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: shaoan@gmail.com
Phone number: 334-997-0829

Profile

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.

Education

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

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

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