A Mortgage Assistant takes responsibility for approving or rejecting loans that are secured through real estate or other properties. Most of the duties performed by these assistants are the ones that are mentioned on the Mortgage Assistant Resume – answering to questions of the customers, taking phone calls, checking and ensuring the mortgage applications are filled correctly; operating office equipment, filing the documents for future reference; updating databases, denying unsuitable applications; and managing the mortgage approval process.
Those seeking to make a career in this field should mention on the resume the following skills and abilities – selling skills, accuracy, and math skills to calculate exact payments; knowledge of the lending procedures and regulations; multitasking skills; research abilities; professional attitude and customer service attitude. On the qualifications front, formal education is not mandatory, however, possessing a high school diploma or GED will be useful.
Objective : As a Mortgage Assistant, Reviewing and verifying borrowers' income, credit reports, employment histories, property appraisals and title insurance information to prepare loan applications for underwriting submitter.
Skills : MS Office, Managing Skills, Data Entry.
Description :
Answered incoming calls at the mainline.
Resolved system loan issues via the help desk.
Completed statistical reports.
Initiated and created most of these tracking reports.
Responsible for Workflow activity for loans received and transferred out of the dept.
Assisted customers with mortgage loan rates and payments Scheduled closings with customers and title companies Prepared weekly Excel reports.
Managed high volume loan pipelines from origination through underwriting, while managing risk and compliance at all times for BMO Harris Handle all.
Experience
2-5 Years
Level
Executive
Education
GED
Mortgage Assistant Resume
Summary : Over twenty-four years of extensive experience in the Mortgage Assistant industry with ever increasingly responsible positions. Self-motivated, disciplined, decisive and articulate. Highly organized, punctual and detail-oriented individual. Prudent judgment in decision making areas; innovative and flexible in problem solving. Ability to maintain good will, meet the public and work unsupervised or as a team member.
Skills : Quick Books, Microsoft Office, Customer Service Skills.
Description :
Processed of real estate files - Conventional; FHA; VA; Montana Board of Housing.
Organized loan documents into specific order into file folders.
Submitted the files to underwriting for review.
Ordered of credit reports; credit report supplements; appraisals; preliminary title policies; hazard insurance binders; and flood certificates.
Imported files into computer mortgage program from third-party originators via Desktop Originator/Desktop Underwriting; Win-Zip; Calyx Point.
Requested and obtained of underwriting documents for files and resubmitting files to underwriting for final review.
Typed of miscellaneous documents and letters.
Prepared of closing documents.
Experience
10+ Years
Level
Senior
Education
GED
Mortgage Assistant Resume
Objective : Goal-oriented professional dedicated to high levels of customer satisfaction and meeting aggressive business goals. Responsible and hardworking with specialized knowledge in customer service and the beauty industry.
Used computers for various applications, such as database management or word processing.
Answered telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
Collected and deposited money into accounts, disburse funds from cash accounts to pay bills or invoices, keep records of collections and disbursements, and ensure accounts are balanced.
Created, maintained, and entered information into databases.
Operated office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.
Completed forms in accordance with company procedures.
Make copies of correspondence or other printed material.
Operated electronic mail systems and coordinate the flow of information, internally or with other organizations.
Conducted searches to find needed information, using such sources as the Internet.
Experience
2-5 Years
Level
Executive
Education
Bachelor Degree
Mortgage Assistant Resume
Objective : Seeking a Mortgage Assistant position with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.
Answered inbound calls to the underwriting appraisal department and Telesales.
Verified status and follow up with potential borrowers.
Assisted underwriter track the suspended appraisal to confirm updates from appraisers.
Sent appraisal report to processors.
Reactivated a canceled file for the Mortgage Consultant.
Received and reviewed loan applications, analyzes data such as income calculation and debt ratio to determine borrower eligibility for home loans.
Assisted through the production and underwriting process.
Experience
2-5 Years
Level
Executive
Education
Bachelor Degree
Mortgage Assistant Resume
Objective : Full-time Mortgage Assistant position in a challenging environment, providing opportunities for growth and advancement, where I can utilize my experience and skills toward becoming a valuable team member.
Pulled daily reports, assembled for the team, and assigned workload to team members.
Performed review of selection or correct RTC form to be remitted with the closing package.
Notified processor and/or closing processor of incorrect RTC form selected for the closing package.
Reviewed signed closing package (post-closing) for possible deficiencies that would prevent the lender from selling the loan.
Reviewed pipeline report on a daily basis for rate expirations, assess if the rate was extended; print rate lock extension; fed ex to the borrower; retain a copy to loan file.
Prepared setup of initial loan files; print applicable disclosures within three business days of the loan application.
Assisted with maintaining departmental supplies and ordering within budget guidelines.
Experience
2-5 Years
Level
Executive
Education
High School Diploma
Mortgage Assistant Resume
Objective : Mortgage Assistant with 5 years of experience in Acting as receptionist for the company; handling incoming calls and/or transfer of calls in a professional and courteous manner.
Processed all incoming and outgoing mail for the department to include mortgage payments on a daily basis.
Monitored escrow and member pay account for payment due to insurance companies and tax authorities.
Answered payoff requests from members and attorneys.
Prepared checks and renewal letters as needed.
Ordered supplies for the department.
Organized Mortgage Loan Client's Files for Purchasing or Refinancing a Home Loan Scheduled Loan Closings for Clients, Loan Officers & Realtors.
Experience
2-5 Years
Level
Executive
Education
High School Diploma
Mortgage Assistant Resume
Objective : As a Mortgage Assistant with 3 years of experience in Responding to inquiries and member questions and directing to appropriate personnel as needed.
Skills : Customer Service , Clerical, Banking Skills, Multitasking.
Description :
Provided excellent customer service for Bank of America credit card sales.
Processed outgoing orders, correlated shipments while also handling customer related issues.
Contacted prospective sellers by mailings and cold calls.
Assisted in placing commercial real estate loans and business loans.
Completed data input for loans received from brokers, printed Home Mortgage Disclosure Act documents, pulled the Meritage credit bureau, created.
Wrote Loans, Sourced Best Lender for Client, Assisted, and Advised on Resolving Credit Issues to Obtain Loan.
Supported loan officers in identifying client needs and programs that would benefit the client.
Assembled loan packages and assisted clients throughout the loan procedure.
Experience
2-5 Years
Level
Executive
Education
G.E.D
Mortgage Assistant Resume
Objective : Mortgage Assistant with 5 years of experience in Conducting research regarding mortgage loans Prepared written correspondence Audited notes, preparing spreadsheets and documented invoices, etc.
Responsible for maintaining inbound and outbound calls for clients that want to obtain a home loan with Bank.
Responsible for going over all materials that have been sent to them, explaining to them how the loan process is going to work.
Worked with the borrower extensively, answering all questions they might have.
Responsible for preparing paperwork for credit cards.
Called customers to obtain documents for their loans.
Called customers to schedule closing dates, Mail out Thank you cards for the mortgage consultants on the team.
Scheduled appointments Processed credit applications Ordered Appraisals Pre-qualified Clients Fielded calls Data Entry General office duties.
Experience
2-5 Years
Level
Executive
Education
G.E.D
Mortgage Assistant Resume
Objective : Customer Service and Supervisory Professional with extensive experience in the financial industry. Expertise in mortgage lending, both origination and servicing management. Management experience in Call Center, Research and Quality functions. Skilled in providing superior customer service and leading teams.
Skills : Assisting Skills, Multitasking, Problem Solving Skills, Critical Thinking.
Prepared and managed order-out process (USPS, Homeowners insurance, title commitment, verification of employment, verification of rental, credit supplements, and other assorted tasks.
Arranged follow-up for missing items and timing for certain files.
Provided administrative support to the Real Estate Brokerage team.
Responsible for Fed-Ex packages Distributed incoming faxes.
Operated a 24- line phone switchboard system.
Reviewed for LTV to determine if the application fell within underwriting guidelines.
Experience
2-5 Years
Level
Junior
Education
High School Diploma
Mortgage Assistant Resume
Objective : Seeking the opportunity to utilize the professional experiences and various office and customer service skills I have learned throughout extensive training. I have the ability to work individually as well as in pairs or group settings.
Skills : Emr, Medical Records, Venipuncture, Microsoft Office.
Description :
Provided support to the receiving department for new loans.
Duties included processing each file with internal software to prepare the loan for the underwriting department, including inputting data, inspecting the accuracy of tax forms, and assigning files to the appropriate processor.
Provided support to the preprocessing department.
Duties included ordering appraisals and title work, faxing documentation to loan officers, checking various government websites to obtain information necessary to process loans, and reviewing credit reports.
Provided support to the closing department.
Duties included contacting settlement companies and law firms to obtain all final documents and review such documents upon receipt to ensure accuracy, creating daily reports for managers to track volume and type of loans, and shipped all closed loans offsite in a timely manner.
Coordinated the applicant's document in a timely manner.
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