Mortgage Specialist Resume Samples
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Mortgage Specialist Resume Samples
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RM
R McDermott
Rebekah
McDermott
93840 Fay Cliff
Detroit
MI
+1 (555) 412 7691
93840 Fay Cliff
Detroit
MI
Phone
p
+1 (555) 412 7691
Experience
Experience
Dallas, TX
Mortgage Specialist Assistant
Dallas, TX
Wuckert, Baumbach and Heaney
Dallas, TX
Mortgage Specialist 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
- Consistently provide superior responsive execution and delivery of client transactions/requests
- Consistently provide superior responsive service to client fax / e-mail / telephone requests
- 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
- Manages Mortgage Specialist’s e-mail/mail, proactively responding to correspondence/requests and prioritizes for Mortgage Specialist to read
- 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 Specialist
Phoenix, AZ
Rolfson Inc
Phoenix, AZ
Mortgage Specialist
- Working proactively with maintaining effective time management
- Daily contact with Settlement Agents, Correspondents, title companies (via phone primarily as well as via fax or email) to request outstanding documents and/or correction
- Develop a loyal client base by providing exceptional mortgage advice and financial solutions
- To support the wealth management building goals of an assigned area or region by providing seamless mortgage sales and service delivery to that business' target clients and prospects
- Serve as primary client contact for the mortgage throughout process, from initiation of inquiry to closing, maintaining proactive communication with client and Private Banker at all times
- Partner with private bankers and other internal staff, including commercial and consumer bankers, to support the cross-sell objectives of each group and deliver high quality service to the Bank’s clients and prospects
- Identify potential purchase and refinance target clients within assigned base; working with Private Bankers, list analyses, referral points, etc. design contact plan to approach prospects
present
Los Angeles, CA
Sc Mortgage Specialist
Los Angeles, CA
Paucek and Sons
present
Los Angeles, CA
Sc Mortgage Specialist
present
- 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. of HUD, SAM, FCB online, County Websites, & Better Business Bureau
- Maintains Builder Approval process
- Checks business references
- Maintains data base for the builders including notification of subsequent builder approval
- Schedules conversion dates with customers and branches
Education
Education
Bachelor’s Degree in Banking
Bachelor’s Degree in Banking
Kaplan University
Bachelor’s Degree in Banking
Skills
Skills
- Strong knowledge of the broader real estate industry and Canadian mortgage market
- Strong customer focus and the ability to build positive working relationships
- Solid background in computers and technology
- Ability to use various software and programs to enhance process
- Strong business development sales skills
- Knowledge of the mortgage industry
- The ability to examine and work with MIS
- Possess functional level knowledge of Everyday Banking, Investments, Trust Services, Commercial Lending and commercial Cash Management
- Excellent presentation and organizational skills
- Proficient in English or French AND in Cantonese or Mandarin
15 Mortgage Specialist resume templates
Read our complete resume writing guides
1
Mortgage Specialist Assistant Resume Examples & Samples
- Demonstrates personal commitment to ensure skills and knowledge are up-to-date and meet position requirements
- Takes the initiative to keep informed of current events, market news and internal information on RBCnet and applicable internal sites
- Supports the Mortgage Specialist to complete/validate Homebase files and ensures due diligence requirements have been met prior to submission to Credit Granting
- To support the position of a mobile Mortgage Specialist you should be sales-oriented, self-motivated, self-managed and thrive in a fast paced environment
2
Mortgage Specialist Resume Examples & Samples
- Minimum 5 - 7 years experience in sales, incorporating exposure to the mortgage product
- Familiarity / experience (5 - 7 years) with all aspects of mortgage origination process, including processing, underwriting, and closing
- Strong team, client and service orientation
- Proactive, energetic, resourceful
- Ability to perform without direct management supervision, given geographic distance from mortgage product management
3
Gcg-mortgage Specialist Resume Examples & Samples
- Clinch and meet home loans sales targets
- The incumbent would be an independent professional who enjoys developing new businesses in a fast-paced and competitive market
- Minimum A levels
- Exceptional quality sales skills and mortgage lending experience
- Retail branch banking experience is preferred
- Relevant sales/acquisition experience with a proven sales track record
- Professional who enjoys developing new business in a fast-paced and competitive market
4
Mortgage Specialist Resume Examples & Samples
- Source new mortgage business opportunities both internally and externally
- Achieve required settlement targets per month
- Achieve required conversion rates from approval to settlement
- Perform accurate lead tracking and maintain all sales activity within Citi’s data base
- Build relationships with key stakeholders to actively promote mortgage sales both internally and externally
- Facilitate the cross sell of other Citi products
- Ensure the business unit maintains the ethical standards contained in the Citigroup Code of Conduct
- Ensure the business unit adheres to firm policies and procedures, regulatory and legislative requirements
- Li- w
- Strong business development sales skills
- Language skills determined as per Portfolio requirements to be confirmed with Manager
- Exceptional analysis/problem solving and decision making
- Current Drivers Licence mandatory
- An understanding of the Mortgage Industry regulatory requirements
- Strong customer focus and the ability to build positive working relationships
- Exceptional communication skills in all mediums
- Previous experience in achieving sales and cross sell targets
5
Mortgage Specialist Resume Examples & Samples
- Strong business development sales skills with demonstrated experience in achieving sales and cross selling targets
- Solid knowledge of the mortgage industry and understanding of regulatory requirements
- Excellent communication and strong negotiation skills
6
Mortgage Specialist Resume Examples & Samples
- Proactive business development, sales and service skills
- Communication and interpersonal skills
- Knowledge of the real estate market
- Expertise in lending philosophies and experience in residential mortgages
- Experience working in a full commission environment
7
Mortgage Specialist Resume Examples & Samples
- Application Form (30mins): On our application form we ask for information like your contact details, education and work experience. You will also be required to upload a CV, so it’s a good idea to have this ready
- Online Assessments (60mins): We’ll then ask you to complete three online assessments. You will also receive an email with the link to these assessments so you can complete them when it suits you best. Our assessments are carefully designed to measure the skills and capabilities necessary to be successful in our roles but they’ll also provide you with some insight into what our roles entail
- Outcome: Following your interview we’ll be in touch within five working days to advise you of the outcome
8
Mortgage Specialist Resume Examples & Samples
- Outbound calls to new prospects to set home loan appointments and cross sell to existing customers
- Contribute to achieving required monthly settlement targets and cross franchise targets
- Perform accurate lead tracking and maintain all sales activity within Citi’s CRM
- Ensure consistency of team values are adhered too
- Previous experience within the mortgage industry (knowledge of the mortgage industry and understanding of regulatory requirements would be highly regarded)
- Previous experience in achieving sales and cross sell targets- particularly in an outbound or telemarketing environment
- Excellent communication- Cantonese and Mandarin language skills may be highly regarded
9
Mobile Mortgage Specialist Resume Examples & Samples
- An independent, self-managed professional who enjoys developing new business in a fast-paced, competitive market
- Excellent interpersonal, communication, customer service, networking and relationship management skills
- Ideal candidates will have a knowledge of retail banking and/or credit adjudication
- Post-secondary education (preferred)
10
Mortgage Specialist Assistant Resume Examples & Samples
- Mortgage credit knowledge mandatory
- Bilingual French & English
- Mandarin knowledge an important asset
11
Mortgage Specialist Resume Examples & Samples
- To support the wealth management building goals of an assigned area or region by providing seamless mortgage sales and service delivery to that business' target clients and prospects
- To create, with aligned Private Bankers, new opportunities for mortgage services within the assigned region or area
- Develop in concert with Private Bankers a comprehensive mortgage sales plan to support assigned region's target market and overall goals
- Develop a sales plan quarterly, to support assigned Region / team
- Sales plan to include development of referral sources as well as penetration of existing relationships
- Orchestrate all aspects of mortgage sales and delivery on behalf of assigned market
- Serve as primary client contact for the mortgage throughout process, from initiation of inquiry to closing, maintaining proactive communication with client and Private Banker at all times
- Includes preparation, maintenance and communication of pipeline
- Identify potential purchase and refinance target clients within assigned base; working with Private Bankers, list analyses, referral points, etc. design contact plan to approach prospects
- Implement in concert with line management
- Serve as "product champion" for assigned business and as the primary resource to accumulate and communicate product information
- Train and communicate product, policy and program enhancements to all Private Bankers
- Provide regular input to the Private Bankers and management in terms of MIS, competitive feedback, key client status reports, promotional opportunities, etc
- Identify and support training needs for business in coordination with Training department
- Identify all cross-sell opportunities to Private Bankers as part of client contact
- Meet assigned qualitative and quantitative MBO's, as determined by line and product management jointly
- Support, on specified basis, back-up needs for Mortgage Specialist colleagues from other businesses / regions
- Minimum 3 - 4 years experience in sales, incorporating exposure to the mortgage product
- Familiarity / experience (3 - 5 years) with all aspects of mortgage origination process, including processing, underwriting, and closing
12
Gcg-senior Mortgage Specialist Resume Examples & Samples
- Highly motivated, energetic with passion to excel in sales
- Able and willing to work variable hours, including evenings and weekends
- Able to work independently and yet work well as a team player
13
Sc Mortgage Specialist Resume Examples & Samples
- Maintains Builder Approval process
- Orders Equifax Commercial Reports for Builders
- Insures all builders are licensed through appropriate licensing authority
- Checks business references
- Checks Dept. of HUD, SAM, FCB online, County Websites, & Better Business Bureau
- Issues appropriate Builder Notification to the Loan Officer and, if applicable, processer on renovation and construction loans
- Maintains data base for the builders including notification of subsequent builder approval
- Modifications
- Handles all aspects of converting construction loans to the permanent phase
- Schedules conversion dates with customers and branches
- Creates all documents including calculations of escrow funds, collection of interest and any other miscellaneous items
- Receives all converted loan packages, handles tickets and proof work, records on appropriate logs, sends out any necessary documents for recording, finishes the processing of the loan for permanent servicing
- Orders and receives all inspections
- Pays Appraisal Bill via Intranet Input Sheet
- Reviews all received inspections and calculates draws based upon inspection report and work completed
14
Mortgage Specialist Resume Examples & Samples
- Proactively contact and engage with third party realtors, lawyers and other related referral sources to create strong relationships which lead to referrals of customers who require simple to complex real estate lending solutions
- Lead client/realtor discussions and sell real estate lending products and insurances. Collect terms and conditions and service when required
- Proactively contact realtors/referral sources identified through the creation of nation partnerships and/or create local partnerships
- Identify and make appropriate referrals that add value to the customer attempting to gain full share of wallet
- Establish and enhance the bank’s presence with the community (participation at trade shows, conferences and other related events
- Ability to apply of the 5 C’s of credit during the application process. This includes the ability to identify and mitigate credit and collateral risk
15
Mortgage Specialist Whitehorse, Nwt Resume Examples & Samples
- (For Internals Only) A good attribute is the ability to leverage internal knowledge and experience of RBC partners in order to build customer loyalty and trust
- Proven success establishing and maintaining community networks/centres of influence
- A demonstrated in networking, prospecting and asking your clients for referrals is critical to success
16
Mortgage Specialist Assistant Red Deer Resume Examples & Samples
- Familiar with key referral sources and has a strong knowledge of mortgage process which facilitates solutions and problem resolutions
- Manages Mortgage Specialist’s e-mail/mail, proactively responding to correspondence/requests and prioritizes for Mortgage Specialist to read
- Manages office routines and expenses ensuring efficiency is maintained through availability of equipment and supplies and effective management of files and records
- You must be extremely well organized with the ability to multi-task and prioritize
17
Mortgage Specialist Resume Examples & Samples
- Maintain expert level knowledge of self-management and teamwork,personal lending,relationship sales and management
- Posses functional level knowledge of Everyday Banking,Investments,Trust Services,Commercial Lending and commercial Cash Management
- Providing practical solutions for customers;discussing alternative solutions
18
Mortgage Specialist Assistant, Saskatoon Resume Examples & Samples
- Consistently provide superior responsive service to client fax / e-mail / telephone requests
- Consistently provide superior responsive execution and delivery of client transactions/requests
- Manages Mortgage Specialist’s and Investment & Retirement Planner’s e-mail/mail, proactively responding to correspondence/requests and prioritizes for Mortgage Specialist/Investment & Retirement Planner’s to read
- You are an energetic and enthusiastic team player who pays attention to detail
19
Mobile Mortgage Specialist Assistant Resume Examples & Samples
- Obtain/compile all the supporting documentation required for completing credit requests
- Demonstrate excellent time-management skills, and be able to meet/exceed timelines and SLA expectations from a customer as well as business-partner perspective
- Have mortgage lending experience
- Be willing to work variable hours, including evenings and weekends
20
Mortgage Specialist Assistant, Saskatoon, SK Resume Examples & Samples
- Familiar with key referral sources and has a strong knowledge of mortgage and investing process which facilitates solutions and problem resolutions
- To support the position of a mobile Mortgage Specialist/Investment & Retirement Planner you should be sales-oriented, self-motivated, self-managed and thrive in a fast paced environment
- You must be able to consistently provide superior responsive service to client requests in order to build customer loyalty and trust
21
Mortgage Specialist Resume Examples & Samples
- Lead client/realtor discussions and sell real estate lending products and insurances
- Collect terms and conditions and service when required
- Establish and enhance the banks presence with the community (participation at trade shows, conferences and other related events
- Key Performance Indicators- Achievement of Sales Targets
- Measured on the ability to develop and relationship manage third party referrals
22
CRA Development Manager & Mortgage Specialist Resume Examples & Samples
- Strong CRA lending experience (a minimum of 5 years experience with mortgage origination)
- Experience in mortgage lending, business/commercial markets or risk management
- Knowledge of down payment assistance programs and other community initiatives that assist with making homeownership affordable
- Strong business development orientation
- Ability to manage tight timelines
- Knowledge of CRA objectives, needs of underserved communities and relevant non-profits
- Strong client focus, negotiating skills
- Decisiveness, results orientation
- Team player and self motivated
- Excellent communication – verbal and written
- In depth knowledge of loan products, terms and conditions
- Able to validate income calculations and understand credit reports
- Experience with troubleshooting problems with files
- High school or equivalent required
- BA/BS preferred
23
Mortgage Specialist, Brossard Resume Examples & Samples
- Developing local business opportunities and seeking out new customers through the development of relationships within the community and centres of influence
- A good attribute is the ability to leverage internal knowledge and experience of RBC partners in order to build customer loyalty and trust
- IMPORTANT: Bilingualism (French, English and Mandarin and Cantonese)
24
Mortgage Specialist Asian Market Resume Examples & Samples
- Credit Qualified
- Maintain expert level knowledge of self-management and teamwork, personal lending, relationship sales and management
- Strong knowledge of the broader real estate industry and Canadian mortgage market
- Ability to conduct complete customer conversations and needs assessment
- Providing practical solutions for customers; discussing alternative solutions
- Ability to use various software and programs to enhance process
- Proficient in English or French ANDin Cantonese or Mandarin
25
Gcg-mortgage / Senior Mortgage Specialist Resume Examples & Samples
- Source for loans through various distribution channels of sales internal and external i.e. 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
- Live and breathe the Power of One
- 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
26
Mortgage Specialist, Collins St Resume Examples & Samples
- Foster relationships with referral partners
- The ability to examine and work with MIS
- Exceptional analysis/problem solving and decision making skills
- Ability to work independently and within a team environment
- Working proactively with maintaining effective time management
27
Mortgage Specialist Resume Examples & Samples
- 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
28
Mortgage Specialist Resume Examples & Samples
- 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
- Relevant years of industry experience
29
Mortgage Specialist Resume Examples & Samples
- 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
- Mature and motivating leadership style
- Strategic approach to selling and be a subject matter expert
30
Premier Mortgage Specialist Resume Examples & Samples
- 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 you’ve 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, we’ll ask you to complete an online Situational Judgment Test to explore your alignment to the Barclays Values and Competencies. Your recruiter will be able to provide further information about the test
31
Premier Mortgage Specialist Resume Examples & Samples
- Recruiting and retaining global mortgage clients outside of the UK who are investing in the UK residential property market
- Sitting within the Front Office, and working alongside Relationship Managers as your lead generators
- A certificate in Mortgage Advice and Practise (CeMAP) or equivalent
- A thorough understanding of credit risk appetite and policy, as well as knowledge of high value and complex lending
- Previous exposure to private banking or wealth management preferable
- Experience of working in a fast-paced frontline, regulated mortgage environment
- Online Assessments (60mins): We'll then ask you to complete three online assessments. You’ll also receive an email with a link to the assessments so that you can complete them when it suits you best. Our assessments are carefully designed to measure the skills and capabilities necessary to be successful in our roles, but they'll also provide you with some insight into what our roles entail
- Interview: If you’re successful at assessment we'll invite you to attend a face-to-face interview. We want you to be free to choose an interview time that suits you, so we'll provide some options and ask you to select your preferred timeslot via an online booking system
32
Mortgage Specialist Resume Examples & Samples
- Fund a minimum of 6 units a month
- Build 100% of business off of company provided leads
- Adhere to Online Division policy and procedures posted on Company Intranet
- Embrace Company core values
- Obtain referral business based on superior customer service and Net Promoter Score
- Follow up impeccably with borrowers who applied for home loans through Guaranteedrate.com or one of our many lead sources
- Maintain loan level profitability
- Ability to pass State and Federal licensing exams as required by NMLS
- Self-starter with a strong passion and desire to learn and be a member of a growing Division and winning team
- Ability to produce most recent paystub and most recent w2 statement
- An inherent love of and desire to serve clients and create something unique and fantastic
- A commitment to integrity and customer service
- At least 2 years of experience in the Mortgage Industry as a loan originator or sales assistant(Federal and State licensure is a plus)
33
Mobile Mortgage Specialist, Advice Channel Resume Examples & Samples
- Sell and promote Manulife One, Manulife Bank Select and associated lending solutions
- Develop a consumer client base to facilitate direct sale of lending solutions
- Ensure seamless delivery to the client and ensure flow of business is directed to the appropriate servicing unit
- Act as a conduit for feedback from the field by identifying ideas for improving existing products and services and new product opportunities
- Partner with Business Development Consultant and other banking specialists to build advisor interests in Manulife Bank debt management and deposit solutions
- Solid underwriting experience with residential mortgages (3-5 years)
- 5 or more years of financial services experience is preferred or in a sales/service capacity
- Proven consultative sales capability – including establishing a relationship with the client, conducting needs analysis and presenting solutions with strong closing and servicing skills
- Aptitude for learning and utilizing technology for business purposes
- Exceptional oral and written communication skills to translate complex technical issues and business definitions into concepts and procedures readily understood and accessible to a general audience
- Analytical and decision making skills
- Effective change management and organizational skills in order to manage fluctuating workloads
- Excellent customer and relationship management skills
- Highly developed influencing and negotiation skills
34
Uhnw / HNW Mortgage Specialist Resume Examples & Samples
- 4 year college degree required, qualified to be on the National NMLS registry
- Experience with Loan Origination System tools
- Excellent written and verbal communication skills; and a high level of interpersonal and consultative skills
- Ability to speak directly with UHNW clients, family office staff, and financial planners/accountants on client specific information
- Goal orientation, supported by a strong focus on client needs. Strong time management and organizational skills, with superior follow-up and attention to detail
- Proactive, energetic, resourceful.If you would like to apply to this job, please apply directly
35
LFG Mortgage Specialist Resume Examples & Samples
- Minimum of 4 -6 years experience as an originator in the mortgage industry with a proven successful track history
- Working knowledge of MS office and specifically excel
- Familiarity / experience (4 - 6 years) with all aspects of mortgage origination process, including processing, underwriting, and closing
- Ability to speak directly with LFG clients, family office staff, and financial planners/accountants on client specific information
- Proactive, energetic, resourceful.Minimum 4 - 6 years experience in sales, incorporating exposure to the mortgage product
- Strong written and verbal communication skills; and a high level of interpersonal and consultative skills
36
Mortgage Specialist Resume Examples & Samples
- Have a deep understanding of market underwriting and pricing guidelines, as well as Bank policy and procedure, to deliver profitable loans that meet these guidelines
- Develop loan production from internal referrals from Private Bankers as well as continue to manage external sources including CPAs, attorneys, and Realtors to make introductions of these sources and clients back to the appropriate Bank partner
- Partner with private bankers and other internal staff, including commercial and consumer bankers, to support the cross-sell objectives of each group and deliver high quality service to the Bank’s clients and prospects
- Originate portfolio loans and equity lines of credit by taking applications on our LOS system, collecting appropriate documentation, submitting the loan request to underwriting, and assisting in closing the transaction
- Partner with PrivateBank’s mortgage team for referrals of salable loans in the secondary market
- 5+ years of Mortgage banking sales experience
- Loan Origination Software
- College Degree / Business, Finance, Accounting, Real Estate, Economics preferred
- Ability to foster and maintain private banking relationships with high level of competency
- Ability to identify risk within credit requests
- Proficient in Microsoft Office products with advanced knowledge financial analysis and modeling
37
Digital Mortgage Specialist Resume Examples & Samples
- Minimum 2 years mortgage sales experience
- Wholesale mortgage experience is a plus
- Strong knowledge of mortgage programs and processes
- Excellent sales, networking and closing skills required
- Must have ninja customer service skills
- Sense of humor
- Ability to learn quickly and apply that knowledge
- Excellent verbal, written and interpersonal communication skills
38
Manager & Mortgage Specialist Resume Examples & Samples
- Lots and lots of mortgage experience! With some serious proven leadership and management abilities
- Solid understanding of Insurer (CMHC and Genworth) eligibility guidelines
- Common sense lending to alternative A borrowers
- Super organizer with a keen eye for detail
- Driven, motivated and excited to maximize business through persistent follow-up of potential opportunities within the sales pipeline
- Ensure lending activity is conducted in a highly sale-oriented and customer service oriented manner to maximize growth and profitability potential
- The Manager & Mortgage Specialist holds the branches discretion lending limits and is accountable for all lending activity including compliance to policy, loan loss results and achievement of annual funding and fee goals
- The Manager & Mortgage Specialist plays a key role in insuring referral source satisfaction by working through her staff to provide excellent customer service including on time error free hassle free delivery
- Provide underwriting adjudication support to our SR. 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
39
Mortgage Specialist Resume Examples & Samples
- 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
- Strong mortgage knowledge
- Excellent relationship and networking skills
- Valid driver’s license and ability to work flexible hours
40
Gcg-mortgage Specialist Resume Examples & Samples
- Meet home loan sales targets
- Network with partners
- 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)
- Proven sales track record
41
Mortgage Specialist Resume Examples & Samples
- 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
- Daily contact with Settlement Agents, Correspondents, title companies (via phone primarily as well as via fax or email) to request outstanding documents and/or correction
- 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
- Run and disseminate reports
- 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
- Excellent customer skills
- Intermediate computer skills; ability to navigate within multiple computer programs
42
Premier Mortgage Specialist Resume Examples & Samples
- 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
43
Mortgage Specialist Resume Examples & Samples
- 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
- Gather Short Sale Documents
- Evaluate Short Sale Offers, communicate needed changes
- Prepare Short Sale Files for final approval
- Issue Final Approvals
- Follow up on Closing date and times
- Complete Funding and close out task(prepare file for claims)
- Communicate denials
- Maintain a Share point Tracker
44
Mortgage Specialist Resume Examples & Samples
- 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
- Current Drivers License mandatory
