Mortgage Assistant Resume Sample

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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’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.

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