Mortgage Broker Resume Examples

mortgage broker / branch manager

  • Provide exceptional Customer Service to clients and referral partners 
  • Provide unbiased recommendation of Lending Products suitable for Residential,Investment, Personal &Commercial Finance 
  • Portfolio management & Client data base management of pipeline,  for new & existing clientele 
  • Meet monthly KPI targets for judgments of $2- $4 million per month 
  • Business development & networking–obtaining/ maintaining referrer relationships with Accountants, Conveyances,Builders,Property–Land Developers,Clients, Real Estate Agents and Community Groups 
  • Analyze applicants’ financial status, credit, and property evaluations to determine feasibility of qualifying for loans.
  • Cross Selling & referral– Mortgage Protection Insurance(ALI), Property investment opportunities, Financial Planning and Cross product selling 

mortgage broker

  • Obtain and compile copies of loan applicants’ credit histories, financial statements, and other financial information.
  • Meeting and adhering to all ASIC / NCCP requirements 
  • Attending PD days for all Lenders to stay up to date with current products in the market, credit policy and process
  • Provide unbiased recommendation of Lending Products suitable for Residential,Investment, Personal & Commercial Finance 

mortgage broker

  • Work with and accredited by various lenders to facilitate the needs of clients and find them the best home loan solution available to them
  • Act as an intermediary between banks and clients to create a positive experience for both parties during the loan process
  • Evaluate clients potential for borrowing and capacity for repayment
  • Evaluate the needs of the business and create data pertaining to costs of running and planning budgets for operational need

mortgage broker

  • Meeting with clients to discuss their lending requirements
  • Assess applicants’ financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Sourcing the most appropriate lending solutions for the individual
  • Collecting relevant supporting documents
  • Having thorough knowledge of various lending products
  • Submitting electronic loan applications
  • Liaising with settlement agents, real estate agents, credit assessors and other related parties to facilitate a successful outcome for our clients 

mortgage broker

  •  Helped  borrowers to finance their new residential purchase as well as assisting them refinance their mortgages. 
  • Prospected and nurtured realtor relations in an effort to help their borrowers obtain financing.
  • Ran successful direct mail campaigns.
  • Consulted with each borrower to make them aware of the different loan options.
  •  personally went to the borrowers home to sign loan documents as well as notarize the trust deed and other documents that needed to be notarized.
  • Responsible for prepossessing my loans for approval through Fannie Mae’s encompass obtaining DU approvals. 

mortgage broker

  •  As a mortgage broker Helped  borrowers to finance their new residential purchase as well as assisting them to refinance their mortgages. 
  • Consulted with each borrower in person to make them aware of the different loan options and help them choose their best alternative.
  •  personally went to the borrowers home to meet face to face and take an application for a new mortgage sign loan documents as well as notarize the trust deed and other documents that needed to be notarized.
  • Pre-qualifed borrowers for Fannie Mae Freddie Mac loans.
  •  Responsible for prepossessing  loans for approval through Fannie Mae’s encompass obtaining DU approvals. 

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