Mortgage Banker

The following is an example of a qualified / professional Mortgage Banker resume sample(s). These resume examples uses an integration resume layout. The Resume initiates with the applicants qualification profile, outlining key-qualifications for Mortgage job field.

Then, the candidate has an outline of their full work experience (employment history) in sequential order with employment dates on file.

Next is the Educational background, listed in descending order (most recent first). It then moves onto the Professional Background, highlighting skills separated into professional & personal skills.

And lastly, Certifications/Licenses that the candidate it involved with. Then a final part displays any other additional information that the candidate want it to be listed.

Resume Example for Mortgage Banker

Mortgage Banker – JP Morgan Chase Bank

Alpine, CA

Authorized to work in the US for any employer

Work Experience

Mortgage Banker

JP Morgan Chase Bank

San Diego, CA

2013 to Present

• Working to acquire and deepen relationships with clients in the branch. 
• Relationship building with local realtors to capture purchase business. 
• Delivering strong results in mortgage and home lending products 
• Coaching and mentoring the branch team, providing training on products and services 
• Working hand-in-hand with bankers, meeting with their customers and introducing new clients to bankers for additional products and services. 
• Promoting mortgage loan originations in footprint territories 
• Working as a team to create an outstanding customer experience for clients.

Relationship Banker

JP Morgan Chase Bank

San Diego, CA

2010 to 2013

• Sales and service position 
• Discovering financial needs for both personal and business clients. 
• Building trust & lasting relationships with clients through monthly follow up calls, appointments and becoming the client’s single point of contact at the branch level. 
• Working a book of both business and personal premiere clients. 
• Generating new business referrals from outside branch through networking and centers of influence. 
• Generating growth in balances for the branch and helping meet sales objectives contributing to the success of the firm. 
• Partnered with loan officer, financial advisor and business banker to help clients with all their needs. 
• Worked closely with loan officer on calling clients and setting appointments, sitting in on appointments to help with Spanish speaking clients. 
• As small business specialist, coaching personal bankers on discovering new business clients and how to help existing ones. 
• Building close relationships with personal bankers by sitting in on joint client sessions and through emails to assure consistent referrals of business clients to myself. 
• Partnered closely with the business banker to help increase business loans and lines of credit contributing to significantly to the branches P&L.

Retail Sales Rep

Cox Communications

San Diego, CA

2006 to 2010

• Greet and assist all customers in a professional, friendly, and timely manner. 
• Meet and exceed target revenue goals across product lines through the use of cross-selling techniques and acquisition of new customers. 
• Transition payment and technical transactions into revenue-enhancement opportunities through the use of proactive sales and consulting techniques. 
• Accurately process equipment by following established inventory and posting procedures. 
• Responsible for accurate posting of payments to customers’ accounts while adhering to strict internal control policies.

Customer Care Rep

Cox Communications

San Diego, CA

2005 to 2006

• Ensure customer satisfaction by responding to a variety of customer inquiries and complaints. 
• Resolve billing issues on multiple products by building a rapport with the customer and focusing on value of the products. 
• Reinforce collection policies and clarify customer understanding of billing process. 
• Routinely resolve complex calls by using professional customer service skills. 
• Interact with other departments by phone, face-to-face or through e-mail with objective being to provide effective customer service in the most expeditious manner.

Lead Rental Sales Rep

San Diego, CA

2000 to 2004


Administration of Justice

Grossmont College


Banking (7 years), Sales (10+ years), Customer Service (10+ years)