mortgage consultant resume example with 2+ years of experience

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

Highly motivated Sales Professional with extensive customer service and sales experience. Goal-oriented and creative profit-minded with demonstrated success driving sustained revenue by working and connecting with customers driving increased sales, improving buying experience and elevating company profile with target market. Talented at generating leads and demonstrating products to close high-volume sales. Consistently recognized for sales performance and excellence in customer service.

  • NMLS licensed 1991185
  • Computer skills: Excel, Pulling Power B Reports, Checklists
  • Efficient in the following systems: Encompass, Empower, Express Loan, YBR, Transfersafe
  • Loans
  • Sales
  • Investment planning
  • Insurance decisions
  • Trend analysis expertise
  • Stock Market Understanding
  • Content marketing
  • Social media platforms
  • Campaign analysis
  • Mentoring and coaching
  • Marketing tools
  • Professionalism
Work History
Social Media Specialist, 01/2022 to Current
Peapack-Gladstone FinancialCalifon, NJ,
  • Developed social media calendar, which included scheduling email blasts, social media posts, marketing campaigns and website updates.
  • Strategized social media campaigns for clients, helping to meet goals and reach untapped potential customers.
  • Supported SEO initiatives to improve content, keywords and branding.
  • Maintained company's social media presence by posting messages, answering posts and monitoring responses.
  • Structure monthly educations for platform users to learn how to post reels, create them and do collaborations.
Event Coordinator, 01/2022 to Current
Pinnacle FinancialConcord, NC,
  • Brainstormed and implemented creative event concepts and themes.
  • Arranged availability of audio-visual equipment, transportation and displays for various types of events.
  • Acquired contracts and agreements to finalize negotiations and obtain approval signatures.
  • Consulted with customers and sponsors to determine objectives and requirements for events.
  • Coordinated schedules and timelines for events.
  • Created and maintained event expenditures, budgets and timelines in job-related software.
  • Attended conferences and events to stay up-to-date with industry trends and planning standards.
  • Utilized internal databases to prepare and distribute guest lists, electronic invitations and registration processes.
  • Liaised with marketing and PR colleagues to promote special events in social calendars.
Mortgage Loan Originator, 10/2021 to Current
Consumers Credit UnionKildeer, IL,
  • Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
  • Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
  • Created a gifting program for borrowers during different phases of the loan process to create a more personable level of connection
  • Help real estate agents with their start up on social media platforms
  • Host luxury home buying events every 6 weeks to educate the entire loan process start to finish to both buyers/ sellers
  • Worked with underwriters to fix application problems and resolve issues.
  • Reviewed loan files and updated to match current standards.
  • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.

Mortgage Consultant, 03/2021 to 08/2021
Citywide Home LoansCity, STATE,
  • Team Lead on Sofi/ Stearns Project funding 2806 loans
  • Created MC Flow Charts for Team with daily structure
  • Created step by step checklist for multiple types of loans: FHA, Conventional, VA
  • Trained front-end operations assistants (OA's) and back-end loan coordinator (LC) roles
  • 24 hour turn times on over 82% of my loans
  • 10/10 Customer service in communication and explaining the loan process
  • Oversaw operations of mortgage lending office, including sales, processing, underwriting, and closing services.
  • Reviewed loan files and updated to match current standards.
  • Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.
  • Explained different types of loans pertaining to client situations.
  • Monitored pipelines to track and log status of loans.
  • Created strategies for the company to develop and expand existing customer sales, resulting in faster turn times.
Loan Officer Assistant /Loan Processor, 01/2021 to 03/2021
Company NameCity, State,
  • Worked with Loan Officer to create application profile in system and review key information at various stages within process.
  • Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base.
  • Coordinate and guide the borrower through all aspects of the mortgage application process including: identifying borrower's needs, assessing their financial situation, providing information relevant to the risks and benefits of each program for which the borrower is qualified, determining the correct loan options, quoting rates and gathering info for the loan application, obtaining all borrower required documents, proving borrowers with regulatory disclosures and assisting with the loan file submission.
  • Communicate with all relevant parties throughout the loan process as needed
  • Monitor branch pipeline and troubleshoot loan file issues to facilitate on time closings
  • Maintain client and contact database, perform marketing tasks and mail-out documents via snail mail if needed
  • Preform other administrative tasks as assigned by management
  • Provided quick turnaround times to maintain fast-past schedule.
  • Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes.
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Set up files using loan officer checklist and submitted on-time, full set up loans for processing.
  • Handled any conditions sent from underwriting departments.
  • Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
Financial Advisor Assistant, 07/2020 to 12/2021
Company NameCity, State,
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
  • Prepared for and coordinated marketing events, created marketing compliance documentation and managed event marketing reimbursement to increase customer base and grow revenue.
  • Capitalized on gaps in market and reached out personally to onboard new clients, process transfer paperwork and set up new accounts.
  • Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
  • Kept client financial plans optimized for current market trends and economic conditions.
  • Performed due diligence and valuation processes.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Delivered strategy advisement and corporate financing to clients.
Loan Officer Assistant, 01/2019 to 04/2020
Company NameCity, State,
  • Documented borrower's information in loan processing system and resolved any discrepancies.
  • Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
  • Maintained compliance with privacy and security requirements, as well as federal statutes covering retail loans.
  • Upheld complete confidentiality of all submitted information according to release guidelines.
  • Handled any conditions sent from underwriting departments.
  • Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
  • Prepared file for final clear-to-close by branch management.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
Minor in Public Relations: Public Relations, Advertising, And Applied Communication, Expected in 06/2014
DePaul University - ,
  • Member of National Honors Society
  • 4.0 GPA
  • DePaul Track team for 1 trimester
Associate of Applied Business: Marketing, Expected in 05/2013
University of Central Arkansas - Conway, AR
  • 3.8 GPA
  • Received full ride, D1 athletic scholarship
  • Member of National Honors Society
  • Elected Captain of Cross Country and Track team
  • Awarded Best Sportsmanship in 2014

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • DePaul University
  • University of Central Arkansas

Job Titles Held:

  • Social Media Specialist
  • Event Coordinator
  • Mortgage Loan Originator
  • Mortgage Consultant
  • Loan Officer Assistant /Loan Processor
  • Financial Advisor Assistant
  • Loan Officer Assistant


  • Minor in Public Relations
  • Associate of Applied Business

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: