Resume Sample for Mortgage Consultant


picture of Mortgage Consultant resume sample sheet
The following is an example of Mortgage Consultant resume sample. Reviewing the candidate's full work experience, outlining key-qualifications, duties and responsibilities for the Mortgage job title/field.

Resume Writing Example for Mortgage Consultant | CV Format

Mortgage Consultant – Wells Fargo

Zephyr Cove, NV

Work Experience

Mortgage Consultant

Wells Fargo

South Lake Tahoe, CA

November 2014 to Present

* Sourced new business via calls, community relations and referrals 
* Maintained customer relationships 
* Developed an understanding of estate appraisals, title reports, and real estate transactions 
* Responsible for informing prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures 
* Reviewed detailed financial and credit data to match customer needs with an appropriate loan program and evaluated risk 
* Receive customer applications, quoted the rates and points, and completed follow-up activities with the clients 
* Marketing to realtors and clients through drip marketing, social media and community events 
* Pipeline Management 
* Administrative Support 
* Financial Planning

Personal Banker

Wells Fargo

South Lake Tahoe, CA

July 2012 to November 2014

* Possess an in-depth knowledge about products, systems, and procedures 
* S.A.F.E. Certified with the Nationwide Mortgage Licensing System 
* Ability to exhibit high levels of professionalism at all times 
* Recommend products and services to meet customers’ needs 
* Portfolio Management 
* Received sales payout for exceeding sales goals every quarter 
* Invited to attend several recognition events due to sales and service 
* Business Advocate & Wells Fargo At Work Expert

Officer, Management

Market Wells Fargo

South Lake Tahoe, CA

2005 to 2011

Customer Service and Sales Representative 
* Recommend products and services to meet customers’ needs 
* Received sales payout for exceeding sales goals every quarter 
* Trained on both Teller and Personal Banker policy and procedures 
* Cash Handling 
 
Microsoft Word, Excel, Outlook, Outlook Calendar, and adept at internet usage. Comfortable with computer, Windows based programs of all kinds. Adept at multi-line phone systems and cash register. Typing speed of 50-60 WPM. Ability to train and coach new employees. 
 
Bryan McGruder Sarah Gundlach Former Store Manager Former Service Manager 530.520.8038 209.596.6084 
Nicolas Moszoro Former Manager 530.320.5386

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