Mortgage Consultant Resume Samples

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A Torphy

America

Torphy

778 Ali Road

Chicago

+1 (555) 648 3302

778 Ali Road

Chicago

Phone

p +1 (555) 648 3302

Experience Experience

Detroit, MI

Mortgage Consultant

Detroit, MI

Heller-Kihn

Detroit, MI

Mortgage Consultant

Responsible for meeting production level as directed by Management. Assist with and involved with the Resolution Program/Department
Stay informed of developing trends in the mortgage industry
Provide superior customer service
Working knowledge of Microsoft Word and Excel
Produces high quality loans which meet Prosperity Mortgage guidelines while providing excellent customer service
Support the FMB Credit Control department by assisting with the restructuring or modification of past due portfolio mortgage loans
Develops and maintains relationship within the Real Estate community. Conducts seminars for broker sales personnel, tenants, committees, etc

San Francisco, CA

Mortgage Consultant, Assistant VP-sacramento

San Francisco, CA

Kunze-Rowe

San Francisco, CA

Mortgage Consultant, Assistant VP-sacramento

Make sales calls to assigned Community Banking branches. Provide service to customers and prospects seeking residential mortgage loans
Keep abreast of trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to private insured mortgages
Private Mortgage Banker provide coaching to Private Bankers
Work together on strategic plans to acquire new customers
Follow up current loans to ensure conformity with terms. Negotiate terms and conditions of loans with mortgagors
Cross sell bank products. Answer inquiries regarding loan programs and rates
Attend daily huddles; conduct weekly pipeline reviews

present

Boston, MA

Mortgage Consultant, Assistant VP-san Leandro

Boston, MA

Effertz, Prosacco and Reynolds

present

Boston, MA

Mortgage Consultant, Assistant VP-san Leandro

present

Keep abreast of trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to mortgages
Develop and implement a marketing territory to educate the community regarding the Bank's CRA programs
Call on potential or existing customers as assigned to develop new business or retain existing business
100% Generate New Bank Business through Outside Sales Spends majority of time calling on clients, prospects, referral sources and Centers of Influence to develop new business, expand client base and to create a network of prospects from center of influence clients
Solicit residential first mortgages through contacts with realtors, builders and developers
Make sales calls to assigned Community Banking branches
Provide service to customers and prospects seeking residential mortgage loans

Education Education

Bachelor’s Degree in Business

The University of Alabama

Bachelor’s Degree in Business

Skills Skills

Excellent verbal and written communication skills
Understanding and knowledge of call center operations best practices
Working knowledge of Microsoft Word and Excel
Basic math skills
Superior time management and multi-tasking abilities
Meets established service levels for productivity, accuracy and customer service
Main point of contact for clients, Financial Advisors, and Private Bankers throughout the registration process
Ensure proper communication with appropriate parties and provide proper documentation for the application
Aspects of the job will contain a variety of systems to operate for accurate reporting and tracking
Open to change and learning new skills to improve work processes

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15 Mortgage Consultant resume templates

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Mortgage Consultant Resume Examples & Samples

Excellent interpersonal, communication, follow-up & relationship building skills
Must be self- motivated with high energy & a positive attitude
Must have the ability to multi-task, be detail oriented & results driven
Strong written and computer skills * Ability to work flexible shifts
Desired: 1-2 years prior mortgage industry sales or finance experience
Will consider recent college graduates with demonstrated high achievements and/or top sales producers outside the mortgage industry
Professional communication skills, both oral and written are required
NOTE** The information listed within this description summary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, and/or minimum qualifications required of an employee assigned to this position. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures

Mortgage Consultant Resume Examples & Samples

Excellent interpersonal, communication, follow-up & relationship building skills *
Must be self- motivated with high energy & a positive attitude *
Must have the ability to multi-task, be detail oriented & results driven *
Strong written and computer skills *
Ability to work flexible shifts *
Desired: 1-2 years prior mortgage industry sales or finance experience *
Will consider recent college graduates with demonstrated high achievements and/or top sales producers outside the mortgage industry *

Premier Mortgage Consultant Resume Examples & Samples

May identify cross-sell opportunities, including opportunities to refer customers to other sales representatives of HSBC Securities (USA) through proper customer profiling and needs-based selling
May conduct needs assessments with current and potential Company customers and recommend appropriate investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations
May sell appropriate core financial service products, including investment and insurance products, to meet customer needs while developing and expanding account relationships
Must ensure adherence to established investment and insurance product set and selling limitations
Must comply with Company Nondeposit Investment Product policies and procedures, including the requirements of the Interagency Statement on Retail Sales of Nondeposit Investment Products. Unless otherwise assigned on an individual basis in writing, role does not include management and supervision of investment and insurance activities and sales, which lies within the brokerage business and supervisory structure of HSBC Securities (USA) Inc. as determined by its senior management
Incumbents in this role are available to conduct business, as appropriate, on a 24/7/365 schedule
Bilingual in English and Chinese; Mandarin or Cantonese required
Knowledge of HUD insured (FHA/VA) mortgage products and programs preferred
Experience with portfolio and relationship lending is preferred
Broad knowledge of financial services products and services preferred

Mortgage Consultant Safe Act Resume Examples & Samples

Two plus years of proven product sales capability is required (success in a commissioned environment preferred). -
FHA/VA & conventional loan origination experience is required. -
Banking experience preferred. -
Expert knowledge of general lending products and services and pricing alternatives in the industry. -
The ability to comprehend and explain financial calculations and pricing alternatives. -
The ability to communicate with customers about the proper documents and information needed to obtain a particular loan. -
Self-starters who can work independently or work with existing partnerships and branches. -
Proven track record of partnering with real estate agents to jointly fulfill customer home purchase and financing objectives. -
Ability to work as part of a team to grow the assigned branch/branches or community organization. -
Strong relationship development and management skills. -
Deep knowledge of the real estate sales business. -
Superior customer service skills

Junior Mortgage Consultant Resume Examples & Samples

Company-paid and maintained mortgage licensing
Company-provided leads (people who are in the market for a mortgage) – No cold- calling
Full benefits package (medical and dental insurance, company matching 401k, and more)
Complete work quickly and accurately
Delegate responsibility as needed in a positive manner

Mortgage Consultant Resume Examples & Samples

Provide superior customer service skills by responding to company-provided leads in a timely manner from: internet, direct mail campaigns, radio ads, referrals or other special marketing campaigns
Originate first home mortgages and refinance loans
Engage with consumers, determine their needs and offer the appropriate products
Take mortgage loan applications by phone and prepare effective loan proposals
Obtain all necessary information to close the loan in a timely manner, including but not limited to: credit reports, income verification, appraisals, lien searches, etc
Meet individual monthly sales goals
Provide superior customer service
Stay informed of developing trends in the mortgage industry
Maintain compliance with the New Penn Financial Code of Conduct
Recent origination experience in the mortgage industry required – NMLS Licensing preferred
This person is required to have experience utilizing persuasive, selling communication skills
Must possess the ability to work efficiently and accurately
Ability to analyze financial statements and related documentation
Ability to build and maintain strong business relationships
Ability to pass a background check for state licensing

Personal Mortgage Consultant Resume Examples & Samples

Meet department and individual sales targets for renewal retention by contacting clients, offering pricing scenarios, understanding needs and closing deals
Meet department objectives for saving potential discharges at maturity (to another lender or sale of home) by offering pricing scenarios, understanding needs and closing the deal
Answer renewal inquiries, remote fulfill the renewal and handle scenarios, questions, and issues in accordance with department objectives
Identify upsell refinance opportunities for referral to partner FLM Mortgage Specialist team
Identify cross-sell opportunities for other products such as life insurance and to meet sale targets in this area
Regularly update knowledge of new products, policies, procedures and competition in order to meet clients needs
Provide back up for other representatives when they are absent
Internal contacts - Extensive contact with mortgage specialists, back office Servicing partners, call centre, GMP
External contacts - Other financial institutions and brokers
Well-developed mortgage knowledge and experience with an ability to offer options based on different client situations
Knowledge of FLM & CIBC Mortgage products and policies is preferred
Mortgage underwriting knowledge would be an asset
Working knowledge of PC software-Microsoft Office (Excel, Word, Outlook)
Previous telephone/sales experience in call centre environment an asset
An ability to maintain an awareness of external competitive factorsStrong objection handling skills

Mortgage Consultant Resume Examples & Samples

Interprets Bank lending policies and programs
Supports the relationship and acts as liaison between realtor, borrower and the Bank, from application through closing
Maintains adequate records of loan solicitations made

Mortgage Consultant Safe Act Resume Examples & Samples

Excellent interpersonal, communication, follow-up & relationship building skills
Ability to work flexible shifts
No Relocation Available

Mortgage Consultant Safe Act Resume Examples & Samples

Ability to "sell" CitiMortgage products
Must possess solid math/analytical aptitude
Excellent interpersonal, communication (both on the phone and via E-mail), follow-up & relationship building skills
Ability to work flexible shifts and overtime when needed
Will consider those who can demonstrated top sales production outside the mortgage industry
Desired: Bilingual

Mortgage Consultant Resume Examples & Samples

Incumbents in this role operate autonomously with minimal supervision
Minimum of two years proven mortgage lending and customer service experience or equivalent preferred
Bachelor's degree in business, related field or equivalent experience preferred
Knowledge of local housing grants/subsidies available in market and capability to utilize in framework assisting borrowers in obtaining affordable housing preferred
Knowledge of applicable market specific (State/ City) mortgage programs supporting affordable housing preferred

Mortgage Consultant Resume Examples & Samples

NMLS License and Multiple State Licenses Required
Experience using persuasive, selling communication skills
Work efficiently and accurately with proven success
Detail-oriented with demonstrated, careful decision-making skills
Working independently with minimal supervision
Possessing basic computer skills
Passing a background check for state licensing
Origination experience in the mortgage or banking industry required – multiple mortgage licenses strongly preferred
Must have originated a loan in the past three months
Maintenance of mortgage licenses by completing mandatory annual continuing education
A solid understanding of appraisals, title reports and product guidelines

Junior Mortgage Consultant Resume Examples & Samples

Takes mortgage loan applications by phone and prepares effective loan proposals
Provides superior customer service
Attends/assists with scheduled meetings, training sessions and courses
Maintains compliance with the New Penn Financial Code of Conduct
2-year or 4-year college degree preferred

Mortgage Consultant Resume Examples & Samples

Prepare, review and ensure the timely delivery of all loan disclosures to your clients in accordance with all governmental and investor requirements
Order and review all necessary AUS, appraisal and title documentation, as well as all required credit and underwriting documentation
At least 3 years of recent experience in an operational role in the residential mortgage industry – Conventional, FHA and VA
To be adept at calculating income from salaried and self-employed individuals
To be a self-starter with a strong desire to learn and be a member of an innovative winning team
An inherent desire to serve clients in order to create something unique and fantastic

Mortgage Consultant Resume Examples & Samples

Generate new wholesale business by identifying and developing new client relationships and growing existing client business
Drive retail loan business by developing contacts with traditional sources, such as accountants, attorneys, realtors, mortgage brokers and other business professionals
Build loan portfolio through mortgage loans related to purchase and refinancing of existing one-to-four family dwellings, condominium units and co-op apartments
Obtain all pertinent data on proposed loans and the related properties
Assist loan applicant and Emigrant colleagues in timely completion and review of documentation related to proposed loans
Minimum three years related experience
Core knowledge of Agency guidelines (Fannie Mae, Freddie Mac, etc.)
Clear understanding of industry regulations and acceptable business practices
Exceptional organizational skills and attention to detail
Ability to prioritize and manage multiple projects/tasks efficiently
High proficiency in Microsoft Word and Excel and applicable PC hardware

Private Wealth Management Mortgage Consultant Resume Examples & Samples

May coach and mentor others
Analyzes client financing needs and recommends suitable loan structure based on client circumstances and loan policy
Accountable for individual loan production goals, loan profitability, loan structuring and compliance
Originates Private Wealth Mortgage applications received through incoming calls to the RJ Bank loan line, and referrals from Financial Advisors
Manages high net worth client base and Financial Advisor relationship with the bank
Performs analysis of requested loan terms to ensure conformity to all guidelines
Manages initial and ongoing communication with the client and Financial Advisor through the loan process
Works with processing team for documentation collection, outside vendor management, regulatory compliance. Complies with all federal, state laws, as well as internal policies and procedures
Analyzes client needs for other financial services promoting bank products
Troubleshoots and resolves complex issues that arise during the loan process
Minimal Travel to conduct presentations to assigned Raymond James branches to create and develop relationships with Financial Advisors to create residential mortgage opportunities to meet production goals
Advanced principles, practices, and procedures of residential mortgage lending and Wealth Management
RJ Bank, Fannie Mae, Federal regulatory requirements, State regulatory requirements, and correspondent lender guidelines to ensure a profitable loan is originated
Advanced principles and methods for promoting and selling products or services
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
Using appropriate interpersonal styles to communicate effectively, both orally and in writing, with all organizational levels
Providing a high level of customer service in the spirit of Raymond James’ Service 1st commitment
Learn regulatory, internal, and investor guidelines. Identify the needs of customers through effective questioning and listening techniques
Articulate reasons behind decisions
Make recommendations for initiating changes to policies and procedures
Bachelor’s Degree and a minimum of eight (8) to ten (10) years’ experience as a Mortgage Loan Officer or a verifiable sales track record sufficient to meet RJ Bank production goals
Previous experience with high net worth clients and Wealth Management preferred

Digital Mortgage Consultant Resume Examples & Samples

2 years of Residential Mortgage and/ or Digital banking industry experience
Lending industry experience within mortgage or consumer lending products (origination focused including lead generation, marketing, application, fulfillment experience) OR
Experience working on digital initiatives and technologies including proven knowledge in one or more of these areas: experience design, UX/ UI, analytics and advanced marketing, FinTech evaluation and integration, API strategy/ design/ development
It is our intention for our people to work where they live. However, in the context of our profession and serving our clients there may be times when you will need to travel

Mortgage Consultant Resume Examples & Samples

Mortgage representative to walk-in customers providing exemplary customer service
Establish and negotiate terms under which credit will be extended, including costs, repayment method, repayment schedule, escrow accounts, workout situations and portfolio refinancing loans
Assist customers with mortgage servicing questions related to payment postings, escrow issues, etc
Support the FMB Credit Control department by assisting with the restructuring or modification of past due portfolio mortgage loans
Participate in community affairs to increase the Bank’s visibility and enhance new business opportunities
Maintain the public reputation of bank and corporation

Mortgage Consultant Resume Examples & Samples

Complies with the Secure and Fair Enforcement for Mortgage Licensing Act (S.A.F.E. Act) requirements and registration requirements
Serves as customer liaison within assigned branches
Develop sales from independent sources and through designated branches, realtors and builders
Interview applicants to discuss their mortgage requirements and obtain credit history and income information
Advises applicants of options available to them, explains the differences between various types of mortgages and discuss terms and conditions of loan
Analyze and assesses the applicant's capacity to repay the loan
Handle multiple tasks simultaneously
Working knowledge of Microsoft Word and Excel
High School Diploma and a minimum of one year prior sales experience
Will be required to register with the federal Nationwide Mortgage Licensing System and Registry (NMLSR) as required by S.A.F.E. Act
Prior residential mortgage or real estate sales background preferred
Banking background preferred

Mortgage Consultant Resume Examples & Samples

5+ year’s prior experience as a loan officer or experience interacting with UHNW clients in an Operations capacity can be considered
Strong understanding of mortgage products and processes - preferably high net worth loan origination experience
Proven ability to meet individual and organizational goals within a sales environment
Relationship management and developmental experience
Limited travel may be required on an as needed basis
Ensure proper communication with appropriate parties and provide proper documentation for the application
Manage active client referrals to ensure superior client service levels. Manage loan escalations as needed in a timely resolution
Outstanding written, verbal, and analytical skills
Proven ability to go above and beyond the MC requirements to improve client experience and grow the business

Mortgage Consultant Resume Examples & Samples

College degree or equivalent combination of training and experience required
One to 3 years experience in mortgage sales or operations preferred with an established track record of agency, government and jumbo origination
Phone skills and social media experience required
Required to possess all applicable licenses
Ability to travel within the local area; must be able to provide own transportation

Private Wealth Mortgage Consultant RJB Resume Examples & Samples

Analyze high net worth clients’ financial position to identify loan programs for which clients qualify that meet clients’ financial situation and plan
Provide information and consultation to Financial Advisors and clients regarding loan programs and the corresponding requirements
Determine structuring of loan programs and facilitating cross-sell opportunities promoting other Raymond James Bank products
Originate loan applications and manages through the mortgage loan process through closing, funding, and sale
May lead the work of others and provide training in loan origination
Analyze client financing needs and recommend suitable loan structure based on client circumstances and loan policy
Originate Private Wealth Mortgage applications received through calls to the Raymond James Bank loan line, and referrals from Financial Advisors
Manage high net worth client base and Financial Advisor relationship with the Bank
Perform analysis of requested loan terms to ensure alignment with all guidelines
Manage initial and ongoing communication with the client and Financial Advisor through the loan process
Work with processing team for documentation collection, outside vendor management, and regulatory compliance
Comply with all federal and state laws, as well as internal policies and procedures
Analyze clients’ financial needs in order to promote bank products
Troubleshoot and resolve complex issues that arise during the loan process
Conduct presentations to Raymond James branches to create and develop relationships with Financial Advisors
Create residential mortgage opportunities to meet production goals
Advanced principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
Public speaking skills
Identifying the needs of customers through effective questioning and listening techniques
Clearly communicate regarding decisions, changes, and other relevant information
Establish and maintain effective working relationships with others
Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes

Senior Mortgage Consultant Resume Examples & Samples

Current MSPBNA Home Loans employee with a proven track record of building FA/PB relationships
4-8 years of mortgage experience (Sales or Operations)
Prior experience as a successful loan officer in a high net worth role along with managing an employee loan pipeline
Established track record of developing relationships with Financial Advisors and Private Bankers
Strong understanding of mortgage products and processes
Team player with willingness to assist and help other team members. Ability to meet individual and organizational goals
Superior time management and multi-tasking abilities
Aspects of the job will contain a variety of systems to operate for accurate reporting and tracking
Understanding and knowledge of call center operations best practices
Manage active client referrals to increase conversion rates resulting in higher firm revenue and profitability
Proactively manage loan escalations as needed to ensure a timely resolution
Provide detailed communication to appropriate parties to ensure that proper loan documentation is requested

Mortgage Consultant, Assistant VP-san Leandro Resume Examples & Samples

Clearly communicate the application and credit decision process
Proactively following up on credit requirements
Act as liaison between processing center and client

Mortgage Consultant, Assistant VP-san Leandro Resume Examples & Samples

Solicit residential first mortgages through contacts with realtors, builders and developers
Make sales calls to assigned Community Banking branches
Interview applicants to develop information concerning their needs, desires and earnings to assist in determining whether the loan will be an acceptable risk; obtain and analyze pertinent financial and credit data

Trainee Mortgage Consultant Resume Examples & Samples

Provide expert mortgage advice to landlords and help build their property portfolios
Adhere to FCA guidelines, ensuring full compliance
Work closely with the protection team, provide quality referrals
Work in a telephone based office environment

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