Mortgage consultant CV sample - mortgage consultant CV formats / templates

An effective CV of a mortgage consultant should highlight following qualities:

- Accurate
- Unbiased
- Ability to work under deadlines
- Ability to deal with pressure
- Motivated
- Honest
- Trustworthy
- Confidential

Refer to following Sample CVs :

Sample Consultant CV
Sample Associate CV
Sample Attendant CV
Sample Auditor CV
Sample Banker CV
Sample Bartender CV
Sample Billing CV
Sample Broker CV
Sample Business Manager CV
Sample Care Taker CV
Sample Clerk CV
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  • RE: Mortgage consultant CV sample - mortgage consultant CV formats / templates -megha nagpal (10/06/12)
  • Mortgage consultant CV sample

    Mobile: 098xxxxxxx
    Email ID:

    Career Goal

    “To build a career in hi tech corporate world, in order to utilize my proven skills in customer acquisition, business generation and team management for a well reputed and established business unit of international scope.”

    Career Summary

    -A professional with xx years of experience in managing customer relations, and sales.
    -Experience in working with multi-functional and multi-cultural teams.
    -Excellent track record of performance in each position, earning numerous awards and commendations.
    -Skill set for creating and retaining clients.
    -Superior communication, interpersonal and man-management skills.
    -A people-oriented approach and can get along well within a new corporate culture.

    Professional Experience

    -Presently working with XYZ Limited as Mortgage consultant, since 20xx- Till Date.
    -Worked in XYZ Technologies as Operations Executive (Mortgage Process) from December 20xx- March 20xx.
    -Worked in XYZ Software Solutions as Team Member (Mortgage Process) from March 20xx- April 20xx.

    Roles & Responsibilities

    -Verified & compiled application information for mortgage loans. Submitted the application files for underwriting approval.
    -Reviewed residential loan application files to verify if application data is complete and meets establishment standards, including type and amount of mortgage, borrower assets, liabilities and length of employment.
    -Analyzed & recommended all the loans not meeting standards be denied.
    -Verified & cross checked the accuracy of information from the credit bureau and employer.
    -Contacted specified companies to obtain property abstract, survey, and appraisal.
    -Reviewed documents on closed loans for the entire division for audit requirements to ensure everything is updated correctly & highlighted any disparities or missing documents.
    -Involved in migration, setup & implementation of a pilot 4G process by the name of XYZ Process.
    -Worked with quality & risk control team to set up quality guidelines & risk controls for the process.
    -Managed the day–to-day planning, operation and problem-solving aspects of a team of agents to meet with the required service level components, standards and sales targets.
    -To develop the team to ensure delivery of a consistent superior customer experience and to act as a communication conduit between team members and senior management.
    -Ensured delivery of team sales, service level components, quality and productivity targets & indicators.
    -Responsible for People Management including all HR related issues & Operational Management - managing the floor, ensuring team members’ adherence to schedule.
    -Responsible for call monitoring, coaching and feedback, delivery of the defined customer experience in every call.
    -Prepared weekly & monthly MIS reports for the process for management review.
    -Monitored service delivery by coordinating with various team leads.
    -Handled discussions for knowledge transfer and process implementation.
    -Assisted in increasing the revenue by adopting various strategies.
    -Managed SLA and TAT of the processes.
    -Analysed defects and the turnaround time taken to improve processes.
    -Acted as an interface between Indian and US operations.
    -Ensured implementation of well documented processes.


    -Awarded “Special Achievement Award” for generating high revenue files including record-breaking revenue closed in a single month of XYZ.
    -Received appreciation emails from senior management for outstanding achievement in a very short span of time.
    -Appreciated by clients for quality of service provided.
    -With my team received the Best Team Award.
    -Six Sigma Green Belt training provided by the company.
    -Played a key role in reducing the error rate in the processes monitored.

    Educational Qualification from XYZ University, 20xx.
    -Higher Secondary from XYZ Board, 20xx.
    -Senior Secondary from XYZ Board, 20xx.

    Professional Qualification

    -MBA (Specialization in operations) from XYZ University, 20xx.
    -Diploma in Banking and Insurance from XYZ Institute, 20xx.

    Computer Proficiency

    -MS Excel
    -PowerPoint & Word (Intermediate Skill level).

    Training Received

    -Training on Time Management.
    -Training on Continuous Improvement.

    Personal Details

    -DOB: 09-08-19xx.
    -Language Known: English, Hindi, German.
    -Address: XYZ