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

mortgage originator

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mortgage originator: Resume Samples & Writing Guide

Employment history

Chief Mortgage Originator, SunTrust Bank Atlanta, Georgia

June 2019 – Present

Maintain accurate records of customer interactions
Provide excellent customer service to ensure customer satisfaction
Negotiate loan terms with customers and ensure accuracy of loan documents

Associate Mortgage Originator, PNC Bank Pittsburgh, Pennsylvania

November 2018 – May 2019

Stay current with industry trends and developments
Analyze customer financial information to determine eligibility for mortgage loan programs
Maintain current knowledge of mortgage products and services

Junior Mortgage Originator, Wells Fargo San Francisco, California

May 2018 – October 2018

Prepare and submit loan applications to underwriting for approval
Provide excellent customer service to ensure customer satisfaction
Comply with all applicable federal, state, and local laws and regulations

Education

University of Michigan, Ann Arbor, Michigan

Certified Credit Professional, March, 2018

Skills

Troubleshooting

Training

Emotional Intelligence

Project Management

Credit Analysis

Mortgage Refinancing

Loan Origination

Loan Structuring

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Employment history

Lead Mortgage Originator, JP Morgan Chase New York, New York

October 2020 – Present

Maintain current knowledge of mortgage products and services
Stay current with industry trends and developments
Develop and maintain relationships with customers and referral sources

Mortgage Originator, U.S. Bank Minneapolis, Minnesota

March 2020 – September 2020

Provide excellent customer service to ensure customer satisfaction
Perform other duties as assigned
Participate in industry and community events to promote the bank’s mortgage products and services

Junior Mortgage Originator, U.S. Bank Minneapolis, Minnesota

September 2019 – February 2020

Negotiate loan terms with customers and ensure accuracy of loan documents
Maintain current knowledge of mortgage products and services
Prepare and submit loan applications to underwriting for approval

Education

University of California, Los Angeles, California

Master of Science in Economics, July, 2019

University of California, Los Angeles, California

Bachelor of Science in Business Administration, July, 2015

Skills

Negotiation

Collaboration

Quality Assurance

Data Analysis

Loan Modification

Banking Regulations

Loan Underwriting

Loan Closing

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Employment history

Chief Mortgage Originator, SunTrust Bank Atlanta, Georgia

March 2017 – Present

Assist customers in selecting the best mortgage loan product for their needs
Perform other duties as assigned
Maintain current knowledge of mortgage products and services

Associate Mortgage Originator, U.S. Bank Minneapolis, Minnesota

September 2015 – February 2017

Participate in industry and community events to promote the bank’s mortgage products and services
Analyze customer financial information to determine eligibility for mortgage loan programs
Provide excellent customer service to ensure customer satisfaction

Entry Level Mortgage Originator, Bank of America Charlotte, North Carolina

September 2014 – September 2015

Generate new business opportunities by networking and building relationships
Maintain current knowledge of mortgage products and services
Provide excellent customer service to ensure customer satisfaction

Education

Columbia University, New York, New York

Master of Science in Business Administration, August, 2014

Columbia University, New York, New York

Bachelor of Science in Financial Services, August, 2010

Skills

Time Management

Quality Assurance

Conflict Resolution

Adaptability

Regulatory Compliance

Loan Closing

Mortgage Refinancing

Risk Assessment

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Professional Summary

Experienced Mortgage Originator with extensive knowledge of banking regulations. Proven track record of success in originating and closing loans for both residential and commercial mortgages.

Employment history

Senior Mortgage Originator, PNC Bank Pittsburgh, Pennsylvania

November 2013 – Present

Participate in industry and community events to promote the bank’s mortgage products and services
Comply with all applicable federal, state, and local laws and regulations
Generate new business opportunities by networking and building relationships

Associate Mortgage Originator, Citigroup New York, New York

June 2012 – October 2013

Negotiate loan terms with customers and ensure accuracy of loan documents
Provide excellent customer service to ensure customer satisfaction
Prepare and submit loan applications to underwriting for approval

Junior Mortgage Originator, Capital One McLean, Virginia

December 2010 – May 2012

Monitor loan status throughout the loan process
Develop and maintain relationships with customers and referral sources
Perform other duties as assigned

Education

Stanford University, Stanford, California

Master of Science in Banking and Finance, October, 2010

Stanford University, Stanford, California

Bachelor of Science in Accounting, October, 2006

Skills

Innovation

Presentation

Teamwork

Decision Making

Loan Modification

Financial Analysis

Mortgage Servicing

Loan Origination

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Employment history

Lead Mortgage Originator, Capital One McLean, Virginia

May 2018 – Present

Maintain accurate records of customer interactions
Stay current with industry trends and developments
Prepare and submit loan applications to underwriting for approval

Mortgage Originator, Bank of America Charlotte, North Carolina

October 2017 – April 2018

Develop and maintain relationships with customers and referral sources
Provide excellent customer service to ensure customer satisfaction
Participate in industry and community events to promote the bank’s mortgage products and services

Entry Level Mortgage Originator, TD Bank Portland, Maine

April 2017 – September 2017

Provide excellent customer service to ensure customer satisfaction
Comply with all applicable federal, state, and local laws and regulations
Generate new business opportunities by networking and building relationships

Education

University of California, Los Angeles, California

Certified Public Banker, February, 2017

Skills

Public Speaking

Analytical

Organization

Business Acumen

Credit Scoring

Mortgage Refinancing

Loan Closing

Loan Underwriting

Use This mortgage originator Resume Template

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mortgage originator Job Descriptions; Explained

If you're applying for an mortgage originator 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 originator

Seek connections with Real Estate Agents, title agents and attorneys to build a trustworthy relationship for mortgage opportunities with their clients.
Evaluate mortgage options to help clients obtain financing that best suits their needs.
Meet with clients to obtain information to complete mortgage application and collect all required supporting documents.
Communicate with clients, real estate agent, title agent and/or attorney through approval process to ensure a smooth transaction.
Attend mortgage settlement.
Follow up with real estate agent after settlement to maintain continued relationship for future business opportunities.

mortgage originator

Oversee the loan process from application to closing and assist in servicing of loan as needed
Speak with mortgage loan borrowers over the phone or meet in person to advise and guide through process (discussing qualifying interest rate, payment, and/or concerns)
Collection and Verification of all required documentation in accordance to mortgage industry standards
Prepares Initial Disclosures, Redisclosures, and Closing Disclosures in accordance with RESPA laws
Verify and Analyze loan documentation including credit, income, appraisal and title
Communicate with borrower and third party vendors as required to ensure all parties are aware of loan status and outstanding requirements
Examine preliminary title work for judgments, additional liens, and correct chain of title

sr. mortgage originator

Analyze credit reports to determine their best course of action moving forward.
Calculate income based on tax returns and/or other income documents in file
Ensure all conditions are reviewed and received prior to submitting to Underwriting
Prepare and Audit Loan Closing Documents

senior mortgage originator

Seek connections with real estate agents, title agencies and attorneys to build a trustworthy relationship for mortgage opportunities with their clients.
Meet with clients to obtain information to complete the mortgage application and collect all required supporting documents.
Communicate with clients, real estate agents, title agency and/or attorney through the approval process to ensure a smooth transaction.
Attend mortgage settlements.
Follow up with real estate agents after settlement to maintain continued relationship for future business opportunities.

mortgage originator

Schedule, Perform, and Notarize Loan closing with borrowers
Prepare file for funding, verify wires are completed, and mail funds
Handles Mortgage payment transactions (Setting up auto drafts and taking payments)
Complete Release of Liens, Subordination Agreements, Verifications of Mortgage, and Payoff Requests
Prepare Forbearance Agreements for borrowers experiencing Hardships

mortgage originator Job Skills

For an mortgage originator 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
Financial Analysis
Regulatory Compliance
Loan Processing
Risk Assessment
Banking Regulations
Credit Analysis
Loan Documentation
Mortgage Closing
Closing Disclosure
Loan Closing
Loan Modification
Mortgage Servicing
Loan Servicing
Loan Structuring
Credit Scoring
Mortgage Financing
Mortgage Refinancing
Loan Structuring
Loan Underwriting

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 originator 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 Originator, Bank of America Charlotte, North Carolina

April 2023 – Present

Assists custumers in selectin the best mortage loan product for their need's.
Maintane inacurate records of customer interactions.
Pariticpate in industry an comunity events to promte the banks mortgage products and servces.

Associate Mortgage Originator, Bank of the West San Francisco, California

November 2021 – March 2023

Assists customers in selectin the best mortgage loan product for their need's.
Generete new bussiness oppertunities by netwoking and buildin relatinships.
Prove excellant customer service too ensur custmer satisfacion.

Entry Level Mortgage Originator, Bank of the West San Francisco, California

April 2021 – October 2021

Perform othr dutys as assignd.
Maintane inaccurat records of customer interations.
Negotiat loan terms wth customers and ensur accurac of loan documnts.

Education

University of Virginia, Charlottesville, Virginia

Bachelor of Science in International Finance, February, 2021

Skills

Decision Making

Troubleshooting

Process Improvement

Professionalism

Loan Structuring

Mortgage Underwriting

Regulatory Compliance

Credit Scoring

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.

How to Optimize Your mortgage originator 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 Originator, PNC Bank Pittsburgh, Pennsylvania

April 2016 – May 2022

Participate in industry and community events to promote the bank’s mortgage products and services
Stay current with industry trends and developments
Negotiate loan terms with customers and ensure accuracy of loan documents

Mortgage Originator, Citigroup New York, New York

April 2015 – March 2016

Participate in industry and community events to promote the bank’s mortgage products and services
Monitor loan status throughout the loan process
Generate new business opportunities by networking and building relationships

Junior Mortgage Originator, Bank of America Charlotte, North Carolina

October 2014 – March 2015

Education

University of Chicago, Chicago, Illinois

Doctor of Philosophy in Financial Services, August, 2014

University of Chicago, Chicago, Illinois

Bachelor of Science in Financial Planning, August, 2010

Skills

Organization

Coaching

Adaptability

Innovation

Credit Scoring

Loan Structuring

Closing Disclosure

Loan Structuring

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.

mortgage originator Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an mortgage originator 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.

Chief Mortgage Originator
Citigroup
New York, New York

To the Hiring Team at Citigroup

I am a passionate Mortgage Originator with 5 years of experience in the Banking field. I am excited to submit my application for the Chief Mortgage Originator position at Citigroup, where I believe my skills and expertise would be a great asset to your team.

Throughout my life, I have been passionate about Investment Strategies and have pursued opportunities to make a difference in this field. My experience in various areas, not just in the Banking field, has given me the opportunity to develop my skills in Troubleshooting and Training, which I am excited to apply to the role at Citigroup. I am eager to work with a team that shares my values and to help your organization achieve its well determined goals.

Thank you for considering my application for the Chief Mortgage Originator role. I am very passionate about this field and possess a deep understanding of the industry so, I am thrilled about the opportunity to contribute to your organization's success.

Bests,
Marcus Patterson
923-197-4944
marcuspatterson94@inbox.com

Marcus Patterson

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