Mortgage Banking Specialist Resume Sample

Updated on: September 9, 2018

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 help 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
(000) 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 owing to strong customer service orientation and a keen ability to work with a diversity of clients. Excellent problem solving and team building skills along with strong proficiency in the latest technology.

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


Mortgage Banking Specialist
Bank of the West, Yarmouth, ME           2011-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

Mortgage Banker
Bank of the West, Yarmouth, ME         2004-2011
• Solicited business from existing and potential clients
• Negotiated terms and conditions of applicable mortgage solutions
• Interviewed applicants and originate loans as necessary
• Analyzed current rates and track pipeline loans
• Assisted in managing presentations and seminars

Bachelor of Business Administration
Maine State University, Yarmouth, ME