Mortgage Broker Resume Samples

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Mortgage Brokers are similar to Loan Officers in that they help businesses and home buyers arrange loans by acting as intermediaries between the buyers and the mortgage lenders. Skills shown on example resumes of Mortgage Brokers include reviewing closed loan files to ensure that all documents are in compliance with state law, and consulting with loan officers, lenders, and title and insurance companies to obtain any necessary documents that may be absent from the file. Resumes of Mortgage Brokers must reflect at least a high school diploma and a license for the state in which the applicant works.

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

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1

Independent Mortgage Broker Business

Independently established mortgage broker services company, supporting both realtor and purchaser clients.

  • Managed an average of $42 million in annual closings.
  • Responsible for a team of mortgage originators, providing training and assessment.
  • Generated business leads through active prospecting and sales presentations.
  • Developed loan education seminars offered to realty firms.
  • Designed marketing collateral.
  • Created, launched and tracked marketing programs.
Candidate Info
17
years in
workforce
13
years
at this job
BA
Business Administration
2

Mortgage Broker

Analyzed and assessed borrowers' financial status to match clients with suitable programs

  • Prepared loan packages and ensured all aspects of closing process were completed on time
  • Built new and referral business by establishing large, comprehensive network of CPAs, lawyers, and real estate agents
  • Consistently averaged $1-2MM in monthly sales volume
Candidate Info
31
years in
workforce
4
years
at this job
3

Mortgage Broker

Developed and manage a full service brokerage company with a team of 8 mortgage professionals in the Jumbo residential and commercial real estate market. The company specializes in single, multi-family, and investment residential properties. Clients consist of prominent individuals in the community, professionals, athletes, and other dignitaries. Sales volume routinely exceeds 15 million dollars per year with principle locations in Texas, Louisiana, and California.

  • Evaluated subject properties, financial strength, and credit-worthiness of borrowers.
  • Authorized to approve loans of up to $300,000 based on documentation requirements of secondary market
  • Examined, evaluated, and recommended approval of customer applications for jumbo loans and prepared jumbo loan packages (to $1,500,000) for review by major private investors.
  • Served as advisor and answered general underwriting questions for loan processors and originators.
Candidate Info
58
years in
workforce
17
years
at this job
BS
Biology And Chemistry
4

Mortgage Broker

Qualified and oversaw wholesale mortgage origination cycle.

  • Training of new employees as well as maintaining relationships with their current clients.
  • Performed as 2nd voicing on potential clientele to successfully close business cycle.
  • Monitored and improved segment goals for month-end reports.
  • Marketed and performed as host of presentations at small seminars.
  • Implemented credit repair guidance to generate greater loan approval percentage.
  • Researched and utilized daily knowledge of multiple bank loan programs, guidelines, and underwriting systems to forecast sales trends.
  • As published by Scotsman Guide to Top Originators in 2010; personally helped drive an increase of 85% of sales for Branch President, Derek Fertig, in becoming the only #1 loan originator from the State of Florida to make top
Candidate Info
2
years in
workforce
2
years
at this job
BBA
Finance
Statistics
5

Mortgage Broker

Ranked in the top 10% of revenue producers

  • Drove organic growth and net new business
  • Relationship focused
  • Navigated complexities of banking industry, and challenging economic conditions
  • Sustained high customer satisfaction ratings (Averaged 8.5 out of 10)
  • Active in business networking, lead generation, and channel strategy development
  • Contributed to internal process development and team success
  • Developed and executed on marketing strategy including direct mail, news advertising, target campaigns, etc.
Candidate Info
27
years in
workforce
12
years
at this job
AS
Business
BS
Packaging Engineering
6

Mortgage Broker/owner

Developed an 18-step training program designed to take prospective clients through the loan process while maximizing potential for developing long-lasting relationships and establishing a referral base.

  • Trained and developed a team of loan officers in the areas of sales, building relationships, closing techniques, and referral building.
  • Developed business-development strategies, market-analysis studies, business planning, budgeting, and revenue forecasting.
  • Networked with realtors and clients to build referral business.
  • Grew the business to gross $532,000 in 2005.
Candidate Info
21
years in
workforce
12
years
at this job
7

Residential Mortgage Broker

Senior Mortgage Broker

  • Supervised and headed brokerage division team of 16 brokers servicing residential clients
  • Processed loans, underwrote before submission to ensure a 95% chance of approval.
  • Possess a complete understanding of Lender's Underwriting criteria
  • In 6 months with 4 Loan Officers increased production by 135% in an increasingly declining market
  • Maintained team providing guidance through training and market analysis
  • Conducted broad and in-dept analysis of assigned programs including policies, program development, operations, procedures, and resource usage.
  • Analyzed operational reports, developed recommendations for expansion of and operations of financial activities
Candidate Info
15
years in
workforce
2
years
at this job
HS
High School Diploma
Electrical Engineering
8

Mortgage Broker

  • Administered loan closing and incorporated closing documents for successful and efficient loan closings
  • Generated good loans from cold calling on a dialer, lead generation and appointment setting for pipeline building
  • Reviewed approved mortgage loans to determine if conditions were met prior to closing, such as purchase of private mortgage insurance for fluid loan closings
  • Designed and produced programs to realtors, and strategies to build related websites and increased network
  • Achieved file completion with borrower, real estate broker and Title Company to request specified documents, such as receipt for payment of outstanding tax bill for successful closings.
  • Provided high energy work ethic and positive attitude for myself and coworkers
Candidate Info
9
years in
workforce
9
months
at this job
Business Graduate
Numerous Leadership
Mini Marketing
9

Mortgage Broker

Assisted customers in maintaining semblance with the new and different mortgage products available in the market.

  • Compared the products of other companies and also prepared presentations that highlighted the advantages of our products compared to others.
  • Identified customer needs and professionally provided suggestions to cater to those needs.
  • Cementing the relationship with existing customers to contribute to my referral base.
  • Proposed the appropriate plans to the customers after carefully analyzing their needs and financial liabilities and status.
Candidate Info
7
years in
workforce
1
year
at this job
HS
High School Diploma
Computer Information Systems
10

Senior Executive Mortgage Broker

  • Directed all sales and marketing efforts with the company
  • Top performer with over $14M in sales annually
  • Worked closed with clients and employees to build customer and staff interaction
  • Helped prepare and organized important documents for files
  • Established and designed a more reliable, efficient system for client files
  • Access customers suitability for funds and ability to repay in accordance with the lender's policy and other appropriate guidelines and procedures
Candidate Info
39
years in
workforce
21
years
at this job
BS
Marketing Management

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