mortgage loan officer resume example with 13+ 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:
  • :

Detail-oriented with 10 years of sales experience. Shows expertise in evaluating programs with a balanced approach encompassing both risk mitigation and profit goals for clients. Excels at developing referral networks to sustain customer base and repeat clients.

  • Negotiation Tactics
  • Relationship Building/Customer Relations
  • Key Account Generation
  • Loan Feasibility Assessment
  • Problem Solving
  • Product Education
  • Complaint Handling
  • Loan Processing Coordination
  • Attention to Detail
  • Pipeline Management

Mortgage Loan Officer, 12/2017 - Current
First Horizon Corp. New Iberia, LA,
  • Ability to sell, process, close and fund refinance transactions in a dead-line oriented environment
  • Manage diverse client concerns and objectives
  • Gather information pertaining to each client’s unique financial situation, needs and objectives
  • Schedule closings with title companies/clients
  • Establish an ongoing financial services relationship with clients through the delivery of world-class client service: every client, every time, no exception, no excuses.
Residential Real Estate Agent, 12/2015 - 12/2017
Cameron Prestige Exeter, NH,
  • One of the fastest growing real estate firms comprised of premier real estate professionals around the Scottsdale area
  • Able to generate my own business through networking and prospecting
  • Set and manage appointments with clients and other agents
  • Work closely with lenders, inspectors, and title companies to ensure a smooth transaction
  • Advised and accompanied buyers during visits and inspections to ensure satisfaction with value and condition of property
  • Compare recent property sales to current holdings to verify competitive marketplace
  • Help clients decide between financing options
  • Prepared formal documents such as purchase contracts, BINSR’s, addendums
  • Keep clients current with market/property updates
Executive Mortgage Banker, 12/2011 - 12/2015
Empower Retirement Denver, CO,
  • The #1 online mortgage lender servicing all 50 states with 30 years of experience in the industry
  • Ranked one of Fortune’s “100 best companies to work for” ten years running and has won the JD Power award for the last 11 years in a row based on high level client service
  • Federally licensed as well as licensed in 26 states
  • Closed $4.6 million in total loan volume in a 5-month training period
  • Closed $56.8 million in total loan volume (386 mortgages) in first full year
  • Closed 1250+ mortgages in less than 4 years with over $235 million in total volume
  • Consult with clients regarding their current and future financial needs to determine how we can best help them achieve their goals
  • Conduct credit, underwriting and financial analyses and qualify the client for various loan programs
  • Use state-of-the-art technology to qualify clients for various loan programs, conduct loan risk analysis to determine available and affordable home financing alternatives, and manage the growing pipeline of clients in process
  • Educate and advise clients on the refinance process and how to better manage their mortgages
  • Assist clients through the loan process from application to closing and troubleshoot transaction issues to close their loan.
Senior Financial Advisor, 12/2008 - 12/2011
Apollo Group City, STATE,
  • The largest online and offline educational organization in the U.S
  • Serving as a leading advisor for the master’s degree segment contributing to annual revenues of $4.9 billion
  • Esteemed choice by management and colleagues as the positive change agent and role model
  • Highly competent in conflict management strategy to mitigate student escalations
  • Completed 120 hours of communication trainings to promote strong customer service
  • Managing 325+ student files (company average 200)
  • Established student/advisor relationships with proven listen-ask-restate methodology
  • Ongoing leadership, mentoring, and coaching peers through team lead roles
  • Play a significant role in long-term planning, including an initiative geared toward responsible borrowing
  • Analyze and identify trends to increase student retention
Education and Training
Master of Business Administration: , Expected in 01/2011
The University of Phoenix (Ground Campus), John Sperling School of Business - Phoenix, AZ
Status - GPA: 3.9
Bachelor of Science: Liberal Arts, Justice SClairees and Social Inquiry, English, A, Expected in 01/2009
Arizona State University - Tempe, AZ
Status - GPA: 3.5, Projects and Initiatives Quicken Loans- Women in Leadership Quicken Loans- Pilot for Rocket Mortgage (online chat)
Northeast Financial Services Hunt Group: , Expected in
University of Phoenix - ,
Status - /Developmental Team Lead, Northeast Financial Services Advisor Mentoring Program
Activities and Honors
  • Average annual volume of more than $50 million a year recognized by Quicken Loans for consistently meeting and exceeding expectations by receiving the MVP Award, Hustler Award, Top Tier/Closing Coins, and promotions to an Executive level employee.
  • Recognized by University of Phoenix for being a team lead, managing focus groups for new projects to pilot, and encouraging a role in women in leadership. Initiative-taking, organized and driven with a positive attitude
  • Quicken Loans- Women in Leadership
  • Quicken Loans- Pilot for Rocket Mortgage (online chat)
  • University of Phoenix- Northeast Financial Services Specialist/Developmental Team Lead
  • University of Phoenix- Northeast Financial Services Advisor Mentoring Program

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Resume Overview

School Attended

  • The University of Phoenix (Ground Campus), John Sperling School of Business
  • Arizona State University
  • University of Phoenix

Job Titles Held:

  • Mortgage Loan Officer
  • Residential Real Estate Agent
  • Executive Mortgage Banker
  • Senior Financial Advisor


  • Master of Business Administration
  • Bachelor of Science
  • Northeast Financial Services Hunt Group

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