Mortgage Sales Resume Samples
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Mortgage Sales Resume Samples
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AG
A Grimes
Afton
Grimes
1303 Tiana Tunnel
San Francisco
CA
+1 (555) 675 9681
1303 Tiana Tunnel
San Francisco
CA
Phone
p
+1 (555) 675 9681
Experience
Experience
Los Angeles, CA
Mortgage Sales Assistant
Los Angeles, CA
Powlowski, Runolfsdottir and Barton
Los Angeles, CA
Mortgage Sales Assistant
- Provides customer assistance in resolving safekeeping or operational problems
- Establish and maintain record keeping and filing system
- Assist Mortgage Officers with the preparation of sales presentations, marketing, and sales activities to increase productivity and loan volume
- Assist Mortgage Officers with the preparation of sales presentations
- Provide marketing support
- Work with customers to set expectations including but not limited to rate inquires, appointments, loan status and other information deemed necessary
- Assist members with
Phoenix, AZ
Mortgage Sales
Phoenix, AZ
Hegmann-Klein
Phoenix, AZ
Mortgage Sales
- Managing team of Relationship Managers, Driving Business/Sourcing
- Individual Contributor (IC)/Managerial: Individual Contributor
- Position Title: Assistant Vice President–Mortgage Sales
- Vendor Management
- Providing client solutions – structuring of deals, product fitment, etc
- Transaction Management (Booking and disbursal of mortgage applications
- Management of internal and external channels sourcing retail mortgage applications
present
Detroit, MI
Area Mortgage Sales Manager
Detroit, MI
Jones Inc
present
Detroit, MI
Area Mortgage Sales Manager
present
- Manages all MBO sales and business development activities within assigned area, ensuring loan production goals are met each month
- Increases mortgage loan production through effective selling
- Establishes collaborative partnerships with other lines of business, including Retail, Wealth, and Commercial
- Ensure the cross-sell bank products at each mortgage closing
- Ensures MBOs are creating, managing and building relationships with referral sources and centers of influence, including Realtors, builders, professionals, etc
- Implements and manages the regional and district level sales strategies within the assigned area
- Responsible for recruiting and hiring top talent MBOs within assigned area
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
University of Central Florida
Bachelor’s Degree in Business
Skills
Skills
- Thorough working knowledge of: file maintenance, English grammar, appropriate standards regarding letters, memorandums, composition, and proper telephone etiquette
- Ability to handle multiple tasks in a competent and professional matter
- Attention to detail with basic math skills
- Good customer service skills. Good verbal and written communication skills
- Basic computer skills including Microsoft Office (Word and Excel) and the ability to learn the Integra LOS
- Excellent computer skills with solid understanding of MS Office
- Detail oriented and ability to deliver results
- Ability to learn and apply knowledge of conventional, government, portfolio guidelines and the computer loan application system
- Strong computer skills including proficiency with Word, Excel, PowerPoint and Outlook
- Excellent communication and client interaction skills
9 Mortgage Sales resume templates
Read our complete resume writing guides
1
Mortgage Sales Specialist Resume Examples & Samples
- 4-5 years mortgages sales experience
- Strong sales, relationship management and customer service skills
- Extrovert and capable of working in teams
- Patient and good listener
- Able to work under pressure
2
Mortgage Sales Assistant Elmhurst Resume Examples & Samples
- Work with customers to set expectations including but not limited to rate inquires, appointments, loan status and other information deemed necessary
- Provide marketing support
- Confirm and/or cross-sell additional banking products
- Ability to analyze policies, procedures and guidelines in a way that maximizes productivity but protects the level of risk desired
- Ability to learn and apply knowledge of conventional, government, portfolio guidelines and the computer loan application system
3
Mortgage Sales Assistant Resume Examples & Samples
- Confirm appointments and review with customer all documents needed at time of application to ensure efficiency
- Assure all components to the file are ordered, copied and included in the loan package prior to processing
- Serve as a liaison between Loan Consultant and Sales Support
- Builds relationships with Realtors, Builders, Appraisers and Title Companies
- Assisting in other areas as needed
- Minimum one-year customer service, mortgage processing or loan originations experience
- Proven computer skills with knowledge of windows based applications
4
Mortgage Sales Executive Resume Examples & Samples
- Proven success in highly regulated financial services sales environment
- Outcome focused, and driven
- A focus on continuous process improvement and excellence; and tertiary qualifications in a related field
5
Area Mortgage Sales Manager Resume Examples & Samples
- 7+years of experience originating residential mortgages
- 8+ years of significant management experience in residential mortgages. Proven track record in managing and directing a highly skilled, motivated, and successful results oriented sales team. Demonstrated ability to recruit top talent
- 10+ years of significant management experience in residential mortgages. Proven track record in managing and directing a highly skilled, motivated, and successful results oriented sales team. Demonstrated ability to recruit top talent
6
Mortgage Sales Fulfillment Coordinator Resume Examples & Samples
- Proactively communicate via telephone and email with each new loan applicant and
- 1-3 of residential mortgage experience or loan processing experience
- Outstanding verbal and written communication skill inclusive of sound grammar and punctuation
- Capable of working under pressure to meet deadlines. Balances getting results while maintaining a level of diplomacy
- Spanish Bilingual a plus
7
Inside Mortgage Sales Resume Examples & Samples
- Minimum two years of mortgage sales experience with at least one year in a call center environment
- A solid understanding of the mortgage origination process
- Wholesale & Third Party Origination experience preferred
- Demonstrated ability to quickly connect with people in an outgoing, friendly manner
- Proven persuasive, selling & communication skills
8
Area Mortgage Sales Manager Producing Resume Examples & Samples
- Manages all MBO sales and business development activities within assigned area, ensuring loan production goals are met each month
- Ensures MBOs are creating, managing and building relationships with referral sources and centers of influence, including Realtors, builders, professionals, etc
- Responsible for recruiting and hiring top talent MBOs within assigned area
- Ensure team is providing an exceptional customer experience
- Implement any and all policy changes throughout the region
- Ensure compliance with appropriate bank policies and regulatory guidelines, including Fair Lending and Community Reinvestment Act objectives
- AMSM will be a producing manager. The AMSM is responsible for generating personal residential mortgage loan production in addition to managing sales team
9
Mortgage Sales Assistant Resume Examples & Samples
- Prepares and types correspondence for the sales staff
- Receives telephone calls, taking messages or referring the call for resolution
- Provides customer assistance in resolving safekeeping or operational problems
- Assist Mortgage Officers with the preparation of sales presentations, marketing, and sales activities to increase productivity and loan volume
- Maintains records of sales production
- Maintains filing system for sales staff
- Prepares monthly reports reflecting production and may calculate commissions
- Provide backup for other Sales Assistants as needed
- May provide information to customers as needed
10
Mortgage Sales Assistant Resume Examples & Samples
- Provide administrative support to their designated MB(s) by maintaining a database of third party referral sources and customers including development and maintenance of a marketing calendar, product offers and rate sheets
- Maintain and order Marketing collateral as needed
- 30%: Exception Customer Service/Support
- Provide exceptional customer service to customers, prospects, referral sources and BMO Harris staff on inquiries or requests in alignment with BMO Harris Bank Service Excellence Values
- During high volume times, assist the MB(s) with entering applications, follow up calls with customers on outstanding documentation
- Ensure opportunities identified during customer conversations for all personal and commercial banking products including everyday banking, lending, and investment needs are referred via the ‘One Harris’ referral process to the appropriate LOB partner
- Respond to customer problems/issues ensuring resolution is completed in a timely manner advising the customer when resolved; keep the customer apprised of the status if unable to resolve the problem/issue within stated timeline
- 30%: Marketing Support
- Gather, compile and organize customer information to assist the MB(s) in developing effective pre-call/appointment plans
- Prepare “One BMO Harris” documentation for customer referrals; coordinate as appropriate with Line of Business partner(s) to ensure follow up
- 10%:Compliance/Operational Effectiveness
- Maintain the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures
- Bachelors Degree preferred
- 3-5 years experience in mortgage industry with direct customer contact
- Solid knowledge of mortgage lending process and applicable regulatory requirements
- Understating of all applicable lending practices and policies
- Understanding of credit and lending process and related systems
- Excellent computer skills with solid understanding of MS Office
- Detail oriented and ability to deliver results
- Ability to multi task and prioritize
- Ability to work independently and in a team
11
Mortgage Sales Consultant Downers Grove Resume Examples & Samples
- Collecting all necessary documents for loan package
- Accurately source all business, logging all contacts with prospects
- Providing feedback on lead quality
- Minimum of 1-2 Years Mortgage Sales experience required
- Strong communication skills, and a focus on superb customer service
12
Svp National Mortgage Sales Resume Examples & Samples
- Complete other responsibilities, as assigned
- Minimum of ten years proven and progressive mortgage banking experience or equivalent, including a minimum of seven years managerial experience or equivalent
- Strong managerial, motivational, planning, communications, presentation, negotiations, analytical and conceptual skills
- Knowledge of the industry, its direction and existing competition
13
VP Mortgage Sales Manager Resume Examples & Samples
- Excellent communication, sales, interpersonal and presentation skills
- Strong knowledge of specified region, to include economic and competitive landscape, centers of influence and historical and future perspective for the region
- Strong background in FNMA, FHLMC, FHA, VA and SONYMA guidelines, compliance and quality assurance
- Incumbents in this role must successfully register with the Nationwide Mortgage Licensing System Registry (NMLSR) and must obtain a unique identifier through the registry that will be provided to consumers with whom the incumbent interacts. In addition, incumbents in this role must successfully renew their registration with the NMLSR annually
14
Mortgage Sales Assistant / Client Manager Resume Examples & Samples
- Act as a liaison between the client and underwriting
- Work in conjunctions with Account Executive in building relationships
- Will be responsible for client training
- Assist in processing and monitoring loan status and communication of status to AE and client
- Minimum 5 years of mortgage industry experience
- Prior underwriting, processing or sales experience
- Strong personal skills required
- Professional phone and email demeanor required
15
Inside Mortgage Sales Resume Examples & Samples
- Minimum two years of mortgage loan originator experience
- High energy self- starter with strong industry related contacts
- Working knowledge of industry loan origination systems
- Understands regulatory and over view of lending environment (Dodd-Frank)
16
Affordable Lending Mortgage Sales Manager Resume Examples & Samples
- 40%: Drive Mortgage Lending Performance and Results
- Lead the delivery and effective execution of the mortgage sales strategy and ensure that sales efforts are aligned with BMO Harris’ overall customer and business objectives
- Provide Mortgage Bankers with appropriate tools to effectively execute the Mortgage sales strategy, and motivate and inspire sales teams to reach sales, profitability and customer experience goals
- Maintain accountability for the achievement of segment’s financial results. Foster BMO Harris Bank’s philosophy of building multiple profitable relationships with customers
- Monitor and maintain the Mortgage Lending sales plan for respective market. Identify and assess opportunities to accelerate growth, capitalize on cross-functional sales opportunities and improve overall customer experience
- Evaluate the effectiveness of Mortgage Bankers in achieving market business objectives and targets, and implement improvements as required. Review sales activities and actual performance against plan to ensure that gaps are identified and addressed
- Identify best practices in sales effectiveness and leverage them across the market sales resources
- Contribute to the achievement of BMO Harris Bank’s overall results by participating in regional, market, branch, and community events to foster a positive image of the Bank and where appropriate, advocate for the Bank’s products and services
- Develop and maintain relationships with existing and potential customers, service providers and internal business partners to match customer needs with tailored products and services. Develop and share in-depth industry, product and service knowledge to provide alternatives that appropriately serve customer needs
- Model effective sales practices and behaviors to build and improve sales capability and enhance performance results of team
- Provide effective leadership and coaching to respective Mortgage Lending team. Coach Mortgage Bankers to create sales opportunities, develop referral networks and utilize customer interfaces to achieve Mortgage sales and strengthen and deepen the customer’s relationship with the Bank
- 30%: Managerial Leadership
- Maintain accountability for achieving results. Prepare, measure and report on budgets and performance indicators. Efficiently and effectively manage resources and capacity to attain goals
- Influence others outside of direct reporting relationships to meet objectives
- Ability to work lead and coach team on a daily basis from respective market on a daily basis
- 5+ years of Mortgage Sales experience preferable in an affordable lending segment
- 7+ years of Leadership experience
- Proven leadership, change management and managerial skills
17
Sales Manager, Mortgage Sales Specialists Resume Examples & Samples
- Primary accountability is to achieve profitable sales targets by providing leadership, direction and ongoing coaching to the Mortgage Specialist team, building employee engagement through focused sales routines
- Working knowledge of personal banking products and risk management guidelines are important aspects and strong computer skills will help you in your working routines
- Expert credit and HEF knowledge
- Ideal candidate will have had previous Mortgage experience as either a manager, sales support or MS with strong previous leadership experience
- Planning, implementation and change management experience would be preferable
- Strong team building, change leadership, exceptional collaboration , problem solving and presentation skills
- Strong business acumen - able to assess local market conditions and respond appropriately
- LI-RW1
18
Mortgage Sales Executive Resume Examples & Samples
- Provide high quality face-to-face customer centric service to direct customers
- Provide a comprehensive and professional selling, advisory and delivery service to customers
- Convert enquiries into sales opportunities and ensure the highest service level
- Generate cross sales opportunities
- Operate to monthly, quarterly and yearly sales targets
- Ensure work is carried out and completed in a controlled, compliant, timely and accurate manner with emphasis on attention to detail
- Ensure procedures and compliance requirements including AML are adhered to in relation to daily tasks
- Provide full transparency and feedback in relation to task resolution including early escalation of issues in a timely manner, where applicable
- To be successful in this role you must have a minimum of 3 years' experience with mortgage products
- QFA qualified and committed to further continuous development
19
Mortgage Sales Assistant Resume Examples & Samples
- 40%:Administrative Support
- 40%:Customer Service
- 20%:Marketing Support
- Ensure opportunities identified during customer conversations for all personal and commercial banking products including everyday banking, lending, and investment needs are referred via the One Harris referral process to the appropriate LOB partner
- Respond to customer problems/issues ensuring resolution is completed in a timely manner advising the customer when resolved
- Keep the customer apprised of the status if unable to resolve the problem/issue within stated timeline
- Gather, compile and organize customer information to assist the MB(s) in developing effective pre-call/appointment plansPrepare One BMO Harris documentation for customer referrals
- Coordinate as appropriate with Line of Business partner(s) to ensure follow up
- Adhere to all required lending policies, procedures and standards
- Ensure adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities
- Act in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies and Procedures
20
Assistant VP Mortgage Sales Resume Examples & Samples
- Job role will require continuous and regular engagement with the service team, product team, credit administration team, credit policy team, cg/cgs acquisition teams, dsa senior managers and team leaders
- Transaction Management (Booking and disbursal of mortgage applications
- Builder/Project empanelment
- Tracking of mortgage applications in the system
21
Area Mortgage Sales Manager Resume Examples & Samples
- Maintains comprehensive knowledge of mortgage banking markets, products, pricing, laws and regulations, practices, competitors, technology and current industry issues. * Ensure compliance with appropriate bank policies and regulatory guidelines, including Fair Lending and Community Reinvestment Act objectives
- Bachelor’s degree in business, finance or related field, preferred but not required
- Comprehensive knowledge of the mortgage industry
- Strong leadership and coaching skills, always projecting a positive attitude and providing an environment of professional excellence
- Must exhibit a friendly and helpful attitude along with the ability to interact positively and effectively with direct reports, management at all levels of the organization, and all lines of business staff
- Strong sales and presentation skills
- Ability to solve complex issues that may be time sensitive
- Excellent computer skills, including knowledge of Microsoft Suite (Word, Excel, PowerPoint, Outlook).**
- 7+years of experience originating residential mortgages. Proven track record in personal mortgage origination
- 8+ years of significant management experience in residential mortgages. Proven track record in managing and directing a highly skilled, motivated, and successful results oriented sales team
- 10+ years of significant management experience in residential mortgages. Proven track record in managing and directing a highly skilled, motivated, and successful results oriented sales team
22
Mortgage Sales Assistant Resume Examples & Samples
- Provide exceptional customer service to customers, prospects, referral sources and BMO Harris staff on inquiries or requests in alignment with BMO Harris Bank Service Excellence ValuesDuring high volume times, assist the MB(s) with entering applications, follow up calls with customers on outstanding documentation
- This position will act as a Mortgage Loan Originator as defined by the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act) and the Bank will instruct you on how to comply with the requirement to register with the Nationwide Mortgage Licensing System Registry
- Supporting 1 MLO: $28MM annual closed production
- Supporting 2 MLOs: $34MM annual closed production [combined] $17MM individual
- Mortgage Sales Staff
- Mortgage Operations Team
- Consumer Direct Lending
- Other BMO Harris staff including branch employees
23
Outbound Mortgage Sales Banker Resume Examples & Samples
- Ensuring you are available to speak with your customers at the times they have requested
- Outstanding communication skills
- Sales experience
- Outbound experience preferred but not essential
- Lending experience preferred but not essential
- A drive and a passion to succeed
24
Area Mortgage Sales Manager Resume Examples & Samples
- Leadership: Effective management of Mortgage Banking Officers (MBOs) and Sales Assistants (SAs) while maximizing mortgage and home equity volume, MBO production, and business development efforts
- Sales Management: Develop proactive sales plans to maximize the growth and retention of all real estate product and service customers. Manage sales processes and procedures for the MBO while ensuring an exceptional customer experience is provided to all existing and potential customers. Implement any and all policy changes in the assigned area
- Management of Human Resources: Analyze and recommend resources and staffing changes, evaluate and assess direct reports, and promote initiatives to support the professional development of the team
- Recruiting: Identify qualified MBO candidates and maintain a recruitment pipeline to minimize extended sales position vacancies
- Training: Responsible for continuing education of MBOs and rolling out Real Estate Secured Lending initiatives
- Cross-sell Management:Manage the capabilities of the MBOs and sales systems to ensure maximum cross-sell efforts are in place in a continued effort to create complete customer relationships
- Partner Relations: Establish collaborative partnerships with other lines of business, including Retail, Wealth, and Commercial
- Maintains comprehensive knowledge of mortgage banking markets, products, pricing, laws and regulations, practices, competitors, technology and current industry issues
- Excellent computer skills, including knowledge of Microsoft Suite (Word, Excel, PowerPoint, Outlook)
25
Mortgage Sales Assistant Resume Examples & Samples
- Bilingual Spanish Skills Required
- An active NMLS number is required
- 3 years of experience in an administrative or related position
- High school degree is required and 2 years college is preferred
- Must exhibit strong attention to detail and high degree of accuracy
- Must demonstrate problem-solving skills
- Ability to use PCs effectively, reading screens and operating keyboards
- Must have good verbal and written communication skills and background in application of current business English; knowledge of mortgage terminology a plus
- Organizational skills, ability to track and follow-up on multiple projects simultaneously
- Ability to handle sensitive information, confidentiality
- Ability to work with aggressive, goal-oriented individuals under continual deadlines in executive-like atmosphere
26
Head, Mortgage Sales Resume Examples & Samples
- Masters in Business or equivalent required
- 15+ years of mortgage experience – Sales Leadership experience required
- 20+ years of proven leadership experience
- Expert knowledge of mortgage industry
- Expert Retail Lending credit skills / Expert risk management experience
- Expert knowledge of sales execution and delivery of exceptional customer service
- Expert collaboration skills
- Ability to think strategically and deliver executable plans to achieve overall goals
27
Mortgage Sales Assistant Resume Examples & Samples
- Support the credit union’s efforts to identify and report member’s transactions in accordance with the Bank Secrecy Act
- Complete training courses as outlined by Patelco Mortgage Management. Such as “All Regs”
- Assist members with
- Must have HS Diploma/GED and 2 years course study in related field
- At least 2-3 years related experience
- NMLS # will be requested
- Proficient in MS applications including Word, Excel, PowerPoint, Outlook
- Experience working with Adobe products
- Ability to read and understand Fannie Mae and internal product guidelines. As well as paystubs, tax returns and other financial documents
- Ability to learn internal loan systems, order credit, run desktop underwriting
28
Mgr Mortgage Sales Resume Examples & Samples
- Excellent business communication skills, both verbal & written
- Thorough knowledge of mortgage products/services, trends, and operations
- Computer skills with applicable programs
- Effective decision-making, and problem-solving skills
- Maintain current registration with the National Mortgage Licensing System Registry
- Requires S.A.F.E registration at time of employment
- Established leadership skills
- Networking skills, and strong relationship building skills
29
Experienced Mortgage Sales Consultants & Trainees Resume Examples & Samples
- Must have excellent customer service skills and must possess strong math aptitude
- Must have the ability to manage multiple priorities and possess strong analytical and problem solving skills
- Candidates should be open to flexible scheduling options and have the ability to adapt/change as needed
30
Experienced Mortgage Sales Consultant Resume Examples & Samples
- Originate loans to achieve sales forecasts, sales targets and sales penetration rates
- Provides product/ program/ rate information, obtains necessary client information to enter into system, gathers and analyzes income/collateral information required to make an upfront conditional approval, determines that loan falls into appropriate underwriting guidelines, and sets expectations
- Ensures that the overall objectives are met; effectively profile the clients, convert inquiries to applications, and offer conditional approvals on the initial call, or within 48 hours of receipt into the area
- Maintain regular contact with clients concerning leads received
31
Home Mortgage Sales Associate Resume Examples & Samples
- Minimum 3 years’ experience in a financial institutions
- Minimum 3 years’ experience in residential lending practices
- Minimum 3 years’ experience in credit review and consulting, including credit bureaus
- Demonstrated proficiency with Microsoft Office (Word, Excel, Outlook)
- Demonstrated excellent member service, verbal and written communication skills
- Proven ability to work independently, on multiple projects at one time, and prioritize appropriately
- Proven ability to take initiative and work in a team
- Proven strong decision making and problem solving skills
- Demonstrated strong organizational skills with attention to detail
- Experience in Credit Union loan services, policies, and procedures preferred
- Previous experience with mortgage origination software, D+H/Mortgagebot preferred
- NMLS Registration Number
32
Mortgage Sales Assistant, Chicago Resume Examples & Samples
- Assist in taking and entering/updating client data for loan application, loan documents and initiating the processing of the loan as requested by the loan originator(s)
- Ensure that 3rd parties (Realtors, attorneys, etc.) are kept up to date on the loan status as appropriate
- Answer and direct phone calls coming into the office
- 2-4 years Experience in Customer service and/or administrative background
33
Mortgage Sales Leader Resume Examples & Samples
- Directs and oversees the execution of the Equifax Housing Services key account field sales team
- Will have client engagement and accountability across all applicable lines of business
- Identify and develop best practices in sales process management to implement within own team
- Leverage and direct the members of the key accounts sales team to develop/execute both short- and long-term sales strategies that maximize revenue, margin, market share and relationship breadth and depth
- Lead the Housing key accounts Sales team to meet and exceed all targets, including revenue, margin, market share and relationship development goals. Provide and support market and "voice of customer" feedback to the COE teams regarding competitive offering and client needs to enhance product and solution development
- Establish and maintain strong, enduring clients and partner relationships, specifically at the senior leadership level
- Explore new solutions as well as ensure growth and retention of business
- Recruit, develop and manage Housing Key Account Sales team performance
- Provide coaching and mentoring to team members to ensure a strong succession strategy is in place
- Maintain an effective structure that optimizes resources and skill sets to meet both the customers and the organization's objectives
- A minimum of 10+ years of experience working in the housing/mortgage industry is required, with an intrinsic knowledge of the housing value chain (including, but not limited to, tri-merge credit, mortgage marketing, account management, property valuation, mortgage underwriting, real estate, rental sector, and capital markets)
- A strong familiarity with the Financial Services industry outside of Mortgage is needed. Ideally, the successful candidate will also have a basic familiarity with the mortgage secondary market (i.e. basic knowledge of mortgage capital market systems)
- Full service banking experience, including an understanding of the regulatory/compliance environment and the competitive landscape
34
Cra-mortgage Sales Manager Resume Examples & Samples
- Three or more years of successful investment sales experience and the desire to work in a fast-paced, goal and commission based environment required
- Series 7 before hire (S63 also if state requirement)
- State Life and Health before hire
- Series 65/66 within 120 days of hire
- Ability to make professional sales presentations and be able to build credibility with Huntington's client base
- Proven organizational skills and ability to work successfully, independently, and proactively in a team environment required
35
Salesforce Mortgage Sales Business Owner Resume Examples & Samples
- Develop, deploy, and manage the next generation Lead Management/CRM platform for Mortgage Banking Originations
- Develop the business case and budget for technology enablement programs, and manage to that budget and the business case commitments
- Be an expert in salesforce.com, and an advocate for the development roadmap
- Be (or become) an expert in the needs of our mortgage sales force, and translate those needs into technology enablement solutions
- People Management: Evaluate team’s activities and enhance team contributions to sales force effectiveness
- Business Process Management: Simplify all sales business processes. Capture and communicate effects of all business decisions with Sales stakeholders
- Participate in requests for strategic opportunities and provide analysis of strategic decisions
- Act as point of contact for internal partners and assist with information coordination
- Masters in Business or finance and 5+ years of mortgage or lead management/CRM technology experience is preferred. Experience with marketing, technology program management, and project management required
- Ability to quickly develop a strong understanding of the end-to-end process for external customers and internal Chase processes, and to translate that knowledge into technology requirements
- Ability to manage the priorities of numerous urgent business requests
- Experience deploying salesforce.com to a large user-base, preferably within financial services
- Experience with marketing automation
36
Area Mortgage Sales Manager Resume Examples & Samples
- Increases mortgage loan production through effective selling
- Establishes collaborative partnerships with other lines of business, including Retail, Wealth, and Commercial
- Ensure the cross-sell bank products at each mortgage closing
- Implements and manages the regional and district level sales strategies within the assigned area
- Always pro-active in retaining current employees and managing performance
- Monitor financial and customer service measurements within the area
- Refer to MBO Job Description for personal production responsibilities that will apply as part of origination responsibilities of this role
37
Head of Centralized Mortgage Sales Resume Examples & Samples
- Understanding of how to build a best in class customer experience
- Be accountable for developing the sales strategy, as well as execution of Volume Plan, Expense Plan, Quality targets and the Client Experience
- Develop a lead strategy and execute while ensuring staff productivity, capacity plans, call forecasting and scheduling
- Partner extensively with fulfillment to implement, support and execute strategic business plan
- Well versed in the Digital competitive landscape for Mortgage
- Provide strategic direction on development, implementation and execution of marketing campaigns
- Partner with Finance to manage financials including expense plan/budgeting and forecasting
- Offer direction and oversight on vendor relationship to enhance sales process and client experience
- Proven ability to build and execute a growth recruitment and retention strategy to double the size of the sales force
- Consult on the design and communication of performance based measurements, compensation plans, and processes
- Develop and maintain relationships with all business units within CitiMortgage
- 10-15 years Mortgage Banking experience, including originations and operations
- Proven ability to lead through change and build a strong culture
- Strong analytical, problem solving, project management and PC skills
- Extensive knowledge of legal, regulatory, business partnerships and corporate policies/procedures to ensure compliance and minimize corporate risk
- Bachelor degree or equivalent experience required
38
Mortgage Sales Pathway Manager Resume Examples & Samples
- Mortgage Expertise – Bring an understanding of the Mortgage business, particularly how the end to end sales pathway functions. Leverage this expertise to enhance the way US Bank operates across mortgage segments and sales units
- Relationship Management - Create and maintain relationships with key business product and sales areas to understand goals, gaps and opportunities for growth. Advocate for those constituent relationships in bank wide forums. Create strong bi-directional communication paths to ensure alignment between Omnichannel and business line strategies/roadmaps
- Technology - Maintain a comprehensive understanding of the technologies that serve our Mortgage Loan Officers and customers across channels. Define opportunities to enhance those technologies / platforms, and identify new technologies / platforms, to positively impact the customer experience and drive business performance
- Roadmap – Partner to develop and maintain a roadmap of strategic and tactical projects that are aligned to the achievement of a customer experience vision
- Execution- Serve as the Business Lead for Mortgage sales pathway initiatives focused on achievement of the customer experience vision. Develop project artifacts that ensure business and customer objectives are met. Own communication with stakeholders to ensure clarity and transparency
- Eight to ten years of experience as a Product Manager
- Four or more years of management experience
- 3+ years of product management experience
- 5+ years of experience developing future state customer experiences
- Strong understanding of digital sales capabilities
39
Mortgage Sales Assistant, Hudson Resume Examples & Samples
- Ensure full understanding and status of each loan in the loan originator(s) pipeline
- Monitors internal reports to ensure compliance requirements are met
- 4-7 years Experience as a loan processor/closer, originator or sales assistant. A proficiency in performing financial calculations. Knowledge of residential loan documents, loan origination policies and practices, as well as laws and regulations applicable to loan
40
Mortgage Sales Resume Examples & Samples
- Managing team of Relationship Managers, Driving Business/Sourcing
- Mortgages from DSA/Internal channel
- He/She will drive acquisition through Relationship Managers, CA/sub-DSA tie-ups, micromarketing activities besides others
- He/She will be one point contact for the customer for all mortgage requirements
- Responsible for disbursal numbers (both Home Loans and Property Power), new accounts
- Responsible for revenue optimization (via boarding rates, fee realization and driving one sell)
- Providing client solutions – structuring of deals, product fitment, etc
- Manage hiring, on-boarding, regular training and support for team members – sales executives, tele-callers; internal lead origination points
- Responsible for DSA relationship and auditory requirements on an ongoing basis
- Co-od with internal/external channels to drive business volumes
- Good Communication and Analytical Skills
41
Mortgage Sales Specialist Resume Examples & Samples
- As directed, interviews applicants, collects documents and assists in completing the initial loan application from prospective borrowers applying for residential mortgage products
- Analyzes the applicant’s current and recent income, credit and debt picture in order to recommend the suitable loan program for their needs
- Receives the loan request chosen by the customer
- Provides pre-qualification letters as applicable
- Handles daily office administrative tasks as assigned
- As directed, assists with plans to generate new business
- Helps prepare for events to outreach to the community and market to establish new referral sources
- Refers clients to subject matter experts in the organization for cross sell opportunities
- Actively tracks sales pipeline
- Leverages support units or alternative delivery channels to match the servicing needs of the client
- Must be able to provide own transportation and ability to commute and arrive at intended destination in a timely manner and/or as required
- As directed by the Residential Loan Officer, inputs customer information into the loan origination system makes copies and prepares loan files for submission to underwriting
- Handles other related duties upfront and throughout the processing of the loan as necessary to obtain loan decisions in a timely manner. This includes the monitoring of a loan pipeline, communicating loan status and final approval terms or loan denials
- Coordinates with escrow and insurance companies for transaction information and sets up the loan signing with the customer to meet closing dates
- Understands program parameters and pricing in order to provide accurate loan options to borrowers as directed by the Residential Loan Officer
- Understands compliance regulations related to the job function and delivers adequate disclosures to the consumer as well as proper guidance on the loan fulfillment process
- Collects required deposits as needed from borrowers and provides them to accounting for disposition
- 1 - 2 years of experience in mortgage loan origination and/or increasingly responsible positions in high volume processing operation (financial services preferred) which may include up to 1 year of administrative experience, or equivalent work experience
- Demonstrated proficiency and advanced expertise with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel and PowerPoint) or similar software
- Ability to work effectively and prioritize workload to meet deadlines
- Able to lift, carry, move and transport files of up to 30 lbs
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Telebanking Mortgage Sales Assistant Resume Examples & Samples
- Assist the Telebanking Mortgage Specialist when opening new Customer Accounts, assuring that all required information and documentation are provided and that the file is complete
- Upload and index completed documents returned from Clients and Operations’ personnel
- Follow-up with in-process Applicants and interested 3rd Parties regarding outstanding conditions
- Order Title Work; Request Homeowner’s Insurance on behalf of the Telebanking Mortgage Specialists
- Establish and build rapport and trust with internal business partners, including the Telebanking Mortgage Specialists and Operations’ (Processing, Underwriting and Closing) personnel, to deepen relationships, increase mortgage production and continually improve the overall Client Experience
- Ensure all aspects of mortgage loan production are in compliance with all applicable State and Federal Laws, regulations, and bank policies and procedures
- Bilingual Skills (Spanish Competence and Proficiency) preferred
- 3+ Years Sales (preferably Call Center or Telemarketing) or equivalent experience
- Basic knowledge of Fannie Mae / Freddie Mac products, services and guidelines
- Knowledge of Federal Lending Regulations governing Real Estate Lending preferred (e.g. TILA / RESPA, HMDA, TRID, etc.)
43
Mortgage Sales Resume Examples & Samples
- Education: MBA/CA
- Experience: 4-6 years
- Skills: Good Communication and Analytical Skills
- Preferred: Full Time
44
Mortgage Sales Executive Resume Examples & Samples
- Possess preferably a degree, with or without a minimum of 1 year sales experience in mortgage and loan business
- Strong communication skills and resourceful in obtaining information and business contacts with good sales strategy
- Must be ready to take on challenging and concurrent tasks and also be a team player
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Mortgage Sales Assistant Resume Examples & Samples
- Provide administrative support consisting of gathering information for reports, typing letters, preparing training packages and mortgage loan submission packages
- Photocopy, scan and fax necessary documentation to customers, branches, or vendors
- Input data into Valley’s Loan Origination System
- Establish and maintain record keeping and filing system
- Review documentation received from the branches or customers and update the LOS (Loan Origination System)
- Answer customer telephone calls and track and screen calls to ensure excellent customer service
- Ensure completion of forms and documents
- Open and close Loan Production Office when required
- Attention to detail with basic math skills
- Ability to work on a team to ensure departmental goals are achieved
- Notary in the State of NJ preferred
- Experience in a residential mortgage environment preferred
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RJ Bank-mortgage Sales Assistant Resume Examples & Samples
- Assist the MC’s in their accountability for individual loan production goals, loan profitability, loan structuring and compliance
- Assists the MC in managing the client and Financial Advisor relationships with the Bank
- Assist MC with analysis of requested loan terms to ensure conformity to all guidelines
- Help MC manage ongoing communications with the Financial Advisor and Banking Consultant through the loan process
- Work with processing team for documentation collection, outside vendor management, and regulatory compliance. Comply with all federal, state laws, as well as internal policies and procedures
- Troubleshoot and resolve any issues that arise during the loan process
- Principles, practices, and procedures of retail lending
- RJ Bank, Fannie Mae, Federal regulatory requirements, and state regulatory requirements
- Principles and methods for promoting and selling products or services
- Principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
- Interacting with Financial Advisors, clients and associates and third party professionals to the mortgage process
- Basic public speaking skills
- Minimal networking in the community to effectively market Raymond James Bank
- Build professional relationships
- Learn regulatory, internal, and investor guidelines
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
- Bachelor’s Degree and a minimum of two (2) years’ experience in a Sales Assistant role or a verifiable sales assistant track record sufficient to meet RJ Bank production goals
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Mortgage Sales Assistant, Brookfield Resume Examples & Samples
- Manage all documentation received and requested from the client. Confirm and communicate to clients upon receipt of all acceptable documentation
- Ensure each loan is fully documented and run through Fannie Mae Desktop Underwriting correctly per regulations, including income calculations. Files should be completed and sent to loan processing in a condition that ensures timely loan approval without conditions
- Assist loan originator in marketing efforts including client database management. Schedule loan closings with all parties involved (customers, Realtors, builders, loan settlement agents). Discuss banking product and service options with borrowers to help with cross-sell. Coordinate home equity/HELOC to facilitate smooth first mortgage transaction. Ensure loan commitments in the loan origination system align loan file documentation and are accurate. Track appraisals to ensure movement forward and delivered in a timely manner. Upon appraisal approval ensure all necessary updates are made including re-disclose as appropriate. Perform status check of loan files when loan officers are unavailable; for example, moving loans to closing status, requesting exceptions, to ensure loans are moving forward to closing
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Inside Mortgage Sales Manager Resume Examples & Samples
- Responsible for the performance and development of the internal mortgage sales team
- Manage the sales teams activities so that the team’s sales goals are met or exceeded and quality of service goals are met or
- Initiates and coordinates development of action plans and strategies to generate increased loan volume
- Maintains accurate records of all sales and activity reports
- Prepares monthly commission reports and management
- Controls expenses to meet budget
- Recruits, hires, and trains sales team as
- Develop individual measurements and goals and write performance
- Conducts regular coaching and counseling with sales team to build motivation and service
- Demonstrates ability to interact and cooperate with all company
- Interview and hire qualified staff, provide training and development
- Assist with origination of loans requiring confidentiality or special handling
- Maintains thorough and current knowledge of all federal, state, and local regulations as well as internal policies, procedures, products and services, and business ethics
- Exercises good judgment, excellent communication and people skills
- Other duties as assigned to meet business needs
- AA in business related discipline or equivalent (B.S. or B.A. preferred)
- At least 5 years prior management experience, preferably in the Home Loan Sales department
- Demonstrated strong organizational skills
- Excellent written and oral communication skills; strong problem-solving, and analytical skills
- Strong interpersonal skills and ability to deal effectively with a diversity of individuals at all organizational levels
- Proven ability and leadership to handle multiple projects and meet deadlines
- Ability to multi-task, demonstrated flexibility and a willingness to work within constantly changing priorities with enthusiasm
- Proficient in various computer applications including, but not limited to Microsoft Outlook, Word, Excel
- Knowledge of secondary market guidelines and products required (specifically FannieMae)
- Knowledge of mortgage loan origination, processing, underwriting and closing
- Ability to work with all levels of management
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Mortgage Sales Assistant Fishkill Resume Examples & Samples
- Notarize closing documents signed at the LPO
- Basic computer skills including Microsoft Office (Word and Excel) and the ability to learn the Integra LOS
- Good customer service skills. Good verbal and written communication skills
- Ability to work in a fast paced environment, multi-task, and ensure deadlines are met
- Ability to use office machines, calculators, computers, photocopiers, scanners and fax machines
- High School Diploma or GED and a minimum of one year of related administrative experience
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VP, Mortgage Sales Manager Resume Examples & Samples
- Minimum of seven years proven and progressive mortgage sales experience or equivalent, with exposure to lending to affluent clientele, as well as a minimum of three years supervisory or managerial experience or equivalent preferred
- Bachelor’s degree in business, related field or equivalent experience
- Broad knowledge of the entire mortgage lending process, to include mortgage processing, underwriting, closing, servicing, secondary marketing (rates, fees, pricing, valuations, etc.)
- Highly motivated and able to act independently
51
Gcg-mortgage Sales Manager Resume Examples & Samples
- Lead a team of Mortgage Sales Executives/Specialists to execute and meet country mortgage acquisition strategy and goals including any bundle/one-sell goals as appropriate
- Ensure all performance metrics and frameworks are met
- Monitor strictly the team sales results from prospecting, submissions, decisioning , acceptance/booking
- Work closely to build and maintain business relationships with all assigned sales channels (internal and external) for quality prospecting and conversion aligned to country/region acquisition strategy
- Provide competitor landscape feedback and participate in building/nominating acquisition program including tactical campaigns as appropriate
- Work closely with all internal stakeholders (e.g. Credit Ops, Risk) to ensure TAT expectations are met and to collate and provide regular feedback to Customer Acquisition and Care colleagues on root cause issues and recommendations for solution
- Ensure all Citi internal requirements are met for the entire sales teams (e.g. Compliance, Training, Certification)
- Provide key support, motivation and guidance to sales team
- Own all client complaints till resolution to deliver superior client experience
- Graduate degree from a recognized university, preferably from Banking/ Finance/ Accountancy/Business Economics/Real Estate
- At least 5 years of relevant experience working in a retail banking business, preferably in mortgage, or other product and sales management roles
- Strong business acumen with liking sales
- Strong quantitative analytical skills
- Strong people management skills
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Mortgage Sales Manager Nmls-new Jersey Home Based Resume Examples & Samples
- Two or more years of experience as a Retail Mortgage Loan Originator
- Minimum two years of supervisory experience
- Expert knowledge of sales and sales strategies
53
Mortgage Sales Assistant Resume Examples & Samples
- 2-3 years mortgage experience
- Excellent excel and general computer skills
- Between 2 - 3 years
- Strong understanding of broker relationships
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Mortgage Sales Assistant Resume Examples & Samples
- Prepare all marketing flyers for our consumer branch locations for notification of new products, specialty products and special savings being offered through both the Mortgage Tool Box and Preferred Partners websites. Design specific reports in Mortgage Returns that will identify the “Hot List” of borrowers that the Loan Originator needs to contact for maximum results. Send and assist in identifying what e-mail should be sent to the Borrower dependent on the category of Borrowers being targeted
- Prepare all materials necessary for attendance at a Brokers Open, i.e. flyers detailing the specific property and the loan products available for each property, rates available as well as payment schedules. Introduce my Loan Originator and myself at the brokers open as the Bank of Oklahoma Mortgage Group team that would be ready to assist them with their needs. Answer questions from realtors as well as perspective buyers during the Brokers Open
- Review all new files to make sure disclosures are sent timely as well as all information entered is complete and accurate on the 1003. Analyze all mail in applications for completeness. Input the information from the applications. Contact Borrowers for additional information as needed on every application. Point of contact for Loan Originator when out of the office, which entails meeting with any scheduled appointments, both in office and by phone, returning all phone messages and reviewing internet applications
- Monitor pipeline reports daily to insure files moving promptly per guidelines and no defects occur without documentation noted. Prepare and participate in weekly pipeline meetings with both Loan Originator and Loan Processor to discuss all files and their current status
- Monitor and expedite the file flow process by making sure the file is turned over from the Loan Originator and the Notice of Incompleteness is sent showing all necessary documents required for the decision process on the file. Follow guidelines set in the File Flow Process for the department making sure specific documents received prior to moving to the next stage or expiration of the notices sent. Order all appraisals and titlework as soon as documents obtained; advising Borrower ready to move forward. Submit tax analysis to Underwriting on self-employed borrowers to insure proper income utilized. Update all agents, title companies, and point of contact for borrowers in Unifi on all files or as required changes occur
- Support the Front Desk assisting on morning, lunch and afternoon breaks, and allocated days off, for phone coverage. Assist all peers when out of the office per the Buddy system for coverage for all Loan Originator’s and clients. Submit and prepare expense reports
- Good PC and software application skills
- Good interpersonal, verbal and written communication skills
- Ability to handle multiple tasks in a competent and professional matter
