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Home mortgage consultant skills for your resume and career
15 home mortgage consultant skills for your resume and career
1. Customer Service
Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.
- Originated, processed, and packaged high-quality loans that met lender requirements while ensuring timely closings and providing excellent customer service.
- Demonstrated Excellent customer service and customer satisfaction with borrowers as measured by the Citizens Fidelity Customer Survey.
2. Financial Professionals
- Solicited residential mortgages from various sources including realtors, financial professionals, past customers and other non-traditional sources
- Solicited residential mortgages from sources that include REALTORS, in-house partners, customers, and other financial professionals.
3. NMLS
- Maintain SAFE compliance and NMLS license to meet yearly state and federal regulations.
- Familiarized with State and Federal regulations and NMLS certified.
4. Real Estate Transactions
- Manage real estate appraisals, lien positions, title reports and real estate transactions including commercial real estate.
- Reviewed and assessed real estate appraisals, title reports, and real estate transactions.
5. Customer Applications
- Receive customer applications, analyze financial and credit data, perform customer follow-up activities.
- Expedited customer applications by working closely with loan processors.
6. Credit Data
- Analyze detailed financial, credit data underwriting policies and procedures.
- Completed analysis of detailed financial and credit data.
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- Gathered client documents for underwriting, ordered preliminary title reports, scheduled appraisals and coordinated document signings.
- Developed vast knowledge base of real estate, appraisals, title reports, company products, polices/procedures and underwriting guidelines.
8. HMC
- Implemented marketing plans as both an individual HMC and as part of the WFHM team to expand my client base.
- Work with Fulfillment team members and other HMC's to meet deadlines and ensure customer satisfaction and compliance guidelines.
9. Loan Applications
A loan application is a form of request presented by a person to a financial institution for the approval of a loan. This application form carries detailed information regarding the petitioner's identification information, financial competence, and sources of income that indicate whether he can return the loan back or not.
- Counseled customers, took applications, performed preliminary analysis of documents, and submitted loan applications for underwriting and subsequent processing.
- Served as telephone sales representative educating borrowers, making recommendations and completing conventional mortgage loan applications over the phone.
10. Origination
- Experienced with various loan origination systems and platforms using the latest paperless technology.
- Maintained a past client database for future origination opportunities.
11. Loan Process
- Ensured accurate and timely loan processing through efficient compilation of borrowers information and loan document verification.
- Utilized administration and organizational skills to create a streamline closed loan process.
12. Lead Generation
- Coach bankers to ensure we are maximizing our lead generation as well as develop new leads for the bank.
- Manage Lead Generation Site, Disposition leads, track with CRM, Outlook.
13. Loan Procedures
- Communicate programs, policies, loan procedures, programs and rates to prospective customers and existing Wells Fargo Home Mortgage customers.
- Marketed to new prospective and existing customers WFHM programs, rates, policies, underwriting requirements, and loan procedures.
14. FHA
The Federal Housing Administration (FHA) stands for a government agency in the United States that offers housing insurance to FHA-approved lenders who follow certain conditions.
- Provided conventional and FHA residential mortgages to consumers.
- Market to referral partner's Wells Fargo proprietary products along with the standard conventional, FHA, VA and USDA products.
15. Va
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- Provide value-added proposition for key business partners to originate FHA/VA and renovation financing for residential mortgage solutions.
- Maintained working knowledge of an array of product lines to include Conforming, Non-conforming, FHA/VA and down payment assistance programs.
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List of home mortgage consultant skills to add to your resume
The most important skills for a home mortgage consultant resume and required skills for a home mortgage consultant to have include:
- Customer Service
- Financial Professionals
- NMLS
- Real Estate Transactions
- Customer Applications
- Credit Data
- Title Reports
- HMC
- Loan Applications
- Origination
- Loan Process
- Lead Generation
- Loan Procedures
- FHA
- Va
- Referral Relationships
- Real Estate Professionals
- Loan Products
- Business Relationships
- Credit Reports
- Mortgage Products
- Bank Products
- Outbound Calls
- Loan Origination
- USDA
- Customer Loyalty
- Cold Calls
- Property Evaluations
- Financial Statements
- Mortgage Process
- Underwriting Guidelines
- Client Relationships
- Loan Volume
- Referral Business
- Tax Returns
- Mortgage Applications
- Jumbo
- Mortgage Consultants
- CPA
- Financial Data
- Fannie MAE
- Bank Branches
- Credit Worthiness
- Past Clients
- Residential Mortgage Loans
- Emerging Markets
- State Compliance Guidelines
- Freddie Mac
Updated January 8, 2025
