Mortgage Advisor Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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Job Objective

To secure a position with an organization in which my Mortgage Advisor skills and abilities will be used to enhance the growth of the organization.

Highlights of Qualifications:

  • Huge knowledge of the mortgage industry from underwriting to standard policies
  • Familiarity with FNMA, FHLC, FHA, and VA guidelines
  • Proficient in CPI, Alltel, First Data, PHH software systems and MS Office Suite – Excel, MS Access and Word
  • Good understanding of underwriting criteria and guidelines
  • Ability to guide borrowers on loan procedure
  • Sound communication and negotiation skills
  • Ability to recommend structures to external and internal clients and facilitate change

Professional Experience:

Mortgage Advisor, August 2005 – Present

Mortgage Loan Origination, Lawndale, NC

  • Advised about achieving Wealth Management goals through loan volume origination.
  • Structured and priced new mortgage opportunities.
  • Coordinated internal credit approval process.
  • Participated in credit meetings and provided industry and client knowledge to the credit discussion.
  • Trained integrated team members to discuss mortgage solutions with clients.
  • Trained less experienced Mortgage Advisors to reach their fullest potential.

Mortgage Advisor, May 2000 – July 2005

PHH Mortgage Import, Lawndale, NC

  • Generated loan volume and closed loans through sales and marketing activities.
  • Promoted mortgage products, services, and programs.
  • Referred mortgage loans to customers.
  • Conducted lead generating and client service activities.
  • Attended meetings, trainings and other outside business generating activities.


Bachelor’s Degree in Finance, Tarrant County College, Fort Worth, TX