mortgage loan consultant resume example with 3+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

Adept and analytical with several years of lead generation, account management, sales and customer service experience. I have a diverse background that includes small business, start up culture, and now mortgage industry. I'm an excellent communicator and dedicated to finding solutions for customers needs. I'm experienced and successful in nurturing client and realtor relationships, generating revenue and presenting to prospects. I'm uniquely thoughtful, empathetic and solution driven. Although I'm seeking an LOA position I'm a licensed LO in Pa.

  • NMLS Licensed Mortgage Loan Originator
  • Helped launch and establish a brand new Corporate Catering Market for Hungry LLC in Philadelphia. Was integral in helping the company achieve its series b funding.
  • Recipient of Q4 Always Hungry Award for meeting and exceeding sales goals
  • Earned an Event Planning Certificate Program at CCAC
  • Owned and Operated first mobile food truck in Pittsburgh, Pa. Was highlighted in the press for this.

    Maintaining and growing sales accounts

    Closing Sales


    Relationship Development

    Customer Success

    Active and Empathic Listening and Problem Solving

    Google Suite, Microsoft Office, Word, Excel etc..

    Proficient in:

  • CRM systems
  • LOS ( loan origination software)
  • Encompass ( cloud based digital mortgage solution)
  • On Q ( Hotel Customer relationship management)
Work History
Mortgage Loan Consultant, 09/2021 - Current
Capitol Federal Savings Bank Manhattan, KS,
  • Implement sales strategies like cold calls, in person meetings and lunch and learns that establish relationships with realtors and potential clients
  • Consult with clients daily on the mortgage loan process and obtaining pre approval
  • Work with clients daily to identify their financial and home ownership goals and to best find ways of reaching those goals
  • Work with realtors to provide them knowledge on requirements for individual programs
  • Respond to all inquires same day and offer a solution within 24hrs.
  • Actively listen to clients needs and make appropriate recommendations
  • Recommend loan approvals and denials based on review of customer loan application and credit report.
  • Compile applicant documentation such as credit reports, employment verifications and financial history
  • Support loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
  • Coordinate with processors, underwriters and title company to move loan along efficiently
  • Review loan documents with client
  • Act as main point of contact for client and realtors from origination to to close.
  • Maintain strict confidentiality of bank records and client information.
Loan Office Assistant, 09/2020 - 09/2021
Schulte Hospitality Group Fishers, IN,
  • Analyze potential loan markets and develop referral networks to locate prospects for loans
  • Prospect for clients by building relationships with realtors
  • Interacted with customers by phone, email or in-person to build client relationships and provide information.
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services
  • Empathetically and expediently help to resolve any customer concerns
  • Review and update credit and loan files.
  • Confer with underwriters to aid in resolving mortgage application problems.
  • Review loan agreements to ensure that they are complete and accurate according to policy
  • Act as main point of contact from start to close
Corporate Sales Manager , 02/2020 - 09/2020
Home 2 Suites By Hilton City, STATE,
  • I was in this position for a short time because not long after Covid 19 hit and I was furloughed. Hotel temporarily closed.
  • Sold hotel room blocks and event space
  • Conducted tours of property
  • Delivered engaging sales presentations to new clients, to promote features and increase client base.
  • Resolved customer complaints regarding sales and service through listening and quick resolution to promote client satisfaction.
  • Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
  • Organized promotional events and interacted with community to increase sales volume.
  • Developed strategic relationships with key corporate partners and clients to foster profitable business initiatives.
Director of Corporate Sales, 07/2018 - 02/2020
HUNGRY Marketplace Inc City, STATE,
  • Part of founding team that launched first new market expansion in Philadelphia.
  • Built relationships with customers and community spanning Executive Assistants to CEO's to establish long-term business growth using combination of cold calling, in person presentations, consultative sales, active listening and attentive service.
  • Achieved aggressive sales goals of 30k+ per month by cultivating and securing new and repeat customer relationships.
  • Resolved problems with all level customers to maintain relationships and increase return customer base.
  • Collaborated with upper management in VA to implement continuous improvements and exceed team goals.
  • Operated independently in Philadelphia, achieving sales goals and building relationships.
  • Helped managed day to day operations in Philadelphia
Bachelor of Arts: College of General Studies, Expected in 05/2009
University of Pittsburgh - Pittsburgh, PA
Status -

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Resume Overview

School Attended

  • University of Pittsburgh

Job Titles Held:

  • Mortgage Loan Consultant
  • Loan Office Assistant
  • Corporate Sales Manager
  • Director of Corporate Sales


  • Bachelor of Arts

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