Mortgage Agent Resume Sample [+Skills, Achievements]

Updated on: April 5, 2020
Mortgage Agent Resume Page Image 1

It is not often that hiring managers come across excellently written mortgage agent resumes.

But you can change that by ensuring that your resume appropriately highlights your knowledge of determining the right clients to provide a mortgage to.

In your resume for a mortgage agent position, focus on your skills and experience in originating, underwriting, and servicing loan procedures for clients.

Previous accomplishments to show that you are a good person to hire at this position should also be made part of your resume.

Your eagerness to reach sales goals and experience in working with clients over the phone and in-person should also be highlighted in your mortgage agent resume.

Going through the following sample will assist you in writing your mortgage agent resume:

Mortgage Agent Resume Sample

Thomas Booker
88 Olympia Road, Provo, UT58371
(00) 219-3789

Experienced Mortgage Agent, with an excellent grasp on mortgage concepts, requirements, and standards. Ability to determine clients’ backgrounds to ensure appropriate loan handouts. Expert in working with various lenders and buyers to determine the best deals for all clients. Able to act as an intermediary between lenders and buyers.

• Sales Goal Management
• Paperwork Handling
• Market Assessment
• Legal Explanations
• System Improvement
• Prospective Client Contact
• Repayment Risk Calculation
• Collection Monitoring
• Variance Identification
• Problem Resolution
• Background Checking
• Follow-up

• Successfully passed 100+ loans, with a 100% payback confirmation
• Implemented a defaulter follow-up system, hence, recovered 25% of outstanding payments
• Introduced a market assessment system, as a result, increased evaluation efficiency by 35%


Mortgage Agent
ROC Capital Holdings, Provo, UT
Sep 2014 – Present

• Cultivate business opportunities to seek out prospective clients
• Contact clients through email and telephone to provide them with service information
• Develop a loyal client base by providing exceptional mortgage advice
• Work with lenders and buyers to find the best deal for clients
• Perform loan originating tasks, and act as a point of contact for all clients
• Assess market conditions, and provide feedback to clients
• Negotiate with banks and direct lenders to find the best opportunities
• Assess clients’ financial circumstances and histories to find ideal matches
• Ensure that all paperwork is properly carried out for each mortgage opportunity
• Check paperwork for discrepancies or errors, and communicate them to clients

Mortgage Assistant
Key Mortgages, Provo, UT
May 2012 – Sep 2014
• Performed cold calling tasks in order to increase client base
• Handled incoming calls by providing service and product information
• Checked loan paperwork to ensure accuracy and completeness
• Ensured proper record-keeping and filing for all clients and cases

Bachelor’s Degree in Finance
Provo Business School, Provo, UT – 2011

Mortgage Agent Skills for Resume

It is imperative for mortgage agents to be skilled in the work that they do. These skills need to be highlighted in their resumes so that hiring managers can zero in on them, and decide to hire them.

As a mortgage agent, your skills should include the ability to assess client situations and provide correlating mortgaging and financing options to them.

When you write a mortgage agent resume, concentrate on the skills that you will be offering to the hiring manager.

These would include knowledge of mortgage and finance products, and the ability to successfully communicate corresponding information to clients.

Also, the skills section of your mortgage agent resume should include your strong numerical and analytic abilities, as well as excellent communication skills.

Moreover, you must emphasize your expertise in finance and risk management. Good negotiation skills are also required when working as a mortgage agent, so these need to go into the skills section of your resume as well.

Here are some skills that you can place on your mortgage agent resume:

Mortgage Agent Skills Statements for Resume

• Hands-on experience in working with lenders to find the best deals for homebuyers
• Knowledge of originating loans to sell to ending institutes
• Able to act as a point of contact, and intermediary between lenders and borrowers
• In-depth knowledge of evaluating mortgage paperwork, including pay stubs, credit histories, and bank statements
• Deeply familiar with working in compliance with banking and finance laws
• Unmatched ability to verify clients’ incomes, and gather credit information
• Demonstrated ability to follow through with clients throughout the approval process
• Expert in filling out forms such as lender applications, and agreements
• Familiar with assessing market situations to determine the best solutions for clients
• Proficient in ensuring that all activities are in accordance with set banking protocols and procedures
• Highly adept at providing legal explanations by educating clients on legal and financial options
• Solid track record of meeting mortgage loan operating standards by contributing mortgage loan information to strategic plans
• Proven ability to attract new mortgage loan applications by developing relationships with prospective, and new clients
• Highly experienced in approving mortgage loans through application examination and documentation management
• Focused on ensuring shortest possible timelines for mortgage approvals
• Ability to complete mortgage loans by monitoring collection, and verification
• Excellent ability to keep mortgage loan information confidential and safe
• Functional knowledge of performing risk assessments using sound judgment
• Good negotiation and self-motivation skills, aimed at completing work processes perfectly

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