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Mortgage clerk skills for your resume and career

Updated January 8, 2025

2 min read

Below we've compiled a list of the most critical mortgage clerk skills. We ranked the top skills for mortgage clerks based on the percentage of resumes they appeared on. For example, 68.5% of mortgage clerk resumes contained data entry as a skill. Continue reading to find out what skills a mortgage clerk needs to be successful in the workplace.

15 mortgage clerk 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 clerks use data entry:

Answered phones, Data Entry, Filing, Assisted Underwriters, Made copies of files, Faxed
Processed paperwork and data entry for loan department.

2. 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 clerks use outbound calls:

Printed and stacked files and made outbound calls to customers to obtain income.
Manage high volume of inbound and outbound calls.

3. Real Estate

Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.

Here's how mortgage clerks use real estate:

Copied files in Back Office for Loan Officers and worked REPC (Real Estate Purchase Contracts).
Managed all aspects of the servicing of residential, commercial real estate and construction loans.

4. Telephone Calls

Telephone calls are a communication means through which a caller is connected to the called party. The call is done through a telecommunications device called a telephone. The caller can use a landline, mobile phone, or satellite phone to make the call.

Here's how mortgage clerks use telephone calls:

Typed numerical data on legal forms, filed alphabetically and numerically, stamped invoices and answered telephone calls.
Handled telephone calls for the respiratory department and input billing information.

5. Tax Payments

Here's how mortgage clerks use tax payments:

Reviewed printouts of allocations for interest, principal, insurance, or tax payments to locate errors.

6. Computer System

Here's how mortgage clerks use computer system:

Utilized several computer systems like Microsoft Office, MSP, Fidelity and Ever Bank internal system on a daily basis.
Learned Wells Fargo's computer systems and have been successful at learning all new processes that have been taught to me.

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7. Loan Forms

Here's how mortgage clerks use loan forms:

Assemble and compile documents for loans, such as titles and loan forms.
Assemble and compile documents for loan closings, such as title abstracts, insuranceforms, loan forms, and tax receipts.

8. 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 clerks use fha:

Processed basic loan files including FHA, VA, and Conventional.
Insured government loans utilizing VA and FHA website.

9. Loan Packages

Here's how mortgage clerks use loan packages:

Process new mortgage loan packages reviewing for completion and accuracy according to established policies and procedures.
Prepared loan packages received from loan officers for submission to underwriting for stipulations and final approval.

10. Payoff Amounts

Here's how mortgage clerks use payoff amounts:

Verified payoff amounts, including outstanding balances on the prorated mortgage insurance and escrow.

11. MSP

Here's how mortgage clerks use msp:

Updated data and verified documents using MSP Fidelity Director, Pega and Lender Live equipment.
Reviewed service released loans for accurate invoices, recorded them, utilizing Excel and MSP .

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 clerks use credit reports:

Reviewed credit reports for mortgage loans for approval/denial.
Print and distribute daily reports Run credit reports Mailing of company correspondence Order all supplies Meeting minutes Switchboard

13. Mortgage Payments

Here's how mortgage clerks use mortgage payments:

Provided accurate information to customers concerning mortgage payments.
Monitor and deposit mortgage payments to ensure the funds are properly routed and deposited to the correct financial institution.

14. Mortgage Accounts

Here's how mortgage clerks use mortgage accounts:

Input data in the system regarding various mortgage accounts.
Complete funding for mortgage accounts.

15. Tax Receipts

Here's how mortgage clerks use tax receipts:

Calculated gross-up tax receipts, discounts, commissions, libor and prime rates.

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What skills help Mortgage Clerks find jobs?

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List of mortgage clerk skills to add to your resume

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

Data Entry
Outbound Calls
Real Estate
Telephone Calls
Tax Payments

Computer System
Loan Forms
FHA
Loan Packages
Payoff Amounts

MSP
Credit Reports
Mortgage Payments
Mortgage Accounts
Tax Receipts

Updated January 8, 2025

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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