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Mortgage Consultant Resume Examples

By Silvia Angeloro

Jul 18, 2024

|

12 min read

"Unlock career doors with a winning mortgage consultant resume: Craft your best first impression in the mortgage industry with this easy guide. Secure your dream role and handle the competition with skill and confidence."

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Crafting a compelling mortgage consultant resume can feel like navigating a complex loan approval. Many of you face challenges with presenting your skills and experiences effectively. In a competitive job market, it's crucial to stand out to potential employers. Your resume must not only detail your expertise but also highlight your ability to help clients find the perfect mortgage solution. This guide aims to address the common issues you encounter and provide you with actionable tips. With a focused approach, you can turn your resume from a mere document into a powerful marketing tool that opens doors to new opportunities.

Choosing the right resume template is key to showcasing your specific skill set and professional background effectively. A well-structured template ensures your achievements and qualifications are clearly presented, making it easier for hiring managers to see your value. Don't let a poorly designed resume be your downfall.

Explore the wealth of information in our more than 700 resume examples to craft the perfect mortgage consultant resume. Take action now and elevate your job search!

Key Takeaways

  • Choosing the right resume template is critical to effectively showcasing your skills and professional background, ensuring hiring managers can easily see your value.
  • The guide emphasizes the importance of a well-structured template and suggests using modern fonts while saving your resume as a PDF to preserve formatting.
  • Key sections to include in your resume are Contact Information, Professional Summary, Work Experience, Skills, Education, Certifications, Achievements, and References.
  • Tailoring your resume to the specific job, using action words, and focusing on achievements rather than just listing responsibilities can significantly improve your resume's effectiveness.
  • Including industry-specific hard and soft skills, relevant education, certifications, and optional sections like volunteer work or hobbies can provide a more comprehensive picture of your qualifications and character.

What to focus on when writing your mortgage consultant resume

A mortgage consultant resume should quickly show your expertise in managing home loans and guiding clients through the mortgage process. Your experience with different mortgage products, understanding of financial regulations, and ability to assess clients' financial situations must be highlighted.

Key Points to Include:

  • Demonstrated experience in loan origination
  • Strong knowledge of mortgage and lending regulations
  • Proficiency in financial analysis and customer service skills

Must have information on your mortgage consultant resume

When crafting a resume as a mortgage consultant, you need to include sections that highlight your relevant experience and skills in the mortgage industry.

  • Contact Information
  • Professional Summary
  • Work Experience
  • Education
  • Certifications
  • Key Skills

You might also consider adding sections for Awards and Achievements or Professional Associations, which can further showcase your expertise and dedication to the field. These additional sections can set you apart in a competitive job market.

Which resume format to choose

For a mortgage consultant resume, the best format is often the reverse-chronological format, which highlights your most recent experience first, showcasing your progressive career growth. It's also smart to choose modern fonts like Rubik and Montserrat to keep your resume up-to-date and visually appealing, steering clear of outdated options like Arial and Times New Roman. Always save your resume as a PDF to preserve the formatting and ensure it looks the same on every device. Keep margins at about 1-inch to ensure enough white space and avoid clutter. Clear section headings, such as "Experience" and "Education," improve readability and ensure your resume passes through Applicant Tracking Systems (ATS) effectively.

A mortgage consultant resume should include the following sections:

  • Contact Information
  • Professional Summary
  • Work Experience
  • Skills
  • Education
  • Certifications
  • Achievements
  • References

Resume Mentor's free resume builder can help you handle all of this effortlessly. With these tips in mind, you’re well on your way to crafting an impressive and functional resume.

How to write a quantifiable resume experience section

When you're creating the experience section of your mortgage consultant resume, it's important to structure it logically and ensure it's simple to read. Start with your most recent job and work backward, typically covering the last 10-15 years of your career. This chronological order helps show your growth and experience over time. Make sure to include job titles that are relevant to mortgage consulting. If you held different roles in the industry, list them to showcase versatility.

Tailoring your resume to the specific job you're applying for can make a big difference. Use specific action words that highlight what you accomplished. Words like "improved," "generated," "secured," and "achieved" convey a sense of initiative and success. Focus on your achievements rather than just listing your responsibilities. Numbers and statistics can help show the impact you made in previous roles.

Here's an example of a poorly written experience section, followed by an analysis.

Jon Doe
Mortgage Consultant
ABC Finance
New York, NY
Company Description
  • Gave advice to clients about mortgage options.
  • Completed paperwork for clients.
  • Worked with loan officers.

This example is bad for several reasons:

  1. It lists basic duties rather than achievements.
  2. Lacks detail on how the consultant made an impact.
  3. Uses vague language without quantifiable results.
  4. Doesn't give a sense of progression or specific skills.

Now, let's look at a well-crafted example.

Jane Smith
Senior Mortgage Consultant
Top Lending Solutions
Los Angeles, CA
Company Description
  • Secured loans for over 500 clients, totaling $50 million in disbursed funds.
  • Increased client retention rates by 20% through personalized financial consultations.
  • Developed a new client onboarding process that reduced approval times by 30%.
Mortgage Advisor
Loan Experts Inc.
San Diego, CA
Company Description
  • Assisted in the origination of 350 loans, contributing to a team total of $25 million.
  • Achieved a 15% increase in approval rates through strategic client education.
  • Regularly exceeded monthly performance quotas by 20%.

This example is good for several reasons:

  1. Highlights achievements with specific numbers.
  2. Shows clear impact and performance improvements.
  3. Uses action words to demonstrate initiative and success.
  4. Easily readable and gives a strong sense of what the consultant achieved.

By focusing on these elements, your resume will capture the attention of potential employers and effectively communicate your value as a mortgage consultant.

Mortgage consultant resume experience examples

Stepping up your game as a mortgage consultant isn't just about numbers—it's about creating the perfect recipe of skills, achievements, and innovation. Let’s take a tour through different facets of experience you can showcase to keep your resume shining bright and mortgage-ling!

Achievement-focused

Showcasing your achievements can set you apart. Highlight moments when you exceeded goals, received awards, or contributed significantly to your company’s success.

Work Experience

Senior Mortgage Consultant

Mortgage Giants Inc.

Jan 2020 - Present

  • Achieved a personal sales record of $2 million in funded loans during Q1 2022.
  • Awarded 'Top Performer' for three consecutive years (2020, 2021, 2022).
  • Increased client retention rate by 15% through excellent customer service.

Skills-focused

Focus on listing your top skills that are most relevant as a mortgage consultant. Be sure to showcase both technical and interpersonal skills that benefit the role.

Work Experience

Mortgage Consultant

Home Loan Experts

Mar 2018 - Dec 2019

  • Proficient in mortgage loan origination software (Encompass, Calyx Point).
  • Skilled in financial analysis and risk assessment.
  • Strong communication and negotiation skills, able to finalize deals efficiently.

Responsibility-focused

Detail your responsibilities to convey what your role entailed, highlighting the breadth and depth of your role as a mortgage consultant.

Work Experience

Junior Mortgage Consultant

Future Home Loans

Jun 2016 - Feb 2018

  • Assisted clients in choosing mortgage products suitable for their financial situations.
  • Conducted property appraisals and credit assessments.
  • Managed loan documentation and ensured compliance with all state and federal regulations.

Project-focused

Highlight specific projects you have worked on that showcase your skills and contributions.

Work Experience

Senior Mortgage Consultant

Innovative Mortgage Solutions

May 2020 - Present

  • Led a team of 5 in developing an automated mortgage lending system.
  • Improved processing time by 30% through system automation.
  • Trained staff on using the new system, enhancing efficiency across departments.

Result-focused

Focus on specific, tangible results you have achieved. Numbers speak louder than words in this category.

Work Experience

Mortgage Consultant

Trustworthy Loans

Jan 2015 - Apr 2020

  • Increased company revenue by $500,000 by identifying high-value clients.
  • Reduced loan processing time by 20% through process optimization.
  • Achieved a customer approval rate of 95%.

Industry-Specific Focus

Zero in on your experience within the mortgage industry, detailing your understanding of industry norms and regulations.

Work Experience

Mortgage Specialist

Equitable Mortgage Solutions

Jul 2017 - Jan 2020

  • Managed a diverse portfolio of clients, ranging from first-time buyers to real estate investors.
  • Ensured compliance with all FHA, VA, and conventional loan regulations.
  • Stayed updated with industry trends and market changes to advise clients effectively.

Problem-Solving focused

Describe situations where you identified problems and implemented effective solutions, illustrating your troubleshooting skills.

Work Experience

Senior Loan Consultant

Prestige Mortgage LLC

Sept 2018 - Nov 2021

  • Resolved complex loan applications by analyzing clients' financial conditions.
  • Streamlined loan processing steps, reducing delays by 25%.
  • Developed a training manual to address common issues in the application process.

Innovation-focused

Showcase your innovative ideas and how they improved your team’s performance or the customer experience.

Work Experience

Senior Mortgage Consultant

Progressive Lending Solutions

Feb 2016 - May 2020

  • Introduced an online mortgage application portal, decreasing paperwork by 40%.
  • Developed a digital loan tracking system, improving transparency for clients.
  • Implemented virtual consultations, increasing client engagement by 20%.

Leadership-focused

Highlight your leadership roles and how you guided your team or shaped your department.

Work Experience

Senior Mortgage Consultant

Prime Home Loans

Oct 2015 - Present

  • Supervised a team of 10 mortgage consultants, providing guidance and support.
  • Increased overall team performance by 25% through regular training and development.
  • Led weekly strategy meetings to align team goals with company objectives.

Customer-focused

Emphasize how you prioritized customer satisfaction and the ways you went above and beyond for clients.

Work Experience

Mortgage Consultant

Quality Mortgage Services

Jan 2012 - Aug 2016

  • Achieved a 98% customer satisfaction rating through excellent service.
  • Provided customized mortgage solutions tailored to individual client needs.
  • Followed up with clients post-closing to ensure continued satisfaction.

Growth-focused

Show how you contributed to the growth of the company, whether through expanding market reach, increasing sales, or attracting new clients.

Work Experience

Senior Mortgage Consultant

Growth Horizon Loans

Nov 2013 - Present

  • Expanded client base by 30% through strategic marketing initiatives.
  • Implemented a referral program, boosting new client acquisitions by 20%.
  • Mentored junior consultants, contributing to team professional growth.

Efficiency-focused

Highlight ways you improved efficiency within your role, your team, or the company as a whole.

Work Experience

Senior Mortgage Consultant

Efficient Home Financing

Mar 2015 - Sept 2019

  • Reduced loan closing times by 15% through process improvements.
  • Implemented a document management system, decreasing errors by 10%.
  • Developed efficiency metrics to continually optimize workflow.

Technology-focused

Showcase your tech-savvy side by detailing your experience with software, tools, and technologies relevant to mortgage consulting.

Work Experience

Senior Mortgage Consultant

Tech Forward Lending

Apr 2016 - Present

  • Expert user of Encompass, Calyx Point, and other mortgage origination software.
  • Introduced AI-based loan tracking system, reducing man-hours by 20%.
  • Trained team members on using the latest fintech solutions to streamline operations.

Collaboration-focused

Show how well you work with others, whether it’s within your team, across departments, or with clients.

Work Experience

Mortgage Consultant

Teamwork Mortgage Solutions

Jul 2014 - Mar 2018

  • Worked closely with underwriters to ensure timely loan approvals.
  • Collaborated with real estate agents to provide comprehensive client services.
  • Maintained open communication with clients, addressing concerns promptly.

Training and Development-focused

Highlight your experience in training and developing others, whether it's for clients or colleagues.

Work Experience

Senior Mortgage Consultant

Learning Hub Mortgages

Jan 2017 - Present

  • Conducted monthly training sessions on industry updates and best practices.
  • Developed training materials and onboarding programs for new hires.
  • Mentored junior consultants, assisting in their professional growth.

Write your mortgage consultant resume summary section

Writing an effective resume summary for a mortgage consultant is crucial. This section should quickly show your expertise and value. An applicant can best describe themselves in the resume summary by highlighting their key skills, experience, and achievements. Keep it concise and focused on what you bring to the role.

Understanding the differences between resume elements is important. A summary is a brief overview of your top qualifications. A resume objective focuses on your career goals and what you seek in a role. A resume profile is similar to a summary but more detailed. A summary of qualifications lists your top achievements and skills.

Here are two examples of a mortgage consultant resume summary:

SUMMARY
I have worked in the mortgage industry for several years. I know a lot about loans and have helped many clients. I am looking for a new role to grow my career.

The first example is bad because it is too vague. It does not provide specific achievements, and the candidate's unique strengths are unclear. Avoid using generic statements like "several years" and "many clients." Details make a summary impactful. This summary fails to give a clear picture of what sets the candidate apart.

SUMMARY
Experienced mortgage consultant with over 10 years of expertise in residential and commercial loans. Proven track record of closing 200+ successful deals and increasing client retention by 30%. Adept at navigating complex financial scenarios to provide tailored loan solutions.

The second example is good because it is specific and detailed. It highlights the number of years in the industry, specific achievements, and key skills. Mentioning "200+ successful deals" and "increasing client retention by 30%" provides concrete evidence of success. Such details make the summary compelling and show the candidate's value clearly.

Listing your mortgage consultant skills on your resume

Your skills are crucial for a resume, especially when applying for a mortgage consultant position. They can stand alone in a dedicated section or be woven into other parts of your resume, like your experience or summary.

Strengths and soft skills define the character traits and interpersonal skills you bring to a job. Hard skills, on the other hand, are specific abilities or knowledge required to perform certain tasks. Skills and strengths can serve as keywords on your resume, which helps it pass through applicant tracking systems and catches a recruiter’s eye.

Skills
Project Management
Financial Analysis
Loan Origination
Customer Relationship Management
Risk Assessment
Underwriting
Regulatory Compliance
Credit Analysis

The standalone skills section example above is good because it allows employers to quickly see relevant capabilities without having to search through your entire resume. The skills listed are highly relevant, specific, and tailored to a mortgage consultant role, ensuring that they meet the demands of the job.

Best hard skills to feature on your mortgage consultant resume

Hard skills for a mortgage consultant should communicate expertise in the field, relevant experience, and specific knowledge of tasks related to the job. The following hard skills are highly sought after:

Hard Skills

  • Loan Origination
  • Financial Analysis
  • Underwriting
  • Credit Analysis
  • Risk Assessment
  • Customer Relationship Management (CRM)
  • Mortgage Loan Software Proficiency
  • Regulatory Compliance
  • Real Estate Knowledge
  • Investment Strategies
  • Budgeting and Forecasting
  • Loan Processing
  • Market Research
  • Data Analysis
  • Project Management

Best soft skills to feature on your mortgage consultant resume

Soft skills for a mortgage consultant should communicate your ability to work well with clients and colleagues, handle high-pressure situations, and manage your time effectively. The following soft skills are highly sought after:

Soft Skills

  • Communication
  • Problem-solving
  • Negotiation
  • Attention to Detail
  • Empathy
  • Time Management
  • Leadership
  • Critical Thinking
  • Adaptability
  • Customer Service
  • Integrity
  • Teamwork
  • Conflict Resolution
  • Patience
  • Emotional Intelligence

How to include your education on your resume

The education section is an important part of your mortgage consultant resume, representing your academic background and qualifications. This section should be tailored specifically to the job you're applying for, omitting any irrelevant information. Showcase only the most relevant degrees and certifications.

When listing a degree, include the degree title, the institution's name, and the dates attended. If your GPA was notably high, include it, but only if it enhances your application. Similarly, if you graduated with honors, such as cum laude, this should be highlighted too.

Below are examples to illustrate a well-written and a poorly-written education section.

Education
Bachelor of Fine Arts
Creative Arts University
GPA
2.5
/
4.0

This example is not ideal because a Bachelor of Fine Arts isn't directly relevant to a mortgage consultant role. The GPA is also low and could detract from the applicant's achievements.

Education
Bachelor of Science in Finance
State University
GPA
3.8
/
4.0

This example is ideal as it lists a Bachelor of Science in Finance, a degree highly relevant to a mortgage consultant position. The high GPA of 3.8 reflects well on the applicant, showing their expertise and commitment. This precision and relevance strengthen the candidate's qualifications.

How to include mortgage consultant certificates on your resume

Including a certificates section in your mortgage consultant resume is essential because it showcases your qualifications and expertise. List the name of the certificate clearly so potential employers can quickly recognize it. Include the date you received the certificate to show that your knowledge is current. Add the issuing organization to give credibility to your certification.

For a more prominent display, you can incorporate certificates into your resume header. This makes them immediately visible and emphasizes their importance.

Here’s an example of a standalone certificates section:

Certificates
Certified Mortgage Consultant (CMC)
National Association of Mortgage Brokers
Loan Officer License
NMLS

This example is good because it lists relevant certifications for a mortgage consultant. It includes both the title and issuer, making it easy for potential employers to recognize the certifications. The dates ensure they are up-to-date. Relevant certificates provide proof of your skills and dedication to the mortgage field.

Extra sections to include in your mortgage consultant resume

When crafting a resume for a mortgage consultant position, it's essential to highlight your skills and experiences while also showcasing your individuality and passions. Including various sections that reflect your personal and professional interests can help you stand out to potential employers. Here’s how to include and benefit from adding key sections:

  • Language section — Indicate language proficiency levels to show your ability to communicate with diverse clients. Could be critical for reaching non-English speaking customers, enhancing customer service.

  • Hobbies and interests section — Humanize your resume by highlighting hobbies that reflect your character and work ethic. Demonstrates a well-rounded personality which can foster better client relations.

  • Volunteer work section — Showcase your commitment to the community and teamwork through relevant volunteer experiences. Highlights your social responsibility and ability to work collaboratively.

  • Books section — List books you've read that are relevant to financial services or personal development. Shows your eagerness to learn and stay informed about industry trends.

With these sections included, your resume not only illustrates your professional capabilities but also paints a picture of you as a well-rounded individual. Employers appreciate candidates who bring more than just technical skills to the table.

Pair your mortgage consultant resume with a cover letter

A cover letter is a document that accompanies your resume when you apply for a job. It introduces you to your prospective employer and highlights your skills and experience that match the job opening. A well-crafted cover letter can help you stand out from the competition and make a strong first impression.

For a mortgage consultant, a cover letter should focus on your ability to guide clients through the loan process, your knowledge of financial products, and your strong communication skills. Mention your experience in evaluating clients' financial situations and your success in helping them secure mortgages. Highlight any certifications you have, such as a Mortgage Loan Originator (MLO) license, and include specific achievements, like a high loan approval rate.

Using Resume Mentor's cover letter builder makes creating an outstanding cover letter easy. It helps you craft a polished document and allows you to export it as a PDF, ensuring your content and formatting stay intact. Start building your cover letter today to boost your chances of landing your dream job as a mortgage consultant.

Nora Wright

Los Angeles, California

+1-(234)-555-1234

help@resumementor.com


Dear Hiring Manager,

The depth of integrity and customer-centric culture at your organization aligns perfectly with my professional values. Joining your team would be an opportunity to contribute meaningfully to such a respected entity in the mortgage industry.

At Quicken Loans, I secured a 25% increase in new loan applications by promoting mortgage products and services to clients, while ensuring compliance and timely closures. This achievement reflects my ability to drive results and maintain high client satisfaction, a skill set I am eager to bring to your team.

I am keen on discussing how my background, particularly in financial analysis and client relationship management, can add value to your department. Please consider this letter as a formal request to arrange an interview at your earliest convenience.

Sincerely,

Nora Wright

Mortgage Consultant
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