5 Amazing mortgage banker Resume Examples (Updated 2023) + Skills & Job Descriptions

As a banker, you know that it is important to pay attention to details, and this is also true when writing your mortgage banker resume. If you want to be considered for the job, you must prove to the employer that you are the best candidate. Make sure you include important job-specific qualifications such as customer service, interpersonal skills, verbal and written communication, relationship management, and negotiation skills. If you want to stand out over the competition, you must catch the attention of hiring managers right away. Many financial institutions also use applicant tracking systems (ATS) to help pick out the best resumes, so include keywords from each job description if you want to improve your chances of landing an interview. Do not worry if you are unsure of how to write your resume. We provide a mortgage banker resume sample you can use as a guide. We also have pre-written key phrases relevant to the position that you can use in your document.

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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

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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

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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

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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

Use This mortgage banker Resume Template

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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.

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.

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

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.

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.

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

1 2

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.

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

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

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