Mortgage Sales Resume Sample

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Gordon Koelpin
756 Nolan Route,  Detroit, MI
+1 (555) 902 2575

Work Experience

Inside Mortgage Sales Manager
07/2017 - PRESENT
Detroit, MI
  • Lead the delivery and effective execution of the mortgage sales strategy and ensure that sales efforts are aligned with BMO Harris’ overall customer and business objectives
  • Maintain accountability for the achievement of segment’s financial results. Foster BMO Harris Bank’s philosophy of building multiple profitable relationships with customers
  • Contribute to the achievement of BMO Harris Bank’s overall results by participating in regional, market, branch, and community events to foster a positive image of the Bank and where appropriate, advocate for the Bank’s products and services
  • Provide effective leadership and coaching to respective Mortgage Lending team. Coach Mortgage Bankers to create sales opportunities, develop referral networks and utilize customer interfaces to achieve Mortgage sales and strengthen and deepen the customer’s relationship with the Bank
  • Develop and implement strategies to maximize mortgage sales and client acquisition within assigned large regional market
  • Monitor, understand and communicate competitor' positions within assigned market region, including mortgage strategy, product offering and performance. Develop and implement strategies that mitigate impact from competitors
  • Ensure HSBC Premium and/or CRA goals/targets in designated market are met
  • Operate within annual budgeted expense guidelines including travel and entertainment, marketing/network functions, etc
  • Assist team in identifying opportunities to cross-sell and/or refer HSBC specialists to provide additional financial tools and services to support client needs and establish and/or broaden client relationships with HSBC
Mortgage Sales
08/2014 - 05/2017
Los Angeles, CA
  • Thorough knowledge and experience in mortgage lending techniques and practices
  • Strong knowledge and understanding of mortgage credit policies and bank loan products, regulations and guidelines
  • Through knowledge and understanding of mortgage products to include FHLMC, FNMA, FHA, and VA
  • Knowledge of compliance with federal and state regulations pertaining to the banking/mortgage industry
  • Strong organizational, problem solving and analysis skills; ability to analyze financial information
  • Effectively communicate with prospective customers and existing customers and banking associates
  • Personal computer skills to include various software packages, including word processing, spreadsheet, email, presentation and banking systems
Mortgage Sales Assistant
12/2007 - 02/2014
Phoenix, AZ
  • Upload and index completed documents returned from Clients and Operations’ personnel
  • Order Title Work; Request Homeowner’s Insurance on behalf of the Telebanking Mortgage Specialists
  • Establish and build rapport and trust with internal business partners, including the Telebanking Mortgage Specialists and Operations’ (Processing, Underwriting and Closing) personnel, to deepen relationships, increase mortgage production and continually improve the overall Client Experience
  • At the direction of the MLO/Mgr, handles non complex loans to include the application and closing processes and provides assistance on more complex loans of the MLO/Mgr in order expedite the efficiencies of the lending functions
  • Supports and provides assistance to the MLO/Mgr with all aspects of the mortgage loan origination process and expedites the accurate submission of the loan application to processing and underwriting approval
  • Ensures appropriate information and data is entered into the loan origination system on behalf of the MLO/Mgr Develops a good faith estimate and ensures the good faith estimate is sent to the client in a timely manner as required by regulation
  • Assists with advanced administration support of complex business functions/programs and projects. Analyzes incoming and outgoing information; identifies problem areas while ensuring legal and regulatory compliance and/or work efficiencies are maintained; alerts management of potential problem situations
  • Ensures compliance with banking policies, lending practices and regulatory statues
  • Maintains knowledge of banking products and services, as well as knowledge of the industry. Keeps abreast of current developments and market trends, to further identify and service the customers' needs


Strayer University - Tampa Westshore Campus
2003 - 2007
Bachelor's Degree in Business

Professional Skills

  • Excellent oral and written communication skills are required to deal effectively with internal and external clients
  • Strong communication skills and proficiency in building relationships with clients over the phone
  • Strong organizational skills are required to manage meeting schedules, project updates and conference needs
  • More than 3 years mortgage or sales related experience with good sales tracking record in banking industry
  • Able to work independently and proactively, prioritizing work load and handle multiple tasks throughout the day while keeping your cool
  • Strong working knowledge of the mortgage origination business and home financing products is an asset
  • Administrative support experience assisting a team of 5 or more

How to write Mortgage Sales Resume

Mortgage Sales role is responsible for software, compliance, retail, finance, credit, training, marketing, security, trading, mortgage.
To write great resume for mortgage sales job, your resume must include:

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

Contact Information For Mortgage Sales Resume

The section contact information is important in your mortgage sales 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 Sales Resume

The section work experience is an essential part of your mortgage sales 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 sales 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 sales position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Mortgage Sales resume experience can include:

  • Strong PC skills required, both internet and loan originations systems (preferable Encompass)
  • Self-motivated with organizational skills and attention to detail
  • Mortgage Lending Experience required
  • Maintains updated knowledge of company products and processes and is able to offer a high quality sales experience
  • 10%: Compliance/Operational Effectiveness
  • Mortgage industry experience

Education on a Mortgage Sales Resume

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

When listing skills on your mortgage sales 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 sales skills:

  • Excellent PC skills with ability to adapt rapidly to a variety of systems
  • Strong computer and technology related skills
  • Superior organizational, communication, and analytical skills
  • 10%: Compliance/Operational Effectiveness o Follow security and safeguarding procedures and
  • Mortgage Loan Processing experience required
  • Multi-task and prioritize work while meeting all deadlines

List of Typical Experience For a Mortgage Sales Resume


Experience For Mortgage Sales Assistant Resume

  • Marketing and sales activities including distribution of collateral, "farming" and follow up on external leads
  • Assists PMB in submitting conditions, monitoring expiration date on credit commitments and locks
  • Manage reporting to track needs by loan and PMB
  • Travel up to 10% of work time
  • Creates a comprehensive business plan that ensures achievement of volume and profit objectives for self and team
  • Coaches and guides loan officers on team in all aspects of loan prospecting, making loan proposals, and closing mortgage loan deals. Uses Bank provided resources and tools to grow a team of mortgage loan professionals
  • Product knowledge in order to maintain customer satisfaction

Experience For Inside Mortgage Sales Manager Resume

  • Generate referrals through high quality customer service
  • Provide superior customer service to our clients
  • Maintain and develop mutually beneficial broker and banker relationships
  • Meet individual & team monthly sales goals
  • Ensures all loan packages submitted to the operations center are complete application files
  • Maintains comprehensive knowledge of mortgage banking markets, products, pricing, laws and regulations, practices, competitors, technology and current industry issues. Ensure compliance with appropriate bank policies and regulatory guidelines, including Fair Lending and Community Reinvestment Act objectives. Qualifications
  • Facilitate meeting scheduling and conference calls internally and externally
  • Sale of loans, credit cards, transaction and savings products to personal banking customers

Experience For RJ Bank-mortgage Sales Assistant Resume

  • Plan and coordinate on and off site for Management or Agents: materials and accommodations
  • Coordinate travel plans for Management team. Prepare expense reports
  • Follow written policies and procedures to ensure all loans are processed in accordance with company policy and in a compliant manner
  • Complete input of system data and loan statuses and notes throughout the loan process to ensure system consistently and accurately reflects up to date information
  • Input data into Valley’s Loan Origination System
  • Manage the sales teams activities so that the team’s sales goals are met or exceeded and quality of service goals are met or
  • Analyzes the applicant’s current and recent income, credit and debt picture in order to recommend the suitable loan program for their needs
  • Input data into Valley's Loan Origination System

Experience For Head of Centralized Mortgage Sales Resume

  • Assists PMB with new loan application by entering information into loan operating system, collecting supporting documentation, pulling property profile, ordering appraisals in a rush scenario, preparing lock forms and any other administrative responsibilities related to the preparation of a mortgage application
  • Prepares modification paperwork for review by PMB
  • Contacts borrowers directly for additional information related to loan requests including documentation require to meet conditions necessary to complete the successful closing of the loan
  • Management Sales experience
  • Assists the PMB with prequalification documentation

Experience For Gcg-mortgage Sales Manager Resume

  • Maintains a proactive commitment to established Bank programs, such as CustomerFirst, Community Reinvestment Act (CRA) and Equal Employment Opportunity
  • Warm welcome to Realtors and Clients
  • Maintain product knowledge and stay up-to-date on changes to market conditions
  • Market, service, and promote the Company’s loan products
  • Self-starter mindset and the drive to meet and surpass goals
  • Work in a fast-paced, production-driven environment

Experience For Head, Mortgage Sales Resume

  • Department: Mortgages – West and Central
  • Can work under pressure and overtime
  • Significant management experience in residential mortgages. Proven track record in managing and directing a highly skilled, motivated, and successful results oriented sales team
  • Mortgage sales experience
  • Proficient in Word, Excel, PowerPoint, email, etc

Experience For VP Mortgage Sales Manager Resume

  • Be flexible and work diplomatically in team environment and the ability to quickly assimilate and use other programs, processes and procedures with minimal to moderate instruction is necessary
  • Highly organized individual with a penchant for accuracy, the capability to balance multiple priorities and the ability to perform at a high standard in a fast paced environment
  • Follow up with multiple prospects daily
  • The development and implementation of strategic sales objectives and sales effectiveness plans including performance and coaching oversight for national Sales Team to maximize employee sales performance and productivity
  • Think outside the box and come up with unique solutions that meet our customer’s needs

Experience For Telebanking Mortgage Sales Assistant Resume

  • 30%: Administrative Support
  • Notary in the State of NJ
  • Utilizes independent judgment under general supervision
  • Considerable knowledge of the job and the practical application to problems and situations ordinarily encountered
  • Knowledge of general banking operations sufficient to understand the loan function and a basic knowledge of Federal and State loan documentation regulations required (i.e., Respa, Reg Z, Reg B, Ecoa, state fair lending, etc.)
  • Business Group: GCB

List of Typical Skills For a Mortgage Sales Resume


Skills For Mortgage Sales Assistant Resume

  • Experience in an office setting
  • Excellent compensation and benefits
  • Experience as an Mortgage Administrative Assistant
  • Computer savvy and strong ability to pick up quickly on new systems
  • Possess strong knowledge of MS Office
  • Experience in an administrative or related position
  • Review and validate all loan data received in loan files obtained from the

Skills For Inside Mortgage Sales Manager Resume

  • People Management: Evaluate team’s activities and enhance team contributions to sales force effectiveness
  • Engaging and proposing the development of new mortgage sales marketing
  • Providing ongoing customer contact and supporting through the entire loan application process
  • Cutting-edge, lightning-fast technology (We call it Rocket Mortgage for a reason!)
  • Providing feedback and influencing product team to help drive innovation
  • Reviewing through customer's hard copy applications and entering them into the computer system(s
  • Requesting and following up on required documentation from our clients
  • Disclosing and submitting loans to Operations Department – lots of attention to detail

Skills For RJ Bank-mortgage Sales Assistant Resume

  • Providing a high level of customer service in the spirit of Raymond James’ Service 1st commitment
  • Visiting customers/ prospects preferably in their offices
  • Qualifying leads and referrals via phone/email/face-to-face and proactively convert to achieve individual and team sales targets
  • Building the sales strategy and best practice within a sales environment
  • Sourcing of retail mortgage applications
  • Communicating with borrowers, processors, operations staff, title companies, Realtors, etc., in an effort to expedite mortgage process
  • Performing basic income calculations

Skills For Head of Centralized Mortgage Sales Resume

  • Providing extraordinary customer service to both internal and external customers
  • Meeting goals set by team lead in regards to time frames - we always close our clients on time
  • Understanding of credit and lending process and related system
  • Managing all loan related documents in a share drive or other repository for such documents
  • Handle general word processing, copying, and filing requirements of the department

Skills For Gcg-mortgage Sales Manager Resume

  • Additional focus on selling full suite of bank products such as cards, loans and banking accounts with associated add-on products like insurance
  • Also responsible for marketing to external referral sources by phone/email and supporting client service needs throughout the loan process
  • Complete 15 weeks of fully-paid Mortgage Banker training and pass licensing activities
  • Leverage full RBC capabilities including branches, alternate delivery channels and service partners to achieve RBC’s business goals
  • The incumbent would be an independent professional who enjoys developing new business in a fast-paced, competitive market

Skills For Head, Mortgage Sales Resume

  • Mortgage Loan Underwriting exprience diserable
  • Prepare meeting agendas, attend meetings and create minutes for internal and external meetings
  • Manages a general fax number and distributes mail including Federal Express, etc
  • Maintain working knowledge of all conventional loan programs/products to ensure loans conform with program requirements throughout the loan process
  • Coordinate vendor and referral source partners and gather documentation in preparation for closing
  • Assist the MC’s in their accountability for individual loan production goals, loan profitability, loan structuring and compliance

Skills For VP Mortgage Sales Manager Resume

  • Answers calls from borrowers, escrow, title, agents etc. regarding status and general questions throughout the process of the loan
  • Comply with all applicable laws and regulations related to mortgage lending
  • Professional demeanor· Working within a data base
  • Organize luncheons with Realtors and Housing Agencies
  • Evaluate various loan programs and affordable financing plans from a broad range of mortgage options
  • Educate and advise clients on the home buying process and how to best manage their mortgage
  • Assists team with terms and pricing of loans
  • Expert knowledge of market landscape
  • Work in a fast-paced environment, multi-task, and ensure deadlines are met

Skills For Telebanking Mortgage Sales Assistant Resume

  • 30%: Marketing Support o Gather, compile and organize customer information to assist the Mortgage Loan Originators(s) in developing effective pre-call/appointment plans o Prepare "One BMO Harris" documentation for customer referrals; coordinate as appropriate with Line of Business partner(s) to ensure follow up
  • Assist Mortgage Loan Originators with follow up on new loan applications to include
  • Ensure achievement of corporate production objectives
  • Ensure opportunities identified during customer conversations for all personal and commercial banking products including everyday banking, lending, and investment needs are referred via the ‘One Harris’ referral process to the appropriate LOB partner
  • Develop mortgage sales strategy to support overall financial goals, deliver on our customer promise and desired customer experience and support Harris brand messaging
  • Manage and report on allocated operating budgets
  • Identify potential barriers to success and develop alternatives for overcoming barriers
  • Develop and be accountable for the successful achievement of measurable financial and operational success indicators

Skills For Mortgage Sales Pathway Manager Resume

  • Define and share vision of success with key stakeholders and employees to create buy-in and support, emphasizing the need to achieve alignment with all segments of the bank
  • Continuously evaluate feasibility of strategy based on developments in competitive environment as well as internal resources, recommending changes or new courses of action as appropriate
  • Design methods to ensure integration across various departments to support strategic change or improvement in mortgage sales
  • Develop and maintain understanding of Harris’ current products, capabilities and competitive position within the industry in order to assess current state and build for the future
  • Prepare One BMO Harris documentation for customer referrals

Skills For Mortgage Sales Specialist Resume

  • Act in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and
  • Provide exceptional customer service to customers, prospects, referral sources and BMO Harris staff on inquiries or requests in alignment with BMO Harris Bank Service Excellence Values During high volume times, assist the MB(s) with entering applications, follow up calls with customers on outstanding documentation
  • Gather, compile and organize customer information to assist the MB(s) in developing effective pre-call/appointment plans Prepare One BMO Harris documentation for customer referrals
  • 15 weeks of fantastic Mortgage Banker training
  • On-the-job coaching and real-time feedback
  • Sweet bonuses, trips, tickets and cash money

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