Mortgage Banker Resume Samples

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Mortgage Bankers, also known as Direct Lenders or Non-Institutional Lenders, sell mortgage loans directly to borrowers. Responsibilities shown on example resumes of Mortgage Bankers include advising and educating clients on the refinance process to help them better their mortgage, and collaborating with unqualified clients on steps to help them achieve their financial goals. A high school diploma is the minimum educational requirement for Mortgage Bankers, though resumes showing advanced placement courses in economics or another related field may offer applicants dual credit toward both high school and college.

For more information on what it takes to be a Mortgage Banker, check out our complete Mortgage Banker Job Description.

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1

Mortgage Banker

Consulted with clients about their current and future financial needs to help them achieve their financial goals

  • Interviewed with clients and gathered information pertaining to their unique financial situations, needs, and objectives
  • Effectively overcome concerns and objections to gain the client's commitment
  • Established financial services relationship with clients through the delivery of exceptional customer service
  • Achieved the Chairman Culture Coin as "Top Closer" in May 2013
Candidate Info
7
years in
workforce
1
year
at this job
AA
Associate of Arts
BBA
Marketing
2

Manager, Senior Mortgage Banker

Provided training to mortgage bankers on acquiring new business, overcoming customer objections, and closing sales

  • Generated positive relationships and collaborated with four other departments to ensure that loans are closed effectively and in a timely manner
  • Trained new hires on proprietary sales systems and processes involved with closing mortgage loans
  • Exceeded the yearly sales quota in 2009 and doubled yearly sales quotas in 2010
  • Ensured compliance with lending laws, RESPA, HMDA, TIL etc.
  • Successfully organized and managed a pipeline of 20+ clients a month
Candidate Info
10
years in
workforce
3
years
at this job
BS
Marketing
3

Mortgage Banker - Closer/funder

Performed harm evaluation on loan files as applicable and complied audit.

  • Conducted thorough examinations of financial institution's system repositories and business practices for compliance of policies and procedures and federal and state regulatory guidelines.
  • Consistently ranked within top 10% of total closers.
  • Completed 99% of loans within 48 hours of assignment to ensure customer satisfaction.
  • Communicated with Mortgage Bankers and Processors to deliver superior customer service.
  • Awarded regional recognitions for work quality.
Candidate Info
11
years in
workforce
1
year
at this job
AA
Associate of Arts
BBA
Accounting
4

Residential Retail Mortgage Banker

Managed all aspects of high quality mortgage loan originations through builder and realtor referral partners, portfolio referrals, client databases, staff and marketing; Organized meetings with prospective buyers and utilized consultative selling approach, exhaustive mortgage industry knowledge and marketing strategies to complete complex financial transactions ; Built and maintained strong client relationships while coordinating with all parties involved in the transactions

  • Established award winning relationships with the Mayhood Company, a recognized National Condominium sales and marketing enterprise resulting in "approved lender" status with several successful projects in both Virginia and Maryland
  • Achieved highest capture rate amongst approved lenders in projects
  • Received Platinum, Gold and Silver production awards from the Mortgage Bankers Association of Metropolitan Washington over several consecutive years
  • Demonstrated exemplary sales performance and earned the 2008 Sales Master Award - XINNIX
  • Recruited, trained and managed sales assistants to successfully support loan production
Candidate Info
15
years in
workforce
15
years
at this job
Anthropology
5

Mortgage Banker

  • Originated 270 loans with loan volume that exceeded 43 million in 2013.
  • 2011 & 2014, 2nd Quarter Customer Service Quality Award Recipient.
  • Maintained a thorough understanding of product and company guidelines to ensure a high level of customer satisfaction and customer pull through.
  • Coached, mentored and encouraged newly hired mortgage professionals.
  • Provided origination system and application flow demonstrations to institutional investors and auditors.
  • Funded 104 units for over 19 million dollars which was the 9th best in the renewal division in 2010.
Candidate Info
9
years in
workforce
6
years
at this job
BS
Business
MBA
Business Administration
6

Senior Mortgage Banker

Served the account needs of numerous clients and their portfolios as a highly successful inside and outside sales representative; receiving 8-10 applications per day and closing an average of 8-10 loans per month. Offered multiple loan programs to each prospective client, tailoring products to meet their needs. Negotiated sales contracts and pricing with customers for existing and new products. Established working relationships and excellent rapport with customers and brought new business to the company through referral clients. Developed and expanded relationships with account executives, real estate agents, financial advisors, attorneys, insurance agents and underwriters. Managed a sales force of 10 junior mortgage bankers, teaching and motivating them to produce similar sales success.

  • Consistently top 5 performer for entire company sales
  • Awarded Rookie of the Year for most productive loan officer in 2005
  • Received Loan Officer of the Year honors for most revenue and sales in 2010
  • Funded $29.2 Million in loan volume in 2009 and $41.8 Million in 2010
  • Enrolled in NMLS education requirements for expanded sales territories nationwide
  • Attained licensing for origination in CA, CT, DE, FL, GA, IL, MD, MA, NH, NJ, NY, PA, SC, TN, VA, VT
Candidate Info
9
years in
workforce
9
years
at this job
BS
Economics
7

ASSISTANT VICE PRESIDENT - MORTGAGE BANKER

Managed all functions of the Mortgage process from originating to closing. Utilizing multiple departments with a staff of associates supporting back office while meeting established deadlines.

  • Developed a consistent referral network through cold calling and client referrals.
  • Established and implemented a yearly business plan to achieve production goals.
  • Responsible for originating and processing of all loan types including conventional and government loans.
  • Received Top Producer award in 2010, 2011, and 2012 with over 13 million dollars in closed loans annually.
Candidate Info
11
years in
workforce
6
years
at this job
HS
High School Diploma
8

Associate Mortgage Banker

Completed all necessary training and testing for the Federal SAFE certification and various state certifications

  • Developed the skills required to operate two proprietary software programs with only 48 hours of training
  • Worked daily in an environment centered around both personal and team development
  • Continuously achieved daily goal numbers that were at least 10% higher than the daily goals assigned
Candidate Info
12
years in
workforce
4
months
at this job
Electrical Engineering
9

Mortgage Banker

Promoted to Team Captain after two months due to excellent leadership abilities.

  • Excellent general mortgage knowledge and skilled in loan origination processing.
  • Recognized for excellent client satisfaction and phone skills.
  • Achieved 20 hours of pre-required NMLS education.
  • Tutored individuals regarding mortgage law/federal law.
  • Consulted with clients in ten states to achieve financial goals.
Candidate Info
2
years in
workforce
2
years
at this job
BBA
Finance
MBA
Business Administration
10

Mortgage Banker

Provided world-class service to potential clients searching for a suitable mortgage

  • Presented effective communication skills to better sales efficiency and customer service
  • Grasped complete knowledge in order to originate mortgage loans in the states of CA, IL, LA, MI, NJ, SC, NC, OH, PA, TX, VA, WA
  • Advised and educated clients on the refinance process and how to better manage their mortgages
  • Assisted clients through the loan process from application to closing
Candidate Info
6
years in
workforce
6
months
at this job
BA
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