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Mortgage Account Executive Resume

Your resume can either make or break your goal of getting your dream job! The reason being, it is the only medium through which you can communicate your skill-sets and abilities to the employer. If in such case, you tend to make silly mistakes like typographical errors, spelling mistakes, and grammatical errors; the employer is sure to lose interest in reading your resume. At the first place you need to understand the demands of the employer, say, from a newspaper advertisement or from an online portal. Read the job requirements carefully, and cross -check if you are eligible for them. If you are not bothered about it, then its time for a reality -check! (If you call an electrician for repairing some stuff, you expect him to be good! After all, you are paying money for it.) Same is true in case of employers, they won't recruit you if you don't satisfy their requirements. Lets take an example. Say, a small organization runs a successful business; and wants to expand its business, but doesn't have enough fund for it. One solution would be to take a loan from banks. However, even banks want a security for the loan offered. Sometimes organizations prefer to lend their property as a security for the loan taken. To make arrangements for such loans Mortgage Account Executives play an important role. They are assigned with the work of searching the clients in the need of mortgage loans, and increase the accounts associated with the organization. For your help a sample mortgage account executive resume is written here.

James G. Schultz
45, 51 floor
2802 Wilkinson Street
Nashville, TN 37212
Contact Number:998-654-2123
Email Address:

Career Objective:

I wish to work as a Mortgage Account Executive, and want to utilize my experience in mortgage industry for increasing company profits and leveraging my career growth.

Career Summary:

I worked in KP Banks Pvt. Ltd. For 4 years as an Assistant Manager (Mortgage Account). I joined FMKG Consultancy Pvt. Ltd. later, and worked for 6 years as a Mortgage Account Manager. I worked in CICICC Bank Pvt. Ltd. as an intern for 6 months.

Educational Details:

  • Master of Business Administration, State University of Nashville, TN
  • Bachelors of Business Administration, State University of Nashville, TN
  • St. Patrick's Boys High School, High School Certificate, Nashville, TN

Work Experience:

Industry: FMKG Consultancy Pvt. Ltd.
Job title: Mortgage Account Manager
Duration: 6 years


  • To find clients in need of mortgage loans
  • Maintaining relations with old clients by organizing regular meetings
  • To suggest new prospective clients to the Mortgage Account Executive
  • To get the best deals for clients
  • Responsible to analyze and report the client details to top management
  • Responsible to make a database of profits from the accounts associated with the organization
  • Responsible to make an excel sheet of the monthly deals, and submit it to the Mortgage Account Executive
  • Responsible for checking the legalities of the documents presented by the clients
  • Responsible to recruit Chartered Accountants and CPA certified professionals
  • Responsible to discuss with the lawyers before finalizing deals
  • Responsible for checking the sites and preparing excel sheet of the land history

Industry: KP Banks Pvt. Ltd.
Job title: Assistant Manager
Duration: 4 years


  • Responsible to do sight inspection with Mortgage account manager
  • Responsible for cold calling (calling the customers without prior intimation)
  • Responsible to work out the financial plans with CAs (Chartered Accountants)
  • Responsible to make a data sheet of the clients for the entire year
  • Monthly report submission to the Mortgage Manager about the profits and the investments made
  • Recruiting lawyers and checking the property clearance

Industry: CICICC Bank Pvt. Ltd.
Job title: Intern
Duration: 6 months


  • Responsible to make a database of daily financial transactions made
  • Responsible to attend company meetings for discussing deals
  • Cold calling the customers
  • Assisting Mortgage Account Manager in site inspection
  • Discussing the deals with lawyers and CAs
  • Suggesting improvements in the final reports made

Certification and skills:

  • Strong communication skills
  • Expert in number crunching and calculations
  • Certified CPA professional
  • Certified SAP professional

Personal Information:

Date of Birth: January 2, 1970
Languages Known: English, Spanish, German, Sanskrit
Hobbies: Skiing, skating, playing synthesizer


  1. Margot T. Keenan
    67, 3rd floor
    3572 Bicetown Road
    Westbury, NY 11590
    Contact Number: 887-676-5241
    Email Address: MargotTKeenan@telworm .us

  2. Marilyn A. Eason
    56, KHK bl.
    3335 Angie Drive
    Irvine, CA 92614
    Contact Number: 7653-674-2738
    Email Address:


James G. Schultz

An example of mortgage account executive resume is given here. Remember that you avoid doing spelling mistakes in your resume. Do mention your internship details, as it counts. Your resume would enable the employer to consider your candidature; if you mention details in a proper way.

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