Mortgage Assistant Resume Sample

Enhance your career prospects and get inspiration for your new resume with this outstanding Mortgage Assistant resume sample. Copy-paste this resume example as it is or try to redesign it using our proven and tested resume maker.

Rewrite Sample with AI

Written by Milan Šaržík, CPRW

Certified Professional Résumé Writer

Created with

Previous sample

Created with

Next sample

Previous sample

Next sample

This resume was written by our experienced resume writers specifically for this profession. Create your resume now or edit this resume example.

Was this sample helpful? Rate it!

Average: 4.8 (20 votes)

Mortgage Assistant Resume Sample (Full Text Version)

Shao An

Address: 420 Quarry Drive, 36104, Santa Clara, CA, United States

Email address: shaoan@gmail.com

Phone number: 334-997-0829

Profile

Results-driven Mortgage Assistant with a proven track record of effectively communicating with clients, meticulously verifying financial documents, addressing inquiries, and efficiently processing loan applications. Demonstrates exceptional analytical abilities, superior communication skills, and a collaborative approach to team projects. Actively seeking a Mortgage Assistant role with an innovative organization.

Work experience

06/2017 - 04/2019, Mortgage Assistant, Kensington Mortgage, Ltd., Santa Clara, CA, United States

Communicated with potential clients, verified and reviewed documents, and processed applications, ensuring the accuracy of all data.
Handled all inquiries, responded to emails, and answered the phone; developed and implemented new procedures and processes that reduced unnecessary expenses by 20% within 3 years.
Managed new loan entries into the system, maintained clients' files and records.
Proactively participated in weekly team meetings with managers, executed additional duties as assigned by supervisors.
Recognized by executives for outstanding performance.

Education

09/2013 - 05/2017, Accounting & Finance, Santa Clara University, Santa Clara, CA, United States

Achieved a GPA of 3.96, ranking in the top 10% of the program.
Participated in clubs and societies including Business Club, Engineering Society, and Tennis Club.

09/2009 - 05/2013, Gymnasium, Wuhan No.2 High School, Hubei, China

Achieved graduation with Distinction, earning Grade 1 (equivalent to an A/excellent) in all four subjects
Participated in extracurricular activities including Chess Club, Math Society, and Water Polo Club

Skills

Languages

Chinese

English

French

Computer Skills

Microsoft Office

Velocify LoanEngage, Unify CRM

Mortgage iQ, SureFire

BNTouch

Interpersonal Skills

Analytical Skills

Communication Skills

Detail-oriented

Good Team Player

Problem-solving

Time Management

Volunteering

09/2015 - 05/2017, Class Representative, Santa Clara University, Santa Clara, CA, United States

Certificates

11/2018, Chartered Financial Analyst, CFA Institute

10/2016, Driving Licence, Driving School

Milan Šaržík, CPRW

Certified Professional Résumé Writer

Milan’s work-life has been centered around job search for the past three years. He is a Certified Professional Résumé Writer (CPRW™) as well as an active member of the Professional Association of Résumé Writers & Careers Coaches (PARWCC™). Milan holds a record for creating the most career document samples for our help center – until today, he has written more than 500 resumes and cover letters for positions across various industries. On top of that, Milan has completed studies at multiple well-known institutions, including Harvard University, University of Glasgow, and Frankfurt School of Finance and Management.

Edit this sample using our resume builder.

Edit Sample

Let your resume write itself — with AI.

Kickresume’s AI Resume Writer can generate a great first draft of your resume in seconds. Simply enter your job title and let artificial intelligence help you get started.

Create Resume With AI