Mortgage Assistant Resume Sample

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Mortgage Assistant Resume Sample (Text version)

Shao An

Address: 420 Quarry Drive, 36104, Santa Clara, CA, United States
Email address:
Phone number: 334-997-0829


Knowledgeable and hard-working Mortgage Assistant adept at communicating with potential clients, verifying and reviewing financial documents, handling any inquiries, and processing loan applications. Offers great analytical skills, well-developed communication skills, and important ability to work in a team. Shao is currently looking for a Mortgage Assistant position with a forward-moving company.

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 which significantly reduced unnecessary expenses by 20% within 3 years.
  • Was in charge of new loan entries into the system, maintained all clients' files and records.
  • Pro-actively participated in weekly team meetings with managers, executed other duties as assigned by supervisors.
  • Recognized by executives for performing great work.


09/2013 - 05/2017, Accounting & Finance, Santa Clara University, Santa Clara, CA, United States

GPA: 3.96 (Top 10% of the Program)

Clubs and Societies: Business Club, Engineering Society, Tennis Club

09/2009 - 05/2013, Gymnasium, Wuhan No.2 High School, Hubei, China

Graduated with Distinction (Grade 1 - A/excellent equivalent in all 4 subjects)

Activities: Chess Club, Math Society, Water Polo Club


Computer Skills
Microsoft Office
Velocify LoanEngage, Unify CRM
Mortgage iQ, SureFire
Interpersonal Skills
Analytical Skills
Communication Skills
Good Team Player
Time Management


09/2015 - 05/2017, Class Representative, Santa Clara University, Santa Clara, CA, United States


11/2018, Chartered Financial Analyst, CFA Institute
10/2016, Driving Licence, Driving School

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