Mortgage Counselor Resume Example
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MORTGAGE COUNSELOR
Summary
Enthusiastic Loan Officer capable of providing excellent customer service throughout the loan origination process. Excited and motivated to help customers build successful financial futures.
Skills
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Experience
Mortgage Counselor / Summit Credit Union - Greendale , WI06/2020 - Current
- Set and confirm appointments with members/borrowers.
- Comprehensive one-on-one mortgage counseling & education to help members to become homeowners and/or improve financial management.
- Take applications, analyze loan files, including review of borrowers income, assets & credit.
- Verify documents for specific underwriting criteria and input loan information in company specific software.
- Analyze housing ratios and debt ratios to determine affordability.
- Prepare complete loan packages and submit them to underwriting for approval.
- Distributes disclosures, rate locks and execute detailed follow-ups to verify completed requirements.
- Monitor purchase pipeline for due diligence, finance contingencies, and closing date expirations.
- Maintain up-to date knowledge of company policies and procedures for a variation of circumstances.
- Adhere to all federal and state compliance guidelines relative to retail mortgage lending.
- Develop and maintain relationships with real estate agents
Mortgage Loan Originator / First Guaranty Bancshares, Inc. - Bossier City , LA11/2019 - 06/2020
- Originate loans and assist senior-level credit officers with complex loan applications.
- Educate customers on a variety of loan products and available credit options to promote valuable decision-making.
- Execute loan origination process, including ordering credit reports, appraisals and preliminary title reports.
- Analyze applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
- Answer various calls daily to answer customer questions.
- Earn reputation for good attendance and hard work.
- Improve customer satisfaction by finding creative solutions to problems.
- Recognized by management for providing exceptional customer service.
- Provide excellent service and attention to customers when face-to-face or through phone conversations.
Independent Insurance Broker / Aaa Mid-Atlantic - Lawrenceville , GA01/2014 - 11/2019
- Analyzed customer needs and patiently explained coverage options
- Up-sold and cross-sold products and services
- Achieved sales success through an informational knowledgeable sales approach, strive to educate the consumer
- Cultivated and maintained a network of business associates statewide as a result of extensive interaction and strong communication skills
- Protected company reputation and built loyal client base by working relentlessly to improve customer satisfaction
- Monitored multiple databases to keep track of all company inventory
- Provided outstanding customer service to new and long-standing customers by attending closely to concerns and developing solutions
- Developed exceptional attendance record with special attention to punctuality and preparation to work upon arrival
Insurance Producer / American Choice Insurance Agency - City , STATE03/2011 - 01/2014
- Produced sales with a diversified insurance brokerage firm. Marketed a complete line of insurance products to individuals and groups throughout the Mississippi area
- Independently managed the entire sales cycle, from initial client consultation, product presentation, pricing and contract negotiation, to the final sales closing
- Consistently increased sales and maintained profitability each year; met and exceeded all personal and company sales objectives and goals. Achieved top performance in account retention, add-on sales, and growth
- Established a strong client base through exceptional market knowledge, sales ability, and client service
- Upheld all compliance standards for daily insurance sales
Education and Training
Ameritrain Mortgage Institute - City09/2019Mortgage Loan Originator Certification Training
Mississippi Department of Insurance- RBS Solutions - City03/2011Life, Health, Accident, P&C License
Mississippi State University - City, State05/1994Medical Technology
Jackson - City08/2020HUD Housing Counselor Certification: HUD Certified Counselor
NMLS# 1910737
I am a National Mortgage Loan Originator.
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Resume Overview
School Attended
- Ameritrain Mortgage Institute
- Mississippi Department of Insurance- RBS Solutions
- Mississippi State University
- Jackson
Job Titles Held:
- Mortgage Counselor
- Mortgage Loan Originator
- Independent Insurance Broker
- Insurance Producer
Degrees
- Ameritrain Mortgage Institute -
City
09/2019 Mortgage Loan Originator Certification Training
Mississippi Department of Insurance- RBS Solutions - City 03/2011 Life, Health, Accident, P&C License
Mississippi State University - City, State 05/1994 Medical Technology
Jackson - City 08/2020 HUD Housing Counselor Certification : HUD Certified Counselor
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