mortgage financial consultant 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: - - -
Professional Summary

Dedicated communications professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

  • Financial Plan Development
  • Client Needs Assessment
  • Increasing Savings
  • Tactical Support
  • Financial Goal Planning
  • Workflow Improvements
  • Customer Transactions
  • Sensitivity Analysis
  • Deal Structuring
  • Customer Care
  • Reading Comprehension
  • Customer Account Review
  • Communications Expertise
Work History
07/2015 to 10/2022
Mortgage Financial Consultant Bsi Financial Irvine, CA, Houston, TX
  • Assisted homeowners with identifying financial obstacles and finding equitable and customization solutions to overcome financial setbacks.
  • Educated clients on various contractual obligations and provided professional recommendations and services based on each homeowners individual needs.
  • Created healthy atmosphere for homeowners to express life’s challenges, account irregularities, state compliance regulations, potential servicing complications as well as basic inquiries in efforts to enhance company performance.
  • Worked with individuals to support understanding of servicing and loss mitigation rationale for temporary and long term modified arrangements via inbound outbound and email communication efforts
  • Raised standard of productivity by 35 to 40% and exceeded collection target by employing consultative collection tactics and superior customer care.
  • Helped individuals and families build and execute financial management strategies based on unique goals and objectives.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and online capabilities to facilitate independent servicing requests
  • Performed compliance due diligence when handling each account to eliminate fraudulent attempts when communicating directly with borrowers as well processing initial application
  • Recruited, trained and mentored financial support staff to generate ideas, share knowledge and commit to building successful company.
  • Offered strategies with management to correspond specialized language and financial planning support to diverse populations with unique needs.
  • Guided homeowners through compiling important financial histories and assisted in gathering series of documentation for continued collection efforts
  • Monitored potential risk assessments based on payment patterns as well as obtaining additional information through probing questions to determine ability to repay
  • Performed basic trouble shooting request as well as in-depth research and auditing of accounts to ensure accounts are performing accurately
  • Initiated internal and external valuation appraisal request along with credit checks and overseeing completion of entire subordination process
  • Handled multitude of clerical responsibilities, managed all outgoing mail within multiple departments and implemented problem solving techniques that prevent further escalation to other departments
02/2014 to 07/2016
Mortgage Collections Specialist Ati Metals Latrobe, PA, Houston, TX
  • Established rapport with management to condition new employees, monitor software performance and to pin point software and production complications
  • Broaden financial strategies to convert delinquent loans to current and make recommendations for loss mitigation efforts such as refinance, reinstatement, retention and liquidation options
  • Accurately servicing accounts by coordinating universal templates to meet document expectations, streamline tedious tasks, minimize errors and remain in compliance with client and government policies
  • Exceeding hourly communication efforts by 50% of management expectations while multi tasking general clerical duties
  • Performed reasonable efforts to collect all payments under terms and provisions of contractual obligations
08/2013 to 02/2014
Account Representative LTD Financial City, STATE, Houston, TX
  • Processed and managed up to 50 clients payments and updated more than 100 accounts per day.
  • Increased customer satisfaction ratings through proactive and actionable resolutions by asking questions, addressing all major and minor concerns or challenges.
  • Analyzed accounts for delinquencies and other ongoing issues that may prohibit continuation of payments and offering solutions .
  • Contacted customers to assess satisfaction and current needs.
Expected in
: Business Communications Minor in Psychology
Prairie View A & M University - Prairie View, TX
Additional Information

In the earlier part of my career I held down positions in childcare, managed troubled youth, and oversaw the lives of the elderly and the mentally and physically disabled. In that time I learn to empathize and really cultivate quality living for each individual I cared for. At this time I would love to seek a role the encompasses my love for helping people, problem solving, and increasing company profits by treating people like people. I want to stand with a company who values people and operates according to company standards.

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Resume Overview

School Attended

  • Prairie View A & M University

Job Titles Held:

  • Mortgage Financial Consultant
  • Mortgage Collections Specialist
  • Account Representative


  • Some College (No Degree)

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