Mortgage Advisor Resume

Mortgage advisors are experts of the lending market capable of helping people in need of buying properties. These advisors meet buyers, understand their needs of buying a property, and advise them on procuring the suitable mortgage products to fulfill their desire. They help not only the first-buyer, but also those who are re-mortgaging, or buying properties habitually eyeing big returns on their investments.

Good knowledge of the real-estate and lending market is essential for a mortgage advisor job. In addition, strong communication, listening, counseling, and computer skills are must. The person also be good at serving customers and trustworthy.

Mortgage Advisor Resume Example

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Christopher M. Smith
3391 Lawman Avenue
Falls Church, VA 22042
Phone: 703-204-7170
Email: cmsmith@example.com

Career Objective:

To work as a mortgage advisor for “Martha & Brown Company,” and help first-time buyers and those looking for re-mortgaging with sound customer service and financial advice.

Summary of Skills:

• Excellent knowledge of the real-estate and lending market
• Excellent communication, computer, and organizational skills
• Ability to handled multiple tasks and prioritize workload
• Sound knowledge of mortgage products and business operations
• Thorough understanding of financial principles and legal obligations
• Detail-oriented, organized, and trustworthy individual

Work Experience:

Mortgage Advisor
ATC Financial Group, Falls Church, VA
October 2014 - Present

• Handling daily banking transactions and servicing clients' accounts
• Collecting relevant information and opening personal accounts
• Meeting clients and explaining different types of mortgage products
• Advising suitable products to clients to meet their needs of buying properties
• Adhering to standard lending principles and practices in processing loan applications
• Reconciling members accounts applying personal judgment and work experience

Mortgage Advisor
Utility Finance Company, Falls Church, VA
March 2013 - September 2014

• Collaborated with the Area Sales Managed and developed business of the assigned location
• Coordinated with real-estate firms and collected information on people looking for property purchase
• Gained trusts of members and provided high-quality loan services
• Explained property buying process and completed paperwork
• Researched on client's finances and explained interest rates and repayment schedules
• Provided numerous mortgage options to customers to pick from and assisted in completing mortgage application

Education:

• Bachelor’s Degree in Finance
  Sapphire University, Falls Church, VA
  2011

Reference:

On request.