Mortgage Consultant Resume Sample

5.0
17 votes
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Audie Eichmann
45468 Rempel Viaduct,  New York, NY
+1 (555) 807 5872

Work Experience


Senior Mortgage Consultant
06/2016 - PRESENT
Detroit, MI
  • Attends Real Estate Board and community functions to promote the Bank’s image and reputation
  • Experience using Fannie Mae’s Desktop Underwriter and Freddie Mac’s Loan Prospector
  • Provide superior customer service skills by responding to company-provided leads in a timely manner from: internet, direct mail campaigns, referrals or other special marketing campaigns
  • Clearly communicate the application and credit decision process. Proactively following up on credit requirements
  • Stay informed as to current underwriting guidelines
  • Negotiate terms and conditions of loans with mortgagors
  • Provide sales and product training to Community Banking branches as needed
  • Analyzes detailed financial and credit data; matches customer needs to an appropriate loan program and level of risk
Mortgage Consultant
12/2009 - 02/2016
New York, NY
  • Participate in business partner’s events and office activities which promote Home Loans
  • Be tasked with multiple responsibilities that include queue management, call campaigns, and various bank initiatives
  • Assist in the design, development of systems and procedures including testing, training and recruitment efforts. Partner with Operations teams to ensure the seamless transfer of the loan after intent to proceed is given
  • Have knowledge of the laws and regulation that govern consumer lending, including fair lending, privacy, RESPA, and TRID
  • Motivated, hungry and driven
  • Industry experience is not required
  • Support our mantra: "Expert knowledge, unbeatable service"
  • Experience in mortgage sales or
Junior Mortgage Consultant
09/2003 - 08/2009
Boston, MA
  • Analyze clients’ financial needs in order to promote bank products
  • Handle pipelines of Non-conforming high net worth loans with proven abilities of building Financial Advisor / Private Banker relationships
  • Assist in providing expert advice and problem solving skills to help meet client mortgage needs. Offer a strong understanding of reading complicated income returns to help uncover the potential scenarios during the needs analysis
  • Provide team leadership via MC support while creating revenue through operational readiness and sales efficiencies
  • Provide the best rate execution and proper product selection for the client’s mortgage needs
  • Participate in initiatives to improve client experience and assist to improve overall FA/PB usage
  • Represent the “face” of the business by owning the client experience up to and including intent to proceed
  • Have the ability to work as part of team assigned to Complex/Branch coverage and grow the market share through business referrals
  • Have proven to have worked directly with Private Bankers (Field Sales) and improved Complex/Branch production with a focus on Ultra High Net Worth clientele

Education


Mayville State University
1998 - 2003
Bachelor's Degree in Business

Professional Skills


  • Excellent listening skills. Able to understand what client’s express. Understand; clarify information through questions in order to identify their needs
  • Prior experience as a loan officer or experience interacting with UHNW clients in an Operations capacity can be considered
  • Demonstrate strong knowledge of mortgages and other associated products
  • Operate within annual budgeted expense guidelines, including travel and entertainment, marketing/network functions, etc
  • Experience in a customer facing mortgage advisory role within a financial services organisation
  • Experience in dealing with high net worth customers
  • Experience in dealing with a wide range of people in a customer service, retail and/or broker environment

How to write Mortgage Consultant Resume

Mortgage Consultant role is responsible for customer, mortgage, marketing, english, mac, credit, training, compensation, analysis, travel.
To write great resume for mortgage consultant job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Mortgage Consultant Resume

The section contact information is important in your mortgage consultant 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
  • Email
  • Telephone number

Work Experience in Your Mortgage Consultant Resume

The section work experience is an essential part of your mortgage consultant 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 consultant 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 consultant position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Mortgage Consultant resume experience can include:

  • Details oriented, Good English conversation and Excel skill
  • Work independently and good communication skill
  • Operate within Metro Banks key controls, operational and service procedures, role modelling at all times
  • & above experience in related job
  • Knowledge and good use of the English and Spanish language in it’s written and oral form
  • Handling large volumes of incoming and outgoing calls in order to meet objectives

Education on a Mortgage Consultant Resume

Make sure to make education a priority on your mortgage consultant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your mortgage consultant 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 Consultant Resume

When listing skills on your mortgage consultant 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 consultant skills:

  • Strong written and computer skills Ability to work flexible shifts
  • Provide superior customer service skills by responding to company-provided leads in a timely manner
  • Experience in mortgage advisory role within a financial services organisation
  • Previous experience in a mortgage advisory role within financial services
  • Experience in mortgage sales or operations with an established track record of agency, government and jumbo origination
  • Experience in the residential real estate business

List of Typical Skills For a Mortgage Consultant Resume

1

Skills For Private Wealth Mortgage Consultant RJB Resume

  • Able to demonstrate responsibility and professional ethic
  • Responding to difficult situations/clients in a professional manner overcoming objections
  • Meeting aggressive retention targets while achieving budgeted profitability
  • Taking a difficult client scenario and turning it into a sales opportunity
  • Building customer rapport over the telephone
  • Introduce Private Bank team members to self-sourced clients and assist in expanding/deepening relationships
  • Attain individual mortgage and Premium loan production goals while maintaining Company standards related to application to funding thresholds
  • Able to use marketing, cross-selling and consulted sales techniques and strategies
  • Work in partnership with the Mortgage team to proactively manage our existing Customer portfolio, helping to create new FANs
2

Skills For Senior Mortgage Consultant Resume

  • Originate first home mortgages and refinance loans by responding to company-provided leads via phone in a timely manner from Servicing Portfolio
  • Superior understanding of UB guidelines and how to apply them in various situations
  • Understand advanced tax analysis and intricacies of wealth. Superior understanding of UB guidelines and how to apply them in various situations
  • Local processing and fast turn times
  • Knowledge in mortgage banking, state and federal applicable regulations to the industry
  • Support, endorse and contribute to team environment in serving assigned bank branches
  • Hourly wage along with a 6 month generous guarantee while training
3

Skills For Premier Mortgage Consultant Resume

  • Business or marketing major
  • Answer inquiries regarding loan programs and rates
  • Originate mortgage loans by responding to company-provided leads via phone in a timely manner
  • Expert knowledge in mortgage and other associated products
  • Expert knowledge in mortgage and other associated products and able to communicate well over the phone
  • Communicate with high net-worth individuals and their advisors
  • Understand advanced tax analysis and intricacies of wealth
  • Have a CeMAP qualification
  • The ability to deliver information well over the phone
4

Skills For Mortgage Consultant, Assistant VP-san Leandro Resume

  • Worked with a wide range of people in a customer service, retail and/or broker environment
  • Numerous products such as FHA, VA, Conventional, Jumbo, HARP, USDA, 203k, and proprietary portfolio products
  • Paperless submissions and e-disclosures
  • Drive and enthusiasm to be the best
  • Work as part of team assigned to a Complex /Branch level coverage and grows the market share through business referrals
  • Represent the “face” of the business by owning the client experience up to and including loan registration. This is achieved by following up on potential client referrals and working with the client to complete an accurate and compliant mortgage application
  • Work directly with Private Bankers (Field Sales) in order to help reach each complex /branch growth targets. Maintain a pipeline of client referrals
  • Participate in business partner’s events and office activities which promote our internal Home Loan team
  • Partner with Relationship Management Team to ensure the seamless transfer of the loan application in a timely manner once the intent to proceed has been received
5

Skills For Personal Mortgage Consultant Resume

  • Knowledge of the laws and regulation that govern consumer lending, including fair lending, privacy, RESPA, and TRID
  • Bilingual in English and Mandarin required
  • Bilingual in English and Russian languages required
  • Knowledge in MS Office programs like: Word, Excel and others necessary to perform job functions
  • Analyze high net worth clients’ financial position to identify loan programs for which clients qualify that meet clients’ financial situation and plan
  • Collaborate with Premier Relationship Managers, Financial Advisors, etc. to identify and deliver financial solutions to meet our customers' needs
6

Skills For Trainee Mortgage Consultant Resume

  • Function as the first line of defense in relation to potential fraudulent activity on the part of the customer
  • Create new direct mortgage customers by proactively managing all referrals and provide a consistently amazing application experience, in line with all regulatory Compliance and Conduct
  • Provide expert knowledge and advice to internal and external customers by building relationships, matching individual requirements with the best products based on personal circumstances
  • Extensive telephone and email usage
  • Travel within the local area
  • Provides superior customer service skills by responding to company-provided leads in a timely manner from: internet, direct mail campaigns, referrals or other special marketing campaigns
7

Skills For Mortgage Consultant, Assistant VP-sacramento Resume

  • Needs to work independently with minimal supervision
  • Follow up current loans to ensure conformity with terms
  • Generous compensation package
  • Promote the highest professional and ethical standards
  • Knowledge in mortgage products (FHA, VA, Conventional, etc.)
  • Basic knowledge about the principles and processes to provide clients a personalized service, quality of service standards and the client’s satisfaction evaluation
  • Cross sell bank products
8

Skills For Mortgage Consultant, Assistant VP-irvine Resume

  • Engage with consumers, determine their needs and offer appropriate products
  • Attend daily huddles; conduct weekly pipeline reviews. Private Mortgage Banker provide coaching to Private Bankers. Work together on strategic plans to acquire new customers
  • Participate in community affairs to increase the Bank’s visibility and enhance new business opportunities

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