Mortgage Consultant Resume Samples

The job duty of a Mortgage Consultant is to help customers obtain loans through mortgages. The common duties falling in the description and listed on the Mortgage Consultant Resume include the following – assisting potential borrowers get the best loan, developing relationship with real estate agents, guiding borrowers to appropriate financial institutions, helping in mortgage application work, assessing the borrower’s financial and credit history, explaining the loan process in detail to the customer, giving information of interest rates, interest to be paid and best loan amount the customer can get; and explaining about repayment terms.

Even though the job tasks may differ from company to company, the following skills are expected – staying up to date with latest mortgage products and related legislative changes; the ability to explain complex information clearly, interest and knowledge of legal and financial aspects; and discretion to maintain confidential information. Although employers don’t look for any specific academic qualifications, preference is given to those having industry-recognized certification, licensure or studies.

Mortgage Consultant Resume

Objective : To obtain a stable career that will challenge my leadership, communication, and creative skills while contributing to the overall success and growth of the company.

Skills : Microsoft office, Customer Service Skills, sales, Management, Management, Marketing, Advertising, Public Speaking, Community Outreach, outlook, Event Planning.

Description :

    1. Provides service to customers seeking residential mortgage loans modifications or refinances Interview applicants to collect information concerning their financial needs, objectives and status.
    2. Obtains and analyzes pertinent financial and credit data.
    3. Monitor new business to ensure conformity with Bank's standards.
    4. Assure all new business is properly documented, accurate and complete to ship to the Loan Fulfillment Center.
    5. Responsible for obtaining all pertinent applicant generated information needed to ensure the prompt and efficient processing and funding of all loans.
    6. Maintain consistent communication flows throughout loan process, with all involved parties to ensure timely appraisals, credit decisions, funding and to expeditiously resolve all issues and questions.
    7. Certified in required training on pertinent compliance laws Teksystems - Austin, Texas Associate Operations Technician assisting Home Depot assoc with technical computer errors and correcting viruses, Working under deadlines, redirecting calls to proper department Regularly supports existing systems to ensure operational stability for user groups.
    8. Provides customer support by answering end-user questions and maintaining a presence at a help desk or other customer point contact.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
English


Sr. Mortgage Consultant Resume

Objective : A resourceful Professional with ability to adapt to various and changing situations to achieve and exceed goals and standards. Over 10 years experience in the areas of Administrative Support and Customer Service. Proven track record in top performance, efficiency and accuracy resulting in contributions towards bottom line results.

Skills : Computer Skills, Leadership, Public Speaking, Team Player, Critical Thinking, mortgage loan originating, Customer Service, Competitive.

Description :

    1. Collected pertinent loan information, performed clerical functions and gathered documentation according to current underwriting guidelines.
    2. Proactively leveraged ideas, insights and relationships to generate new and incremental business by partnering with secondary sources.
    3. Worked with existing client base to determine best product or services resulting in client retention, increased revenue and profits.
    4. Successfully collaborated with department teams to create Business Development Plans to identify market opportunities and increase market share.
    5. Facilitated loan application process including credit analysis, pre-qualification, debt-to-income ratio, and product identification to assist customers towards loan closing.
    6. Effectively managed daily schedule to handle 75-100 inbound and outbound calls responding to customer requests, diffusing irate customers and introducing new products and services.
    7. Reviewed loans for exceptions and evaluated scenarios to establish compensating factors and answered general underwriting questions which increased approval rate.
    8. Demonstrated proficiency in using technology and retention systems that contributes to the efficiency of workflow and productivity.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
General Studies


Home Mortgage Consultant Resume

Summary : Seeking a position with a company looking for a customer focused, strategic, results driven team player dedicated to achievement and exceeding organizational goals. Accomplished background in leadership and teamwork in sales with over 6 years of specialized experience success in the real estate/ mortgage industry and over 5 years of experience in online marketing. Consistent sales closer experienced in forging strong business relationships with nationwide realtors, lenders, appraisers, closing agents, general managers and business owners.

Skills : Encompas, calyx point, mortgage builder, FHA Connection, VA Portal, Fraudgaurd, data verify, excellent pipeline managment. I know everything from initial disclosures/application disclosed within compliance turn times.

Description :

    1. Responsible for assisting consumers seeking mortgage loans, both residential and commercial.
    2. Provide services to consumers who are purchasing or refinancing a home or business, obtaining a second mortgage or home equity line of credit.
    3. Assist borrowers in determining the kind of loan program that is the best fit for them.
    4. Guide borrowers in completing the loan application process, gathering the appropriate and necessary paperwork including bank statements, tax returns and pay stubs to expedite the loan process.
    5. Obtain, analyze and evaluate borrowers credit reports and discuss any action that needs to be taken to guarantee a successful loan process.
    6. Communicate with appraisers, escrow officers, title officers, loan processors and underwriters during the loan process always keeping the borrower apprised of the status.
    7. Use various forms of marketing and advertising techniques to identify potential customers such as conducting information seminars, distributing flyers and brochures, telemarketing and referrals.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BS In Civil Engineering

Mortgage Consultant II Resume

Objective : Seek to be a part of a team where my skills and experience will contribute to my personal success, the success of the team and the success of the company. My goal is to find stability with a company where I can stay with long term. Also attempt to advance within and establish a career for myself.

Skills : Training, Organizing, Inventory Management, Computer Awearness, Data Entry, MS Word, Excel, Powerpoint, Outlook.

Description :

    1. Organize and prioritize assigned loans based on various factors, including date of most recent contact, promise to pay not kept, and borrowers' financial information.
    2. Generate outbound calls to delinquent borrowers who may be currently in foreclosure or who are considered high-risk.
    3. Collect high delinquency past due mortgage accounts.
    4. Call customers and receive calls from customers to work out payment arrangements.
    5. Negotiate payment arrangements and offer suggestions on how to meet payment obligations.
    6. Review non-performing loans to determine regulatory and investor requirements are met with regard to Loss Mitigation workouts.
    7. Perform a thorough review of a loan's servicing history Provide information on status, transaction or account activity; research disputed items and other inquiries.
    8. Identify all potential loss mitigation workout options and provide accurate information to customer.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science

Mortgage Consultant III Resume

Objective : Experienced and dedicated professional seeking a full-time opportunity to contribute to a forward-moving organization in a management position. Strong team builder. Ability to evaluate problems and offer practical solutions. Proven ability to step into a brand new situation, assess needs and policies, and take appropriate actions.

Skills : Leadership Skills, Trainer, And Coach.

Description :

    1. Analyzed applicant's financial status, credit, and property evaluations to determine feasibility of granting loans.
    2. Obtained and compiled copies of loan applicants' credit histories, corporate financial statements, and other financial information.
    3. Met with applicants to obtain information for loan applications and to answer questions about the process.
    4. Explained to customers the different types of loans and credit options that were available, as well as the terms of those services.
    5. Reviewed loan agreements to ensure that they were complete and accurate according to policy.
    6. Approved loans within specified limits, and referred loan applications outside those limits to management for approval.
    7. Handled customer complaints and took appropriate action to resolve them.
    8. Stayed abreast of new types of loans and other financial services and products to better meet customers' needs.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Business Administration

Mortgage Consultant I Resume

Objective : Highly motivated with strong organizational and leadership skills seeking a challenging role in a professional environment, where I can utilize my current skills and knowledge to the fullest allowing me to develop and assist others.

Skills : Cyber Security.

Description :

    1. Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
    2. Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
    3. Meet with applicants to obtain information for loan applications and to answer questions about the process.
    4. Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
    5. Review loan agreements to ensure that they are complete and accurate according to policy.
    6. Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
    7. Handle customer complaints and take appropriate action to resolve them.
    8. Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
AA

Sr. Mortgage Consultant Resume

Summary : Accomplished Executive with demonstrated ability to deliver mission-critical results. Ambitious entrepreneur who creates strategic alliances with organization leaders to effectively align with and support key business initiatives. Builds and retains high performance teams by hiring, developing and motivating skilled professionals.

Skills : Microsoft Word, PowerPoint, Excel, Publisher, Access, Outlook, Statistical Package For Social Sciences, Quantitative Management For Windows, Four semesters of Spanish, Drawing, Forecasting, Plotting, Management and Business Finance.

Description :

    1. Responsible for managing multiple real estate offices in the Weidel Realtors organization for Princeton Mortgage Corp.
    2. Work closely with Realtors buyers to obtain their financial needs; present and future.
    3. Follow each application from initial application through processing and closing to assure customers satisfaction.
    4. Keep in contact with past customers through quarterly mailers and phone calls to ensure satisfaction and to fill any financial needs.
    5. Generate outside business through accountants, attorneys, outside realtors, direct mail, and financial planners.
    6. Train new realtors on the mortgage process and how best to refer clients to my services.
    7. Hold first-time homebuyer seminars with attorneys and realtors to educate them on the home buying process.
    8. Hold seminars for experienced Realtors to show them how to increase their income using my services.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor Of Science

Jr. Mortgage Consultant Resume

Headline : To obtain a position where I can be a valuable piece of a team that works together to provide excellent work. I plan to obtain an employment opportunity where I can put all of my skills to good use.

Skills : Sales, Customer Relations, Customer Relations, Marketing, Outsourcing, Outsourcing.

Description :

    1. Primary responsibility was the origination of government, and conventional mortgage loans.
    2. Counseled individual borrowers to ensure loan product was appropriate to their individual circumstances.
    3. Communicated to the customer the best options for their needs and make recommendations.
    4. Analyzed the prospective borrower's income and debt and pre-qualified the borrower for an mortgage.
    5. Counseled the borrower in the home buying and financing process advises on the financial and long- term impact of various mortgage products.
    6. Counseled and advised the borrower in understanding and clearing credit and other problems; spent 80% or more of time outside of office in business development and consultation activities with borrowers, builders, realtors, and branch channel associates.
    7. Ordered various processing documents such as title and hazard insurance.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Project Management

Retail Mortgage Consultant Resume

Objective : Seasoned professional with demonstrated ability to exceed targeted business goals, initiate change, improve processes, and effectively aligning strategy with business operations across a broad spectrum of disciplines. Expertise in business process redesign, innovative solutions, and organizational transformation. Excel at unit profitability, account savings, client satisfaction, safety and quality.

Skills : Client Relationship Management, Operations Management, Administration.

Description :

    1. Liaison between mortgage lenders and our clients taking each file from pre-approval of refinanace to closing.
    2. Answered telephone calls from potential customers solicited through advertisements.
    3. Interviewed applicants and requested specified information for loan applications.
    4. Analyzed applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
    5. Obtained and compiled copies of loan applicants' credit histories, corporate financial statements, and other financial information.
    6. Explained to customers the different types of loans and credit options that are available, as well as the terms of those services.
    7. Reviewed loan agreements to ensure that they were complete and accurate according to policy.
    8. Conferred with underwriters to aid in resolving mortgage application problems.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Diploma In Management

Mortgage Consultant/Supervisor Resume

Objective : Dynamic and reliable sales professional seeking long term position within growing company. Highlights Detail-oriented Flexible Self Driven Attentive Sales focused Excellent leadership quality Experience with both conventional and Open willingness to learn new skills government loan products.

Skills : Microsoft Word, Excel, PowerPoint and Publisher; Adobe Illustrator and Acrobat; Salesforce.com.

Description :

    1. Interview prospective loan applicants to determine up front eligibility and screen for approval.
    2. Ensure loan applicant provides required information and supporting documentation.
    3. Review loan applications and documents for accuracy and completeness.
    4. Negotiate terms of residential and commercial mortgage loans.
    5. Manage applicants expectations related to processing times, interest rates and closing dates Set up meetings with local home sellers, real estate professionals, lawyers and contractors to find prospective and referral loans.
    6. Hold small conferences and meetings to explain the variety of financial products and services available.
    7. Work with management to design plans to achieve sales goals, loan quotas and conference referrals.
    8. Maintain compliance with federal lending regulations and bank underwriting policies.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science

Mortgage Consultant/Assistant Resume

Objective : Experienced and driven professional with excellent organizational and managerial skills; exceptional interpersonal skills with the ability to build strong rapport and maintain positive relationships; highly ambitious with solid goals and the desire to excel in a competitive environment with the ability to manage multiple projects from conception to completion. Major strengths include strong written and verbal communication skills, supreme customer service skills and alternative sales techniques.

Skills : Sales.

Description :

    1. Assisted Customers with purchasing new homes and refinancing of existing mortgages.
    2. Originate high-quality loans which meet Conventional and Government guidelines while providing excellent customer service.
    3. Develop relationships with real estate agents, builders, and other referral sources.
    4. Develop knowledge of company products, policies and procedures, and underwriting requirements.
    5. Understand real estate appraisals, title reports, and real estate transactions.
    6. Analyze detailed financial and credit data, matching customer needs with an appropriate loan program and level of risk.
    7. Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
General Course Study

Mortgage Consultant Resume

Objective : Over 4+ years of finance and budgeting experiences to include but not limited to formulate, monitor, and update the organization's operational budget and reimbursable services. Execute a major segment of the organization budget or a total budget for one or more funds. Identify and analyze trends in receipts, obligations, and expenditures. Provide financial advisory services which include a full range of services such as financial information, trend analyses, budget guidance, and advice to managers and their staffs.

Skills : Microsoft Office, Personal Computer.

Description :

    1. Manage inbound and outbound customer calls to effectively sell mortgages and other products.
    2. Maintain strong relationship with builders and real estate persons for business development.
    3. Develop good understanding of real estate techniques.
    4. Maintain broad knowledge of company products and procedures.
    5. Educate customers about available loan products, WFHM programs, rates, policies, underwriting requirements, and loan procedures.
    6. Collect and analyze financial and credit information from customer in order to determine suitable loan program.
    7. Review customer application and quote the mortgage rate and points.
    8. Provide post-sale customer service and interaction for any queries/issues/concerns.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Business Administration