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Mortgage specialist skills for your resume and career
15 mortgage specialist 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.
- Mortgage Specialist achieving new business development objectives through effective client networking, attentive customer service, and goal-driven sales tactics.
- Provide exceptional customer service by listening attentively and providing solutions to customers, effectively resolving issues to encourage repeat future business
2. Residential Mortgage Loans
- Originated residential mortgage loans and provided internal support for high producing loan officers.
- Generate residential mortgage loans including HASP refinances, conventional and government purchases.
3. Origination
- Developed effective partnerships with non-profit organizations and community developments to improve origination of affordable housing loans for first time home buyers.
- Track appraisal status and information within appraisal ordering system to ensure current data is available to appraiser and/or origination unit.
4. 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.
- Determine Conventional, VA or FHA eligibility by contacting VA or FHA offices whenever necessary to verify eligibility.
- Processed Conventional and FHA loan applications by evaluating applications, analyzing for financial feasibility.
5. Va
Virtual assistants are the professionals who provide assistance for businesses virtually from remote areas. These individuals are hired by online businesses to perform management and administrative tasks of the company such as marketing, bookkeeping, and many other services. with virtual assistants, businesses can exist and work virtually without any need for a physical office.
- Ordered VA appraisals via the Veterans Affairs website; assisted with the creation of investor specific daily procedures.
- Service military members by preparing and approving final figures and documents needed for closing VA mortgage loans.
6. 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.
- Directed full loan application procedure, including organizing applications, complying required financial information, and communicating with customers.
- Verify and examine information and accuracy of loan application, appraisals, credit documents and closing documents.
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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.
- Answer a high volume of incoming calls and making outbound calls to assist homeowner's in attending special mortgage events.
- Received inbound calls and made outbound calls to mortgage loan leads both in the retail and portfolio retention department.
8. RESPA
- Project Manager for incorporating new technology and governmental regulatory requirements such as RESPA and AIR/HVCC into the mortgage processing area.
- Validated mortgage applications for alterations requiring re-disclosure under RESPA guidelines.
9. USDA
- Experienced in Bond programs (OHFA & PHFA and USDA)
- Underwrite and approve, deny or counter offer on all Conventional, Bond, USDA, VA and FHA Loans.
10. Inbound Calls
- Answer inbound calls from delinquent borrowers, borrowers requesting loss mitigation assistance, and borrowers in the process of foreclosure.
- Answered inbound calls from customers to settle account issues and to verify if supporting documents were received.
11. Escrow Accounts
- Worked with customers, employees and 3rd parties reviewing billing statements and escrow accounts for accuracy.
- Answered questions about their account, regarding escrow taxes, setting up escrow accounts etc.
12. Loan Origination
- Trained junior mortgage specialists on cold calling, loan origination/structuring software, and coordinating the closings with underwriters and title companies.
- Managed both retail and brokerage loan originations/closings in Iowa for this seniors-only product.
13. Loan Process
- Analyze applicants' financial status and credit worthiness for loan process by evaluating income eligibility and property appraisal.
- Provided guidance for improving loan processing procedures to executives as subject matter expert.
14. Loss Mitigation
- Coordinated and facilitate initial loss mitigation efforts with associated departments, foreclosure counsel, investors, mortgage insurance companies, etc.
- Assisted customers to determine appropriate collection alternatives and/or obtain payment commitments, advised of loss mitigation options.
15. Foreclosure Process
- Managed attorney communication to ensure constant progress throughout the foreclosure process.
- Recommend movement to foreclosure process as needed.
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List of mortgage specialist skills to add to your resume
The most important skills for a mortgage specialist resume and required skills for a mortgage specialist to have include:
- Customer Service
- Residential Mortgage Loans
- Origination
- FHA
- Va
- Loan Applications
- Outbound Calls
- RESPA
- USDA
- Inbound Calls
- Escrow Accounts
- Loan Origination
- Loan Process
- Loss Mitigation
- Foreclosure Process
- Mortgage Process
- Loan Programs
- Credit Reports
- Loan Modifications
- Fannie MAE
- Federal Regulations
- FNMA
- Investor Guidelines
- Customer Inquiries
- Bank Statements
- Loan Products
- Mortgage Products
- Loan Approval
- Loan Packages
- HUD-1
- Lieu
- Tax Returns
- FHLMC
- Freddie Mac
- Loan Closings
- Payment Arrangements
- Call Tracking
- Underwriting Guidelines
- Financial Statements
- HMDA
- Bank Secrecy Act
- Conventional Loans
- Mortgage Payments
- Reverse Mortgages
- Federal Guidelines
- Title Commitments
- AS400
- Automated Underwriting
- Mortgage Accounts
- Mortgage Applications
Updated January 8, 2025
