Mortgage Assistant Resume Samples

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Mortgage Assistants are responsible for approving or denying loans secured by property or real estate. Essential responsibilities highlighted on a Mortgage Assistant example resume are taking phone calls, operating office equipment, tracking customer information, checking mortgage applications, managing the mortgage approval process, or denying unsuitable applications. Those interested in a Mortgage Assistant career should be able to demonstrate the following skills in their resumes: knowledge of lending products, research abilities, customer service, selling skills, a professional attitude, and computer competences. At least a high school diploma and training in office administration is required.

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1

Mortgage Assistant

Visit with potential clients about getting pre-approved for mortgage loans and collect the data necessary to get them pre-approved.

  • Scan and email necessary documents to mortgage companies for clients to start and continue the home loan process.
  • Work with realtors, appraisers, underwriters, title companies and anyone else necessary to get all the information needed to close the loans.
  • Log information regarding closed loans and those that didn't result in a deal (No Deal) for state documentation.
  • Organize and file client files.
  • I've worked part-time for [company name] for the past four years mainly filling in for them while on vacation or during busy times of the year.
Candidate Info
19
years in
workforce
4
years
at this job
BS
Journalism And Mass Communications
2

Mortgage Assistant

  • Managed high volume loan pipelines from origination through underwriting, while managing risk and compliance at all times for BMO Harris
  • Handle all inquiries with exceptional service to my external clients; real estate agents, attorneys; title companies; and direct customers, as well as all interaction to internal lines of businesses within BMO Harris
  • Responsible for new loan entries into system; document gathering; clearing titles; timeliness of closing to ensure funding or client is not impacted
Candidate Info
16
years in
workforce
3
years
at this job
Financial Lending / Management
3

Mortgage Assistant

  • Responsible for setting up Mortgage Refinance Loans and Purchases
  • Completing all required Mortgage Documentation
  • Scanning and Uploading all required information for Loan completion
  • Responsible for Contacting Customers, Insurance Agents, HOA's to obtain any required documentation to complete loan process.
Candidate Info
20
years in
workforce
9
months
at this job
Cosmetology

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