Mortgage Banking Resume Sample
Bryana Shields
9234 Orrin Court,
Houston,
TX
+1 (555) 459 6777
Work Experience
Mortgage Banking Senior Specialist
07/2017
-
PRESENT
Philadelphia, PA
- Manage Contract Central alerts
- Manage follow-up with mortgage bankers’ prospects
- Review customer Profile forms to identify prospects
- Manage pre-qualifications leads
- Independent logical problem solver; analytical ability to synthesize data and
- Partner closely with Business Development, Sales, Operations & Underwriting internally to support client’s needs
- Prepares financial budgeting, billing and business planning activities
Mortgage Banking
05/2012
-
02/2017
New York, NY
- Gathers data and prepares data for business analysis, reporting, trend analysis or forecasting decisions
- Performing SSRS Reporting
- QL Experience Required
- Managerial/ supervisory experience in a related field
- Problem solver that works well both independently and with other people
- Communicate effectively with diverse groups and individuals
- Exhibit ability to establish personal credibility and accountability
Mortgage Banking Deed
12/2005
-
03/2012
Philadelphia, PA
- Default document review experience
- Execution of the impact assessment of all obligation changes in partnership with relevant Risk, Control and Compliance SME’s
- Meet multiple deadlines and prioritize appropriately. Establishes project plans and give direction to the team to ensures deadlines are met
- Approaches decision making and problem solving by systematically gathering information from a variety of sources and developing viable alternatives
- Good presentation skills. Ability to communicate complex ideas clearly so they are understood by others
- Speaks and writes clearly and appropriately, and articulates questions to manager or other team members. Shows openness and receptiveness to other ideas, views, opinion and people
- Leads by example and acts as a motivational source. Assists in providing developmental opportunities for other team members and willingly shares knowledge and experience. Links firm strategy into day to day activity
Education
Globe University / Minnesota School of Business
1999 - 2004
Bachelor's Degree in Accounting
Professional Skills
- Strong verbal and written communication skills for report summarizations and escalations, required
- Self-starter with the ability to work independently exhibiting follow-up skills
- Prior work experience in Consulting, Risk Management or Product Strategy role
- Demonstrates personal dedication and strong work ethic
- Working knowledge of operational policies and practices to effectively represent process
- Proven track record of defining metrics, transforming large amounts of data into meaningful business views, and identifying improvement opportunities
- Performs work requiring specialized and technical skill set and complete understanding of the function’s practices and procedures
How to write Mortgage Banking Resume
Mortgage Banking role is responsible for training, reporting, retail, finance, credit, database, design, research, insurance, travel.
To write great resume for mortgage banking job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Mortgage Banking Resume
The section contact information is important in your mortgage banking resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Mortgage Banking Resume
The section work experience is an essential part of your mortgage banking resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous mortgage banking responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular mortgage banking position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Mortgage Banking resume experience can include:
- Prior reconciliation experience desired
- Experience working management reporting, performance analysis techniques and project/process management required
- Experience with direct billing of closing costs and subsidy set up and administration
- Exercises effective time management to creatively resolve issues, exceed most key volume standards, SLA’s and deadlines without compromising work quality
- The position requires analytical thinking, accountability ,accuracy, flexibility, and an ability to prioritize work
- MS SQL experience and MS development reporting tools
Education on a Mortgage Banking Resume
Make sure to make education a priority on your mortgage banking resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your mortgage banking experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Mortgage Banking Resume
When listing skills on your mortgage banking resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical mortgage banking skills:
- Possess strong attention to detail and strong problem solvig skills
- Effectively build call center culture
- Effectively manages one’s time and resources to ensure that work is completed efficiently and timely
- Experience with Oracle development reporting tools
- Strong knowledge of current environment underwriting standards and loan fulfillment processes
- 2– 5 years Mortgage Banking experience
List of Typical Experience For a Mortgage Banking Resume
1
Experience For Mortgage Banking Senior Specialist Resume
- Interact with assigned origination management teams, ownership of monthly funding forecast and funding results. In addition, the role requires participation in various projects and feedback sessions to positively impact workflow, policies and procedures, system enhancements, etc
- Possesses good mathematical skills
- Receives and validates new bankruptcy notifications and setups in core mortgage electronic systems to ensure that all
- Manages and prioritizes work to best service both internal and external Chase customers
- Developing and maintaining analytical reports and metrics using SQL or equivalent reporting tools to assist the business in meeting operational objectives
- Developing, testing, and implementing daily, weekly, monthly, and ad hoc reports that enable data driven business decisions
- Partnering with process owners to determine and refine reporting and analysis requirements
- Basic accounting knowledge of debits and credits
2
Experience For Mortgage Banking, Capital Markets Resume
- Organization and Data Analytics: demonstrating the ability to understand
- Performs timely follow-up with attorneys and bankruptcy trustees. Ensures that follow up for hearings, discharges and
- Expert knowledge of complex personal and business financial analysis and an expertise in tax return, balance sheet analysis including cash flow and self-employment income analysis
- Communicates modification decisions as received from Underwriting/Quality Assurance
- Effectively communicate with the customer via phone or correspondence (email or mail) by acknowledging the customer’s comments/emotions and clearly explaining complicated procedures or concepts. Uses paraphrasing techniques and asks appropriate questions to qualify the needs/expectations of the customer
- Audit engagements covering Mortgage Banking including risk assessments, audit planning, audit testing, directing audit staff, control evaluation, audit report drafting, and follow-up and verification of issue closure
- Maintain and manage case documentation (using MS SharePoint and other systems of record), project (case) schedule, scorecards, risks and issues, and dependencies
- Track issues and action items, escalate as necessary
3
Experience For Mortgage Banking Quality Senior Specialist Resume
- Quality control of documentation and communications
- Obtain necessary loan conditions
- Verify income, payoffs, home owners insurance, mortgage balance statements, trust agreements, verification
- Order and complete detailed review of the title search and flood certificate
- Held to a high standard of file documentation to support their loan condition review work and customer
- Review Mortgage Insurer’s guideline changes and conduct impact assessment
- Experience in one of the following disciplines: conventional credit policy/product, government credit policy/product, pricing, system navigation or fulfillment procedures
4
Experience For Mortgage Banking Closing Coverage Specialist Resume
- Understand & support the company’s goals & objectives
- Maintain contact with management companies and insurance agencies to obtain proper documentation for Project Approval Group’s review
- By effectively gathering, compiling and reviewing information and data, evaluating existing systems and procedures, identifying alternate courses of actions, development of tools and/or improvements.’
- Solve complex business problems and completes analysis without manager interaction
- Communicate analytical results to the immediate manager with suggestions for resolution and the ability to implement a solution
- Speak and write clearly and appropriately and articulate questions, concerns and information to Associate, VP, and MD level managers and other team members and lines of business
- Manage all requests to enroll or change status in Automatic Mortgage Payments program and support processing for Mortgage Cash Back
5
Experience For Mortgage Banking Document QC Specialist Resume
- Understands how work fits into the objective of the project, task or process
- Understands cross impacts to other lines of business and systems
- Provide customer service, compliance and controls for non-traditional mortgage loans including Adjustable Rate Mortgages (ARMS), Step Rates, Balloons, and Buydowns
- Perform reconciliations of all Servicing Clearing and Disbursements bank accounts as well as all investor P&I and T&I custodial bank accounts
- Execute all wires transfers, electronic funds transfers, and manual check disbursements as well as management of unclaimed funds and escheatment processes
- Provide oversight and governance for all Suspense funds to ensure compliance and timely resolution
- Proficiency with MS Office Applications (Word, Excel and Access)
- Writes strategic, policy and procedure documentation in free-form and defined templates
6
Experience For Mortgage Banking Valuations Specialist Resume
- Regularly meets with client team(s) to ensure communications needs and deadlines are met
- Communicates with all level of management as necessary to research and determine correct procedural documentation
- Identifies cross-team impacts and communicates needs as appropriate to peers and superiors
- Identifies partners and collaborates with individuals throughout CHF to gain consensus and approvals for procedural and strategic communications content
- Collaborating with management and staff in the development and implementation of all projects and/or initiatives related to operational goals and/or process improvement directives
- All other projects or tasks as assigned
7
Experience For Mortgage Banking Deed Resume
- Demonstrate advanced understanding of business analyst methodologies, advanced understanding of business processes/systems/policies, advanced problem solving abilities
- Drives a high performance culture through employee engagement and proactive performance management
- Quality Management - Establish quality assurance standards and implement systems/processes to ensure those standards are met
- Business Execution - Set workflow priorities. Monitor business needs and make adjustments to schedules, work load, processes, and procedures as needed. Ensure team assignments are completed within SLA. Champion project initiatives, including creating internal reference documents, executing on-the-job training and updating policies and procedures
- Recommend and implements enhancements to improve effectiveness and efficiency of services and systems across the organization
- Request and monitor system access
- Facilitate team meetings and 1:1s with staff
8
Experience For Consumer Direct Mortgage Banking Resume
- Desire to make a difference in customers’ lives
- Collaborates with others to achieve common goals
- Knowledge of modification, foreclosure process
- Travel as needed (< 25%)
- Ability and desire to spend 50% of work day on the phone with customers and agents
- Computer proficiency in MS Office and desktop applications
9
Experience For Mortgage Banking Loan Closer Resume
- Excellent written and verbal communication skills: Demonstrates the ability to communicate effective financial solutions to address client’s needs. Demonstrates ability to exercise judgment and tact in communicating with customers
- Able to communicate effectively to an audience at all levels of management
- Able to lead projects and drive execution of project deliverables. Able to work with key partners to fully execute
- Effectively Communicate with Others: defined by behaviors such as listening actively, communicating effectively and clearly relaying important information to others when needed (i.e., explaining important information peers or direct reports); communicating in writing in a clear, concise manner; using appropriate methods to guide group meetings; fostering openness; sharing information
List of Typical Skills For a Mortgage Banking Resume
1
Skills For Mortgage Banking Senior Specialist Resume
- Completing quality monitors, and tracking performance
- Managing team performance including recognition, action plans, and corrective action as needed
- Monitor queue and track inbound calls. Keeping specialists aware of inbound call types, waiting, abandonment rate, and time management
- Proficiency in all aspects of coaching mortgage sales – especially call-to-lead and-to-app
- Financial analysis to identify revenue opportunities and execute client level pricing strategy
- Leads people toward meeting the organization’s vision, mission, and goals
- Manages performance by communicating performance standards and expectations and gives timely, constructive feedback on tasks and assignments
- Plan, organize, and guide a project from inception through multiple
2
Skills For Mortgage Banking, Capital Markets Resume
- Execute accurately and meet all deliverables on time or before the given deadlines or commitments
- Able to navigate through formal and informal channels of communication to achieve daily goal
- Exposure to and ability to learn basic database concepts and ad-hoc data
- Leadership of a team of Lead Generators (Chase employees as well as contractors) – sourcing/recruiting of lead generators, training, development, communication, adaptability
- Help Mortgage Banking drive quality applications across national sales environment
- Creates and maintains an environment which establishes, communicates and ensures adherence to clear deadlines intended to ensure that work is processed with the required timeliness
- Demonstrates the ability to learn and apply a series of steps, rules, or guidelines needed to perform a specific task, responsibility, or role
3
Skills For Mortgage Banking Quality Senior Specialist Resume
- Demonstrates project management experience including developing and maintaining project plans, consulting with the business and end users, and documenting steps required to execute or modify programs
- Understand Chase strategy and communicate value proposition to clients
- Identify new clients and help them navigate the intense approval process
- Facilitate communication between the client and Chase to establish Chase as a compatible mortgage loan Investor
- Train client’s how to do business with Chase
- Lead client focused initiatives that require cross functional participation
4
Skills For Mortgage Banking Closing Coverage Specialist Resume
- Communicates strategically, uses two-way communication to generate enthusiasm and foster an atmosphere receptive to open exchange
- Manage a team of up to 15 nonexempt call center specialists
- Be available to affect the entirety of the team’s operations
- Motivate and encourage specialists through positive communication and feedback
- Manage team huddles, staff meetings, and one on one session with specialists
- Support User Acceptance Testing (UAT) efforts to independently validate the changes and support defect-free implementation of the changes to production environment
- Recent default mortgage servicing experience
- 3 – 5 years experience within the Mortgage Servicing Platform (MSP
5
Skills For Mortgage Banking Document QC Specialist Resume
- Extensive experience with modification supporting applications (Lender Live, Default Workflow, Agent Desktop, i-Vault)
- Strive to think outside of the box to find gaps and improve processes that assist in enhancing the overall customer experience
- Strong enthusiasm to work in an ever changing environment and ability to grasp changes
- One year of financial services operations experience (i.e. mortgage, legal documents production, default, asset recovery)
- Outstanding follow up and follow through
- Perform issue resolution, as related to the ordering of valuations products, via a ticketing system (JIRA)
- Work with various supporting lines of business to obtain results
6
Skills For Mortgage Banking Valuations Specialist Resume
- Utilize Chase Processing systems (RealEC, CLOSR, CFM, etc.) to place orders and research issues
- Adhere to all regulatory requirements of interfacing with AMC vendors
- Learns and follows procedures and policies
- Successfully lead people agenda – talent acquisition, retention and development with a proven ability to lead, model, coach, and mentor all levels of sales and sales management Excellent written and oral communication skills
- Problem solver and analytical: Proven track record of being able to understand processes and how an issue can be caused and possible resolutions to that issue. Ability to comprehend and meaningfully collaborate with both technical and non-technical scenarios presented
- Communication: Ability to communicate clearly and with good and useful information to various levels within the organization, both written and verbal
- Experience with vendor management and Third Party Oversight required
- Solid computer knowledge (Microsoft Applications: Outlook, Word, Excel, and Access)
7
Skills For Mortgage Banking Deed Resume
- Independently multitask and prioritize assignments to meet strict deadlines
- Self-motivated: Ability to learn and pick up concepts and understand processes and research as needed to understand or resolve an issue
- Position includes the need to access loan-level and transaction-level data from multiple internal and external sources (Data Marts, Info One, Systems of Record, etc.)
- Audit, quality, or mortgage banking experience required
- Work well on a team and focus on results; ability to be adaptable and flexible
- In depth knowledge of the Modifications process from application to system maintenance
- A desire to dig into processes and procedures and raise concerns to management
- Perform daily Order-Entry to ensure timely delivery of Originations or Default vendor products and services
- Support the Default Valuations processes to ensure timely delivery of Valuations products and troubleshoot delays
8
Skills For Consumer Direct Mortgage Banking Resume
- Problem Solving - identify business issues which require an analytical solution, utilize business knowledge to identify the root cause of business issues and to propose solutions
- Experience working within SQL Server required
- Complete tasks accurately and timely with demonstrated ability to meets goals and deadlines
- Default document review experience
- Previous experience in functional area required
- Review root causes data integrity to enable product managers / service colleagues to take appropriate action to improve the customer experience
9
Skills For Mortgage Banking Loan Closer Resume
- Delivering Results – Strive to set and understand golas and work to reach short-term goals and upport long-term strategy
- Meeting management (material prep, facilitation and follow-up)
- Maintain employee files and records, including records of attendance, performance management, training certifications, etc
- Proficient in using tools such as Excel, Word., PowerPoint
- Knowledge of default servicing guidelines for Freddie Mac, Fannie Mae, Ginnie Mae and/or Private Investors
- Able to understand and explain Closing Disclosure
10
Skills For Mortgage Banking Document Specialist Resume
- Continually strive for accurate and timely data including details of complaint,
- Attendance, or facilitation of, regular meetings, communicating to all levels
- Recommend Human Resource actions - Hiring, terminations, salary actions and promotions
- Contribute to departmental reporting
- Research advance losses that are billed to Chase, working with Chase SME’s as needed
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