Mortgage Assistant Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the mortgage assistant job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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J Hauck

Jonatan

Hauck

792 Idell Stream

Boston

+1 (555) 142 6416

792 Idell Stream

Boston

Phone

p +1 (555) 142 6416

Experience Experience

New York, NY

Mortgage Assistant

New York, NY

Moore Group

New York, NY

Mortgage Assistant

Liaising with third party referral sources providing them with updated rate sheets and marketing materials, and responding to all queries in a timely fashion
Fully engaging with, and supporting, all customer service quality initiatives to establish and embed exceptional customer service
Making sure that all mortgage administration tasks are completed within agreed targets to make sure that excellent customer service is always given
Organizing customer appreciation events
Booking customer appointments
Providing administrative support such as keying applications into the credit system, maintaining databases of client and third party referral contact information, and updating credit files to assist with the verification of terms and conditions
Identifying cross sell opportunities

Phoenix, AZ

Mortgage Servicing Assistant

Phoenix, AZ

Douglas LLC

Phoenix, AZ

Mortgage Servicing Assistant

Organizes, prepares and remits documentation for imaging. Inputs, accesses and retrieves information from a personal computer
Trains new staff members on duties of mortgage servicing assistant I
Retrieves, sorts, processes and distributes mail, reports, payment forms, general ledger tickets, documents, and copy request forms
Researches, verifies and processes consents, partial releases, reconstruction, subordination agreements, and grant of easement documents
Deals with inquiries from internal and external customers and resolves problems through non-standard means with little supervision. Communicates effectively verbally and written with customers and all levels of management
Deals with customer complaints and works to resolve problems through standard and non-standard means. Authorize standard payments and disbursements. Accounts for various cash payments and disbursements to customers
Processes customer requests for loan documents, amortization schedules, duplicate monthly statements, payment histories, 1098 statement, address changes, return mail, name changes, Tax Payer Identification Number (TIN) certification and deceased notifications

present

Los Angeles, CA

Assistant Manager, Mortgage Loan Originations

Los Angeles, CA

Schinner-Stamm

present

Los Angeles, CA

Assistant Manager, Mortgage Loan Originations

present

Manage existing pipeline of loans and work closely with processing dept., underwriting, and regional manager to move loans to approval stage and closing
Manage existing pipeline of business working closely with the processing department
Develop residential and commercial wholesale loan business from our base of existing mortgage brokers and develop new mortgage broker sources
Provide oversight of the office and target area performance
Develop wholesale network of mortgage brokers within target area to offer residential portfolio and agency loans, as well as commercial loans
Once target area is established, hire additional originators in order to expand business
10+ years of proven mortgage sales success, including sales management

Education Education

Bachelor’s Degree in Business

University of California, Irvine

Bachelor’s Degree in Business

Skills Skills

Excellent verbal and written communication skills (including strong knowledge of spelling and grammar), organizational skills, interpersonal skills, and math skills
Excellent knowledge of Microsoft Word, Excel, and Outlook, with acceptable keyboarding skills
Exhibited ability to work independently
Ability to operate office equipment (copier, fax, etc.)
Working knowledge of Microsoft Access and PowerPoint
Ability to endure light physical labor
Completion of certifications that are specific to industry
Current mortgage familiarity

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15 Mortgage Assistant resume templates

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Assistant VP Mortgage Product Development Resume Examples & Samples

Research client needs and identify new strategy or product opportunities that may offer value to clients
Analyze the potential of new strategies and develop and present business plan and justification for new opportunities
Work with responsible internal/external groups including but not limited to Vendor(s), Credit Risk, Market Risk, Pricing, Compliance, Legal, Sales, etc. on strategy and new products
Perform activities as required with respect to the whole loan sales program, including rating agency updates
Track Whole Loan Sales pipeline and interact with transaction managers to ensure timely funding
Assist in executing strategies for mortgage client and balance retention and track effectiveness
4+ years experience in banking and mortgage experience; Mortgage Capital Markets experience preferred
2+ years experience in project management, product development, capital markets, strategy or similar activity in the mortgage industry
Must take initiative, be able to work independently and maintain high personal work standards
Strong work ethic and will to succeed
Highly proficient with MS Office Products (Word, Excel, and PowerPoint) and in analytics
Understanding of the mortgage needs of retail brokerage clients
Have a strong team orientation and ability to thrive in an environment where the sharing of ideas and talents is encouraged and welcomed
Excellent analytical, communication and presentation skills
Work effectively with a wide variety of departments and individuals

Mortgage Appraisal Processing Assistant Resume Examples & Samples

Obtains additional information as required (Dataverify)
Scans and uploads documents into the system
Prints appraisal transmittal letter & post in imaging, attach appraisal and email or postal mail to customer within required timeframes
Submits conditions to the underwriter if applicable

Administrative Assistant, Mortgage Lending Resume Examples & Samples

Prepare (key) correspondence, reports, forms, etc
Compose correspondence as directed. Within guidelines, may answer correspondence on own initiative
Execute routine projects within general guidelines and instruction
Establish and maintain files and records
Screen calls/voicemails and handle or route to appropriate people
Arrange and handle details related to travel arrangements, expense reports, departmental budgets, meetings, appointments, etc
Assist in solving problems and answering questions
May be required to coordinate the workflow of other clerical positions
Has a minimum of three years experience in a support position
Excellent verbal and written communication skills (including strong knowledge of spelling and grammar), organizational skills, interpersonal skills, and math skills
Excellent knowledge of Microsoft Word, Excel, and Outlook, with acceptable keyboarding skills
Ability to operate office equipment (copier, fax, etc.)
Ability to endure light physical labor
Working knowledge of Microsoft Access and PowerPoint
Current mortgage familiarity

Mobile Mortgage Credit Assistant Resume Examples & Samples

Application processing and submission in accordance with channel specific policy and process
Partner with administrative support groups to facilitate the end to end credit decision process
Have superior computer / technology skills
Have superior proficiency with MS Office suite, including Word, Excel and PowerPoint
Be able to work independently, multi-tasking in a fast-paced, competitive market
Demonstrate high-level accuracy and attention to detail
Demonstrate excellent customer service skills, leveraging strong interpersonal and communication skills

Assistant VP-am Mortgage Post Closing Resume Examples & Samples

Client & Facility Set-up and Maintenance
Data Report Generation
Data Entry and Quality Review
Vendor Work Ordering & Invoice Processing
Covenant Process Coordination
Collateral Monitoring
Any additional professional degree will be an added advantage
Understanding of credit legal issues and be able to quickly determine sensitivity to business risk
Experience using the Credit Risk Infrastructure tools and applications (ARC, EN, SRGT, CRRT, OWL, SELM, etc) a plus
Have an affinity or ability for systems thinking
People management experience and Client focus
Control orientated and Risk awareness

Assistant Manager, Mortgage Loan Originations Resume Examples & Samples

Develop wholesale network of mortgage brokers within target area to offer residential portfolio and agency loans, as well as commercial loans
Solicit wholesale / retail residential and commercial mortgages in target area; assistant managers will be able to offer competitive residential and commercial loan products to their clients
Work directly with Bank’s quickly growing Wealth Management business to meet the needs of high net worth borrowers
Manage existing pipeline of business working closely with the processing department
Once target area is established, hire additional originators in order to expand business
10+ years of proven mortgage sales success, including sales management
Both Residential and Commercial Mortgage sales experience a must
Experience in both Wholesale and Retail origination highly preferred

Mortgage Lending Processing Assistant Resume Examples & Samples

Responsible for analyzing all files submitted to Processing for regulatory compliance items as instructed and for efficiently assigning files to Processors for review
Develop and maintain a strong understanding of requirements for all Mortgage Lending products, policies, processes and required documentation for Government-Sponsored Enterprise (GSE), Federal Housing Administration (FHA), Veterans Affairs (VA), United States Department of Agriculture (USDA), and portfolio products, as required
Assist in obtaining loan documentation, as instructed
Mortgage lending experience

Mortgage Loan Processing Assistant Resume Examples & Samples

Review all loan applications for accuracy, completeness and compliance
Manage a time-line on all assigned loan files, ensuring the timely receipt of all required documents, following-up with the appropriate party, and scheduling appointments as necessaryDirectly communicate with Loan Officers, clients, service providers and branch referring partner
Able to interface effectively and professionally with applicants/borrowers, realtors, builders, appraisers, title companies and others in department to insure efficient and timely workflow and perform related duties as required
Exellent organizational skills and follow through
High level of integrity and trust, must be a team player with selfless attitude

Mortgage Backed Securites, Assistant VP Resume Examples & Samples

8+ years in the financial industry
Ability to lead and mentor the team during time sensitive and high pressure activities
Strong experience in MBS and Cash Support

Mortgage Speciallist Assistant Resume Examples & Samples

Liaising with third party referral sources providing them with updated rate sheets and marketing materials, and responding to all queries in a timely fashion
Booking customer appointments
Organizing customer appreciation events
Identifying cross sell opportunities
Passion for helping customers
Strong communication skills (over the telephone and in person)
Solid computer and multi-tasking skills
Strong collaboration skills

Residential Mortgage Assistant, Green Bay Resume Examples & Samples

Organize file, complete collateral package and review closed mortgage documents for all channels (Retail, Correspondent, and Wholesale) including portfolio and secondary market loans. Files are reviewed for accuracy, completeness, and compliance with internal and regulatory guidelines. This includes reviewing regulatory disclosures, (HUD1, GFE, TIL, etc.) and mortgage and title for clear enforceable lien
Follow-up directly with customers, title companies, loan coordinators, underwriters, loan officers, and servicing personnel to correct mortgage loan documents. Create mortgage loan packages to cure any deficient documents found in mortgage loan documents review
Cross- trained in duties performed by other dept teams including but not limited to front desk with accounting functions, file check-in, shipping, ordering government loan funding fee, accounting, wire approvals, answering phones, and other clerical duties as assigned
1 year, but less than 3 years, some mortgage or other relevant loan or title company background is preferred

Mortgage Production Assistant Resume Examples & Samples

Schedules customer application appointments for MLOs
Handles routing customer questions and assists in problem resolution
Requests loan files and other documentation needed for file submission to the Operations Department
Ensures the Empower System is updated with all information received on the loan file
Obtain corrections for any audit or post closing exceptions required from the MLO
Monitors and distributes weekly production reports for applicable MLO

Mortgage Servicing Assistant Resume Examples & Samples

Reviews insurance policies and various reports for compliance with investor guidelines and/or bank standards. Follows-up with customer or insurance agent for underlined policies. Disburses payments for hazard, hurricane, flood, mortgage insurance and optional insurance; lease rent; sewer assessment; real property taxes, etc. timely and accurately to avoid penalties
Deals with inquiries from internal and external customers and resolves problems through non-standard means with little supervision. Communicates effectively verbally and written with customers and all levels of management
Understands and utilizes the functionality of the Mortgage Application System and other system tools available to perform duties more efficiently and effectively
Cross-trains staff on new functions and enhancements to the system or operations within section and department. Assists in formulation, communication and implementation of department policies. Coordinates departmental changes required to improve customer service and reduce overall cost

Mortgage Servicing Assistant Resume Examples & Samples

Deals with customer complaints and works to resolve problems through standard and non-standard means. Authorize standard payments and disbursements. Accounts for various cash payments and disbursements to customers
Processes Adjustable Rate Mortgages (ARM) modification, input/update Adjustable Rate Mortgages (ARM) information on-line, loan audits, employee terminations and Uniform Commercial Code (UCC1) filings
Researches, verifies and processes consents, partial releases, reconstruction, subordination agreements, and grant of easement documents
Prioritizes work to meet department and division goals. Orders reports needed to enhance quality and monitors work
Assist in the formulation, communication and implementation of department policies and to ensure all regulatory, investor and internal bank requirements are met
Trains new staff members on duties of mortgage servicing assistant I

Assistant Manager, Mortgage Loan Originations Resume Examples & Samples

Develop residential and commercial wholesale loan business from our base of existing mortgage brokers and develop new mortgage broker sources
Solicit residential and commercial retail business from a base of referral sources that include, Realtors, Attorneys, CPA’s and Affinity Groups
Manage existing pipeline of loans and work closely with processing dept., underwriting, and regional manager to move loans to approval stage and closing
Both residential and commercial mortgage sales experience in wholesale and retail originations preferred

Mortgage Team Assistant Resume Examples & Samples

Performs various administrative tasks including setting up loan files, reconciling loan disclosures, and updating systems
Assist in scheduling interview and follow up calls for Loan Consultants and Loan Processors. May have up to 30 calls daily
Perform required behind the scenes research work required on each loan
Performs various administrative tasks as required
Minimum High School diploma or equivalent
Proven strong customer service / phone skills
Ability to work efficiently in a fast-paced environment
Must possess superior organizational and time management skills

Mortgage Closing Assistant Resume Examples & Samples

Reviews loan file and confirms fees for change circumstance prior to issuing a Closing Disclosure for TRID
Prepares closing TRID disclosures
Assists closers with QC audit for prior to doc orders
Prepares collateral packages and forward to the Loan Servicing Department in an accurate and timely manner
Ensures that closed files are delivered to post closing team in an accurate and timely manner
Verifies that closing statements or HUD-1 Settlement Statements are correctly prepared by settlement agents after funding
Completes the Tax Service Setup on all closed loans
Escalates to management all unresolved issues, when appropriate
Education: College degree preferred but not required
Experience: Three to five years of previous experience in a bank residential mortgage lending environment preferred
Skills/Ability: Organized and detail oriented; able to develop working knowledge of Bank’s policies and procedures; ability to handle complex settlement issues; strong written and verbal communication skills; must be able to adapt well to a fast paced and constantly changing business environment; PC proficient at the export level; demonstrated ability to work in a team-oriented environment; demonstrated ability to provide good customer service; bilingual is a plus

Mortgage Assistant Resume Examples & Samples

Embracing the principles of Treating Customers Fairly (TCF) where complaints are received, and making sure that these are promptly resolved, put right and learned from
Fully engaging with, and supporting, all customer service quality initiatives to establish and embed exceptional customer service
Making sure that all mortgage administration tasks are completed within agreed targets to make sure that excellent customer service is always given

Assistant Manager, Mortgage Originations Resume Examples & Samples

Provide oversight of the office and target area performance
Meet target area goals, hire additional sales personnel as goals are met
7+ years of proven mortgage sales success, including sales management preferred

Assistant Mortgage Loan Closing Specialist Resume Examples & Samples

Perform file-set up for multiple non-routine, complex commercial mortgage loans
Insure all relevant documentation has been secured timely after closing to satisfy audit, regulatory, and servicing requirements, including following up with clients and business partners for any missing items and resolving any post closing issues that arise
Manage the response to information requests from business partners (mainly Servicing)
Increase responsibility as appropriate analytical and critical thinking skills are demonstrated
2 years formal legal training or equivalent. Experience with Microsoft Office products and ability to learn specific mortgage loan related systems. Excellent communication skills (both verbal and written). Attention to detail. Strong organizational skills with the ability to manage, prioritize, and successfully complete multiple on-going projects and requests

Personal Production Assistant Mortgage Resume Examples & Samples

High school diploma or GED is required
Minimum of 1-3 years' experience in a sales support role required
Previous mortgage experience required
Mortgage processing experience preferred
Referral experience that includes providing related product and service options to customers
PC and Internet proficiency

Mortgage Servicing Assistant Resume Examples & Samples

Provides customer assistance to research and resolve inquiries to attain established service level goals and remain in compliance with Federal, State, Investor, and internal bank guidelines
Processes customer requests for loan documents, amortization schedules, duplicate monthly statements, payment histories, 1098 statement, address changes, return mail, name changes, Tax Payer Identification Number (TIN) certification and deceased notifications
Completes various reports, review reports to verify integrity of information provided on reports. Uses system edit reports to review errors and rejects while ensuring timely correction and completion of various reports
Reviews, researches and responds to standard and non-standard requests for loan ratings, consumer disputes, disputes on credit derogs, standard banking, audit and payment confirmation and secondary financing notifications
Cross trains on Adjustable Rate Mortgages (ARMs), modification, consents and other areas within the section/department
Retrieves, sorts, processes and distributes mail, reports, payment forms, general ledger tickets, documents, and copy request forms
Organizes, prepares and remits documentation for imaging. Inputs, accesses and retrieves information from a personal computer

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