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mortgage broker: Resume Samples & Writing Guide
Professional Summary
Highly experienced Mortgage Broker with extensive knowledge of the banking industry. Proven track record of successfully assisting clients with their mortgage needs.
Employment history
Lead Mortgage Broker, PNC Bank Pittsburgh, Pennsylvania
June 2013 – Present
- Monitor loan applications throughout the approval process
- Ensure compliance with all applicable laws and regulations
- Explain loan products and services to clients and answer their questions
Mortgage Broker, Capital One McLean, Virginia
November 2012 – May 2013
- Negotiate loan terms with lenders on behalf of clients
- Ensure compliance with all applicable laws and regulations
- Analyze and evaluate clients' financial and credit data
Entry Level Mortgage Broker, Bank of America Charlotte, North Carolina
June 2011 – October 2012
- Follow up with clients to ensure satisfaction with their loan process
- Explain loan products and services to clients and answer their questions
- Negotiate loan terms with lenders on behalf of clients
Education
University of California, Los Angeles, California
Certified Credit Professional, April, 2011
Skills
Negotiation
Troubleshooting
Reliability
Self-Motivation
Loan Closing
Mortgage Underwriting
Loan Origination
Credit Analysis
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Employment history
Senior Mortgage Broker, U.S. Bank Minneapolis, Minnesota
August 2017 – Present
- Analyze and evaluate clients' financial and credit data
- Provide excellent customer service to clients
- Negotiate loan terms with lenders on behalf of clients
Associate Mortgage Broker, Bank of the West San Francisco, California
February 2016 – July 2017
- Provide advice and guidance to clients on the best loan options
- Attend industry events and seminars to stay informed of new developments
- Develop strategies to increase business and generate referrals
Jr. Mortgage Broker, SunTrust Bank Atlanta, Georgia
September 2014 – January 2016
- Stay up to date on the current mortgage market and industry trends
- Provide advice and guidance to clients on the best loan options
- Negotiate loan terms with lenders on behalf of clients
Education
Stanford University, Stanford, California
Bachelor of Science in Investment Banking, July, 2014
Skills
Critical Thinking
Networking
Database Management
Presentation
Risk Assessment
Mortgage Compliance
Financial Analysis
Financial Modeling
Professional Summary
Highly experienced Mortgage Broker with extensive knowledge of the banking industry. Proven track record of helping clients secure the best mortgage options to meet their individual needs.
Employment history
Senior Mortgage Broker, JP Morgan Chase New York, New York
June 2012 – Present
- Follow up with clients to ensure satisfaction with their loan process
- Keep abreast of changes in the banking and mortgage industry
- Prepare loan applications and submit them to lenders for approval
Associate Mortgage Broker, Citigroup New York, New York
January 2011 – June 2012
- Attend industry events and seminars to stay informed of new developments
- Ensure compliance with all applicable laws and regulations
- Prepare loan applications and submit them to lenders for approval
Junior Mortgage Broker, Citigroup New York, New York
January 2010 – December 2010
- Maintain accurate records of clients' loan applications
- Monitor loan applications throughout the approval process
- Explain loan products and services to clients and answer their questions
Education
University of North Carolina, Chapel Hill, North Carolina
Bachelor of Science in Business Administration, November, 2009
Skills
Reliability
Financial Management
Collaboration
Relationship Management.
Financial Analysis
Loan Processing
Loan Origination
Financial Modeling
Professional Summary
A highly motivated and experienced Mortgage Broker with a successful track record in the banking field. Proven ability to build strong relationships with clients and provide sound advice to ensure a positive outcome.
Employment history
Lead Mortgage Broker, Bank of the West San Francisco, California
December 2013 – Present
- Stay up to date on the current mortgage market and industry trends
- Ensure compliance with all applicable laws and regulations
- Analyze and evaluate clients' financial and credit data
Mortgage Broker, Bank of the West San Francisco, California
May 2013 – November 2013
- Monitor loan applications throughout the approval process
- Analyze and evaluate clients' financial and credit data
- Maintain accurate records of clients' loan applications
Jr. Mortgage Broker, TD Bank Portland, Maine
November 2012 – May 2013
- Follow up with clients to ensure satisfaction with their loan process
- Attend industry events and seminars to stay informed of new developments
- Keep abreast of changes in the banking and mortgage industry
Education
Columbia University, New York, New York
Bachelor of Science in Banking and Finance, September, 2012
Skills
Leadership
Project Management
Time Management
Process Improvement
Banking Regulations
Loan Servicing
Loan Origination
Regulatory Compliance
Employment history
Chief Mortgage Broker, JP Morgan Chase New York, New York
July 2020 – Present
- Develop strategies to increase business and generate referrals
- Analyze and evaluate clients' financial and credit data
- Keep abreast of changes in the banking and mortgage industry
Mortgage Broker, PNC Bank Pittsburgh, Pennsylvania
February 2019 – July 2020
- Stay up to date on the current mortgage market and industry trends
- Develop and maintain relationships with clients and referral sources
- Analyze and evaluate clients' financial and credit data
Junior Mortgage Broker, Capital One McLean, Virginia
August 2018 – January 2019
- Prepare loan applications and submit them to lenders for approval
- Ensure compliance with all applicable laws and regulations
- Develop and maintain relationships with clients and referral sources
Education
University of North Carolina, Chapel Hill, North Carolina
Doctor of Philosophy in Accounting, June, 2018
University of North Carolina, Chapel Hill, North Carolina
Bachelor of Science in Accounting, June, 2014
Skills
Collaboration
Adaptability
Reliability
Strategic Thinking
Financial Analysis
Regulatory Compliance
Credit Scoring
Loan Modification
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mortgage broker Job Descriptions; Explained
If you're applying for an mortgage broker 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 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
2
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
3
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
4
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
5
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 / branch manager Job Skills
For an mortgage broker / branch manager 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."
- Mortgage Underwriting
- Loan Origination
- Regulatory Compliance
- Loan Processing
- Financial Analysis
- Credit Analysis
- Loan Servicing
- Banking Regulations
- Loan Closing
- Mortgage Compliance
- Loan Structuring
- Financial Modeling
- Mortgage Documentation
- Loan Documentation
- Financial Statements
- Credit Risk Analysis
- Mortgage Financing
- Risk Assessment
- Credit Scoring
- Loan Modification
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 broker / branch manager 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.
Charles Ingram
155 Holly Avenue, Deweese, NE 68934Employment history
Chief Mortgage Broker, Wells Fargo San Francisco, California
May 2020 – May 2022
- Monitor loan applications throughout the approval process
- Develop and maintain relationships with clients and referral sources
- Stay up to date on the current mortgage market and industry trends
Associate Mortgage Broker, Wells Fargo San Francisco, California
November 2018 – April 2020
- Maintain accurate records of clients' loan applications
- Monitor loan applications throughout the approval process
- Follow up with clients to ensure satisfaction with their loan process
Jr. Mortgage Broker, Bank of the West San Francisco, California
June 2017 – October 2018
- Provide excellent customer service to clients
- Explain loan products and services to clients and answer their questions
- Negotiate loan terms with lenders on behalf of clients
Education
Columbia University, New York, New York
Certified Financial Planner, April, 2017
Skills
Collaboration
Coaching
Networking
Critical Thinking
Financial Analysis
Risk Assessment
Mortgage Compliance
Mortgage Underwriting
Provide your Contact Information and Address Year Gaps
Always explain any gaps in your work history to your advantage.
Key Insights- Employers want to know what you've accomplished, so make sure to explain any gaps using a professional summary.
- Adding extra details and context to explain why you have a gap in your work history shows employers you are a good fit for the position.
How to Optimize Your mortgage broker / branch manager 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.
Professional Summary
Highly experienced Mortgage Broker with extensive knowledge of banking regulations and procedures. Proven track record of providing excellent customer service and delivering successful loan outcomes.
Employment history
Chief Mortgage Broker, SunTrust Bank Atlanta, Georgia
November 2013 – Present
- Folow-up wit clients to enure sattisfaction with their lon proccess.
- Develep stratagies too incresse bussiness and generete refferals.
- Keap abrest of changs in the bankin and mortage industy.
Associate Mortgage Broker, Wells Fargo San Francisco, California
November 2012 – October 2013
- Develp stratagies too incrase buisness and genrate referalss.
- Provide advice and guidence too clients on the best loan optionss.
- Folowup wit clients to ensur satisfacton wit their loan proces.
Junior Mortgage Broker, Bank of America Charlotte, North Carolina
November 2011 – October 2012
Education
Harvard University, Cambridge, Massachusetts
Master of Science in Finance, September, 2011
Harvard University, Cambridge, Massachusetts
Bachelor of Science in International Finance, September, 2007
Skills
Time Management
Conflict Resolution
Financial Management
Creativity
Mortgage Underwriting
Financial Analysis
Credit Analysis
Loan Closing
Include Job Descriptions and Avoid Bad Grammar
Avoid sending a wrong first impression by proofreading your resume.
Key Insights- Spelling and typos are the most common mistakes recruiters see in resumes and by simply avoiding them you can move ahead on the hiring process.
- Before submitting your resume, double check to avoid typos.
mortgage broker / branch manager Cover Letter Example
A cover letter can be a valuable addition to your job application when applying for an mortgage broker / branch manager 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.
Lead Mortgage Broker
Capital One
McLean, Virginia
Capital One
McLean, Virginia
To the respected Capital One Recruitment Team
I am writing to express my interest in the Lead Mortgage Broker role at Capital One. As a Mortgage Broker with 12 years of experience, I am confident that I possess the necessary skills and qualifications to excel in this position.
As someone who has faced challenges in various areas of my life and has overcome them, I am confident in my ability to adapt and thrive in any environment. I have developed a reputation for being a collaborative team player and an effective problem solver, which has been instrumental in my career's success. With my experience and passion for the Banking field, I am excited to apply my skills to this role and contribute to your organization's growth and success.
Thank you for considering my application for the Lead Mortgage Broker role. I am looking forward to a future where we work together to drive this organization's success.
Cordially,
Stanley Long
720-023-2604
[email protected]
Stanley Long
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.