mortgage banker resume example with 4+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -

Results-focused, IT Specialist with several years of proven success in developing and leading cross-functional technical teams to execute and deliver major technology initiatives. Demonstrates expertise in VDI, desktop, remote access, thin clients and video conferencing. Highly-effective communication facilitator and contributor to key partnerships, projects and collective team objectives across, telecom, network, hosting, security, governance and vendor management to achieve positive impact on all business outcomes.

Skilled Mortgage Banker offering over years of related experience. Successful at collaborating with borrowers, real estate agents and title representatives to manage a smooth and efficient closing process. Looking for a dynamic, fast-paced position with company.

Thorough banking professional experienced in personal and business loan products. Well-versed in coordinating paperwork, managing accounts and facilitating closings.

08/2021 to 05/2022
Mortgage Banker City National Bank Of Florida Doral, FL,
  • Put together and executed loan documents.
  • Met with new clients and completed pre-qualification procedures.
  • Built positive relationships with realtors to produce client referrals.
  • Assessed financial means and desires of each client in order to set up appropriate mortgage packages.
  • Complied applications and paperwork and double-checked for accuracy.
  • Submitted applications to credit analysts.
  • Developed and maintained relationships with local real estate agents.
  • Approved loans that met specifications.
  • Monitored loan serving agreements and loan covenants to ensure compliance.
  • Negotiated payments for customers with delinquent loans.
01/2022 to 03/2022
Mortgage Specialist Great Western Bank Sidney, IA,
  • Verified income of borrower and gathered credit information.
  • Approved mortgage loans by examining applications and supporting documentation.
  • Defined repayment terms to consumers and educated on default consequences.
  • Generated new business and boosted sales using extensive knowledge, target market penetration, partner relationships and customer care techniques.
  • Solved diverse problems to boost profitability and efficiency.
03/2019 to 12/2020
Account Manager Agoda Berlin, NH,
  • Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
  • Communicated with clients via email, phone, online presentations, screen-share and in-person meetings.
  • Cultivated new accounts and provided value-added services to existing clients to increase overall revenue.
  • Grew customer base by identifying needs for relevant product solutions to fit client budgets and schedules.
  • Sought out key decision-makers and tailored solutions to address business challenges.
  • Implemented and facilitated operational facilities to develop customer service protocols and standards.
  • Input data into CRM system to manage existing portfolios and potential leads.
  • Acted as main point of contact in matters relating to client concerns and needs.
  • Analyzed data and continually identified new opportunities for product placement to achieve sales growth.
05/2016 to 04/2018
IT Specialist Cannon Equipment La Vergne, TN,
  • Responded to assistance requests from users and directed individuals through basic troubleshooting tasks.
  • Explained technology-related details in easy-to-understand terms to individuals from different backgrounds and in various job positions.
  • Consulted via telephone to understand user problems, run through testing scripts and ask probing questions to locate root causes.
  • Assisted in technical support process refinement to improve customer service and support.
  • Documented repair processes and helped streamline procedures for future technical support actions.
  • Disassembled computer systems to troubleshoot and resolve hardware issues.
  • Delivered local and remote Tier 1 IT support for hardware and software to company personnel.
  • Removed malware and viruses from laptops and desktop systems using specialized software.
Education and Training
Expected in 05/2018
Associate of Science: Accounting And Computer Science
Allan Hancock College - Santa Maria, CA
  • Software Components and Libraries
  • Programming Languages: Java, C#, .Net, Python
  • Strong Interpersonal and Communication Skills
  • Code Analysis and Development
  • Verbal and Written Communication
  • Source and Version Control: Git, Github
  • Structured Query Language
  • Programming Languages
  • Java Programming Language
  • Database Management Software
  • RDMS Development and SQL
  • Software Development Standards
  • Software Application Testing
  • Project Management
  • Network Investigation
  • SQL Reporting
  • Data Warehousing

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Resume Overview

School Attended

  • Allan Hancock College

Job Titles Held:

  • Mortgage Banker
  • Mortgage Specialist
  • Account Manager
  • IT Specialist


  • Associate of Science

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