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Mortgage consultant skills for your resume and career
15 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.
- Provided customer service and operational support to internal and external customers in a troubleshooting capacity at the St. Louis Operations Center.
- Provided personalized and effective customer service to assist borrower in determining best loan program to align their objectives with financial capacity.
2. Origination
- Coordinated development efforts to create web-based loan origination tool utilizing Genesis software so that loan officers can work remotely and effectively.
- Purchased and implemented new loan origination software that generated 50 unsolicited on-line mortgage applications in the first month.
3. NMLS
- Comply with federal, state, and local legal requirements of FDIC and NMLS (Nationwide Licensing System Mortgage) procedure.
- Obtain and maintain active NMLS Licensing and applicable state licensing requirements (DC, MD & VA).
4. Financial Services
Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.
- Generated business by providing professional financial services to customers specific to the purchasing or refinancing of a residential real estate property.
- Provided professional financial services to the public relating to purchases of residential property and refinancing existing mortgages.
5. Loan Products
- Originated loans via telephone and Internet by completing applications using company loan products system, and scheduled/reviewed appraisals and title reports.
- Mortgage loan originator responsible for customer relationship management, preliminary underwriting, sale of loan products, and process management.
6. Bank Products
Those products which a bank offers to its customers are called bank products. There a variety of services that a bank offers to attract customers. Some of the banking products/ services are: giving loans, overdrafts, check payments, exchange of foreign currency, consultancy services credit, debit and ATM cards, home and online banking.
- Performed marketing calls and advertised bank products by personally visiting local businesses as well as established relationship with real estate agents.
- Educated customers on additional bank products and assisted other departments in preparing and finalizing documents.
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- Completed loan application, obtained necessary exhibits and analyzed personal financial data to determine credit worthiness for loan approval.
- Tailored programs to meet customer needs; accumulated personal and financial data and ensured accuracy of applications.
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.
- Originated FHA and conventional loans through purchase money and refinance transactions
- Take information from the prospective borrower and complete the loan application for FHA, VA, Conventional and Reverse Mortgage loans.
9. Cross-Selling
- Identified opportunities to deepen client relationships and leverage cross-selling and promotional opportunities within the bank branch.
- Assisted in cross-selling additional products, while effectively prospecting potential customers.
10. 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.
- Processed and maintained confidential information pertaining to clients, credit reporting agencies, loan servicing and insurance providers.
- Review financial statements, credit reports, and applicable ratios, examining transactions to ensure accuracy and completeness
11. Loan Approval
- Verified documentation to ensure adherence with credit policies and regulations to effectuate mortgage loan approvals from underwriters.
- Reviewed customer loan applications to determine loan approvals/denials; provided credit assessments to borrowers.
12. Credit History
- Collected necessary documentation, evaluated applications and reviewed credit history to determine risk.
- Verified information on the application to determine credit history and credit worthiness.
13. Fannie MAE
- Qualify borrowers with Conventional, Freddie Mac (Relief), Fannie Mae (HARP), and FHA refinance options.
- Informed customers of mortgage loan programs offered by Fannie Mae, FHA, and VA via phone, internet and emails.
14. Business Development
Business development is the ideas or initiatives that work to make business work better. Selling, advertising, product development, supply chain management, and vendor management are only a few of the divisions involved with it. There is still a lot of networking, negotiating, forming alliances, and trying to save money. The goals set for business development guide and coordinate with all of these various operations and sectors.
- Established integrity, quality and professionalism as a leader to provide organization with business development that improve efficiency of business operations.
- Develop a detailed marketing plan annually to include business development/sales strategy with on-site sales representatives and outside Realtor.
15. Loan Origination
- Mortgage loan origination and processing as an individual representative of diverse mortgage programs.
- Listed job postings, interviewed, and hired personnel for Loan Origination/Telemarketing department.
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List of mortgage consultant skills to add to your resume
The most important skills for a mortgage consultant resume and required skills for a mortgage consultant to have include:
- Customer Service
- Origination
- NMLS
- Financial Services
- Loan Products
- Bank Products
- Financial Data
- FHA
- Cross-Selling
- Credit Reports
- Loan Approval
- Credit History
- Fannie MAE
- Business Development
- Loan Origination
- Mortgage Products
- Credit Data
- Title Reports
- RESPA
- FNMA
- Residential Mortgage Loans
- USDA
- Excellent Interpersonal
- Bank Secrecy Act
- Business Relationships
- Automated Underwriting
- Customer Satisfaction
- Strong Customer Service
- Underwriting Guidelines
- Freddie Mac
- Mortgage Loan Applications
- Loan Process
- Interest Rates
- Real Estate Professionals
- Outbound Calls
- Credit Worthiness
- Mortgage Process
- Anti-Money Laundering
- Inbound Calls
- HUD
- Tax Returns
- Loan Volume
- Bank Statements
- Jumbo
- Loan Options
- Loan Packages
- Lead Management
- Exceptional Time Management
- Property Evaluations
Updated January 8, 2025
