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reverse mortgage loan advisor resume example with 3+ years of experience

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Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Professional Summary

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

Skills
  • Customer Needs Assessments
  • Goal-oriented
  • Excellent written & verbal skills
  • Excellent customer service & listening skills
  • Time Management & Recordkeeping
  • Product Education
  • Conflict resolution
  • Loan Documentation
  • Financial History Analysis
  • Regulatory Guidelines
  • Loan Negotiation
  • Performance Strategies
Work History
01/2022 to Current REVERSE MORTGAGE LOAN ADVISOR Habitat For Humanity | Olympia, WA,
  • Developed trusting relationships with clients from various backgrounds and advised on loan programs best suited for their financial needs
  • Utilized interpersonal skills and industry knowledge of various financial programs to provide excellent communication as well as an-depth client support
  • Communicated professionally and clearly to clients when explaining reverse mortgages
  • Compiled pertinent information from client and originated Reverse Mortgage
  • Performed and sent all required documentation and provided excellent customer service and follow up
  • Collaborated with internal operations to ensure a smooth and efficient loan process for clients
  • Provided insight and mentorship for team members on developing alternative sales strategies
  • Educated clients on how to complete applications, confirming all documentation required to process the reverse mortgage are collected timely and accurately
  • Maintained timely and accurate records of all customer activity within Velocify and Salesforce
  • Maintained licensing requirements
09/2021 to 12/2021 LOAN ADVISOR Alaskausa Mortgage Company | Puyallup, WA,
  • Performed the initial pre-qualification phone screen and prepared the loan application
  • Obtained necessary documentation for the progression and evaluation of loans
  • Demonstrated high quality service to both internal and external customers by selecting the best options/programs
  • Obtained high critical thinking skills by resolving problems and meeting customer needs
  • Provided financial advice on loan types, products, as well as reviewing client’s credit scores and qualifying debt-to-income ratios
  • Provided counseling on the risks and benefits of the various programs presented to the client
  • Clarified and communicated the terms of each product and ensured that all the essential documents and disclosures are signed and returned in a timely manner
  • Developed knowledge of the mortgage industry, products, lending practices, and regulatory guidelines
  • Demonstrated professionalism and took pride in work when dealing with the customers, realtors, loan underwriters/processors, brokers and other team members
  • Utilized training materials, reference tools and other resources to deliver precise and up-to-date loan program/policy information to both external customers and internal business partners.
11/2020 to 09/2021 MORTGAGE LOAN OFFICER National Church Residences | Hammond, LA,
  • Process residential mortgage loan files from initial application to funding, ensuring timely and accurate packaging of all loans originated
  • Review loan application and gather loan documents from the computer and third parties in support of the loan approval process, according to AUS findings, program parameters and investor guidelines
  • Responsible for ensuring that all loan documentation is complete, accurate, verified and complies with company and/ or investor policies
  • Confirm that data entry in Encompass matched all loan documentation in the file
  • Successfully work with loan processors, underwriters, and closers to ensure that loan files are submitted to underwriting within expected timelines and that loan conditions are met as required throughout each stage of the loan process
  • Built rapport with borrowers and provide on-going communication to the customer regarding loan status
  • Prepare file for loan closing and coordinate with all necessary parties involved
  • Ensure lock and closing dates are met
06/2018 to 08/2019 LIFE ENRICHMENT LEADER WELLMORE | City, STATE,
  • Assisted with planning, organizing, documenting, and developing activities to meet the cognitive, social needs of Residents
  • Provided one-to-one exercise activity for residents requiring special care
  • Created a monthly calendar of activities and events
  • Accessed patient activity needs, documents resident participation and tracked progress
  • Maintain a positive upbeat atmosphere
Education
Expected in 08/2019 to to Associate of Science | Occupational Therapy Assistance Piedmont Technical College, Greenwood, SC GPA:

Clinical experience in:

  • Geriatrics
  • Pediatrics
  • Hand therapy
Expected in 06/2018 to to Bachelor of Science | Exercise Science University of South Carolina Upstate, Spartanburg, SC, GPA:
  • Alpha Kappa Alpha Sorority, INC Member
  • Beta Club Member
  • Study Abroad: Spain, Spanish 3
  • Extracurricular Activities: Track & Field, Tennis, Volleyball
Additional Information
  • Licenses & Certifications , NMLS Safe License #2060503 California South Carolina North Carolina Tennessee Kentucky Pennsylvania Georgia Colorado Florida Virginia

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Resume Overview

School Attended

  • Piedmont Technical College
  • University of South Carolina Upstate

Job Titles Held:

  • REVERSE MORTGAGE LOAN ADVISOR
  • LOAN ADVISOR
  • MORTGAGE LOAN OFFICER
  • LIFE ENRICHMENT LEADER

Degrees

  • Associate of Science
  • Bachelor of Science

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