Mortgage Consultant

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Mortgage Consultant Resume Sample

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Accomplished and performance-driven professional, with extensive experience in mortgage and loan consultancy; in-depth background in accounts management and development; and capability to deliver outstanding client relationships that lead to total customer satisfaction. Demonstrate strong personality and proficiency in project handling, with keen eye for detail. Highly adept at directing operations and carrying out personnel training and management. Excellent at providing support to clients. Thrive at leading teams to achieve goals employing efficient solutions.

Core Competencies

  • Mortgage Consultancy
  • Client and Staff Relations
  • Communications
  • Loans Processes
  • Client Needs Assessment
  • Accounts Management


XYZ Mortgage, Woodstock, GA | Sep 2017-Present
Vice President ¦ Mortgage Consultant

  • Perform a wide array of duties based on laws and regulations for every respective state
  • Meet with prospective buyers and review credit reports and income records to determine specific needs and circumstances
  • Study and analyze mortgage market to identify best possible loan for the client
  • Render assistance to buyers in getting pre-approval for the mortgage, from filling out application form and submitting all the necessary paperwork to the bank on behalf of the client
  • Explain and discuss mortgage terms to the clients; answer all queries regarding legal aspects of the agreement
  • Render credit counseling services to clients to boost their chances of securing a loan
  • Ranked in Top 100 in overall scorecard for 2018 in company-wide ranking
  • Achieved the Top 25 producer ranking for 2018 in Georgia
  • Successfully generated more than $23.5 M in 2018
  • Attained membership in Chairman’s Club in 2018
  • Considered as final qualifier for 2018 Horizon Award (Top New Hire) Winner TBD
  • Included on Web Presence and Product Advisory Groups to help implement new mortgage product and website roll-outs

ABC Corporation, Kennesaw, GA | Oct 2013-Sep 2017
Assistant Vice President ¦ Mortgage Consultant

  • Secured financing for people interested to obtain a mortgage; shopped around to find customers the best rate for the most affordable payment
  • Gathered information about borrowers, such as their occupation, salary, and credit history to assist in negotiating rates and terms with lenders
  • Closely worked with borrowers that were interested to purchase new homes and refinance the loans on their existing loans in order to obtain lower payments
  • Achieved Top 50 place both in units and volume for 2015 and 2016 in company-wide ranking
  • Ranked as Top 5 producer for 2015 and 2016 in Georgia
  • Attained membership for the prestigious Circle of Excellence in 2015
  • Productively closed in excess of $23M by September 2017

Bank of JKLM, Alpharetta, GA | Jul 2013-Oct 2013
Account Executive

  • Developed and maintained close relations with local business community in order to fulfill client’s needs more effectively
  • Promoted services through different campaigns, such as conventions, trade shows, and public relations
  • Initiated orientation with all seminars, services, applications, and instructors to discuss and explain materials to prospective clients
  • Assisted in the establishment and management of the alliance to setup the highest producing Re/Max office
  • Increased revenue by more than $3M during the month of August and September
  • Recognized as Top Alliance Producer in August 2013

DEF  Bank,  Woodstock, GA | Aug 2011-Jul 2013
Loan Consultant

  • Authorized for approving loans within specified limits and referred loan applications outside of limits to management for approval
  • Met with applicants to obtain information for loan applications and to answer questions regarding the process
  • Analyzed applicants’ financial status, credit, and property evaluations to determine feasibility of granting loans
  • Explained the different types of loans and credit options available, as well as the terms of services to customers
  • Obtained and compiled copies of loan applicants’ credit histories, corporate financial statements, and other financial information
  • Discovered and opened new sales territory for mortgage origination through networking with realtors, builders, banking institutions, and customers
  • Significantly boosted sales by $18M within a year and a quarter, from April 2012 to July 2013
  • Awarded as Top Loan Consultant by Georgia Association and Top 5 producer in 2012 for average monthly volume
  • Consistently ranked as top producer from January 2013 to May 2013


Bachelor of Business Administration, Major in Finance
magna cum laude | Overall GPA: 3.83 | Major GPA: 4.0
GHI University, Athens, GA: 2010


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