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Mortgage assistant skills for your resume and career

Updated January 8, 2025
3 min read
Below we've compiled a list of the most critical mortgage assistant skills. We ranked the top skills for mortgage assistants based on the percentage of resumes they appeared on. For example, 16.1% of mortgage assistant resumes contained data entry as a skill. Continue reading to find out what skills a mortgage assistant needs to be successful in the workplace.

15 mortgage assistant skills for your resume and career

1. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how mortgage assistants use data entry:
  • Performed data entry in Mortgage Programs ensuring accuracy while exceeding a daily quota.
  • Reformatted excel documents to increase efficiency with data entry for all mortgage assistants.

2. Mortgage Loans

Here's how mortgage assistants use mortgage loans:
  • Provide administrative support for Navy Federal Credit Union Mortgage department answering telephones, assisting members with their mortgage loans and applications.
  • Prepared initial loan disclosures and generated mortgage loan documents for closing.

3. 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.

Here's how mortgage assistants use loan applications:
  • Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing.
  • Review mortgage loan applications and procure necessary supporting documentation in accordance with established Fannie Mae requirements.

4. Origination

Here's how mortgage assistants use origination:
  • Scanned closing loan documents into an origination system.
  • Supported Mortgage Banker with a pipeline of ~65 to oversee loans in origination, processing, underwriting and funding.

5. Excellent Organizational

Here's how mortgage assistants use excellent organizational:
  • Accomplished excellent organizational skills and the ability to handle multiple tasks.
  • Demonstrated excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.

6. 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.

Here's how mortgage assistants use customer service:
  • Provided exceptional customer service to clients in gathering documentation and underwriting requirement for loan approvals.
  • Worked closely with Loan officer to provide excellent customer service and loan application experience.

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7. Originator

Here's how mortgage assistants use originator:
  • Ranked #1 as the Top Producer 5 out of 6 months as a Mortgage Originator in the Knoxville market.
  • Referred complex questions, issues and concerns to the appropriate Loan Originator.

8. Outbound Calls

An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.

Here's how mortgage assistants use outbound calls:
  • Answer all incoming calls/ Place outbound calls to clients pertaining to the refinancing, purchasing and streamlining of their home.
  • Take inbound as well as make outbound calls depending on which campaign we target on a work day.

9. Escrow

An escrow refers to a third party who holds in their custody money or asset on behalf of other parties involved in a business transaction. Every month a lender deposits an escrow amount of the mortgage into another party's account and handles the insurance premiums plus the estate taxes.

Here's how mortgage assistants use escrow:
  • Prepared FedEx and application information packages for shipment/mailing to member's escrow agents, and from field sections to Headquarters.
  • Communicated with borrowers, real estate agents, title/escrow companies on items needed to obtain final approval.

10. Loan Closings

Here's how mortgage assistants use loan closings:
  • Assembled and compiled documents for loan closings such as title abstracts and loan forms.
  • Worked with third-party vendors to ensure timely loan closings.

11. RESPA

Here's how mortgage assistants use respa:
  • Re-disclosed file per RESPA guidelines when required.
  • Recognized for being proficient in thinking outside the box for satisfactory documentation to clear underwriting conditions and RESPA regulations.

12. Credit Reports

Credit reports are statements that carry information about your credit affairs and current credit situation like loan payment history and credit accounts status. A credit report acts as history because it contains the record from the day you opened the account till your account balance. Potential lenders and creditors make use of credit reports and decide whether to offer you credit or not and under what conditions.

Here's how mortgage assistants use credit reports:
  • Pulled and inspected credit reports upon customer approval/ Verify Application information.
  • Create credit reports, CPI's screens, scanning files/docs, locate missing files, and replace toners for printers.

13. Processing Loans

Here's how mortgage assistants use processing loans:
  • Assisted in processing loans for submission to lenders.
  • Performed cross-functional tasks, which included processing loans and providing executive-level support as a knowledgeable and trusted resource.

14. Inbound Calls

Here's how mortgage assistants use inbound calls:
  • Answer inbound calls to the underwriting appraisal department and Telesale.
  • Answered inbound calls from potential customers Schedule appointments for loan officers Direct Mail Fulfillment

15. 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.

Here's how mortgage assistants use fha:
  • Obtained government FHA and VA loan case numbers and validations, saving mortgage specialist time to pursue other more critical responsibilities.
  • Scanned FHA case binders (100-300 pages) in order for file to be digitally reviewed.
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List of mortgage assistant skills to add to your resume

Mortgage assistant skills

The most important skills for a mortgage assistant resume and required skills for a mortgage assistant to have include:

  • Data Entry
  • Mortgage Loans
  • Loan Applications
  • Origination
  • Excellent Organizational
  • Customer Service
  • Originator
  • Outbound Calls
  • Escrow
  • Loan Closings
  • RESPA
  • Credit Reports
  • Processing Loans
  • Inbound Calls
  • FHA
  • Interest Rates
  • Underwriting Guidelines
  • HMDA
  • Customer Inquiries
  • Loan Packages
  • Mortgage Applications
  • Mortgage Process
  • HUD-1
  • Telephone Calls
  • Loan Volume
  • USDA
  • LIS
  • Computer System
  • Commercial Loans
  • Bank Statements
  • Fannie MAE
  • Loan Approval
  • Tax Returns
  • FNMA
  • Unifi
  • Flood Certificates
  • Calyx Point
  • VOE
  • DU
  • Financial Data
  • Mortgage Accounts
  • Mortgage Consultants
  • LPS

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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