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mortgage specialist: Resume Samples & Writing Guide
Employment history
Lead Mortgage Specialist, State Street Corporation Boston, Massachusetts
May 2020 – Present
- Provide guidance and advice to customers on loan products
- Negotiate loan terms and conditions
- Respond to customer inquiries in a timely manner
Mortgage Specialist, JP Morgan Chase New York, New York
November 2018 – April 2020
- Provide excellent customer service
- Monitor loan progress and coordinate closings
- Develop and maintain a network of referral sources
Entry Level Mortgage Specialist, Citigroup New York, New York
June 2017 – November 2018
- Develop and implement marketing strategies to generate business
- Provide guidance and advice to customers on loan products
- Respond to customer inquiries in a timely manner
Education
Harvard University, Cambridge, Massachusetts
Master of Science in Accounting, April, 2017
Harvard University, Cambridge, Massachusetts
Bachelor of Arts in Economics, April, 2013
Skills
Stress Management
Coaching
Visualization
Professionalism
Loan Modification
Risk Assessment
Financial Analysis
Loan Administration
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Professional Summary
Highly experienced Mortgage Specialist with a proven track record of providing excellent customer service in the Financial Services field. Skilled in risk assessment and financial analysis to ensure the best possible loan solutions for clients.
Employment history
Lead Mortgage Specialist, PNC Financial Services Group Pittsburgh, Pennsylvania
April 2013 – Present
- Prepare and present loan documents to underwriters
- Respond to customer inquiries in a timely manner
- Provide guidance and advice to customers on loan products
Associate Mortgage Specialist, JP Morgan Chase New York, New York
April 2012 – March 2013
- Develop and maintain a network of referral sources
- Follow up with customers after closing to ensure satisfaction
- Ensure compliance with all applicable laws and regulations
Jr. Mortgage Specialist, Bank of America Charlotte, North Carolina
April 2011 – March 2012
- Maintain accurate records of customer interactions
- Negotiate loan terms and conditions
- Provide excellent customer service
Education
University of Chicago, Chicago, Illinois
Bachelor of Science in Finance, February, 2011
Skills
Supervisory
Collaboration
Financial Management
Public Speaking
Loan Structuring
Loan Documentation
Financial Modeling
Credit Analysis
Employment history
Senior Mortgage Specialist, Bank of America Charlotte, North Carolina
August 2017 – Present
- Develop and maintain a network of referral sources
- Monitor loan progress and coordinate closings
- Manage customer relationships
Mortgage Specialist, Wells Fargo San Francisco, California
August 2016 – July 2017
- Analyze financial information and credit reports
- Originate and process mortgage loan applications
- Maintain accurate records of customer interactions
Junior Mortgage Specialist, U.S. Bancorp Minneapolis, Minnesota
August 2015 – July 2016
- Prepare and present loan documents to underwriters
- Respond to customer inquiries in a timely manner
- Develop and implement marketing strategies to generate business
Education
Darden School of Business, Charlottesville, Virginia
Chartered Financial Consultant, June, 2015
Skills
Reliability
Documentation
Data Analysis
Relationship Management.
Mortgage Servicing
Loan Closing
Risk Assessment
Loan Modification
Professional Summary
An experienced Mortgage Specialist in the Financial Services field with a proven track record of success in providing excellent customer service and meeting organizational goals. Skilled in loan processing and origination, with a deep understanding of the mortgage industry.
Employment history
Chief Mortgage Specialist, State Street Corporation Boston, Massachusetts
May 2010 – Present
- Ensure compliance with all applicable laws and regulations
- Respond to customer inquiries in a timely manner
- Negotiate loan terms and conditions
Mortgage Specialist, Bank of America Charlotte, North Carolina
October 2009 – April 2010
- Analyze financial information and credit reports
- Originate and process mortgage loan applications
- Provide excellent customer service
Entry Level Mortgage Specialist, Wells Fargo San Francisco, California
May 2008 – September 2009
- Analyze financial information and credit reports
- Develop and implement marketing strategies to generate business
- Monitor loan progress and coordinate closings
Education
Yale School of Management, New Haven, Connecticut
Chartered Retirement Planning Counselor, March, 2008
Skills
Troubleshooting
Database Management
Analytical
Data Analysis
Financial Modeling
Loan Origination
Regulatory Compliance
Loan Modification
Employment history
Senior Mortgage Specialist, Goldman Sachs New York, New York
October 2019 – Present
- Provide guidance and advice to customers on loan products
- Monitor loan progress and coordinate closings
- Ensure compliance with all applicable laws and regulations
Mortgage Specialist, U.S. Bancorp Minneapolis, Minnesota
May 2018 – September 2019
- Develop and implement marketing strategies to generate business
- Negotiate loan terms and conditions
- Provide excellent customer service
Entry Level Mortgage Specialist, PNC Financial Services Group Pittsburgh, Pennsylvania
October 2017 – April 2018
- Provide guidance and advice to customers on loan products
- Negotiate loan terms and conditions
- Analyze financial information and credit reports
Education
Kellogg School of Management, Evanston, Illinois
Doctor of Science in Economics, September, 2017
Kellogg School of Management, Evanston, Illinois
Bachelor of Arts in Economics, September, 2013
Skills
Troubleshooting
Presentation
Coaching
Emotional Intelligence
Mortgage Servicing
Loan Administration
Financial Analysis
Regulatory Compliance
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mortgage specialist Job Descriptions; Explained
If you're applying for an mortgage specialist 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 specialist
- Consult homebuyers and recommended loan products and options to meet individual client needs.
- Responded to inquiries & referrals, presented purchasing and refinancing mortgage loan service options and alternatives, and drove new business and profitability.
- Assisted clients through the loan process from application to closing and troubleshoot any transaction issues
- Average 3 Loan closings a month, revenue ranging from 850K- 3.8 million
- Analyse applicants’ financial status, credit, and property evaluations to determine feasibility of granting loans.
2
mortgage specialist
- Actively networked in community to build referral partners, and promote the BMO brand.
- Generated over $3mm in loan originations in 4 months.
- Obtained and completed mortgage applications, credit histories, financial statements, and other financial information to fulfill BMO requirements.
- Collaborated with underwriters, compliance, and audit departments to ensure loan agreements are complete and accurate according to policy.
- Met with clients to explain the different types of loans and credit options that are available, as well as the terms of those services.
- Stayed abreast of new types of loans and other financial services and products to better meet customers needs.
3
mortgage specialist
- Created strategies to develop and expand existing customer sales.
- Received “Top performer of Rookie” award.
- Submitted loan applications to the underwriter for verification and recommendations.
- Recommended loan approvals and denials based on customer loan application reviews.
- Developed and maintained relationships with local real estate agents.
- Maintained strict confidentiality of bank records and client information.
4
mortgage specialist
- In charge of the strategic acquisition of new customers for motgage loan products through the available marketing channels
- Role includes advising, preparing, and delivering suitable mortgage packages for the customer grow the bank’s current customer portfolio in providing product solutions in accordance with the bank’s prescribed standards and regulatory requirements
- Contribute to the profitablity and growth of the branch by developing and maintaing customer relationship through utilising the full spectrum of banking services
mortgage specialist Job Skills
For an mortgage specialist 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
- Mortgage Origination
- Regulatory Compliance
- Loan Processing
- Credit Analysis
- Financial Modeling
- Risk Assessment
- Financial Analysis
- Loan Structuring
- Mortgage Documentation
- Loan Closing
- Loan Servicing
- Mortgage Closing
- Loan Modification
- Loan Origination
- Loan Administration
- Credit Scoring
- Loan Documentation
- Loan Review
- 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 specialist 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.
Yolie Cooper
15 Country Lane, Forest Hill Village, MT 59901Employment history
Senior Mortgage Specialist, PNC Financial Services Group Pittsburgh, Pennsylvania
September 2018 – May 2022
- Provide guidance and advice to customers on loan products
- Manage customer relationships
- Respond to customer inquiries in a timely manner
Mortgage Specialist, U.S. Bancorp Minneapolis, Minnesota
February 2018 – August 2018
- Maintain accurate records of customer interactions
- Develop and implement marketing strategies to generate business
- Analyze financial information and credit reports
Jr. Mortgage Specialist, PNC Financial Services Group Pittsburgh, Pennsylvania
February 2017 – January 2018
- Develop and maintain a network of referral sources
- Stay up to date on industry trends and changes
- Manage customer relationships
Education
University of Chicago, Chicago, Illinois
Doctor of Science in Accounting, December, 2016
University of Chicago, Chicago, Illinois
Bachelor of Arts in Business Law, December, 2012
Skills
Innovation
Strategic Thinking
Self-Motivation
Negotiation
Loan Servicing
Loan Processing
Regulatory Compliance
Loan Documentation
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 specialist 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 motivated Mortgage Specialist with extensive experience in the Financial Services field. Skilled in providing comprehensive mortgage solutions to meet customer needs.
Employment history
Lead Mortgage Specialist, Citigroup New York, New York
October 2013 – Present
- Analize finacial informaton and creit reports.
- Develp and maintian a netwrok of referal sources.
- Follup up wit customers aftr closin to ensur satisfacton.
Associate Mortgage Specialist, Bank of America Charlotte, North Carolina
May 2012 – September 2013
- Negotiate loan terms and condtions.
- Manege custmer relatioships.
- Devellop, and maintane, a netwerk of referall sourcess.
Entry Level Mortgage Specialist, Wells Fargo San Francisco, California
November 2010 – April 2012
Education
MIT Sloan School of Management, Cambridge, Massachusetts
Chartered Financial Consultant, October, 2010
Skills
Data Analysis
Time Management
Troubleshooting
Technical
Loan Servicing
Loan Modification
Financial Analysis
Loan Processing
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 specialist Cover Letter Example
A cover letter can be a valuable addition to your job application when applying for an mortgage specialist 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 Specialist
Goldman Sachs
New York, New York
Goldman Sachs
New York, New York
Esteemed Goldman Sachs Hiring Team
I am writing to express my interest in the Lead Mortgage Specialist role at Goldman Sachs. As a Mortgage Specialist with 6 years of experience, I am confident that I possess the necessary skills and qualifications to excel in this position.
Throughout my life, I have pursued my passion for Corporate Finance and sought out opportunities to learn and grow. My experience in Financial Services has given me valuable skills such as Stress Management and Coaching that have allowed me to improve professionally and personally. I am excited to bring these skills and my passion as a Mortgage Specialist to the position and work with a team of like-minded individuals to achieve our common goals.
Thank you for considering my application for the Lead Mortgage Specialist position. With my skills and the amazing team at this organization, I am assured that I can contribute to your organization's success and make a meaningful impact. Looking forward to a future where we can work together.
Your time is appreciated,
Jeff Austin
715-081-6059
[email protected]
Jeff Austin
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.