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mortgage banker: Resume Samples & Writing Guide
Employment history
Senior Mortgage Banker, Capital One McLean, Virginia
November 2018 – Present
- Provide advice and guidance to customers on mortgage products and services
- Negotiate loan terms and conditions with customers
- Manage customer inquiries and provide customer service
Mortgage Banker, TD Bank Portland, Maine
May 2018 – October 2018
- Develop and implement strategies to increase loan volume
- Update and maintain customer files
- Develop relationships with real estate agents and other referral sources
Jr. Mortgage Banker, TD Bank Portland, Maine
October 2017 – April 2018
- Monitor the loan pipeline and ensure timely closings
- Develop and implement strategies to increase loan volume
- Manage loan origination systems
Education
Columbia University, New York, New York
Master of Science in Risk Management, September, 2017
Columbia University, New York, New York
Bachelor of Science in Financial Services, September, 2013
Skills
Supervisory
Self-Motivation
Risk Management
Analytical
Mortgage Analysis
Banking Software
Mortgage Origination
Banking Regulations
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Employment history
Lead Mortgage Banker, Wells Fargo San Francisco, California
January 2019 – Present
- Negotiate loan terms and conditions with customers
- Ensure compliance with all banking, regulatory, and legal requirements
- Prepare loan documents and coordinate with title companies
Associate Mortgage Banker, TD Bank Portland, Maine
July 2018 – January 2019
- Monitor the loan pipeline and ensure timely closings
- Develop and implement strategies to increase loan volume
- Manage customer inquiries and provide customer service
Junior Mortgage Banker, Capital One McLean, Virginia
January 2017 – June 2018
- Generate referrals and expand customer base
- Originate, process, and close residential mortgage loans
- Update and maintain customer files
Education
University of Virginia, Charlottesville, Virginia
Master of Science in Financial Planning, December, 2016
University of Virginia, Charlottesville, Virginia
Bachelor of Science in Financial Planning, December, 2012
Skills
Networking
Flexibility
Organization
Reliability
Mortgage Analysis
Loan Processing
Loan Origination
Regulatory Compliance
Employment history
Chief Mortgage Banker, Wells Fargo San Francisco, California
July 2023 – Present
- Monitor the loan pipeline and ensure timely closings
- Manage customer inquiries and provide customer service
- Negotiate loan terms and conditions with customers
Associate Mortgage Banker, Capital One McLean, Virginia
January 2022 – June 2023
- Ensure compliance with all banking, regulatory, and legal requirements
- Monitor the loan pipeline and ensure timely closings
- Manage loan origination systems
Jr. Mortgage Banker, Capital One McLean, Virginia
January 2021 – December 2021
- Provide advice and guidance to customers on mortgage products and services
- Develop and implement strategies to increase loan volume
- Originate, process, and close residential mortgage loans
Education
Stanford University, Stanford, California
Master of Science in Banking and Finance, December, 2020
Stanford University, Stanford, California
Bachelor of Science in Accounting, December, 2016
Skills
Visualization
Database Management
Computer Literacy
Critical Thinking
Mortgage Servicing.
Data Entry
Loan Origination
Financial Modeling
Employment history
Chief Mortgage Banker, JP Morgan Chase New York, New York
March 2020 – Present
- Develop and implement strategies to increase loan volume
- Prepare loan documents and coordinate with title companies
- Manage loan origination systems
Associate Mortgage Banker, Citigroup New York, New York
August 2019 – February 2020
- Originate, process, and close residential mortgage loans
- Prepare loan documents and coordinate with title companies
- Monitor the loan pipeline and ensure timely closings
Junior Mortgage Banker, TD Bank Portland, Maine
February 2019 – July 2019
- Monitor the loan pipeline and ensure timely closings
- Ensure compliance with all banking, regulatory, and legal requirements
- Manage customer inquiries and provide customer service
Education
University of California, Los Angeles, California
Doctor of Philosophy in Risk Management, December, 2018
University of California, Los Angeles, California
Bachelor of Science in Banking and Finance, December, 2014
Skills
Conflict Resolution
Risk Management
Documentation
Reliability
Mortgage Underwriting
Loan Analysis
Financial Modeling
Banking Software
Professional Summary
Driven Mortgage Banker with extensive experience in the banking industry. Proven track record of delivering exceptional customer service and providing tailored solutions to meet clients' needs.
Employment history
Senior Mortgage Banker, Capital One McLean, Virginia
May 2014 – Present
- Develop and implement strategies to increase loan volume
- Analyze financial data and credit reports to determine eligibility
- Maintain a thorough understanding of current mortgage products and services
Mortgage Banker, SunTrust Bank Atlanta, Georgia
November 2013 – April 2014
- Prepare loan documents and coordinate with title companies
- Monitor the loan pipeline and ensure timely closings
- Manage loan origination systems
Entry Level Mortgage Banker, U.S. Bank Minneapolis, Minnesota
May 2012 – October 2013
- Manage customer inquiries and provide customer service
- Ensure compliance with all banking, regulatory, and legal requirements
- Participate in community and industry events
Education
University of Texas at Austin, Austin, Texas
Bachelor of Science in Accounting, March, 2012
Skills
Communication
Research
Creativity
Accounting
Loan Documentation
Loan Servicing
Banking Software
Financial Modeling
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mortgage banker Job Descriptions; Explained
If you're applying for an mortgage banker position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.
When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.
1
mortgage banker / customer service specialist ii
- Serves as the primary contact for customers; approved third parties; and bankers of Chase different branches in the United States.
- Responds to customer inquiries regarding mortgage.• Gives information about loan servicing.
- Manages customer requests concerning payments and mortgage information.
- Assists customers about their mortgage online account.• Assists in problem resolution: Researches issue customer loan issues to determine resolution needs.
- Handles warm telephone transfer of customers, when applicable, to specialty areas such as Bankruptcy, SCRA, Default Escalations, etc.
- Processing payments over the phone for customers.
2
mortgage banker
- Specialize in offering financing to buy homes or refinance previous mortgages federal government regulates some parts of the lending process Federally and state licensed
- Determining whether an applicant qualifies for a mortgage reject a mortgage application if a potential borrower doesn’t meet the bank’s credit criteria
- Verify applicants’ employment status, salary, credit history and other financial information to determine their creditworthiness and ability to repay a mortgage loan
- Ensure that applicants fill out all required loan documents, and they answer any questions applicants have about the mortgage process
- Abide by the Federal Real Estate Settlement Procedures Act and provide applicants with a good-faith estimate explain to applicants in writing why they declined their mortgage application
- Reject applications if applicants carry more debt than bank’s qualifying guidelines allow
- Licensed in various states
3
mortgage banker/ radio show host
- Write and record successful Mortgage Radio Show
- Purchase and Refinance Banker
- Technology
- Compute deductions for income and social security taxes.Collect information and make judgments through observation, interviews, and the review of documents.
4
mortgage banker / customer service specialist ii
- Responds to customer inquiries regarding mortgage.
- Gives information about loan servicing.
- Assists customers about their mortgage online account.
- Assists in problem resolution: Researches issue customer loan issues to determine resolution needs.
5
mortgage banker
- Management, checking and approval Mortgage and Consumer loans (Manipulation of data in Excel and Word)
- Searching and checking overdue borrowers and finding best solutions and lowest monthly sustainable instalment
- Analyzing applicants’ financial status, credit, and property evaluations to determine feasibility of granting loans.
- Checking and providing i-bank POS for new SMBs, capital and personal companies
- Participate in weekly meetings for bank’s goals and successes under the supervisory of team leaders
- Performing economic capital analysis and other financial analysis when required
mortgage banker / customer service specialist ii Job Skills
For an mortgage banker / customer service specialist ii position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.
How to include technical skills in your resume:
Technical skills are a set of specialized abilities and knowledge required to perform a particular job
effectively. Some examples of technical skills are data analysis, project management, software proficiency,
and programming languages, to name a few.
Add the technical skills that will get hired in your career
field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills
section of the builder, manually write in the skill or simply click on "Add more skills". This will
automatically generate the best skills for your career field, choose your skill level, and hit "Save &
Next."
- Data Entry
- Mortgage Underwriting
- Mortgage Origination
- Financial Modeling
- Regulatory Compliance
- Loan Processing
- Loan Servicing
- Banking Software
- Loan Documentation
- Loan Closing
- Loan Origination
- Credit Analysis
- Banking Regulations
- Credit Risk Analysis
- Risk Assessment
- Capital Markets
- Financial Analysis
- Mortgage Analysis
- Loan Analysis
- Mortgage Servicing.
How to include soft skills in your resume:
Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including
soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your
problem-solving abilities and show that you navigate challenges and changes in the workplace
efficiently.
Add competitive soft skills to make your resume stand-out to recruiters! Simply select
your preferred resume template in the skills section, enter the skills manually or use the "Add more skills"
option. Our resume builder will generate the most relevant soft skills for your career path. Choose your
proficiency level for each skill, and then click "Save & Next" to proceed to the next section.
- Communication
- Interpersonal
- Leadership
- Time Management
- Problem Solving
- Decision Making
- Critical Thinking
- Creativity
- Adaptability
- Teamwork
- Organization
- Planning
- Public Speaking
- Negotiation
- Conflict Resolution
- Research
- Analytical
- Attention to Detail
- Self-Motivation
- Stress Management
- Collaboration
- Coaching
- Mentoring
- Listening
- Networking
- Strategic Thinking
- Negotiation
- Emotional Intelligence
- Adaptability
- Flexibility
- Reliability
- Professionalism
- Computer Literacy
- Technical
- Data Analysis
- Project Management
- Customer Service
- Presentation
- Written Communication
- Social Media
- Troubleshooting
- Quality Assurance
- Collaboration
- Supervisory
- Risk Management
- Database Management
- Training
- Innovation
- Documentation
- Accounting
- Financial Management
- Visualization
- Reporting
- Business Acumen
- Process Improvement
- Documentation
- Relationship Management.
How to Improve Your mortgage banker / customer service specialist ii Resume
Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.
Employment history
Chief Mortgage Banker, Bank of America Charlotte, North Carolina
March 2021 – May 2022
- Provide advice and guidance to customers on mortgage products and services
- Maintain a thorough understanding of current mortgage products and services
- Generate referrals and expand customer base
Mortgage Banker, JP Morgan Chase New York, New York
September 2020 – March 2021
- Develop and implement strategies to increase loan volume
- Negotiate loan terms and conditions with customers
- Analyze financial data and credit reports to determine eligibility
Entry Level Mortgage Banker, Capital One McLean, Virginia
September 2019 – August 2020
Education
University of Pennsylvania, Philadelphia, Pennsylvania
Certified Financial Planner, July, 2019
Skills
Innovation
Emotional Intelligence
Coaching
Strategic Thinking
Loan Origination
Loan Documentation
Data Entry
Loan Servicing
Unexplained Year Gaps and Missing Job Experiences are a No-no
Gaps in your resume can prevent recruiters from hiring you if you don't explain them.
Key Insights- It's okay to have gaps in your work experience but always offer a valid explanation instead of just hiding it.
- Use the gap to talk about positive attributes or additional skills you've learned.
- Be honest and straightforward about the gap and explain it using a professional summary.
How to Optimize Your mortgage banker / customer service specialist ii Resume
Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.
Sam Patterson 2 Millview Drive, Knottsville, KY 42366
Employment history
Chief Mortgage Banker, TD Bank Portland, Maine
August 2016 – Present
- Manege custmer inquirys and provied custmer servise.
- Upadte and maintane custmer files.
- Maintane a thourough understandin of current mortage products an servises.
Associate Mortgage Banker, U.S. Bank Minneapolis, Minnesota
August 2015 – July 2016
- Manege custmer inquirys and provied custmer servise.
- Maintane a thorrough undestanding of currrent mortgage products an services.
- origniate, proccess, an' close residenshul mortage loans.
Entry Level Mortgage Banker, Capital One McLean, Virginia
February 2014 – July 2015
- Analys financial data n' credit reports ta determain eligibilty.
- origniate, proccess, an' close resedential mortage loans.
- Generatte refferalls annd exxpand custtomer basse.
Education
University of Chicago, Chicago, Illinois
Bachelor of Science in Investment Banking, December, 2013
Skills
Critical Thinking
Documentation
Strategic Thinking
Analytical
Credit Risk Analysis
Mortgage Underwriting
Banking Regulations
Mortgage Origination
Avoid Spelling Mistakes and Include your Contact Information
Missing contact information prevents recruiters from understanding you're the best fit for the position.
Key Insights- Make sure you're not missing contact information on your resume. That should include your full name, telephone number and email address.
- Make sure to use a professional email address as part of your contact information.
- Highlight your contact information and double check that everything is accurate to help recruiters get in touch with you.
mortgage banker / customer service specialist ii Cover Letter Example
A cover letter can be a valuable addition to your job application when applying for an mortgage banker / customer service specialist ii position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.
Senior Mortgage Banker
Bank of the West
San Francisco, California
Bank of the West
San Francisco, California
To the Recruitment Team at Bank of the West
I am a passionate Mortgage Banker with 6 years of experience in the Banking field. I am excited to submit my application for the Senior Mortgage Banker position at Bank of the West, where I believe my skills and expertise would be a great asset to your team.
As someone who has always been driven by a desire to solve complex problems and make a difference in the world, I have pursued opportunities to learn and grow throughout my life. My experience in this field has equipped me with valuable skills such as Supervisory and Self-Motivation that have planted in me a great work ethic. I am excited to apply these skills and my enthusiasm for the Banking field to the role and contribute to your organization's success.
I appreciate the opportunity to apply for the Senior Mortgage Banker position. I am confident that I can make a valuable contribution to your organization and that together there is no challenge that we cannot overcome. I will be waiting, hopeful for what the future will bring.
Best regards,
Ursula Evans
747-725-7756
[email protected]
Ursula Evans
Showcase your most significant accomplishments and qualifications with this cover
letter.
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Build your Resume in 15 minutes
Give yourself the best chance of standing out from the
competition!
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.