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Mortgage Consultant Resume Samples
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Candidate Info
years in workforce
years at this job
Associate of Science
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
years in workforce
years at this job
Business Management
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
years in workforce
years at this job
Information Technology
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
years in workforce
years at this job
Management And Finance
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
years in workforce
years at this job
Business Management
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
years in workforce
year at this job
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
years in workforce
years at this job
Marketing
Mis
Business Analytics
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
years in workforce
years at this job
Psychology
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
years in workforce
years at this job
Business Management
Travel And Tourism
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
years in workforce
year at this job
Agricultural Economics
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
years in workforce
years at this job
High School Diploma
Cosmetology
Home Mortgage Consultant (hmc)
Developed and presented pre-qualification techniques and loan programs, educating Real Estate offices' staff and maximizing earnings.
- Managed and led seminars to educate the general public on ever-changing governmental guideline modifications and refinancing programs.
- Networked with and actively supported Realtors thereby increasing outside opportunities.
- Secured new business in the form of Residential, Mixed-Use and Commercial loans and by working Wachovia's "Book of Business."
- Effectively partnered with attorneys, realtors and financial specialists for cross referrals and business growth.
- Specific accomplishments include: named Rising Star of the Month for two consecutive months after only one month in the branch; consistently attaining stellar customer service awards.
Candidate Info
years in workforce
years at this job
High School Diploma
Home Mortgage Consultant
Member of a two person origination team recognized in 2004 and 2005 as being in Top 15% of originators in the company with $38M in total production.
- Recognized in 2004 for highest customer satisfaction scores in the branch.
- Effectively managed large pipeline of customers while focusing on growing new business relationships with referral partners.
- Focus on building relationships with customers and referral partners by addressing individual needs in a consultative manner.
- Mentored Loan Originators on effective selling techniques.
- Responsible for originating and closing residential home loans.
Candidate Info
years in workforce
years at this job
Business Management
Sales And Marketing
Mortgage Consultant
Consulted clients on available mortgage products and assisted them through the loan process.
- Referred an average of 27 new clients to assigned Bank Locations for new products & Services
- Marketed to monthly to a book of business of over 100 potential and previous clients
- Funded over $39 Million in sales for the last 3 years
- Conducted several informative seminars each quarter for the last two years to prospective clients
Candidate Info
years in workforce
years at this job
English Literature
Reverse Mortgage Consultant in Thornton
Regional Colorado office of nationwide mortgage company specializing in reverse mortgages.
- Personal sales and loan production averaged $700,000 to $800,000 per month.
- Promoted to office manager.
- Assumed additional responsibilities of assisting regional manager in preparing training manual for all new associates.
- Created and distributed mailers, flyers and targeted marketing materials that increased loan originations and employment applications by 43% over 2007.
Candidate Info
years in workforce
years at this job
Management & Economics
Finance Gpa: 34
Mortgage Consultant
- Market home purchase financing and mortgage refinancing locally and nationally
- Managed and processed 233 loans to date amounting to $49 million in volume
- Display teamwork with co-workers and referral partners to maximize branch revenue
- Earned recognition as a top 20 unit producer for 2012 in Region 59 Southern New England
Candidate Info
years in workforce
years at this job
Global Business/marketing
Mortgage Consultant
Maintained above average metrics regarding customer satisfaction scores.
- Closed and funded $70 million in loans in 2011
- Originated and maintained an average pipeline of $18-$20 million dollars.
- Performed at top levels amidst two different product and pre ramp phases.
- Thorough understanding of all FNMA and FHMLC guidelines including the new 2012 releases for HARP expansion.
- Passed Federal SAFE exam and registered with NMLS.
- Experience with Conventional, FHA, VA, HARP, and JUMBO Loans.
Candidate Info
years in workforce
years at this job
Marketing
Mortgage Consultant
Funded $16.5 million with an average loan size of $225k (78% App to Close Ratio)
- Worked with prospective and existing clients to provide financial solutions through lending and companion products that require complex analysis and sales strategies
- Request and review customer income, asset and credit information and review against guidelines to prepare file for processing and underwriting
- Manage loan pipeline and company database to maintain high level of customer service
- Successfully learned and promoted company products, policies & procedures, and underwriting requirements
Candidate Info
years in workforce
years at this job
Business Administration
Mortgage Consultant
- Managed high volume of customers interested in obtaining mortgage products
- Responsible for keeping clients aware of status and requesting additional documents as needed
- Analyzed various financial documents for accuracy and compliance with bank and federal guidelines and as well as for potential fraudulent activity.
- Consistently in the top 30% in terms of loan volume, pull through conversion and customer satisfaction ratings.
- Maintained relationships with underwriters and processors internally as well as realtors and bank personnel to achieve maximum satisfaction necessary.
- Provided excellent communication and customer service via telephone and email.
Candidate Info
years in workforce
years at this job
Marketing
Mortgage Consultant
Developed relationships with real estate professionals, builders, and other business referral sources.
- Analyzed detailed financial and credit data, matching customer needs with an appropriate loan program and level of risk.
- Informed prospective and existing customers of Wells Fargo programs, rates,
- In charge of all manufactured home loan applications for the Shiloh, IL branch.
- Established over $25,000,000 of mortgage volume and 300+ products since start date.
- Created marketing base using flyers, mailers, and meeting face to face with referral partners.
Candidate Info
years in workforce
year at this job
Home Mortgage Consultant/loan Officer
Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
- Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers.
- Educated customers on the variety of loan products and available credit options.
- Created financial analysis reports of residential real estate, borrowers' financial statements, lease reviews and market research.
- Effectively managed more than 10 client relationships at any given time.
- Executed the loan origination process, including ordering credit reports, appraisals and preliminary title reports.
- Built knowledge about latest banking products and services through National Mortgage Licensing System.
Mortgage Consultant Resume Success Stories
