Mortgage Planner Resume Sample

MORTGAGE PLANNER

ABC CAPITAL MORTGAGE, Jamestown, ND, 20xx-Present, Mortgage Planner, Retail Loan Officer
Cultivate strategic alliances and client relationships to build new business and maintain existing clientele. Aggressively promote residential mortgages, which include conventional, FHA/VA, Alt-A, stand-alone seconds, and home equity lines of credit. Develop sales strategies, forecast sales, and set challenging personal objectives. Manage the loan process from origination to closing.

* Maximized sales opportunities by developing key relationships with Realtors and business partners.
* Built an extensive network of potential and past clients to ensure optimal sales.

BCD CAPITAL MORTGAGE, Jamestown, ND, 20xx-20xx, Mortgage Planner, Loan Officer
Built key relationships with clients, Realtors, and community members to maximize local presence.

* Ranked in the organization’s top 20% as a loan originator.

CDE AMERICAN MORTGAGE, Jamestown, ND, 20xx-20xx, Mortgage Planner, Loan Officer
Maximized sales by developing and maintaining strategic relationships. Earned status as one of the company’s top 20% originators. Received the 20xx and 20xx NAMC/Dime Bank Extravaganza Attendee Awards for personal production.

Certified Mortgage Planning Specialist (CMPS)

Tom Hopkins Seminars * Winning Minds Seminars * North American Mortgage Sales School Graduate * Mortgage Market Guide * Loan ToolBox and Mortgage Coach Sales Tools * Toastmasters International

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