Mortgage Assistant resume examples

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Skillful Mortgage Assistant resume

Amanda Trevino
Professional Summary

Enthusiastic, resourceful young professional with adept management skills and strong environmental adaptability that focus on building the brand image and increasing sales.

Skills & Qualifications
  • Fluent in Spanish
  • Social Media Planning and Implementation
  • Internet marketing
  • Brand Development
  • Process implementation
  • Data analysis
  • Client assessment and analysis
  • Marketing and promotions
  • Comparative market analysis
Work History
02/2018 to Current
Mortgage Loan Originator Quicken Loans Inc. – Cleveland, OH
  • Generated status reports, brief books, and spreadsheets.
  • Researched industry competitors and compiled detailed analysis data.
  • Evaluated client financial positions and identified the most appropriate banking products.
  • Researched companies and prepared presentations for management and prospective buyers.
  • Used investment software to break down complex legal and financial information for the client.
08/2017 to 01/2018
Barista R&B Bubble Tea KTV – Toledo, OH
  • Complied with standards for merchandising, stocking and storing product.
  • Improved page content, keyword relevancy, and branding to achieve search engine optimization goals.
11/2010 to 07/2017
Hostess Jennifer's Restaurant – Strongville, Ohio
  • Engaged in suggestive selling and other sales techniques.
  • Maximized customer service by training staff, overseeing operations and resolving issues in a timely manner.
01/2017 to 06/2017
English Second Language Teacher US Together Inc. – Toledo, OH
  • Created monthly academic status reports based on in-depth student evaluations.
  • Designed seasonal programs emphasizing vocabulary, pronunciation and reading comprehension.
  • Coordinated communication between students and school administration to create an effective and culturally-sensitive learning environment.
Education
May 2018
Business Administration : Marketing and Spanish
 University of Toledo - Toledo, OH
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Job-winning Mortgage Assistant resume

MELVIN TUMBAY
Professional Profile

Experienced in P&A, operations finance, accounting, and financial systems. Adept at analyzing large data sets at a granular level. Able to communicate complex financial concepts to all levels of the organization. Consistently partner with senior management, delivering results in environments where strong analytical skills and accountability are required. Known for contributing solutions with positive long-term strategic impact.

Skills

o Budgeting and Forecasting
   o Profit and Loss Analysis
   o Global Financial Systems
   o Financial Modeling
   o Project Management

o Financial Analysis
  o Management Reporting
  o Ad-Hoc Reporting and Analysis
  o Process Improvement
  o GAAP

o Sales Support and Analytics
 o Quarterly/Year-End Reporting
 o Reconciliations
 o Commercial Credit
 o Banking

Highly proficient in Microsoft Office, Oracle Hyperion (Smart View, Planning, Essbase), SAP
Experience
Due Diligence Analyst 06/2017 to Current WELLS FARGO BANK@ROBERT HALF St Louis Park, MN
  • Perform open source and database research for ethics, litigation, due diligence, background check, and risk assessments
  • Perform database searches of key individual and company names across multiple databases and  analyze results.
  • Conduct due diligence on third party international marketing representatives, distributors, and others
  • Produce high quality and accurate written work with the ability to understand and summarize large amounts of information from diverse sources
  • Handled all AP, ledger, reconciliation and statement requirements to maintain records accuracy, integrity and compliance.
  • Managed accounting operations, accounting close, account reporting and reconciliations.
  • Performed research and due diligence to resolve issues in a timely manner.
Mortgage Loan Specialist 03/2016 to 06/2017 US BANK@Bartech St. Paul, Minnesota
  • Performed financial analysis of both secondary market loans as well as in-house loans
  • Calculated mortgage investor and portfolio pricing to meet the minimum yield
  • Monitored investor loans to ensure accurate pricing and invoices
  • Audited closing packages for compliance
  • Ensured accuracy of all mortgage documents, invoices, and procedures
Sales Representative 11/2014 to 03/2016 UPS - UNITED PARCEL SERVICES Edina, Minnesota
  • Managed day-to-day store operations, evaluating sales performance to forecast, financial positioning, task prioritization, and team productivity
  • Assessed effectiveness of team leads, providing consistent feedback to promote efficient performance management
  • Led strategic planning sessions, outlining transitional preparation, department valuation, and process expectations
Mail Processing Clerk 05/2014 to 09/2014 UNITED STATE POSTAL SERVICES Jacksonville, Florida
  • Managed customer service and administrative task.
  • Computed all mailing costs.
  • Assisted with filing customer's claims for damages.
Sales Representative 03/2013 to 05/2014 COMCAST Jacksonville, Florida
  • Established new customer's accounts, filled out major expense reports, and updated database with customer and sales information
  • Managed day-to-day store operations, evaluating sales performance to forecast, financial positioning, task prioritization, and team productivity
  • Recorded daily financial reports,  assisted with monthly inventory control, and scheduled daily production activities
Education
MBA: Finance 2020 Saint Mary's University of Minnesota Minneapolis, MN, United States
Bachelor of Science: Finance 2018 University of Minnesota - Crookston Crookston, MN, United States
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Top Mortgage Assistant skills

Take a look at the most common Mortgage Assistant skills, don't hesitate to use them in your resume to catch recruiters' attention.

Experienced Mortgage Assistant resume

James Morgan
Professional Summary

Driven Mortgage Loan Officer and Sales Proffesional with a track record in mortgage home lending products and Sales. Demonstrates strong interpersonal skills and exceptional service throughout the sales process. Client-focused Sales Representative with 25 years of providing solutions to customers.

Skills
  • Mortgage Product knowledge
  • Encompass Mortgage Software
  • Calyx Mortgage Software
  • Experienced Sales negotiations
  • Goal-Oriented/Sales Driven
  • Proficient in MS Office
  • Multilingual Spanish/English
  • Excellent communication skills
  • Forward-thinking
  • Self-directed mindset
  • Practices due diligence
  • Strong customer relations
  • Verbal/written communication
Work History
Senior Mortgage Loan Officer, 06/2016 to Current
 Mortgage Group – Fairfax, VA
  • Explained different types of loans pertaining to client situations.
  • Worked with underwriters to fix application problems and resolve issues..
  • Reviewed loan files and updated them to match current standards.
  • Fielded customer complaints and provided solutions.
  • Met with clients to generate new business.
  • Answered telephone inquiries on Mortgage loans.
  • Maintained friendly and professional customer interactions.
  • Developed prospects for new loans by conducting 50-75 cold calls weekly.
  • Developed and maintained relationships with local real estate agents.
Mortgage Consultant, 10/2016 to 06/2017
 Florida Mortgage Consulting – Orlando, FL
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Compiled database of loan applicants credit histories, corporate financial statements and other financial information.
  • Reviewed and edited loan applications to ensure accuracy.
  • Credited for playing key role in generating over $8.25 million in 6 months in revenues.
  • Maintained friendly and professional customer interactions.
  • Responded to client concerns and questions about credit scores and methods to improve numbers.
  • Evaluated credit reports to uncover problems and develop strategies for consolidating and reducing client debt.
Retail Store Owner, 01/2015 to 03/2016
 The Winey Wench of Orlando – Orlando, FL
  • Ran the Day to Day Business for the Company
  • Taste Test Wines With Vendors, Marketing, Payroll, Do Displays for the Wine of The Week.
  • Supervised and directed all merchandise and shipment processing.
  • Strategically scheduled team members to maintain optimal staffing levels at all times.
  • Fostered a positive work environment by consistently treating all employees and customers with respect and consideration.
  • Resolved all customer complaints in a professional manner while prioritizing customer satisfaction.
  • Cleaned and organized the store, including the checkout desk and displays.
  • Maintained knowledge of current sales and promotions, policies regarding payment and exchanges and security practices.
  • Set and updated weekly work schedules to meet coverage demands by considering factors like expected customer levels, planned promotions and individual employee strengths.
Small Business Owner, 05/2010 to 04/2014
 Triple M Pest and Lawn Service – Ocoee, FL


  • Safely operated mowers, edgers, weed eater, Back pack blowers, chain saws, gas and electric clippers, sod cutters and pruning saws.
  • Negotiated yard design plans with clients to secure business options and set an expectation for top-quality landscaping results.
  • Advised clients on yard design techniques and plant placement to inform and educate on innovative approaches and improve customer satisfaction standards.
  • Kept site work safe and in line with budget, schedule and applicable building codes.
  • Dug trenches, backfilled holes and compacted earth to prepare for new construction.
  • Managed team of 40 personnel focused on providing expert detailing services for our customers.
  • Monitored inventory and reported items to be restocked for each job.
  • Met production goals by maintaining cost effective levels of spare parts inventory.
  • Followed company procedures to maintain work environment in a neat and orderly condition.
  • Promoted shop safety by working in a safe manner.
  • Maintained compliance with company standards to perform all maintenance activities.
  • Requisitioned new supplies and equipment.
  • Provided outstanding customer service.
Mortgage Broker Business Owner, 11/2003 to 12/2010
 Affordable Mortgage Solutions, Inc – Ocoee, FL
  • Generate Sales on a monthly bases of 8 to 10 Millions a Month.
  • Actively ran the day to day business of a mortgage office consisting of a team of 15 employees.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Met with realtors on a continued basis to earn their business and listen to their needs to help them close more loans.
  • Worked directly with various mortgage Companies
  • Brokerage successfully closed an average of 45 loans per month.
  • Attended home shows and represented company at events.
  • Collaborated with different lenders to find the best possible deal for homebuyers.
  • Explained the entire mortgage loan process, including payment terms to the borrower.
  • Evaluated borrower financial information, including pay stubs and credit history to determine loan possibility.
  • Established strong relationships with borrowers, which helped to forge new business opportunities.
  • Maintained connections with clients to encourage repeat business and referrals.
  • Ensure positive experiences to all Customers
  • Mentor other in methods that could help them get new Clients.
  • Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases and Refiancing.
  • Converted prospects to closed sales for clients located throughout Central Florida
  • Met all monthly and quarterly sales goals.
  • Created and implemented marketing plans to drive sales.
  • Generated listings from sales and rental properties through cold calls and referrals.
  • Worked closely with clients to get the appropriate loans, inspections and credit reports.
  • Developed and maintained relationships with clients after closing for Referrals.
  • Remained updated with the latest information related to mortgage products and services being offered.
  • Attracted new mortgage loan applications by developing relationships within the community.
  • Developed new business and increased sales through targeted market penetration, extensive training, business partnerships and customer relationships.
  • Explained the legal aspects of the loan to the borrower as well as the payment terms and clauses to them.
License

Florida Licensed Real-estate Agent License # SL3350559
Florida Licensed # W175628 , 214 Life and Annuity Insurance Agent,
NMLS #376513,
Virginia MLO License # 37246VA, Florida License # LO52496,

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