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mortgage advisor resume example with 16+ years of experience

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Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Professional Summary
 Loan Officer with over 9 years experience in consumer financing, loan administration, default management and customer service. Excellent analytical and communication skills. Driven with a track record in mortgage and home lending product sales. Demonstrates strong interpersonal skills and exceptional service throughout the sales process.
Skills
  • Practiced at FHA loan process
  • Goal-oriented
  • Self-sufficient
  • People-oriented
  • Superior organization skills
  • Proficient in Fannie Mae, Freddie Mac, USDA, HARP, and VA loans.
  • Quickly learn origination systems.
  • Flexible
Work History
10/2012 to Current Mortgage advisor Emprise Bank | Clearwater, FL,
    Offer FHA, Conventional, VA, USDA and other mortgage loan programs to prospective borrowers that are in the market to purcahse a home, or refinance their existing one.
  • Exceed monthly application quota 
  • Recommend loan programs based on customer loan application reviews.
  • Collect loan documentation and provide it to the processer in order to be underwritten,
  • Develop prospects for new loans by conducting 25-40 cold calls weekly.
  • Maintain a production pipeline of current businees while working on a database of contacts made that will benefit from mortgage products in the future when their financial or credit profile improves.
06/2012 to 02/2013 Loan Officer Assurance | Columbus, OH,
    Maintained a professional relationship with realtors and contractors while offering mortgage programs to their clients which include Fannie Mae, Freddie Mac, FHA, VA, USDA and other products.
  • Recommended loan programs based on customer loan application reviews.
  • Maintained strict confidentiality of bank records and client information.
  • Maintained friendly and professional customer interactions.
03/2011 to 07/2012 Mortgage Consultant Peapack-Gladstone Financial | Bedminster, NJ,
    Reviewed customer credit, income, and assets and matched it to a type of residential mortgage loan that best fit their needs.
  • Submitted loan applications to the underwriter for verification and recommendations.
  • Interacted with Management and complied with various lending laws
  • Maintained strict confidentiality of bank records and client information.
07/2010 to 04/2011 Mortgage Loan Officer Xenith Bankshares, Inc. | Columbia, MD,

    Reviewed and originated  mortgage loans for prospective borrowers.

  • Submitted loan applications to the underwriter for verification.
  • Worked a lead-generating system to contact current and potential customers for residential mortgage loans.
  • reviewed approval conditions on each loan and communicated the information to the customer and collected the documents.

 

01/2009 to 05/2009 Loan Officer Assurance | Coral Springs, FL,

Worked in an office environment contacting potential customer via a lead generating system.

  • Recommended loan approvals based on customer loan application reviews.
  • Submitted complete application documents to processing in order for the loan to be underwritten.

 

08/2008 to 11/2008 Membership Sales Rep Massage Envy | Port Saint Lucie, FL,
    Contacted area businesses and sold annual memberships in order to increase profitibility of the wholesale industry. 
  • Worked in an assigned territory
  • Met holiday membership quota

 

04/2008 to 08/2008 Outside Sales Rep Rush Enterprises | Columbus, GA,
    Contacted area businesses and offered uniform and other office supplies.
  • Honed my skills in cold-calling, time-management and problem-solving.
09/2007 to 04/2008 Account Executive Birdeye | Raleigh, NC,
    I sold mail equiptment and supplies in an assigned territory.  
  • Analyzed mail usage data for each customer and recommended an appropriate product that would meet their communication needs.
  • Worked in a fast-paced environment that required daily updates on production and sale's objectives.
04/2007 to 09/2007 loan Officer Bancfirst Corporation | Tahlequah, OK,
    Contacted potential customers and offered a variety of mortgage products/programs that were tailor-made for the lending needs
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Used several marketing sources to aquire new business.
01/2006 to 04/2007 Loan Officer Bancfirst Corporation | Guthrie, OK,

    Independent loan officer that utilized various loan programs by matching a loan product to an individual customer that met their loan criteria.

  • Maintained friendly and professional customer interactions.
10/2004 to 01/2006 Loan Officer Bancfirst Corporation | Lawton, OK,

    Contacted area realtors and contractors to aquire new business parnerships.

  • Maintained a personal work pipeline while assisting other loan officers with their files. 
  • Exceeded monthly quota

 

02/2004 to 10/2004 Loan Officer Bancfirst Corporation | Prague, OK,

    Originated mortgage loans while offering government programs such as FHA, as well a Fannie Mae, Freddie Mac, and VA loans for both purchase and refinance opportunities.

  • Reviewed and edited loan agreements to ensure accuracy.
  • Submitted loan applications to the underwriter for verification and recommendations.
  • reviewed an applicants' credit history, personal and business financial statements, tax returns and other documentation to verify that a customer has the financial means to afford the home.
06/2003 to 02/2004 Loan Officer Bancfirst Corporation | Sand Springs, OK,
    Entered into mortgage business and contacted area realtors and contractors while trying to establish new partnerships. 
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Maintained friendly and professional customer interactions.
Education
Expected in 2004 to to Bachelor of Arts | General Studies/Justice Studies Kent State University, Kent, OH GPA:

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Resume Overview

School Attended

  • Kent State University

Job Titles Held:

  • Mortgage advisor
  • Loan Officer
  • Mortgage Consultant
  • Mortgage Loan Officer
  • Loan Officer
  • Membership Sales Rep
  • Outside Sales Rep
  • Account Executive
  • loan Officer
  • Loan Officer
  • Loan Officer
  • Loan Officer
  • Loan Officer

Degrees

  • Bachelor of Arts

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