective : Professional Business Developer with a proven track record of success in highly competitive sales positions, looking to make a difference on your team within your organization.

Skills : Project Management, Telecommunications, Finance, Finance.

Description :

    1. Originated & closed over $15M annually in home mortgages & equity products.
    2. Compiled, verified, and typed application information for mortgage loans.
    3. Reviewed residential loan application files to verify that applications data was complete and met established standards, including types and amount.
    4. Recommended that loans, not meeting standards were denied.
    5. In-house phone sales and in-person consultations for mortgages.
    6. Generated loans were above average in team sales per quarter.
    7. Attained leads for sales that were both self-generated and company generated.
    Years of Experience
    Experience
    2-5 Years
    Experience Level
    Level
    Junior
    Education
    Education
    HS

    Mortgage Advisor Resume

    Objective : Over 20 years combined mortgage industry experience Energetic self-starting professional with the drive, determination, and sales experience to be an asset to any organization. Experience in working in a fast-paced environment and thrives under pressure with an ability to adapt quickly to challenges and changing environments.

    Skills : Microsoft Office, Microsoft Excel, Microsoft Outlook, EasyBlog, Blogger And WordPress, Joomla, Social Media Marketing.

    Description :

      1. Made 200 cold calls a day, priced, researched, and submitted primary and secondary loans to banks and lenders.
      2. Created relationships with Title companies, Account Executives, Investors, and local city of commerce organizations.
      3. Awarded for having most loan submissions in a month.
      4. Build a portfolio of returning clients to process multiple loans and provide personal customer service.
      5. Increased customer base for the organization by distributing banking Assets to potential customers.
      6. Making Tie with our Bank Account opening, Insurance, Mortgage & Home Loan to The potential NTB Customers.
      7. Developed business plan to establish and grow relationships with referral partners such as realtors, financial planners, and CPAs.
      Years of Experience
      Experience
      2-5 Years
      Experience Level
      Level
      Junior
      Education
      Education
      B.A. In Communication Studies

      Mortgage Advisor Resume

      Objective : Top producing Business Development Specialist with extensive years of sales, operations, and management experience. Consistently in the top 1% for loans referred through Chase's Real Estate Owned network of Realtors. Skilled in building and sustaining client relationships utilizing the process of identifying needs, finding a solution to meet those needs, and constructing detailed follow-up plans.

      Skills : Microsoft Excel, Oracle, Microsoft Office.

      Description :

        1. Identical responsibilities as position above.
        2. Joined the organization to promote the utilization of PHH Mortgage Services through the implementation of the "one-stop-shop" model.
        3. Leveraged extensive knowledge of brand tools and services to coach and educate the agents.
        4. Improved the penetration and capture rate and increased volume by 2% in a real estate market down over 10%.
        5. Successfully expanded Charlotte-based Mortgage Company into Greensboro/Triad market.
        6. Organized participation in seminars, trade shows, and meetings to the market company brand.
        7. Developed new business partnerships and a large customer base.
        Years of Experience
        Experience
        0-2 Years
        Experience Level
        Level
        Junior
        Education
        Education
        HS Diploma In Journalism

        Mortgage Advisor Resume

        Objective : Obtain a position in the financial sector as a Customer Service Rep where all abilities and skills will be utilized towards the growth of the organization.

        Skills : Other Qualifications/: English - Excellent Completed Freddie Mac Standard Modification Program Completed 12 Hours. Database Software, Email Software, Internet Browser Personal Computers, Spreadsheet Software, Word Processing Software.

        Description :

          1. Develops and maintains a quality network of business relationships that serves as a recurring.
          2. Managed a large database of personal clients Negotiated prices, terms of sales, and service agreements.
          3. Contacted new and existing customers to discuss how their needs could be met through specific products and services.
          4. Completed daily outbound calls, up to three hours per day.
          5. Originate and write residential mortgage loans Evaluate and communicate proper loan programs effectively to consumers.
          6. Joined the organization to promote the utilization of PHH Mortgage Services through the implementation of the "one-stop-shop" model.
          7. Leveraged extensive knowledge of brand tools and services to coach and educate the agents.
          8. Improved the penetration and capture rate and increased volume by 2% in a real estate market down over 10%.
          Years of Experience
          Experience
          2-5 Years
          Experience Level
          Level
          Junior
          Education
          Education
          Diploma In Education