Mortgage banking specialists work in banks and specialize in providing clients with mortgage solutions. They assist clients in applying for mortgage loans and negotiate the terms and conditions of the plan with them. They also assist customers in deciding what type of mortgage plans they are eligible for and what suits their financial needs.

The bank that a mortgage banking specialist works for requires that he solicits business from clients by conducting presentations and seminars which is why they need professionals who are “go-getters”.

If you are a go-getter with a mortgage finance background, then this resume is for you.


Mortgage Banking Specialist Resume Sample

Horace Hornet
301 Juniper E, Yarmouth, ME 22222
(900) 999-9999, Horace @ email . com

Over 12 years of experience working as a Mortgage Banking Specialist. Demonstrated competence in conducting and obtaining mortgage inquiries from existing and new customers using advertising efforts. Promoted five times in six years. Strong customer orientation and a keen ability to work with a diversity of clients. Excellent problem solving and team building skills along with a strong proficiency in latest technology.

Bank of the West, Yarmouth, ME
Mortgage Banking Specialist – Jan 2005 to Present
• Assess clients mortgage needs by interviewing them
• Advise new and existing clients on available loan programs
• Analyze clients’ financial data to determine eligibility
• Act as a liaison between clients and other employees to ensure the best in customer services
• Manage documentation of loan processes and applications
• Provide mortgage banking training to new hires

Bank of the West, Yarmouth, ME
Mortgage Banker – Jan 2004 to Dec 2006
• Solicit business from existing and potential clients
• Negotiate terms and conditions of applicable mortgage solutions
• Interview applicants and originate loans as necessary
• Analyze current rates and track pipeline loans
• Assist in managing presentations and seminars

Bachelors in Business Education – Maine State University – 2005

• Excellent communication skills
• Strong background of mortgage systems
• Self motivated and assertive
• Exceptional customer contact skills
• Working knowledge of the banking procedures