Mortgage Loan Originator Resume Example

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Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,

Motivated loan Originator brings more than 3 years of residential mortgage experience. Efficient assessment of customer needs and product and service cultivation. Resourceful understanding of leadership and multi-tasking needs. Dependable staff evaluation to streamline operations.

  • Product and service knowledge
  • Marketing tactics
  • Customer rapport
  • CRM
  • Time Management
  • Microsoft Office expertise
  • Customer relations
  • Project management abilities
  • Strategic Planning
  • Business Development
  • Closing and contract negotiations
10/2018 to 05/2021 Mortgage Loan Originator Plainscapital | Greenwood Village, CO,
  • Mortgage loan originator, Remote sales.
  • Monthly average sale $1.1 M/month.
  • Originated loans and assisted senior-level credit officers with complex loan applications.
  • Developed and maintained relationships with local real estate agents.
  • Submitted applications to credit analysts.
  • Approved loans that met specifications.
  • Negotiated payments for customers with delinquent loans.
  • Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
02/2018 to 09/2018 Mortgage Loan Originator Plainscapital | Huntsville, AL,
  • Mortgage loan originator.
  • Monthly average sale $410K/ month.
  • Originated loans and assisted senior-level credit officers with complex loan applications.
  • Submitted applications to credit analysts.
  • Met with applicants to obtain information for loan applications and answer questions about processes.
04/2016 to 04/2018 Financial Service Representative Mountain American Credit Union | American Fork, UT,
  • Investment advising in retirement, and personal financial.
  • Planning.
  • Financial advisor at Money One FCU in largo, for Members Wealth management-MassMutual Branch–among Accomplishment I rolled into the Credit union accounts 2.75 million dollars.
  • Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
  • Analyzed client capital structures and plans and recommended products and financial strategies to meet needs.
  • Promoted insurance and products to individuals and businesses and analyzed and determined financial viability and productivity of target products and services.
  • Exercised judgment when dispensing information to maintain confidentiality of sensitive information.
  • Maintained records of accounts.
04/2013 to 04/2016 Register representative & Life Insurance agent, •Registered Representative Firehouse Subs | Camden, SC,
  • Developed business through regular meetings and strong relationships.
  • Built strong understanding of financial markets and investment products to make strategic recommendations to clients.
  • Established and maintained relationships with other financial professionals, accountants and attorneys.
  • Introduced clients to various investment strategies based on financial goals and risk tolerance.
  • Developed and deepened existing client relationships to grow book of business $1.6 AUM over 1 years.
07/2016 to 06/2017 Researcher Assistant Cornell University | City, STATE,
  • Faculty of Regional Planning.
  • Environmental analysis @ Manama Bay in Bahrain Kingdom.
  • Sand washing project for oil extraction.
  • Bio-resources studies in waste to energy implication in Latin America, Panama City Case study.
  • Improved knowledge of Bio-resources maximization in order to contribute in relevant and productive ways.
  • Modeled trends and prepared reports utilizing database details.
  • Contributed to Bahrain Kingdom sandwash research data pool by collecting and organizing information from current project sources.
  • Identified relevant questions and determined best methods of collection.
06/2009 to Current Assistant Manager Potenza Organic Farm | City, STATE,
  • Overseeing production of cash crop- Strategic purchase of business vertically aligned to Company’s best interest.
  • Delegated daily tasks to team members to optimize group productivity.
  • Enforced company policies and procedures to strengthen operational standards across departments.
  • Maintained inventory accuracy by counting stock-on-hand and reconciling discrepancies.
  • Drove operational efficiency, building customer rapport to foster loyalty and increase sales.
Education and Training
Expected in 02/2021 Associate of Arts | Accounting Montgomery College, Takoma Park, MD, GPA:
Expected in 2021 Accounting certificate, looking to pursue CPA accreditation. | , , GPA:
Expected in 07/2007 certificate in professional development | Applied Economics, Urban Economic Infrastructure Development Cornell University, College Of Agriculture And Life Science, GPA:

Department of State award for outstanding performance.

  • Major in Applied Economics
  • Fulbright Hubert Humphrey Recipient
  • Dissertation: Development and Analysis of Urban infrastructure for waste management
Expected in 02/2004 Master of Science | Bio Resource Economics Chiba University, Horticulture, GPA:
  • 3.5 GPA
  • Major in applied economics and econometric
  • Monbusho Kagaku Recipient
  • Thesis: Banana Industry in Panama and its financial impact in future farming and market outlook
Expected in 02/2002 Research degree | Trade Balance Analysis Chiba University, Horticulture, GPA:
  • Completed professional development in Japanese Agribusinesses industry integration
Expected in Bachelor of Computer Applications | Computer Engineering Panana Tech University, Computer Engineering, GPA:
  • Didn't Completed professional development
Expected in 04/1990 Bachelor of Science | Agricultural Engineering National University of Panama, Management, GPA:
  • 2.15/3 GPA
  • Major in Agribusiness and Farm Management
  • Thesis: Economic Analysis of Ivermectine product in Pasatise control and it weight effect in Bovines.

English- fluent, written and spoken.

Spanish- fluent, written and spoken.

Japanese- written and spoken intermediate.

Chinese – Spoken basic communication skills

Additional Information
  • Recognition and Awards , United States Department of State recognition for professional accomplishment - Fulbright Program. Ministry of Education, Japan Graduate Scholarship- Monbusho Kagaku Taiwan Government Scholarship 1998, Technological platforms; , QuickBooks Encompass LQ Lending ECO wealth management Corner Stone, wealth building
Extra curricular activities

Aikido - Capital Aikido, Silver Spring MD.


Current Licenses: , MLO Licenses MD, DC, VA, TX Life & health, State of MD, VA, DC, WV, NY Series 63 Uniform State Law Series 6 Investment Co. Variable product representative Series 7& 65 Seminars & Workshops Mortgage Secondary Market, Option strategies. ………………….2020 International Finance and Development Studies………....2007

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Resume Strength

  • Length
  • Personalization
  • Strong Summary
  • Target Job

Resume Overview

School Attended
  • Montgomery College
  • Cornell University
  • Chiba University
  • Chiba University
  • Panana Tech University
  • National University of Panama
Job Titles Held:
  • Mortgage Loan Originator
  • Mortgage Loan Originator
  • Financial Service Representative
  • Register representative & Life Insurance agent, •Registered Representative
  • Researcher Assistant
  • Assistant Manager
  • Associate of Arts
  • Accounting certificate, looking to pursue CPA accreditation.
  • certificate in professional development
  • Master of Science
  • Research degree
  • Bachelor of Computer Applications
  • Bachelor of Science

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