Mortgage consultant CV sample - mortgage consultant CV formats / templates
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- RE: Mortgage consultant CV sample - mortgage consultant CV formats / templates -megha nagpal (10/06/12)
Mortgage consultant CV sample
Maheshxxx
Mobile: 098xxxxxxx
Email ID: maheshxx@gmail.com
Career Goal
“To build a career in hi tech corporate world, in order to utilize my proven skills in customer acquisition, business generation and team management for a well reputed and established business unit of international scope.”
Career Summary
-A professional with xx years of experience in managing customer relations, and sales.
-Experience in working with multi-functional and multi-cultural teams.
-Excellent track record of performance in each position, earning numerous awards and commendations.
-Skill set for creating and retaining clients.
-Superior communication, interpersonal and man-management skills.
-A people-oriented approach and can get along well within a new corporate culture.
Professional Experience
-Presently working with XYZ Limited as Mortgage consultant, since 20xx- Till Date.
-Worked in XYZ Technologies as Operations Executive (Mortgage Process) from December 20xx- March 20xx.
-Worked in XYZ Software Solutions as Team Member (Mortgage Process) from March 20xx- April 20xx.
Roles & Responsibilities
-Verified & compiled application information for mortgage loans. Submitted the application files for underwriting approval.
-Reviewed residential loan application files to verify if application data is complete and meets establishment standards, including type and amount of mortgage, borrower assets, liabilities and length of employment.
-Analyzed & recommended all the loans not meeting standards be denied.
-Verified & cross checked the accuracy of information from the credit bureau and employer.
-Contacted specified companies to obtain property abstract, survey, and appraisal.
-Reviewed documents on closed loans for the entire division for audit requirements to ensure everything is updated correctly & highlighted any disparities or missing documents.
-Involved in migration, setup & implementation of a pilot 4G process by the name of XYZ Process.
-Worked with quality & risk control team to set up quality guidelines & risk controls for the process.
-Managed the day–to-day planning, operation and problem-solving aspects of a team of agents to meet with the required service level components, standards and sales targets.
-To develop the team to ensure delivery of a consistent superior customer experience and to act as a communication conduit between team members and senior management.
-Ensured delivery of team sales, service level components, quality and productivity targets & indicators.
-Responsible for People Management including all HR related issues & Operational Management - managing the floor, ensuring team members’ adherence to schedule.
-Responsible for call monitoring, coaching and feedback, delivery of the defined customer experience in every call.
-Prepared weekly & monthly MIS reports for the process for management review.
-Monitored service delivery by coordinating with various team leads.
-Handled discussions for knowledge transfer and process implementation.
-Assisted in increasing the revenue by adopting various strategies.
-Managed SLA and TAT of the processes.
-Analysed defects and the turnaround time taken to improve processes.
-Acted as an interface between Indian and US operations.
-Ensured implementation of well documented processes.
Achievements
-Awarded “Special Achievement Award” for generating high revenue files including record-breaking revenue closed in a single month of XYZ.
-Received appreciation emails from senior management for outstanding achievement in a very short span of time.
-Appreciated by clients for quality of service provided.
-With my team received the Best Team Award.
-Six Sigma Green Belt training provided by the company.
-Played a key role in reducing the error rate in the processes monitored.
Educational Qualification
-B.com from XYZ University, 20xx.
-Higher Secondary from XYZ Board, 20xx.
-Senior Secondary from XYZ Board, 20xx.
Professional Qualification
-MBA (Specialization in operations) from XYZ University, 20xx.
-Diploma in Banking and Insurance from XYZ Institute, 20xx.
Computer Proficiency
-MS Excel
-PowerPoint & Word (Intermediate Skill level).
Training Received
-Training on Time Management.
-Training on Continuous Improvement.
Personal Details
-DOB: 09-08-19xx.
-Language Known: English, Hindi, German.
-Address: XYZ