Mortgage Banker Resume Samples

As a Mortgage Banker, the person will take charge of sanctioning mortgage loans to eligible applicants. The job description includes meeting potential clients and advising them through the mortgage application processes. Some common primary duties are mentioned on the Mortgage Banker Resume as follows – seeking new business for the bank or financial institutions; developing and maintaining referral relationships with various sectors like real estate and developers; performing financial analysis and making sure the applicant is eligible for getting the mortgage loan, and providing financial counseling to their clients.

Employers consider professionals with the following traits – highly developed analytical skills, basic arithmetic skills, working knowledge of MS Office Suite Programs mainly in Excel; knowledge of FHA and HUD regulations; knowledge of conventional and government guidelines pertaining to loan underwriting; and proficiency with loan underwriting software. Most resumes depict qualification in finance or economics.

Mortgage Banker Resume example

Mortgage Banker Resume

Objective : Responsible for Interviewing applicants to assess their needs, evaluate their financial position, and identify appropriate product offerings, Utilizing information to facilitate loan processing, prequalifying applicants, obtaining all required documents, and submitting a completed application.

Skills : High Customer Service Standards, Strong Problem Solving.

Mortgage Banker Resume Format

Description :

  1. Networked and generated mortgage opportunities for mortgage origination.
  2. Evaluated and developed opportunities to improve financial portfolio.
  3. Originated mortgage application and process to final approval.
  4. Provided direct and indirect customer service.
  5. Inbound and outbound telesales experience.
  6. Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  7. Supplied necessary industry and market research to target new businesses.
  8. Researched banking guidelines and statutory requirements to stay updated on new laws and applications.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Management


Mortgage Banker Resume

Objective : An accomplished leader and individual contributor with exceptional sales experience and strong leadership qualities with a proven track record of exceeding management objectives. Core Qualities Highly motivated Able to work in a competitive environment High volume sales Policy/program development Inventory control Cross-functional team management Staff training/development Consistently meet goals.

Skills : Training & Development, Coaching, Performance Management, Inside Sales, Sales.

Mortgage Banker Resume Sample

Description :

  1. Responsible for developing new retail mortgage business and achieving individual sales and profitability goals for two branches.
  2. Actively pursued leads generated through branches and referrals in order to secure new mortgage sales.
  3. Maintained and expanded customer relationships in order to generate business opportunities.
  4. Prequalify prospective home buyers and advise them on financing alternatives.
  5. Provided guidance to customers throughout mortgage application and processing activities.
  6. Gathered and processed all necessary documents to ensure a successful application process.
  7. Ensured that own sales efforts are aligned with Regional mortgage growth and profitability objectives.
  8. Worked with branch managers, personal bankers, and tellers to communication mortgage opportunities.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Business Administration


Mortgage Banker/Branch Manager Resume

Objective : Hardworking, creative team player and problem solver with excellent initiative, leadership, and management abilities coupled with a proven ability to develop practical approaches and creative solutions that increased revenue and efficiency for African World.

Skills : Microsoft Office, Sales Support, Multitasking.

Mortgage Banker/Branch Manager Resume Model

Description :

  1. Consulted with clients about their current and future needs to help them achieve their financial goals and advise them on their largest financial goals.
  2. Established ongoing financial services relationships with clients through the delivery of world-class service.
  3. Interviewed clients and gather information pertaining to their unique financial situations, needs and objectives.
  4. Used state-of-the-art technologies to conduct credit, underwriting and financial analyses and qualify the client for various loan programs.
  5. Evaluated various loan programs and affordable financing options from a broad range of Quicken Loans home loan products.
  6. Advised and educated clients on the home buying process and how to better manage their mortgage(s).
  7. Assisted clients through the loan process from application to closing and troubleshoot any transaction issues.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Psychology

Senior Mortgage Banker Resume

Summary : A well presented and highly personable banking professional with over 6 years of successful experience in positions of increasing responsibility and duties. Skilled at educating customers on banking products and recommending best options that meet their short-term and long-term needs. Driven to build lasting relationships across all business sectors that add value to any organization, and is fluent in both oral and written Spanish.

Skills : Proficient at MS Office Suite, Driving SKills, Supervising Skills.

Senior Mortgage Banker Resume Template

Description :

  1. Grown and managed personal production of approximately $2 million+ in sales volume monthly.
  2. Derived from understanding the needs of every customer type and providing the same service to all and produced an 85% retention and referral-based book of business.
  3. Serviced assigned bank branches to ensure productive mortgage/banking center partnerships.
  4. Driven company sales revenues through the origination of residential mortgage loans and producing referrals for private banking and commercial lending divisions of the bank.
  5. Secured exclusive lending relationship with multiple builders, luxury automobile dealers, and real estate offices.
  6. Established lines of business allow for more relevant cost-continuum profit and loss management and delivery of quality lending portfolios to investors.
  7. Initiated inter-city builder alliance to attract commercial builders entering the residential construction market.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Retail Management

Mortgage Banker Resume

Summary : Highly motivated individual seeking a Mortgage Banker position where my analytical, negotiation, and organizational skills can be leveraged in a professional environment to advance my career as a young professional. I have always been a self-motivated and hardworking individual who embraces new challenges.

Skills : MS Office, Planning Skills, Customer Service.

Mortgage Banker Resume Format

Description :

  1. Experienced in banking and lending environment.
  2. Supervised residential mortgage originations, processing, commitments, closings, and sales.
  3. Strong working knowledge of lending laws, standards, and procedures.
  4. Provided superior service to clients by offering products to best fit their needs.
  5. Exceeded monthly mortgage sales goals within the first 6 months.
  6. Licensed and practiced lending in all fifty states.
  7. Attracted new mortgage loan applications by developing relationships within the community, attending seminars and events to network with builders, real estate agents, financial advisors, accountants, and community leaders to build business through word of mouth and referrals.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
General Studies

Mortgage Banker Resume

Objective : Mortgage Banker is responsible for managing the loan process from start to finish. Responsibilities include qualifying, processing and underwriting loan applications; building and maintaining customer relationships; closing loans and servicing loans.

Skills : Microsoft Excel, Money Management, Motivated, Recruiting.

Mortgage Banker Resume Format

Description :

  1. Worked hand and hand with bankers to satisfy the needs of Chase Bank customers.
  2. Looked through company spreadsheets to recognize potential needs of customers while looking for a new business to bring into Chase Bank.
  3. Worked with many different types of people inside and outside the bank.
  4. Sold me to multiple Realtors and work as a team to help customers achieve the ultimate goal of homeownership.
  5. Extensive use of computer skills and software.
  6. Kept up with spreadsheets with excel and use of financial calculators.
  7. Managed a steady pipeline of over 2 million in real estate loans.
  8. Responsible for building a continuous pipeline of clients and mortgages.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Business Management

Mortgage Banker I Resume

Objective : To leverage my market research experience in a marketing strategy or business/market development position. Analyze and improve marketing, sales, and operational performance within a company that has an emphasis on working with others in a fast-paced environment.

Skills : Credit Analysis, Microsoft Office Suite, Sales Expertise, Relationship Management, Customer Service Skills, Time Management, Loan Originations, Administrative Skills.

Mortgage Banker I Resume Model

Description :

  1. Identified attractive mortgages and presented loan refinance opportunities to retail clients of Wells Fargo across the Phoenix metropolitan area.
  2. Developed and sustained critical relationships with real estate agents to originate new client leads.
  3. Concentrated on the home buyer market to a greater extent than refinance to capitalize on changing market landscape.
  4. Originated loans were later securitized at significant profits to bolster Wells Fargo's financials.
  5. Highlighted Contributions & Achievements: Originated and funded an average of 10 deals per month, ranking at top of the group.
  6. Advised clients on escrow options and highlighted specific refinancing alternatives designed to save thousands in interest.
  7. Established relationships with realtors to drive business on the purchasing side.
  8. Earned top score in customer loyalty for delivering strategic insight on government-backed homeownership programs.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Liberal Arts

Mortgage Banker Resume

Summary : Professional with extensive experience in Loan Origination, Real Estate, Education Development. Major strengths in planning, problem-solving, and communication. Demonstrated accuracy, organization, attention to detail, and ability to work well in a team environment. Capable of handling multiple projects concurrently, can work within a set budget, and exceeded expectations Identified and capitalized on team members' strengths to accommodate a threefold increase in work volume without the need for additional staff.

Skills : Skills & Abilities Proficient in Microsoft Word, PowerPoint.

Mortgage Banker Resume Format

Description :

  1. Worked in a high pressured sales environment.
  2. Answered questions for prospective clients advising and persuading them to make the best financial decision with their current mortgage.
  3. Excelled in near aspect in training earning bonuses for high test scores and also adapting to the sales environment at a rapid pace.
  4. Quickly exceeded sales expectations within my first 3 months of banking and continued to establish myself ahead of my peers.
  5. Promoted to season region ahead of schedule and have consistently outperformed my teammates.
  6. Used Sales techniques used to persuade clients to refinance their largest financial asset.
  7. Excellent phone skills as well as interpersonal skills used each time speaking with a client.
  8. Established a connection and had them feel comfortable with who they are speaking with.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Master of Science

Mortgage Banker Resume

Headline : Goal-oriented Mortgage Banker professional with a confident sales approach. I understand the value of cultivating and fostering long-lasting client relationships. Continually seeks new ways to enhance a company's revenue along with image. In addition to my sales background, I possess extensive knowledge in the dental field.

Skills : MS-Office, Product Marketing, Product Strategy, Sales Process, Salesforce, CRM, Presentation Skills, Solution Selling, NMLS Certified.

Mortgage Banker Resume Format

Description :

  1. Successfully created sales and marketing strategies to increase production while maintaining excellent customer service.
  2. Demonstrated the ability to manage multiple projects without direct supervision.
  3. Planned and organized seminars and projects to educate and disseminate the idea of Homeownership to prospective clients.
  4. Analyzed applicants' financial statements, credit reports, and property evaluations to determine the feasibility of granting loans.
  5. Used Financial and Business Acumen to help advise clients of which product best suited their needs.
  6. Put together marketing campaigns to help increase total revenue and customer knowledge.
  7. Implemented excellent relationship management skills with Co-Workers, Realtors, Insurance Agents, and Attorneys in order to meet sales quotas.
  8. Developed plans for clients to reduce their risk assessment value.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Consultant
Education
Education
Healthcare Management

Mortgage Banker Representative Resume

Headline : Currently a Mortgage Banker with Ameris Bank and a Real Estate Partner in the development of the Troy Mills Commercial Indoor Agriculture Complex. Previously an Account Executive with JP Morgan Chase's US Department of Agricultural financing program, achieving over 80 million dollars in annual sales and fundings by communicating program parameters through statewide presentations to US Department of Agriculture officials, bankers, mortgage brokers, and realtors.

Skills : Technology, Developing Skills, Supervising Skills.

Mortgage Banker Representative Resume Example

Description :

  1. Recommended loan approvals and denials based on customer loan application reviews.
  2. Maintained current loan and pricing information on the online banking website.
  3. Originated, reviewed, processed, closed, and administered customer loan proposals.
  4. Compiled database of loan applicants' credit histories, corporate financial statements, and other financial information.
  5. Developed and maintained relationships with local real estate agents.
  6. Submitted loan applications to the underwriter for verification and recommendations.
  7. Reviewed and edited loan agreements to ensure accuracy.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business And Financial Studies