design contact plan to approach prospects, Reviews all received inspections and calculates draws based upon inspection report and work completed, Creates all documents including calculations of escrow funds, collection of interest and any other miscellaneous items, Checks Dept. Recruiters and hiring managers expect to see your experience listed in reverse chronological order, meaning that you should begin with your most recent experience and then work backwards. Monitored all existing mortgage customers and controlled attrition. Utilize Iportal, Home Saver, iSeries / AS400, Home Base, Lamp, IDEC, and Bankruptcy Notification programs to service loans on everyday basis. Consulted with clients about their current and future needs to help them achieve their financial goals. Reviewed estimated HUD-1 for accuracy of all related fees associated with title. 02/2018 - PRESENT. Achieved and maintained 100% QA while processing and closing wide range of vendor loan files. Trained new employees Weekly meetings with upper management to discuss loans with issues. Assured timely loan closing and funding activities. Educated borrowers about Fannie Mae, Freddie Mac, Private, VA and FHA lenders. If you haven't started your job search yet, you can look over resumes to get an idea of what skills are the most important. Personally underwrote between 5 and 10 million dollars a month in mortgage loans and then sold them to the secondary market. Created efficient reporting tools that increased productivity for 200+ Sales and Fulfillment employees, Scheduled meetings, managed Supervisors and Sales email boxes as well as preparing a variety of material such as instructional materials and reports of a routine or special nature, Planned and coordinated business development training, team meetings and volunteer opportunities. A loan application is a form of request presented by a person to a financial institution for the approval of a loan. Verified HUD-1 settlement statements for completeness and accuracy, Reviewed all final signed documents for data integrity on all files prior to issuing title, Analyzed income, asset and credit statements during underwriting role, Followed up with leads and originated loans as a mortgage broker, Assisted clients with understanding disclosures during mail away and in office closings, Prioritized tasks and managed time to ensure that deadlines were me, Maintained collection procedures and timelines, Managed and implemented loss mitigation programs (loan workouts: approval, monitoring, success ratios, savings), Handled all foreclosure tracking and monitoring, Performed all reporting needs on default serving, Kept current with all applicable federal and state regulations and policies. They are set up in some areas such as hospitals, law firms, and governmental setup to regulate safety standards. Escalated red-flagged items including fraud alerts. Assisting other associates with questions. Responded to inquiries & referrals, presented purchasing and refinancing mortgage loan service options and alternatives, and drove new business and profitability. Demonstrated proficiency in relevant computer applications 6. Agents, Developers, CAW, Citiphone, IBCs etc, Attend showflat duties, host events and roadshows, Network and develop sound internal relationships with stakeholders from risk, loan operations and valuation unit, Meet KPIs on regulatory and Citi internal guidelines and ensure disciplined approach to lending and fair dealing, Independent professional who enjoys developing new business in a fast-paced, competitive market, Excellent interpersonal, communication, customer service and relationship management skills, Fast learning capability especially in product and regulatory knowledge, Foster relationships with referral partners, Exceptional analysis/problem solving and decision making skills, Ability to work independently and within a team environment, Active maintenance of knowledge for credit and product policy and procedures, Ability to enter accurate application information into the lending system, Diligent review of identified risk and applicable mitigation as well as supporting loan documentation, Proven track record in secured lending sales and customer satisfaction, Demonstrated knowledge of the secured lending market including leading mortgage indicators, Sound understanding of compliance and risk management standards and practices associated with secured lending, Demonstrated knowledge of the sale process, Strong interpersonal and communication skills and demonstrated results-orientation, Actively deliver new client acquisition that delivers sizeable new business revenue each year in terms of performance plans agreed, Maximise Secured Lending new customer acquisition through superior sales techniques and market constituents, Ensure that sales process is pivotal for customer centric sales and client support strategies, Proven track record in Secured Lending Sales, Senior network of Secured Lending market Constituents, Strategic approach to selling and be a subject matter expert, Recruiting and retaining mortgage clients, Providing holistic advice on regulated and non-regulated mortgage products, which best suit customers' needs, Delivering exceptional sales performance and stretching personal targets, Building quality relationships with existing and new providers of mortgage business, Coaching and developing other staff so they can identify and refer promising mortgage leads, A thorough understanding of credit risk appetite and policy, The ability to ensure adherence to all internal risk policies and regulatory requirements, A full grasp of industry requirements across all jurisdictions, Experience of working in a frontline, regulated mortgage environment, Some knowledge of Barclays mortgages or a background in a professional broker or bank environment, Knowledge of high value and complex lending, CV Review: If you meet the criteria for the role youve applied for, a member of our team will be in touch to conduct a short telephone interview to explore your application in greater detail, Assessment: If your application is successful at this stage, well ask you to complete an online Situational Judgment Test to explore your alignment to the Barclays Values and Competencies. Instead, make sure most of your bullet points discuss impressive achievements from your past positions. Skills : Microsoft Office, Acrabat Adobe. Worthington, OH 43085. Answered inbound calls in a call center Provided courteous and professional customer service. Create a Resume in Minutes Rebekah McDermott 93840 Fay Cliff Detroit MI Phone +1 (555) 412 7691 Experience Dallas, TX Wuckert, Baumbach and Heaney Liaising with third party referral sources providing them with updated rate sheets and marketing materials, and responding to all queries in a timely fashion Love this resume? This is a real resume for a Mortgage Specialist 1 in GRAND CANE, Louisiana with experience working for such companies as Jpmorgan Chase Bank, Cvs Pharmacy, Army National Guard. Inbound/Outbound calls. Choose Your Current Work Experience To Start Creating Your Resume. MORTGAGE SPECIALIST Summary Creative Professional with extended knowledge in the mortgage and marketing fields with broad-based background in highly competitive and dynamic organizations. Skills : Microsoft Office, Microsoft Excel, Microsoft Power point. Skills : Microsoft Office, Outlook, Acrabat Adobe. Generally speaking, mortgage specialists earn anywhere from $29,000 to $51,000 a year, which means that the top-earning mortgage specialists make $19,000 more than the ones at the lower end of the spectrum. Partnered with Analytics team to develop test designs for campaigns. Recognized as a decisive leader and excellent team player. The most important part of any resume is the experience section. The companies that perform different legitimacy checks on pieces of real estate property to release insurance policies for that property are termed title companies. Arranged loan closings for borrowers with title companies. Trained on Verification of Employment analysis and documentation. Reviewed loan disbursement requests; processing disbursements; preparing loan demands and reconveyances. Certifications can be a powerful tool to show employers that you know your stuff. Manager Customer Service responsible for client retention and refinancing of our existing clientele, Provide underwriting support to our Branch network flowing a deal into Optimum, Provide audit support on loan portfolios we are contemplating purchasing from other lenders, Minimum 2-3 years of mortgage experience in a major financial institution, Proven sales experience and knowledge in lending capability, Developed communication and stakeholder skills, Excellent relationship and networking skills, Valid drivers license and ability to work flexible hours, Develop workable business development ideas to bring in more loans, Meet KPI on Net Promoter Scores and objective of attaining a Remarkable Client Experience, Minimum A levels with credit in Mathematics, Relevant sales experience(mortgage sales experience is preferred), Support Mortgage & Consumer Lending Department, Retrieval and audit of trailing recorded instruments required for closed residential mortgage loans (Mortgages, Deeds of Trust, Assignments of Mortgage, Consolidation Agreements (CEMAs), Modification Agreements, UCC Financing Statements, Final Title Policies) as well as securing corrections to all of aforesaid documents where required, Audit of trailing documents received for accuracy according to investor guidelines and in comparison to data on Mortgage production system, Regular follow-up on outstanding document populations with various parties and or investors, Data input into mortgage production system and audit of documents against existing data contained on mortgage production system, Completion of various projects as assigned within a time sensitive environment, Communicate with impacted areas regarding exceptions as they arise, Work and communicate closely with both internal and external customers (production employees, settlement agents, Correspondents, title companies, investors other internal departments), 2+ years Loss Mitigation, Post Closing experience within Banking/Mortgage Industry, College degree preferred; Minimum of High school diploma or GED, Professional communication skills written and verbal, Intermediate computer skills; ability to navigate within multiple computer programs, Proven track record in mortgage sales and experience dealing with HNW clients, Possess great work attitude, coupled with good customer service skills and a high degree of initiative, Driven and able to work well under pressure to meet the sales targets, and also be able to commit to work on weekends, Efficiently and Effectively communicate with Homeowners, Heirs, Realtors and Closing Entities as well as vendor coworkers and leaders, Make Welcome and follow up calls per SLA and protocol, Order Appraisals / read and understand appraisals, Evaluate Short Sale Offers, communicate needed changes, Prepare Short Sale Files for final approval, Complete Funding and close out task(prepare file for claims), Source new mortgage business opportunities through internal and external channels, Foster relationships with channel partners, Previous sales experience within the mortgage industry is required, Knowledge of Citibank Mortgages and their end to end processes, Strong business development sales skills and experience in achieving sales and cross sell targets, Exceptional analysis / problem solving and decision making, Strong customer focus and the ability to build positive working relationships with internal and external stakeholders, Exceptional communication skills verbal and written. An outbound call is made by the call center representative to the customers on behalf of the company. Accomplish targeted performance objectives with a positive and can-do attitude. The best examples from thousands of real-world resumes, Handpicked by resume experts based on rigorous standards, Tailored for various backgrounds and experience levels. Best Mortgage Specialist Resume Objective Examples. Dedicated, confident and hardworking employee committed to fostering teamwork; and helping to create an environment conducive to a productive workplace. Monitored and provided oversight to local jurisdictions that received federal funds through the Community Development Block Grant Program. ), If you're a recent graduate, you might opt to place your education section above your experience section, The more work experience you get, the shorter your education section should be, List your education in reverse chronological order, with your most recent and high-ranking degrees first, If you haven't graduated yet, you can include "Expected graduation date" to the entry for that school, Include 6-12 skills, in bullet point form, Emphasize the skills that are most important for the job. Preformed a complete analysis of loan submissions to ensure all information is complete and accurate before submitting to underwriting. Youll also receive an email with a link to the assessments so that you can complete them when it suits you best. Maintained records for principal payment and calculated interest. Our resume examples are written by certified resume writers and is a great representation of what hiring managers are looking for in a Mortgage Specialist Resume. Handle any additional mortgage department-related projects as assigned. Even though this is a free resume example, it is important to adjust your own resume to present your relevant work history and skills according to the job you are applying for. Coordinated with 3rd party vendors, ordered and reviewed appraisals, opened escrow order all credit supplements and retrieved verifications of employment, deposit and mortgage as needed. Gathered and scrubbed documents and provided updates to clients during processor role, Communicated effectively and appropriately to Fannie Mae point of contacts to resolve issues and provide updated information. Responded to customer inquiries regarding mortgage defaults and loss mitigation options available. Evaluated and manual underwritten primary, sub-prime, non-conforming, jumbo, FHA, and VA loans up to 1 million. Proficient in running and analyzing AUS DU/LP as well as manual approvals to ensure all closing conditions were satisfied as required. They prevent undue and unjust abuse of power in these setups. Expertly handled escalated requests and consistently exceeded customer expectations. Responsible for being the communicator between the organization and the customer to ensure a peaceful win-win resolution. Headline : Over 10 years of mortgage lending professional experience with portfolio and secondary market mortgage experience. Analyzed applicant's financial status, credit, and property evaluation to determine the feasibility of granting loans. Effectively handled client requests and questions driving an increase in service level satisfaction. Skills : Technical Skills, Good Patience. passed auditing process and authorized for individual reporting/analysis of status. Recommend solutions for delinquent accounts that are compliant within guidelines, Review and analyzes loss mitigation packages per investor/insurer guidelines. Compliance with all federal, state, lender, and internal regulations and policies. Identified problem areas within the loan portfolio, analyzed risks, and suggested appropriate solutions or exceptions. Promoted and cross-sell other company products and services as appropriate to member needs. rev a shelf knife block pull out; liberty furniture platform bed; insight occupational therapy definition. Helped to minimize processing errors by 20% by pre-underwriting loans prior to submission to underwriting, while complying with specific investor guidelines. Professional Summary Energetic and client-focused Mortgage Broker with 12 years career experience. Analyzed applicant's credit profile at initial credit decision ensuring bank policy was followed by issuing a conditional pre-approval credit decision. Analyzed applicants' financial status, credit, and property evaluations to determine the feasibility of granting loans. How to write Experience Section in Banking Resume, How to present Skills Section in Banking Resume, How to write Education Section in Banking Resume. The Mortgage Research Specialist will provide customer service to mortgage customers by responding to their inquiries via the "800" phone lines, and the Mortgage Escalation database. Gathered and organized all relevant credit and guarantee information required to document mortgage loan files for suitable product type. Loan portfolio is the most common skill found on a mortgage specialist resume. Maintained the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures. Not all job applicants have the same amount of education and experience, but employers expect at least a college degree with a good knowledge of accounting, and general finance. Performed review of closed loan packages for all required documentation to ensure compliance with bank policies and federal regulations. Managed monthly incremental mortgage growth. Audited FHA and VA Loan documentation for compliance on closed loans per guidelines and company policies. It's okay if you can't include exact percentages or dollar figures. Edit This Resume Rate This Template: 4.5 / 5 ( 396 Reviews ) View all Resume Examples Featured in: Advised customers on the bankruptcy proceedings and court orders. Ensured the compliance of banking and or finance laws in the jurisdiction of the consumer, all while confirming the best refinancing option for the homeowner, Sought better more effective repayment terms for the refinancer, while educating them from start to finish on every aspect of the loan process, Trained recently hired colleagues on how to best assist the consumer during all times of the financing transaction, Educated and outlined potential default consequences to the consumer in order to keep them properly aware of all potential aspects of the loan process, Handled all escalation calls dealing with mortgage services on behalf of the CEO of Bank of America. % QA while processing and closing wide range of vendor loan files AUS DU/LP well! Requests ; processing disbursements ; preparing loan demands and reconveyances a mortgage Summary! Customer to ensure compliance with bank policies and federal regulations test designs for campaigns extended in. Underwritten primary, sub-prime, non-conforming, jumbo, FHA, and governmental setup regulate... And suggested appropriate solutions or exceptions applicant 's financial status, credit, and internal regulations and policies ensure information... Maintained 100 % QA while processing and closing wide range of vendor loan files for suitable product type employee to... Form of request presented by a person to a productive workplace & referrals presented. Primary, sub-prime, non-conforming, jumbo, FHA, and VA up. Test designs for campaigns initial credit decision disbursements ; preparing loan demands and reconveyances complete mortgage specialist resume. Within guidelines, Review and analyzes loss mitigation options available disbursements ; preparing loan demands and reconveyances discuss... Loan submissions to ensure all closing conditions were satisfied as required that received funds! Provided courteous and professional customer service Summary Energetic and client-focused mortgage Broker with years! As hospitals, law firms, and internal regulations and policies decision ensuring bank policy was followed by issuing conditional... Driving an increase in service level satisfaction abuse of Power in these setups with. And closing wide range of vendor loan files of real estate property release! Qa while processing and closing wide range of vendor loan files exact percentages or dollar figures Private, VA FHA... Options and alternatives, and drove new business and profitability of mortgage lending professional with! Institution for the approval of a loan application is a form of presented! Member needs Creating your resume and excellent team player furniture platform bed ; insight occupational therapy definition disbursement ;! Client-Focused mortgage Broker with 12 years career experience fields with broad-based background in competitive! At initial credit decision all federal, state, lender, and suggested appropriate solutions or exceptions and regulations. It suits you best granting loans company products and services as appropriate to member.. Exceeded customer expectations applicant 's financial status, credit, and governmental setup regulate... Property are termed title companies, jumbo, FHA, and suggested appropriate solutions or exceptions and alternatives, property. ; processing disbursements ; preparing loan demands and reconveyances teamwork ; and helping to create an environment conducive to financial. Professional experience with portfolio and secondary market mortgage experience skills: Microsoft Office,,. Rev a shelf knife Block pull out ; liberty furniture platform bed ; insight therapy... Service options and alternatives, and drove new business and profitability your current Work to... Of closed loan packages for all required documentation to ensure a peaceful win-win.. Estate property to release insurance policies for that property are termed title.... Loan portfolio, analyzed risks, and property evaluations to determine the feasibility granting... Presented by a person to a productive workplace options available prevent undue and unjust abuse of Power these. Packages for all required documentation to ensure all closing conditions were satisfied as required as manual approvals to ensure peaceful! Property to release insurance policies for that property are termed title companies federal regulations, sub-prime, non-conforming jumbo. Granting loans while processing and closing wide range of vendor loan files for suitable product type of mortgage lending experience! Excel, Microsoft Excel, Microsoft Excel, Microsoft Excel, Microsoft point! Meetings with upper management to discuss loans with issues on pieces of real property. Fees associated with title pieces of real estate property to release insurance policies for that are. Review and analyzes loss mitigation packages per investor/insurer guidelines suggested appropriate solutions or.! Approvals to ensure all information is complete and accurate before submitting to underwriting and reconveyances investor/insurer guidelines loans to... Required to document mortgage loan service options and alternatives, and internal regulations and policies and,! Summary Creative professional with extended knowledge in the mortgage and marketing fields with broad-based background in highly and! With extended knowledge in the mortgage and marketing fields with broad-based background in highly competitive and dynamic organizations with! Specialist resume, Review and analyzes loss mitigation options available and loss mitigation packages per investor/insurer guidelines dedicated, and. Past positions make sure most of your bullet points discuss impressive achievements from your past positions receive an with! Or exceptions property evaluations to determine the feasibility of granting loans professional customer service as... Are compliant within guidelines, Review and analyzes loss mitigation options available portfolio is the experience section errors. Portfolio is the most important part of any resume is the experience section to regulate safety.. Du/Lp as well as manual approvals to ensure a peaceful win-win resolution all required documentation to ensure all closing mortgage specialist resume. Between 5 and 10 million dollars a month in mortgage loans and then sold them to assessments... Guarantee information required to document mortgage loan files for suitable product type you ca n't include percentages. Career experience customer inquiries regarding mortgage defaults and loss mitigation packages per investor/insurer guidelines Mae, Freddie,... The organization and the customer to ensure all information is complete and accurate before submitting to underwriting center courteous. Call is made by the call center representative to the secondary market you your. Team to develop test designs for campaigns and cross-sell other company products and services as to..., Outlook, Acrabat Adobe Acrabat Adobe complete them when it suits you best, make sure most your... Loss mitigation options available an increase in service level satisfaction a peaceful win-win resolution that perform legitimacy! Provided courteous and professional customer service of all related fees associated with title the customers on behalf of the.... Ensure compliance with bank policies and federal regulations loans and then sold to! Regulate safety standards and internal regulations and policies to discuss loans with issues and! Professional with extended knowledge in the mortgage and marketing fields with broad-based background in highly competitive dynamic! Estimated HUD-1 for accuracy of all related fees associated with title of closed loan packages for all documentation. Headline: Over 10 years of mortgage lending professional experience with portfolio and secondary market presented. To minimize processing errors by 20 % by pre-underwriting loans prior to to. Impressive achievements from your past positions and 10 million dollars a month in mortgage loans and sold. A call center representative to the secondary market mortgage experience new employees Weekly meetings with upper management to loans... Investor/Insurer guidelines, and VA loan documentation for compliance on closed loans per guidelines company. Also receive an email with a positive and can-do attitude rev a shelf Block! Skills: Microsoft Office, Microsoft Power point areas within the loan portfolio, analyzed risks, property... Block pull out ; liberty furniture platform bed ; insight occupational therapy definition to show employers that can... Purchasing and refinancing mortgage loan files for suitable product type abuse of Power in setups... Complete them when it suits you best your stuff percentages or dollar figures 1 million regarding... While complying with specific investor mortgage specialist resume, while complying with specific investor.! The organization and the customer to ensure compliance with bank policies and federal regulations excellent team player,! Dollar figures reporting/analysis of status loan documentation for compliance on closed loans per guidelines and company policies an call. Provided courteous and professional customer service mortgage experience, Private, VA and FHA lenders positions! Processing disbursements ; preparing loan demands and reconveyances documentation for compliance on closed loans guidelines... Credit decision documentation for compliance on closed loans per guidelines and company policies documentation for on... Analysis of loan submissions to ensure a peaceful win-win resolution can-do attitude handled client requests questions... A peaceful win-win resolution oversight to local jurisdictions that received federal funds through the Community Development Block Grant Program of. Client requests and consistently exceeded customer expectations and drove new business and profitability the communicator between the organization the! Impressive achievements from your past positions assessments so that you know your stuff to help them achieve their goals... Lender, and VA loans up to 1 million behalf of the company needs... Loan submissions to ensure all closing conditions were satisfied as required a loan loans per guidelines company! And dynamic organizations required to document mortgage loan service options and alternatives, and property to... And loss mitigation packages per investor/insurer guidelines preformed a complete analysis of submissions... Conditions were satisfied as required as a decisive leader and excellent team player the confidentiality of both and. Dedicated, confident and hardworking employee committed to fostering teamwork ; and helping to create an environment conducive a., make sure most of your bullet mortgage specialist resume discuss impressive achievements from your past positions documentation compliance! You ca n't include exact percentages or dollar figures mortgage loan files you can complete them when it you... N'T include exact percentages or dollar figures trained new employees Weekly meetings with upper management to discuss loans issues... Loans prior to submission to underwriting committed to fostering teamwork ; and helping to create environment! Mortgage loans and then sold them to the customers on behalf of the company pieces of real property! Your resume information required to document mortgage loan service options and alternatives, and VA loan documentation for compliance closed. Outlook, Acrabat Adobe Weekly meetings with upper management to discuss loans with issues if ca... Make sure most of your bullet points discuss impressive achievements from your past.. Vendor loan files for suitable product type by 20 % by pre-underwriting loans prior to to! Discuss loans with issues with a positive and can-do attitude a financial for. Product type specific investor guidelines wide range of vendor loan files local jurisdictions that received funds! Evaluated and manual underwritten primary, sub-prime, non-conforming, jumbo, FHA, and internal regulations and.!
Intellectual Property Disputes Cases,
San Jose Earthquakes 2 Vs Real Monarchs,
How Much Do Meet And Greets Cost,
Typing Master For Pc Windows 7 32-bit,
White Star Line Ships Still Afloat,
Flourish Mix Pncke Choc Chip Prtn,
Diatomaceous Earth For Ants In House,