Mortgage Assistant Resume Sample
Margot Lubowitz
1560 August Common,
New York,
NY
+1 (555) 490 3317
Work Experience
Assistant Mortgage Loan Closing Specialist
09/2015
-
PRESENT
Los Angeles, CA
- Review UWLR (Underwriting Wholesale Loan Report) and send out 2nd notifications as needed
- Review URLR (Underwriting Retail Loan Report) and send out 2nd
- Prepare letters to appropriate vendors/customers
- Coordinate and prepares reports as needed by department
- Works out of an automated work queue receiving completed appraisals
- Performs review of appraisals received for accuracy and requests corrections if needed
- Enters information into the loan origination system from the appraisal as required
- Work directly with Bank’s quickly growing Wealth Management business to meet the needs of high net worth borrowers
Assistant Manager, Mortgage Originations
05/2009
-
08/2015
Detroit, MI
- Order verification of employment
- Order evidence of insurance
- Verification of deposit
- Monitor file progress through the system
- Administrative support to Branch Manager as needed
- Background in the use of Loan Origination System (LOS) is essential
- Background in BytePro useful
- Proficient in Microsoft Suite, including Outlook, Word, Excel, and PowerPoint
- The ability to manage information flow from the loan agent to the processor
Mortgage Loan Processing Assistant
06/2004
-
02/2009
Detroit, MI
- Solicit residential and commercial retail business from a base of referral sources that include, Realtors, Attorneys, CPA’s and Affinity Groups
- One year of clerical, office, or secretarial experience
- Researches various document related questions for Document Custody Services clients to ensure the quality of the collateral review and compliance with custodial agreements
- Reviews collateral documents and communicates document deficiencies through exception reporting
- Works with client and internal contacts to determine the source of problems and correct errors
- Review loan file for complete documentation
- Assist the processor with ordering preliminary title report, appraisal if required
- Follow up with client and Loan Agent after approval
Education
Everest University - Tampa Campus
1999 - 2003
Bachelor's Degree in Business
Professional Skills
- Strong Sales and service oriented with a demonstrated ability to proactively listen, identify sales opportunities and solve problems
- Experience in an office setting (1+ years)
- Mortgage lending or bank operations experience
- Mortgage lending bank operations, or support experience
- Mortgage lending or bank operations experience
- Experience of dealing with a wide range of people in a customer service environment
- Previous originations function experience desirable
How to write Mortgage Assistant Resume
Mortgage Assistant role is responsible for reporting, software, government, insurance, training, credit, retail, communications, excel, compliance.
To write great resume for mortgage assistant job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Mortgage Assistant Resume
The section contact information is important in your mortgage assistant resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Mortgage Assistant Resume
The section work experience is an essential part of your mortgage assistant resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous mortgage assistant responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular mortgage assistant position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Mortgage Assistant resume experience can include:
- Maintain good relationships with partner groups and team including responding to questions and concerns
- Sorting and reviewing documents for errors, discrepancies, and accuracy
- Ordering titles, appraisals, and credit reports
- Seeking information on current status of mortgage
- Reaching out to insurance companies for updated information
- Assistance in preparing a closing package to be sent out
Education on a Mortgage Assistant Resume
Make sure to make education a priority on your mortgage assistant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your mortgage assistant experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Mortgage Assistant Resume
When listing skills on your mortgage assistant resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical mortgage assistant skills:
- Excellent communication skills and strong computer skills required
- Provides excellent customer service by effectively communicating and cooperating with all internal and external customers
- Structuring loan scenarios
- Update the pipeline and risk management system to insure accurate tracking and reporting for FASB133
- Complete required BSA/AML training and other compliance training as assigned. This duty is performed as needed, about 5% of the time
- Use a personal computer and proficiency on Microsoft Office software, including Outlook, Internet Explorer, Word, and Excel
List of Typical Skills For a Mortgage Assistant Resume
1
Skills For Mortgage Loan Processing Assistant Resume
- Experience processing Conventional and Government (FHA/VA) loans
- Obtain and review required loan documentation and submits complete loan packages to Underwriting for approval
- Work directly with the Processing Team lead to ensure the utmost in customer service. This duty is performed daily, about 10% of the time
- Data Entry of 7,000+ kph in alpha and 10-key
- Flexibility in task variation
- Computer savvy within the Microsoft Office software
- Three tiered Medical Plan, Dental, Vision, Disability Plans, Company Paid Life Insurance. Medical Insurance is available within 30 days of employment
- Paid Time Off and Holiday Pay
- Room for growth and career advancement
2
Skills For Mortgage Production Assistant Resume
- Understand and apply bank and business channel operating policies and procedures, and ensure necessary due diligence is taken to support the accuracy of all customer and partner transactions
- Possesses effective oral and written communications skill
- Related work experience
- Process assigned work volumes in an accurate and efficient manner, supporting the Specialist’s and business’s timeline commitments
- Knowledge and operational use of basic office equipment, including, but not limited to, 10-key calculator, typewriter, telephone, fax machines, printers, copier, fiche reader
- The ability to handle multiple files in different stages of processing
- Knowledge of Microsoft Office suite and proprietary software products used in support of the business
3
Skills For Mortgage Servicing Assistant Resume
- Review file for complete documentation
- Order conditions from borrow or other outside source
- Monitor files progress through the system
- Background in the use of Point is essential
- Background in data trac helpful
- Process residential mortgage loans (Conventional, Purchase, FHA, VA, Refinance) in a manner consistent with all company policies and procedures as well as all regulatory requirements
- Manages a pipeline of loans and maintain timely and compliant flow of such loans through the process
4
Skills For Mortgage Closing Assistant Resume
- Communicates with loan officers, buyers, sellers, title companies, builder and agents
- Obtains and verifies that all underwriting conditions are received and cleared by the underwriter and prepares the file for submission to the Closing Department
- Keeps abreast of changes in policies and procedures, standards and regulations applicable to the company and the mortgage industry. Understands and applies local, state and federal regulations related to processing mortgage loans
- Proficient in Microsoft Office, Word, Excel, Outlook, etc
- Answer incoming phone calls and answer customer questions regarding mortgage loans in general or specific to a borrower's loan in process. This duty is performed daily, about 20% of the time
- Pull LDP and GSA reports for processors. This duty is performed as needed, about 10% of the time
- Open escrow, collect fees and order preliminary title report
5
Skills For Mortgage Team Assistant Resume
- Collect and review client documentation
- Review income analysis from the Loan Officer
- Gather Loan Agent PTD and PTF conditions
- Familiarity with mortgage terminology
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