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home mortgage consultant resume example with 20+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
  • :
Links
  • www.JessicaClaire.net
  • https://www.linkedin.com/in/Jessica-Claire-45bb9216/
Professional Summary

Highly motivated Home Mortgage Consultant with expertise in all aspects of mortgage lending including sourcing business from multiple referral partners over 20 years, managing customer relations and keeping a keen knowledge of compliance requirements. Skilled in building long-term business relationships through exemplary communication and customer service skills. Established history of building relationships with Realtors, bankers, builders and more to create a consistent pipeline of business. Excellent communication skills and ability to clearly understand a clients needs and demonstrate the best options for them based on their specific financial plans and goals. Anxious to work with a team of people in a positive environment and collaborate to provide the best experience for every client. Very reliable and consistent presence in work environment and strong loyalty to the company.

Skills
  • Excellent communication skills and quick learner
  • Ability to work with client virtually, in person or on phone and clearly explain financial scenarios and options
  • Eager and able to team with bankers, processors and management to effectively work through loan process with clients
  • Ability to adapt to and learn new technology with experience in multiple loan platform systems including Encompass
  • Apply knowledge of mortgage banking products and services to best meet customer needs and enable them to achieve their long-term financial goals
  • Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers
  • Manages portfolio of customer relationships. Seeking prospective opportunities to retain and/or develop new clients
  • Strong knowledge of underwriting and compliance guidelines and willingness to stay active with changing regulatory environment
  • Proven ability in all aspects of mortgage related sales from referral partners to each client working through mortgage process
  • NMLS licensed in Washington
Work History
Home Mortgage Consultant, 06/2019 to Current
Fifth Third BankBloomingdale, IL,
  • Assessed clients' financial data to determine loan suitability.
  • Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
  • Reviewed loan files and updated to match current standards.
  • Worked with underwriters to fix application problems and resolve issues.
  • Advised clients on loan process and specialized topics in home purchasing such as ideal loan options and financial strategies.
  • Implemented sales strategies that established relationships with realtors, builders, CFAs and CPAs.
  • Supervised loan personnel and motivated to maintain customer service and performance standards.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Home Mortgage Consultant, 01/2013 to 06/2019
Fifth Third BankBlue Ash, OH,
  • Assessed clients' financial data to determine loan suitability.
  • Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
  • Reviewed loan files and updated to match current standards.
  • Worked with underwriters to fix application problems and resolve issues.
  • Advised clients on loan process and specialized topics in home purchasing such as ideal loan options and financial strategies.
  • Implemented sales strategies that established relationships with realtors, builders, CFAs and CPAs.
  • Supervised loan personnel and motivated to maintain customer service and performance standards.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Home Mortgage Consultant, 07/2001 to 01/2013
Fifth Third BankBolingbrook, IL,
  • Assessed clients' financial data to determine loan suitability.
  • Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
  • Reviewed loan files and updated to match current standards.
  • Worked with underwriters to fix application problems and resolve issues.
  • Advised clients on loan process and specialized topics in home purchasing such as ideal loan options and financial strategies.
  • Implemented sales strategies that established relationships with realtors, builders, CFAs and CPAs.
  • Supervised loan personnel and motivated to maintain customer service and performance standards.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Helped run joint venture mortgage company with local builder.
  • Worked in Private Mortgage Bank group assisting high wealth clients and their Private Banking partners with mortgage solutions.
Education
No Degree: Liberal Arts And General Studies, Expected in 01/1994 to Washington State University - Pullman, WA
GPA:
High School Diploma: , Expected in 06/1992 to Mariner High School - Everett, WA
GPA:

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Resume Overview

School Attended

  • Washington State University
  • Mariner High School

Job Titles Held:

  • Home Mortgage Consultant
  • Home Mortgage Consultant
  • Home Mortgage Consultant

Degrees

  • No Degree
  • High School Diploma

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