As a Mortgage Sales Assistant, the individual will review loan applications, and prepare letters of credit for clients. The job duties and description are listed on the Mortgage Sales Assistant Resume as – working with supervising loan officer and serving as administrative support; serving as the primary contact and liaison between clients, branch manager, and assigned loan originator and conducting meetings to coordinate any follow-up items, coordinating and preparing documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork; reviewing all loan package documentation for discrepancies, and screening and making calls, and booking appointments and providing administrative support as needed.
While a high school diploma or equivalent is a mandatory requirement, possessing a college degree in finance or banking is preferred. Other crucial skills include – a good understanding of different loan products, such as conventional and commercial loans; excellent customer service skills, computer proficiency, and valid training in the field.
Objective : A positive attitude, computer skilled office professional, with experience in secretarial, clerical, front office receptionist, and office managerial procedures in business, medical, and financial office environments. Many years of experience as a mortgage loan processor and mortgage sales production associate, with a banking background as a teller, teller trainer, and in house bank procedure training.
Skills : Strong oral and written communication ability.
Description :
Worked with several designated Home Mortgage Consultants and their borrowers to obtain and review asset, credit, employment and lender required documents, from origination to closing.
Provided general front desk coverage for branch office: answering phone, coordinating messages, greeting with customers, correspondence, ordering supplies, as required.
Assisted Branch Manager with preparation of branch reports, sales meetings, training materials, correspondence, staff management and communications, advertising and promotional events.
Organized and coordinated a successful 85 realtor training workshop with Branch Manager.
Responsible for the preparation of upcoming branch Retail Risk Review, in addition to regular Mortgage Sales Associate and CSR responsibilities.
Monitored and implemented compliance regulations and corporate procedures in branch office and instructed team members on compliance requirements and monitored audit to a perfect audit report.
Re-organized office, researched, introduced, and established procedures to improve office work flow and office efficiency, encouraging suggestions and feedback from coworkers.
Experience
0-2 Years
Level
Entry Level
Education
Diploma
Mortgage Sales Assistant Resume
Objective : Proactive operations and management professional with a goal-oriented and results-focused approach. Leadership and supervisory experience with a history of transforming a high-potential staff into outstanding professionals. Demonstrated commitment to excellence and world class customer service that aids in surpassing financial and service objectives.
Skills : Data Entry, Microsoft Office, Microsoft Word, Microsoft.
Description :
Maintained communication with borrowers and all interested parties to ensure a smooth transaction and provide optimal customer service.
Prioritized accordingly to meet loan commitment and closing dates and disclosure delivery requirements per TRID regulations.
Reviewed all application documents for completion and accuracy.
Requested additional documentation, as required per loan program.
Experienced processing FHA, VA, USDA, and Conventional loans.
Submitted loan to LP or DU for automated underwriting to determine eligibility.
Updated loan information within Encompass 360.
Evaluated credit report and make necessary inquiries to borrower and address possible issues.
Summited requests for appraisal, title commitment, survey, pest inspection, water test, flood certificate, Verification/s of Employment, Social Security number verification/s, IRS transcripts and assist customers in obtaining homeowner insurance quotes.
Experience
0-2 Years
Level
Entry Level
Education
Sales
Mortgage Sales Assistant Resume
Summary : Highly dedicated, motivated, independent, technically skilled, personable business professional with a operational support skill set developed through experience as an mortgage loan processor, sales assistant and a human resources management.
Acted as a liaison between loan originator, the loan underwriter and the borrower.
Communicated with loan originator, management, underwriter and borrowers as required to ensure all parties are aware of loan status and any outstanding requirements.
Ordered documentation required to complete verification of application information, including credit report updates, appraisals, income and asset verifications.
Signed off on loan conditions while interfacing with Mortgage Consultants, outside vendors (e.g., title insurance, mortgage insurance companies) and borrowers.
Facilitated busy meeting scheduling and conference calls internally and externally using out look for management and mortgage consultants.
Planned and coordinated on and off site meetings for management or agents: materials and accommodations.
Coordinated travel plans for management team and mortgage consultants.
Prepared expense reports for team.
Prepared meeting agendas, attend meetings and create minutes for internal and external meetings.
Experience
7-10 Years
Level
Management
Education
Certificate In Accounting
Mortgage Sales Assistant Resume
Headline : Ability to strategically plan for reachable goals. Highly trainable and eager to learn. Adapts well to changes, Friendly and upbeat, Successfully and aggressively completes task-oriented goals.
Skills : Proficient In Microsoft Office, ACT, Quickbooks, Mortgage.
Description :
Audited loan files to ensure the Home Lending Specialist (HLS) passes compliance and audit compliance.
Edited Good Faith Estimate according to Client Outline, and print welcome package for all customers to ensure corporate compliance.
Maintained Sure start pipeline for the HLS, including set up, filing, and document maintenance.
Reviewed loan applications for accuracy; provide status updates and follow-up calls to customers.
Created, maintained, and distributed reports to appropriate staff.
Managed lead distribution and tracking process for department.
Assisted HLS in other administrative duties as necessary including, completing withdrawal process, extending rates, faxing sales contract to vendor, etc.
Assigned to test and launch the second phase of Real Estate Settlement Procedures Act (RESPA II).
Selected to represent team for the launch of the Mortgage Consultant Tool Project.
Experience
5-7 Years
Level
Executive
Education
Business Administration
Mortgage Sales Assistant Resume
Summary : Driven professional, who enjoys working in a fast paced, professional and highly motivating environment where I can assist others while utilizing my experience. Seeking a career in marketing that will enhance my skills and offer the chance for growth and advancement while ensuring the success within an organization.
Skills : Proficient with Encompass and Morvision LOS Systems. Retrieve new loan applications through MortgageBot and input/update LeadMaster.
Description :
Submitted approximately 10 loan applications a month to the underwriter for verification and recommendations.
Provided direction to customers on selecting licensed contractors and renovation consultants.
Prepared status updates on an individual loan application for customers, real estate agents and title attorney/company.
Organized and customized loans packages for new customers.
Distributed marketing renovation packages to potential contacts.
Coordinated travel arrangements, scheduled appearances for loan officer to teach continuing educational classes and sent class packets to surrounding real estate educational boards.
Compiled database of approximately 800 loan applicants closed loan information.
Investigated and resolved customer inquiries and complaints.
Followed-through on all critical inter-departmental escalations to increase customer retention rates by 50%.
Experience
10+ Years
Level
Senior
Education
Bachelor Of Science
Mortgage Sales Assistant Resume
Summary : To obtain a Mortgage Sales Assistant position with a well respected and established company. That will best utilize my experience and skills in the mortgage industry.
Skills : Microsoft Office: Word, AS400, ACT Data Base, Quick books, 9-line Phone Paging System.
Description :
Fielded calls and questions from customers, realtors, loan processors, and title companies, etc.
Pre-qualified customers as well for the team.
Maintained a loan pipeline and ensured that all purchase transactions were scheduled to close per contract.
Went over loan conditions with loan processor to ensure a smooth closing for all interested parties.
Maintained the marketing portal, which included sending out preapprovals, flyers and open house information.
Ordered credit reports and updates as needed.
Communicated the status of the loan process to the loan officers, customers and title companies.
Experience
10+ Years
Level
Senior
Education
Diploma
Mortgage Sales Assistant Resume
Objective : To obtain a responsible Mortgage Sales Assistant position that will capitalize on experience and utilize interpersonal and analytical skills.
Skills : Calyx, Desktop Underwriter, Encompass.
Description :
Responsible for assisting the mortgage loan officer with purchase/refinance applications. Requested documentation from borrowers, performed credit review & analysis.
Determined the applicant credit worthiness, financial needs, and ensured compliance with third party loan policies, federal & state rules, regulations and laws.
Prepared daily tracking reports using Microsoft Excel.
Compiled competitive market analysis as needed.
Responded to telephone calls and emails in assisting with general inquiries related to the loan process.
Reviewed and processed paperwork submitted by loan officer.
Scanned/uploaded application documents into Biter Enterprise.
Performed any other functions requested by management.
Experience
2-5 Years
Level
Executive
Education
Sales
Mortgage Sales Assistant Resume
Objective : To obtain a Mortgage Sales Assistant position that would utilize my past financial and administrative experience and training with the opportunity for professional growth based on performance.
Transferred to the mortgage department in February 2013 after the Customer Service Manager position was eliminated at the bank.
Included supporting 3 high producing loan officer during the loan process, being the liaison between the borrowers and realtors and the loan officers I assist, and ensuring that the loan officers meet all timelines for items due during the loan process.
Included helping the loan officers produce marketing materials to gain new business, maintain a working database for prospects, and attending different realtor events with the loan officers.
Included the management of operational functions including risk/loss control, compliance with policy and procedures, and ensuring the entire branch meets audit standards.
Conducted in February 2012 and we received a 96.2%, which is the highest score received in the Lexington/Louisville affiliate.
Included the supervision of the tellers/bankers in regards to policy and procedures, systems, and banking transactions, complete monthly reports, and complete a monthly audit of the branch to ensure compliance with policy and procedure.
Assumed included training new Customer Service Managers and participating in a project team to review dual/sole control procedures to see what changes could be made to the current procedures.
Experience
0-2 Years
Level
Entry Level
Education
BBA In Marketing
Mortgage Sales Assistant Resume
Summary : Mortgage Sales Assistant will be responsible for generating leads, prospecting new business and following up on opportunities in a timely manner, while also providing administrative support.
Skills : Retail Merchandising, Customer Service.
Description :
Worked with applicants during mortgage process including applications, credit, appraisals, collaborated with multiple departments to ensure a smooth process, and coordinated closings.
Coached, trained and managed teller line to meet performance expectations including delivering corrective action plans.
Responsible for branch vault and teller functions audit and bank compliance.
Accountable for maximizing branch revenues, sales, customer satisfaction, branch staffing, and minimizing operating losses.
Maintained and developed relationships with business and personal customers.
Responsible for branch compliance with bank policies, procedures, and operational integrity along with government regulations.
Sold and cross sold products and services to new and existing customers while meeting and exceeding goals.
Experience
10+ Years
Level
Senior
Education
MBA Classes
Mortgage Sales Assistant Resume
Objective : Over 20 years of Mortgage Sales Assistant experience coordinating, planning and supporting daily administrative functions. 16 years of Mortgage experience.
Skills : Publisher, PowerPoint, Loan quest, Byte and Salesforce Detail Oriented and great at multi-tasking.
Description :
Assisted three of our Top Mortgage Producers and the Western Regional Sales Manager Assist with pipeline reviews to monitor projected closing dates, rate lock expirations and due diligence dates and items needed for processing the loan.
Prepared loan addendums and rate lock extensions as needed Follow-up with customers, realtors, processors, and underwriters for items needed for loan application.
Completed paper applications for customers when mortgage bankers were unavailable Create cross-sell spreadsheet to show all products referred to retail partners.
Prepared rate sheets for the mortgage bankers to send to retail partners, realtors and other partners as needed Quote mortgage rates as needed when Mortgage Bankers were unavailable Create customer databases for the Mortgage Bankers.
Assisted with Mortgage Banker planners and business plans and collect these for the Sales Manager.
Searched mortgage product guidelines as needed for Mortgage Bankers.
Created flyers for Mortgage Bankers to use for housing fairs and open houses with realtors.
Ordered supplies for all regions of Mortgage/order special items for housing fairs Submit all invoices to Accounts Payable for all regions of Mortgage Bankers On-boarding coordinator for new hires to greet and process paperwork/ Off-Boarding coordinator for terminated employees.
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