Mortgage Specialist Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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Job Objective

To use my skills, training and experiences to secure a position as a Mortgage Specialist with a reputable company in the business.

Highlights of Qualifications:

  • Experience in managing all secondary market mortgages and retail branch banking on a regular basis
  • Huge knowledge of mortgage business and related processes
  • Deep knowledge of managing community networks
  • Remarkable ability to manage workflow in compliance to deadlines
  • Outstanding ability to manage communication between internal and external clients
  • Exceptional skills to work on Microsoft applications
  • Excellent communication and interpersonal skills
  • Proficient in managing internal databases
  • Familiarity in managing large volume of work

Professional Experience:

Mortgage Specialist

UBS Financial Services, Worthington, OH

May 2006 – Present

  • Managed loan closing documents and ensured compliance to all closing documents.
  • Evaluated all approved mortgage loans and managed closing for private mortgage insurance.
  • Administered appropriate documents from borrowers and real estate broker and ensured timely payments.
  • Reviewed all documents for accuracy and managed all insurance forms.
  • Monitored all queries regarding closing and answered it appropriately.
  • Maintained records for principal payment and calculated interest.

Mortgage Specialist

Genworth Financial, Inc., Worthington, OH

March 2003 – April 2006

  • Administered efficient working of all mortgage process and explained all bank policies and procedures.
  • Maintained knowledge of all mortgage related processes and regulations.
  • Managed monthly incremental mortgage growth.
  • Monitored all existing mortgage customers and controlled attrition.
  • Assisted organization in maintaining realtor and customer relationship.


Bachelor’s Degree in Finance

Huntington University, Huntington, IN