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Mortgage Underwriter Resume

Mortgage underwriter resume is required by BFIS (Banking, Finance, Insurance and Securities) industry professionals, to present and promote their credentials as finance personnel who specialize in mortgage request analysis and approval. The sample mortgage underwriter resume, given below, is for a person seeking managerial level role. This would include various other details as well which can be helpful for writing the resume for any other relevant position. Considering that the position of mortgage underwrite may not exist as exclusive positions, but the role can be merged with other positions. Keeping this in mind, we have included the joint responsibilities in the resume sample, which make it helpful for all applicants, who want to draft a resume for opening sin BFIS sector.

Candidates may customize the details available suiting to their profile, so that the final mortgage underwriter resume portrays the intended profile in the best possible way. It would be recommended if candidates could include career achievements as well while drafting the resume. This would make their candidature more strong and convincing.

Mortgage Underwriter Resume Sample
(For an experienced candidate looking for managerial level position)

Antonio D. Epperson

4041 Hornor Avenue
Oklahoma - 74120
Tel: (918) 329 1405

Career Objective

In quest of managerial opportunities in the field of loans and mortgages underwriting, working capital management , and insurance; preferably across Banking Financial & Insurance sector, where I can explore my skill-sets and knowledge for mutual growth and development.

Career Summary

An experienced professional with nearly 14 years of exposure in the areas of Sales & Marketing, Business Development and Client Servicing with reputed financial institutions. With vast experience in entire gamut of mortgage management, and flair for accepting challenging roles, I have led teams successfully and effectively discharging functions, to ensure organic growth and strengthen client relationships. Imbibed by experience, I have developed skills in the following functions of mortgage and loan management, ranging from devising, implementing, & monitoring the business development plans, to the areas of team management and team development. I have proven track record of consistently achieving the designated targets with efficient supervision & man management, by virtue of attributes such as strong communication skills, analytical and coordination skills, expertise in people management, and leadership skills.

Professional Experience

Manager (Mortgage and Loans)(1997 - till date)
Brenner Mortgage and Finance Solutions, Skelly Dr., Tulsa, OK

Roles and Responsibilities Delivered

  • Effectively launched new mortgage products and promoted other services among new and existing customers
  • Analyzed changes in customer behavior for developing new products and services
  • Analyzed market changes and competitor products, for developing counter strategies
  • Develop training plans for new employees
  • Ensured organizational changes policies and operational protocols are adhered
  • Developed programs for improving client relationship
  • Supervised 50 field staff in handling customer mortgage documentation and queries
  • Streamlined mortgage products with wealth management services for existing clients
  • Worked for various strategies to cut the cost of acquisition
  • Scrutinized the mortgage requests and approved them for final payment
  • Monitored customer payment regularities and take steps for erring customers
  • Assisted in conceptualizing and implementing the hybrid model concepts to enhance productivity level

Supervisor (Mortgage and Loans)(1993 - 1997)
Brenner Mortgage and Finance Solutions, Skelly Dr., Tulsa, OK

Roles and Responsibilities Delivered

  • Successfully delivered responsibility of scrutinizing mortgage and loan applications and verifying their authenticity
  • Assisted field executives in verifying the legal documents required for loan applications
  • Developed training ,modules for new employees, with assistance from Mortgage and Loan Manager
  • Coordinated movement of field executives in attending to customer calls and queries
  • Allocated daily areas for cold calling, and responsibilities to all sales executives
  • Attended to customers walking-in the office in finding suitable finance solution for their requirements
  • Collected market data from executives and analyzed them for developing competitive products and services
  • Ensured all team members adhered to operations protocols
  • Successfully helped raise team performance and target achievement rate
  • Conducted training sessions for all employees on new products and services launched
  • Represented organization in trade shows and promotional events

Previous Work Experience

Team Lead (Mortgage and Loans)(1990 - 1993)
Brenner Mortgage and Finance Solutions, Skelly Dr., Tulsa, OK

Sales Executive (Mortgage and Loans)(1988 - 1990)
Brenner Mortgage and Finance Solutions, Skelly Dr., Tulsa, OK

Professional Skills

  • Adept at planing and preparing budget for the department
  • In depth knowledge of organizational and government policies regulating the financial markets, products and services
  • Market and competition knowledge
  • Strategic planing ability
  • Team management
  • Communication skills

Academic Qualifications

MBA (Dual specialization) Finance and Marketing(1996 - 1998)
Oklahoma State University, University Dr., Edmond, OK

BAF (B.Com in Accounting and Finance)(1993 - 1996)
Remington College, Business Building, Stillwater, OK


Would be made available on prior information.


I, hereby declare that all the details shared above are true to the best of my knowledge and belief.

Signature: ####

Name: Antonio D. EppersonDate: March 19, 2012Place: Tulsa, OK

We hope the above given mortgage underwriter resume example is helpful in drafting a professional and striking resume.

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