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Mortgage Counselor Resume Example

Resume Score: 80%

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PF
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
  • Multi-Line product knowledge
  • Proficient in Microsoft Office suites
  • Able to analyze information and problem solve
  • Excellent verbal and written communication skills
  • Ability to influence others positively
  • Ability to set priorities and manage work flows
  • Ability to evaluate the needs of customers
  • Organized, Efficient, Hard work ethic
  • Superior customer service
  • Works well independently and with others
  • Ability to build strong relationships
  • Positive, self-motivated attitude
Experience
Mortgage Counselor / Company Name - City, State06/2020 - 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 / Company Name - City, State11/2019 - 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 / Company Name - City, State01/2014 - 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 / Company Name - 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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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

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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