Retail Mortgage Resume Sample

4.6
13 votes

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Coy Hoppe
3682 Tobin Overpass,  Chicago, IL
+1 (555) 969 0954

Work Experience


Retail Mortgage VP Branch Manager
09/2015 - PRESENT
San Francisco, CA
  • Manages and coordinates activities of residential construction and mortgage lenders and staff
  • Trains, motivates, coaches and provides guidance to assigned area personnel in order to increase sales productivity
  • Monitors and evaluates production and goals
  • Responsible for personal loan production and the overall sales effort of the assigned team
  • Conducts mortgage sales staff meetings and educates staff on new and existing products and programs
  • Responsible for planning, implementing and developing promotional and marketing initiatives, as well as expanding the company's sales and service culture
  • Train sales staff as needed
Retail Mortgage Lender
12/2009 - 07/2015
Boston, MA
  • Responsible for team compliance with policies and regulatory requirements
  • Manages and mitigates risk within the team
  • Leads the branch loan officers (LO) and other team members in all aspects of the loan origination process from origination to closing
  • Builds new business through contacts with realtors, builders and customer referrals within the branch’s geographical area
  • Builds relationship and takes steps to enhance the MB Financial Bank brand throughout the community
  • Builds relationship and takes steps to enhance the MB brand throughout the community
  • Attends Real Estate Board and community functions to promote the Bank’s image and reputation
  • Builds relationship and takes steps to enhance the MB Financial brand throughout the community
Retail Mortgage Hmda Team Coordinator
12/2004 - 06/2009
Dallas, TX
  • Builds relationship and takes steps to enhance the bank’s brand throughout the community
  • Enthusiastic, self-motivated with ability to interpret and analyze customers’ needs on a continual basis
  • Strategy: Participate in AAS’ business strategy formulation. Contribute to Financial, Operational and Talent plans and ensure adherence to the same
  • Experience in customer experience, digital design
  • Experience in Financial Services
  • Maintain and manage loan file and document status information through the use of both system generated and manually prepared pipeline reports, adhering to established follow-up procedures. Document receipt into information systems or department’s manual reports
  • Coordinate with the Retail Bank Business Opportunity Council (BOC) Coordinators, Business SME’s and Complaint Owners to identify research topics and opportunities, that meet business needs

Education


Averett University
1999 - 2003
Bachelor's Degree in Business

Professional Skills


  • Assist in the training and education of Retail Mortgage Department personnel, operations and Originators who complete mortgage applications and the HMDA checklists
  • Banking, mortgage lending, sales and/or public relations or other directly related experience
  • Including the review of final HUD 1 to assure we are in compliance with all RESPA and other regulatory guidelines
  • Prepares funds for closing by wire. Prepares summary of fees to be collected and closing documents required for settlement
  • Manages the branch staff in all aspects of the loan origination process from origination to closing
  • Prepares summary of fees to be collected and closing documents required for settlement
  • Prepares funds for closing by wire

How to write Retail Mortgage Resume

Retail Mortgage role is responsible for digital, research, design, reporting, recruiting, training, credit, finance, retail, customer.
To write great resume for retail mortgage job, your resume must include:

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

Contact Information For Retail Mortgage Resume

The section contact information is important in your retail mortgage 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 Retail Mortgage Resume

The section work experience is an essential part of your retail mortgage 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 retail mortgage responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular retail mortgage position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Retail Mortgage resume experience can include:

  • Experience with mortgage closing
  • Ten (10)+ years in Residential Mortgage with recent sales management experience
  • Advanced knowledge of marketing, public relations, sales and service
  • Completes information in UNIFI system or settlement, delivery, and HMDA
  • Keeps up to date on internal and regulatory changes
  • Reviews each file and determines if all required documentation has been received

Education on a Retail Mortgage Resume

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

When listing skills on your retail mortgage 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 retail mortgage skills:

  • Establishes and implements a marketing strategy for the designated territory in line with company objectives
  • Evaluates budgets, forecasts and reports to ensure branch P&L requirements are being met
  • Monitors/reviews performance of Loan Officers to ensure production goals are being achieved
  • Completes annual performance reviews for reporting team
  • Manages recruiting and termination of branch staff, as needed
  • Solicits new business through contacts with realtors, builders and customer referrals within the branch’s geographical area

List of Typical Skills For a Retail Mortgage Resume

1

Skills For Retail Mortgage VP Branch Manager Resume

  • Verbal and written communication and interpersonal skills
  • Demonstrated ability to generate and manage simultaneous loan files from 1003 to close
  • Experience in Financial Services/Analytics Industry
  • Previous work experience in a sales environment
  • Reviews and have regular discussions to ensure the remote loan officer is having customer meetings outside of the remote loan officer’s home
2

Skills For Retail Mortgage Lender Resume

  • Establishes and controls branch budget and production and income goals within the company’s guidelines
  • Schedules and maintain weekly conference calls between leader, processing team (if applicable) and the remote loan officer to ensure consistency in process for both inside and outside of the branch originations. Maintain a log of all discussions with remote loan officer including date, time and nature of meeting
  • Refers those decisions beyond the loan officer’s credit limit to the appropriate level of management, recommending approval or rejection and justifying that decision
  • Helps with development of strategic plans in order to meet regional or departmental sales and service objectives; 70% balance sheet, adjustable rate and high-net worth clients
  • Operate basic office equipment and computerized closing package system
3

Skills For Mortgage Retail Closer Resume

  • Knowledge of credit and management practices
  • Coordinate with Mortgage Business Opportunity Council (BOC) Co-coordinator, Businesses SME’s and Complaint Owners to identify research topics and opportunities, that meet business needs
  • Facilitate and maintain key relationships with groups such as business stakeholders, functional/department SME’s, Complaint/Concern owners etc. in order to execute project management processes, goals and initiatives, analytics and measures
  • Commitment to deliver high quality customer service
  • Coordinate with the Retail Bank and Mortgage Business Opportunity Council (BOC) Coordinators, Business SME’s and Complaint Owners to identify research topics and opportunities, that meet business needs
  • Enthusiastic, self motivated with ability to interpret and analyze customers’ needs on a continual basis
  • Interacts with other related departments
4

Skills For Area Retail Mortgage Production Manager Resume

  • Confirms that the program and lock-in match the information in UNIFI
  • Keeps up to date on internal and regulatory changes. Completes information in UNIFI system or settlement, delivery, and HMDA
  • Confirms that the program and lock-in match the information in UNIFI, Interacts with other related departments
  • Recruits, trains and develops Loan Officers within their Area
  • Ensures branch office meets compliance requirements
  • Attends industry related conventions and trade shows as needed
  • Proficient in Microsoft programs, Word, Excel, Outlook etc

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