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mortgage consultant: Resume Samples & Writing Guide
Employment history
Senior Mortgage Consultant, PNC Bank Pittsburgh, Pennsylvania
February 2015 – Present
- Prepare loan documents and coordinate loan closings
- Respond to customer inquiries and provide excellent customer service
- Review loan applications for accuracy and completeness
Mortgage Consultant, TD Bank Portland, Maine
August 2014 – January 2015
- Originate mortgage loans by taking complete loan applications and gathering necessary supporting documents
- Provide guidance to customers on the home buying process
- Develop and maintain relationships with real estate agents, loan officers, and other referral sources
Entry Level Mortgage Consultant, Bank of America Charlotte, North Carolina
January 2014 – July 2014
- Analyze credit reports and financial information to determine customer eligibility for loan products
- Provide guidance to customers on the home buying process
- Originate mortgage loans by taking complete loan applications and gathering necessary supporting documents
Education
Stanford University, Stanford, California
Master of Science in Financial Planning, November, 2013
Stanford University, Stanford, California
Bachelor of Science in Finance, November, 2009
Skills
Project Management
Collaboration
Research
Flexibility
Banking Regulations
Loan Modification
Loan Processing
Loan Origination
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Professional Summary
Experienced Mortgage Consultant with a proven track record of providing exceptional customer service and sound financial advice. Highly knowledgeable in banking regulations, financial products, and mortgage origination.
Employment history
Lead Mortgage Consultant, PNC Bank Pittsburgh, Pennsylvania
August 2010 – Present
- Negotiate loan terms and conditions with customers and lenders
- Develop and maintain relationships with real estate agents, loan officers, and other referral sources
- Advise customers on available loan products and options based on their financial situation
Mortgage Consultant, Citigroup New York, New York
August 2009 – July 2010
- Generate reports to track loan activity
- Follow up with customers to ensure satisfaction with loan process
- Develop and maintain relationships with real estate agents, loan officers, and other referral sources
Junior Mortgage Consultant, TD Bank Portland, Maine
August 2008 – July 2009
- Follow up with customers to ensure satisfaction with loan process
- Provide guidance to customers on the home buying process
- Prepare loan documents and coordinate loan closings
Education
University of Michigan, Ann Arbor, Michigan
Master of Science in Risk Management, July, 2008
University of Michigan, Ann Arbor, Michigan
Bachelor of Science in Economics, July, 2004
Skills
Business Acumen
Flexibility
Adaptability
Leadership
Loan Negotiation
Banking Regulations
Loan Modification
Mortgage Origination
Employment history
Lead Mortgage Consultant, TD Bank Portland, Maine
November 2015 – Present
- Negotiate loan terms and conditions with customers and lenders
- Advise customers on available loan products and options based on their financial situation
- Originate mortgage loans by taking complete loan applications and gathering necessary supporting documents
Mortgage Consultant, Capital One McLean, Virginia
November 2014 – October 2015
- Review loan applications for accuracy and completeness
- Prepare loan documents and coordinate loan closings
- Develop and maintain relationships with real estate agents, loan officers, and other referral sources
Entry Level Mortgage Consultant, Wells Fargo San Francisco, California
November 2013 – October 2014
- Originate mortgage loans by taking complete loan applications and gathering necessary supporting documents
- Negotiate loan terms and conditions with customers and lenders
- Respond to customer inquiries and provide excellent customer service
Education
University of North Carolina, Chapel Hill, North Carolina
Master of Science in Financial Services, September, 2013
University of North Carolina, Chapel Hill, North Carolina
Bachelor of Science in Banking and Finance, September, 2009
Skills
Financial Management
Adaptability
Organization
Negotiation
Credit Analysis
Loan Origination
Bank Secrecy Act
Loan Underwriting
Employment history
Chief Mortgage Consultant, PNC Bank Pittsburgh, Pennsylvania
January 2022 – Present
- Originate mortgage loans by taking complete loan applications and gathering necessary supporting documents
- Advise customers on available loan products and options based on their financial situation
- Ensure compliance with all banking regulations and industry standards
Associate Mortgage Consultant, JP Morgan Chase New York, New York
July 2020 – December 2021
- Respond to customer inquiries and provide excellent customer service
- Provide guidance to customers on the home buying process
- Maintain knowledge of current mortgage laws and regulations
Jr. Mortgage Consultant, Bank of the West San Francisco, California
February 2019 – June 2020
- Negotiate loan terms and conditions with customers and lenders
- Stay current with changes in the mortgage industry
- Prepare loan documents and coordinate loan closings
Education
Stanford University, Stanford, California
Chartered Financial Analyst, December, 2018
Skills
Reporting
Customer Service
Business Acumen
Risk Management
Financial Modeling
Loan Underwriting
Credit Analysis
Loan Administration
Professional Summary
Experienced Mortgage Consultant with a strong background in banking and financial services. Proven track record of providing excellent customer service and finding creative solutions to complex financial issues.
Employment history
Chief Mortgage Consultant, JP Morgan Chase New York, New York
November 2010 – Present
- Monitor loan progress and provide status updates to customers
- Provide guidance to customers on the home buying process
- Originate mortgage loans by taking complete loan applications and gathering necessary supporting documents
Associate Mortgage Consultant, JP Morgan Chase New York, New York
November 2009 – October 2010
- Generate reports to track loan activity
- Follow up with customers to ensure satisfaction with loan process
- Negotiate loan terms and conditions with customers and lenders
Junior Mortgage Consultant, Citigroup New York, New York
June 2008 – October 2009
- Stay current with changes in the mortgage industry
- Generate reports to track loan activity
- Develop and maintain relationships with real estate agents, loan officers, and other referral sources
Education
University of Virginia, Charlottesville, Virginia
Master of Science in Financial Services, April, 2008
University of Virginia, Charlottesville, Virginia
Bachelor of Science in Financial Planning, April, 2004
Skills
Visualization
Reporting
Emotional Intelligence
Professionalism
Credit Analysis
Loan Closing
Loan Modification
Loan Processing
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mortgage consultant Job Descriptions; Explained
If you're applying for an mortgage consultant 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 consultant
- Loan originations by calling the customers
- Preparing the loan package of the customer, forwarding the loan application file and customer’s documents to the processing dept for closing
mortgage consultant Job Skills
For an mortgage consultant 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 Origination
- Loan Processing
- Banking Regulations
- Credit Analysis
- Loan Underwriting
- Financial Analysis
- Loan Closing
- Mortgage Compliance
- Mortgage Servicing
- Risk Assessment
- Mortgage Documentation
- Loan Origination
- Bank Secrecy Act
- Loan Administration
- Regulatory Compliance
- Mortgage Products
- Loan Modification
- Financial Modeling
- Loan Negotiation
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 consultant 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.
Evan Davis
678 Hillcrest Drive, Bigelow, MO 64437Employment history
Senior Mortgage Consultant, Wells Fargo San Francisco, California
February 2020 – Present
- Respond to customer inquiries and provide excellent customer service
- Review loan applications for accuracy and completeness
- Provide guidance to customers on the home buying process
Associate Mortgage Consultant, JP Morgan Chase New York, New York
February 2019 – January 2020
- Maintain knowledge of current mortgage laws and regulations
- Stay current with changes in the mortgage industry
- Monitor loan progress and provide status updates to customers
Junior Mortgage Consultant, Bank of the West San Francisco, California
September 2017 – January 2019
Education
Columbia University, New York, New York
Doctor of Philosophy in Finance, July, 2017
Columbia University, New York, New York
Bachelor of Science in Financial Planning, July, 2013
Skills
Data Analysis
Negotiation
Communication
Process Improvement
Loan Closing
Credit Analysis
Data Entry
Loan Origination
Include your Contact Information and Job Descriptions
Missing job descriptions lessens your chances of getting hired.
Key Insights- Employers want to know what you've accomplished, so make sure to include descriptions for all of your previous jobs.
- Keep job descriptions short but don't just list your jobs.
- Never copy-paste a job description to post on your resume. Get inspired and use tools to help you write customized descriptions.
How to Optimize Your mortgage consultant 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 Consultant, TD Bank Portland, Maine
July 2016 – May 2022
- Stae curren with changs in the mortgag industry.
- Advice customers on avaiable loan products and optoins based on their finacial situation.
- Gengerate report's to track loan's activity.
Mortgage Consultant, U.S. Bank Minneapolis, Minnesota
July 2015 – June 2016
- orginate mortgage lones by takin complet loan aplications and gatherin necesary suporting documents.
- Analize credit report's and financial infomation too determine customer eligibilty for loan product's.
- Provide guidenss too customers on the home buying proccess.
Jr. Mortgage Consultant, Bank of the West San Francisco, California
July 2014 – June 2015
- Advise customers on availible loan products and options based on their finacial situtation.
- Ensure complience with all banking regulations and indistry standards.
- Prepear loan documentes an coordenate loan closingss.
Education
University of North Carolina, Chapel Hill, North Carolina
Bachelor of Science in Investment Banking, June, 2014
Skills
Risk Management
Collaboration
Reporting
Teamwork
Mortgage Documentation
Loan Processing
Regulatory Compliance
Financial Analysis
Correct Grammar and Address Gap Years in Your Resume
Don't leave unexplained gaps in your work history.
Key Insights- When explaining gaps in your employment section, start by being honest.
- Elaborate on the gap and show that you never stopped learning.
- Explain and elaborate any gap in your work history by highlighting new skills.
mortgage consultant Cover Letter Example
A cover letter can be a valuable addition to your job application when applying for an mortgage consultant 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 Consultant
PNC Bank
Pittsburgh, Pennsylvania
PNC Bank
Pittsburgh, Pennsylvania
To the respected PNC Bank Hiring Team
I am a results-driven Mortgage Consultant with 9 years of experience in the Banking field. I am excited to submit my application for the Senior Mortgage Consultant role at PNC Bank, where I believe I can make a valuable contribution to your team.
My diverse life experiences have taught me the importance of adaptability, creativity, and resilience. Whether it was on the job, or simply on my day to day, I have learned to navigate challenges and find innovative solutions. I am confident that I possess the skills and expertise necessary to excel in the position at PNC Bank and I am excited about the opportunity to grow with a team that values these qualities and contribute to your organization's growth and success.
Thank you for considering my application for the Senior Mortgage Consultant role. I am looking forward to a future where we work together to drive this organization's success.
Bests,
Norman Jackson
693-302-3482
[email protected]
Norman Jackson
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.