Mortgage Consultant Resume Samples

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Mortgage Consultants, also known as Mortgage Loan Consultants, Mortgage Brokers, Mortgage Loan Originators, or Loan Officers, help customers who are in need of loans to help them buy or refinance a house or other real estate property. Mortgage Consultants' example resumes list skills like gathering information about borrowers, like bank information, occupations, salaries, and credit histories, and negotiating rates and terms with lenders in order to refinance existing mortgages to obtain lower interest rates and payments. Applicants' resumes should show twenty hours of approved coursework for licensing, and some employers prefer a bachelor's degree.

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1

Senior Mortgage Consultant

Top producer across the sales organization, since joining the company in October 1997.

  • Doubled the output of the next most productive salesperson in the company.
  • Recognized with promotion to Senior consultant after one year of exceeding sales expectations.
  • Exceeded quota expectations on a monthly basis, tripling sales goals in some months.
  • Awarded the "Outstanding Sales Performance" bonus for years 1994 - 2002.
  • Built the largest, most loyal client base in the company, which increased company profits through referrals and repeat customers.
Candidate Info
8
years in
workforce
8
years
at this job
AS
Associate of Science
2

Home Mortgage Consultant

Managed a vertical market for diversified mortgage products and services. Recruited and trained New Product Introductions Team in Silicon Valley and the Monterey Peninsula. Developed and led a mortgage consulting force of 12.

  • Developed and implemented customized lending solutions for B and C paper loans resulting in 118% increase in funded loans from 2002 to 2004.
  • Completed and processed over 1,200 client applications for Mortgage products. Developed rate quoting methodologies and targeted pricing strategies.
  • Grew personal book of business from $500K monthly in 2002 to $1.75 million in 2004. Led team in closed and funded sales for 8 consecutive months from Jan to Sept. 2003.
Candidate Info
11
years in
workforce
2
years
at this job
BS
Business Management
3

Senior Mortgage Consultant

Originated new business by inbound and outbound leads. Sought out previously closed loans. Managed the loans from start to finish, worked with processors, underwriters, title companies and closing agents through the complex process and issues. Found creative solutions to assist clients. Used MIS reporting to seek new client opportunities during down time.

  • Top 10 funder throughout the term of employment
  • Highest call to app ratio in the division consistently
  • Maintained in the top 15% of peer group in customer satisfaction scores
  • Originated over $377 million in residential loans
  • Coached, trained and assisted in product knowledge for new and tenured bankers
  • Selected to run 3 pilot programs, one being a whole new originating and underwriting software
Candidate Info
9
years in
workforce
4
years
at this job
Information Technology
4

Mortgage Consultant

  • Solicited and closed mortgage loans ranging in size from $200, 000 to $500,000 resulting in sales of 7-12 million per year.
  • Developed financial modeling system that doubled the income, reduced costs by 30% and streamlined the transactions.
  • Best of the best award originator within the company for the years of 2005, 2006, 2007, 2008.
Candidate Info
7
years in
workforce
4
years
at this job
MBA
Management And Finance
5

Home Mortgage Consultant

Managed a vertical market for diversified mortgage products and services. Recruited and trained New Product Introductions Team in Silicon Valley and the Monterey Peninsula. Developed and led a mortgage consulting force of 12.

  • Created and presented multiple Home Buyer seminars for first time Home Buyers. Developed product information brochures, multimedia and web-based marketing presentations.
  • Developed and implemented customized lending solutions for B and C paper loans resulting in 118% increase in funded loans from 2002 to 2004.
  • Completed and processed over 1,200 client applications for Mortgage products. Developed rate quoting methodologies and targeted pricing strategies.
  • Grew personal book of business from $500K monthly in 2002 to $1.75 million in 2004. Led team in closed and funded sales for 8 consecutive months from Jan to Sept. 2003.
Candidate Info
11
years in
workforce
2
years
at this job
BS
Business Management
6

Mortgage Consultant

Diligently worked with approximately 15 to 18 West-Coast Chase Bank Branches to meet monthly mortgage closing goal requirements.

  • Maintained a high volume of inbound/outbound calls without diminishing service levels or productivity.
  • Created an effective follow-up system that led to a consistent, persistent approach and led to excellent sales and service results.
  • Consistently achieved and exceeded monthly sales and funding goal requirements.
Candidate Info
10
years in
workforce
1
year
at this job
7

Mortgage Consultant - Manager

Adopted a cross functional approach towards underwriting and processing responsibilities

  • Expedited a time sensitive loan process and improved customer retention
  • Provided 38% of the organization's annual revenue
  • Enhanced internal marketing through sales meetings
  • Earned monthly accreditations in excess of $30,000 in revenue twice and $40,000 once.
  • Optimized the company's CRM program through executive training sessions
  • Exercised interpersonal skills in B2B and B2C environments
  • Adapted to industry change by creating new business relationships and strengthening previous relationships
  • Emphasized on productivity through means of motivation and good human relations
Candidate Info
16
years in
workforce
2
years
at this job
BS
Marketing
MA
Business Analytics
MA
Mis
8

Senior Mortgage Consultant

Work with sales professionals at 5 sites, covering 3 states; responsible for maintaining more than 3,800 accounts.

  • Assisted in the interview process and training for new team positions.
  • Team building and conflict resolution skills led to notable increase in morale in multiple departments.
  • Assisted in the creation of a training manual for new hires and template letters used for routine service situations.
  • Streamlined service procedures, decreased unproductive time for employees and revenue loss for corporation.
Candidate Info
21
years in
workforce
10
years
at this job
BS
Psychology
9

Home Mortgage Consultant

Gather customer requirements and analyze data to provide customer with most cost-effective way to refinance their homes

  • Recognized as top 1% of sales team (team of 122) for closing over 100 applications
  • Analyze detailed financial and credit data, matching customer needs with an appropriate loan program and level of risk
  • Received customer applications, quoted the rate and points, and completed follow-up activities with the registration lock-in
  • Performed miscellaneous duties as needed and required
Candidate Info
8
years in
workforce
3
years
at this job
BS
Business Management
Travel And Tourism
10

Mortgage Consultant

Originated residential mortgage loan products thru direct sales to potential Capital One customers. (NY, CT, NJ, DE, MD, VA, DC, LA, TX)

  • Consulted with borrowers to ensure the best loan product match to meet their needs and financial circumstances based upon income, assets, credit history and collateral.
  • Communicated with all loan partners to expedite timely closings while protecting risk to lender and investors.
  • Generated 100+ prospects monthly to qualify for purchase and refinance transactions and to cultivate into customers for other bank products.
  • Developed professional partnerships with Capital One Relationship Bankers to ensure high percentage of retention of existing customers, as well as to expand new customer base.
  • Originated residential mortgage loans, including document collection, locking interest rates and educating borrowers on terms and conditions of programs.
Candidate Info
9
years in
workforce
1
year
at this job
BS
Agricultural Economics

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