mortgage banker resume example with 9+ years of experience

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

Hardworking and reliable. Highly organized, proactive and punctual with team-oriented mentality.

  • Client relations
  • Fair Housing
  • Negotiations
  • MLS
  • Cold/ Warm calling
  • Market research
  • Recordkeeping
  • Customer service-focused
  • Safe Act of 2008
  • CRM systems
  • Excellent time management
  • Excellent communicator
Mortgage Banker, 03/2022 to Current
First Citizens BankBuena Park, CA,
  • 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.
  • Gathered client debt, credit and income information to determine loan eligibility.
  • Informed customers of application deadlines, approvals and denials.
  • Analyzed new markets and developed referral networks to locate new loan prospects.
  • Helped clients fill out loan applications and find ideal loan options.
Real Estate Sales Agent, 08/2015 to 03/2022
Nexthome Nextgen RealtyCantonment, FL,
  • Scheduled home viewings with potential buyers.
  • Generated list of properties to meet specific client needs.
  • Applied various methods to build client base, including networking, email, and social media.
  • Advised clients on market conditions, pricing and legal requirements for property transactions.
  • Generated lists of properties comparable with buyers' needs and financial resources.
Insurance Sales Agent, 09/2021 to 12/2021
First Acceptance CorporationNew York, NY,
  • Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Maintained pleasant and cordial attitude, remaining calm when issues arose.
  • Operated in fast-paced and driven sales environment.
  • Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
  • Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
  • Evaluated customer desires and budgetary constraints to pick best policies.
  • Communicated with clients by phone and email to answer questions and offer services.
  • Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Reached out to potential clients to schedule appointments.
  • Weeded out unlikely prospects quickly and redirected time and efforts to potential customers.
  • Evaluated and pursued sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.
  • Offered information about policy and coverage details.
  • Upheld compliance standards for Medicare insurance sales.
Bartender, 08/2012 to 01/2015
William J. Clinton FoundationCity, State,
  • Recommended food and drinks to patrons based on preference, pairings and special promotions.
  • Managed bar area, including cocktail design and menu, inventory, regulation compliance and customer relationships.
  • Balanced daily registers and generated sales reports for management.
  • Kept track of bar tabs and transferred open tabs to dining area for wait staff.
  • Collected and organized daily till totals and tips.
  • Maintained knowledge of bar and menu options to prepare drinks and make food recommendations.
  • Confirmed customers' ages for alcohol service and discontinued service to intoxicated guests.
  • Stayed up-to-date on latest mixology trends, bar equipment and sanitation standards.
  • Upsold customers from shelf to premium brands to help boost sales.
  • Operated cash register and Point of Sale (POS) system for transactions and made proper change for cash transactions.
  • Poured wine, beer and cocktails for patrons.
  • Arranged bottles and glasses behind bar to make attractive displays.
  • Neatly sliced and pitted fruit or garnishing drinks.
  • Measured and mixed house ingredients to prepare both custom and menu drink orders.
  • Monitored bar inventory and promptly restocked low items before depletion.
  • Carefully inspected identification of customers to verify age requirements for purchase of alcohol.
Education and Training
: Public Health Environmental , Expected in to New York Medical College - Valhalla, NY
  • 3.4 GPA
  • Completed coursework in Emergency Preparedness, Epidemiology, Air Pollution, and Public Health and Water Quality.
Bachelor of Science: Business Administration And Management, Expected in 05/2005 to Strayer University - Washington, DC
  • Major in Business Administration
  • 3.75 GPA
  • Magna cum laude graduate
  • Completed coursework in , Communications, Organizational Behavior and Management.
Associate of Applied Science: Business Administration, Expected in 05/2001 to College Of Southern Maryland - La Plata, MD
  • Major in Business Administration
  • 3.9 GPA
  • Phi Theta Kappa Member
  • Summa cum laude graduate
  • Completed coursework in Calculus, Business Law, and Psychology

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Resume Overview

School Attended

  • New York Medical College
  • Strayer University
  • College Of Southern Maryland

Job Titles Held:

  • Mortgage Banker
  • Real Estate Sales Agent
  • Insurance Sales Agent
  • Bartender


  • Bachelor of Science
  • Associate of Applied Science

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