Mortgage Broker resume examples

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Skillful Mortgage Broker 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.

  • 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 ConsultingOrlando, 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 OrlandoOrlando, 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, IncOcoee, 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.

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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Job-winning Mortgage Broker resume

Monica Robinson

Well-rounded Server/Bartender with wide-range history in the service industry. Bringing passion for the industry and fun, positive attitude with unwavering commitment to customer service.

  • Strong organizational skills
  • Outstanding customer service
  • Courteous
  • Outgoing personality
  • Positive Attitude 
  • Safe serving knowledge
  • Payment processing
  • Maintaining glassware stock
  • Maintaining a clean bar
  • Food preparation
Education and Training
2017 Bartending Training Certification : Art of Mixology
ABC Bartending School | Marietta, GA

40 Hours: "Hands on" Bartending Training Program 

Know how to Free Pour

Bartender's Code of Ethics

Beer and Wine Knowledge

Cocktail and Martini Recipe Training 

Bar Etiquette, Maintenance, and Setup 

State Law

08/2019 - 12/2019 Bartender Louie's Sports Tavern | Stone Mountain, GA
  • Served each guest with a sincere, positive, pleasant and enthusiastic attitude.
  • Maintained full knowledge of bar and menu items and made recommendations.
  • Prepared mixed drinks; poured wine, beer and nonalcoholic beverages.
  • Maintained bar stocks, replenishing daily as necessary.
  • Delivered quality food and beverage service to guests in a responsible manner.
  • Processed cash, credit card and voucher payments.
  • Upheld a high standard of cleanliness in all work areas.
  • Performed closing duties including cleaning, sanitizing and replenishing.
  • Maximized employee morale and corrected performance issues according to established standards.
  • Set effective employee schedules that maintained coverage at peak times and minimized labor costs.
  • Devised unique events and special promotions to drive sales.
  • Ensured optimal beverage stock by monitoring monthly inventory and partnering with owner for corrective action planning to reduce expenses.
  • Increased revenue by promoting additional items and assisting with beverage menu creation.
  • Communicated effectively with kitchen staff regarding customer allergies, dietary needs and other special requests.
02/2019 - 04/2019 Bartender Cigar Village Bar-East Atlanta | Atlanta , 30316
  • Engaged in small talk with over 15  patrons per day to build rapport and earn repeat business.
  • Operated cash register and Point of Sale (POS) system for transactions and made proper change for cash transactions.
  • Cigar knowledge and Education 
  • Ordered and maintained inventory of bar products, including alcohol, soft drinks and supplies to drive high volume of sales.
  • Restocked beer and liquor on regular schedule and after special events to prepare for forecasted needs.
  • Promoted products to customers to enhance bill totals with high-profit items.
01/2018 - 02/2019 Server Novo Cucina | Dunwoody, GA
  • Educated guests on daily specials and menu offerings such as appetizers, entrees and desserts.
  • Discussed alternative selections with chef for guests with food allergies or gluten-free requests.
  • Arranged each place setting attractively and verified all items were clean and free from water spots and chips.
  • Satisfied customers by keeping drinks topped off and anticipating needs such as condiments and extra napkins.
  • Managed closing duties, including restocking items and reconciling cash drawer.
  • Operated POS terminals to input orders, split bills and calculate totals.
  • Maintained table settings by removing courses, replacing utensils and refilling beverages promptly.
  • Promoted desserts, appetizers and specialty drinks.
  • Recommended daily specials, wine selections and desserts to guide patrons toward more profitable items.
  • Communicated effectively with kitchen staff regarding customer allergies, dietary needs and other special requests.
  • Assisted individuals in selecting meal options, including entrees and desserts and recommended alternative items for those with food allergies and gluten intolerance.
09/2019 - Current Mortgage Broker Bates Mortgage Group | Smyrna, GA
  • Guided home buyers and sellers through the process of purchasing and selling a home
  • Take full mortgage application
  • Credit analysis and Improvement suggestions
  • Collect income and asset documentation
  • Adhere to all State and Regulatory laws
  • Adhered to US Mortgage security and audit procedures.
  • Managed opening and closing times for the main branch.
  • Delivered prompt, accurate and excellent customer service.
  • Maintained confidentiality of bank records and client information.

Antonio Ball

Real Estate Agent


Tahnicia Phillips

Cobb County 


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Top Mortgage Broker skills

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Experienced Mortgage Broker resume

Serge Bogosyan
Experienced and knowledgeable in the lending process. Working with clients that are first time home buyers, to clients that are experienced real estate investors. Have been in the financial industry for the past 17 years from retail banking to being a mortgage broker and a team lead on a mortgage sales team.
  • Sales expertise
  • Energetic
  • Customer service-focused
  • Debt and credit management
  • Bank security issues
  • Financial planning expert
  • Reliable
  • Excellent time management
Mortgage Broker 12/2013 to 07/2015 Mortgage Alliance of Canada Toronto, Ontario
Originated mortgages working with over 20 lenders.
Was responsible for being a team lead of 5 other mortgage reps.
Worked with agents, lawyers, and other key referral sources to grow the book of business.
Managed an office, ran meetings and trained new reps.
Mortgage Sales Force 10/2008 to 12/2013 Td Bank Toronto, Ontario
Sold all mortgages, home equity lines of credit for TD Bank.
Worked with first time home buyers, investors and builders.
Established and grew relationships with real estate agents.
Did from $20-$25 million average in sales per year.
Financial Advisor 08/2001 to 09/2008 TD bank Toronto, Ontario
Proficient in all bank related products. Had a book of clients that I sold mutual funds, mortgages and credit cards too.
Educated customers on the variety of loan products and available credit options. Executed the loan origination process, including ordering credit reports, appraisals and preliminary title reports. Provided expert financial advice on mortgage and both educational and personal loans.
In Store Representative 07/2000 to 08/2001 Bank of Montreal Toronto, Ontario
Worked in a small branch inside a grocery store.
Sold Mutual funds, credit cards and opened accounts.
Ran sales campaigns and acquired new clients from the store.
Education and Training
Bachelor of Arts: Political Science and Business 1993 York University Toronto, Ontario, Canada
Coursework in Accounting, Finance and Business Administration Completed Mortgage Underwriter training
Activities and Honors
Board of Directors Fresno State Hockey
Board of Directors Fresno Monsters Junior Hockey Club
Team Manager Fresno Monsters Peewee Team
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