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Mortgage Broker Resume

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Charles Bloomberg

New York, USA

charlesbloomberg@gmail.com

(621) 799-5548

in/cbloomberg

PROFESSIONAL SUMMARY

Experienced Mortgage Broker with a proven record of driving high-value mortgage sales, expertise in financial analysis, and exceptional client relationship management skills.

PROFESSIONAL Experience

Senior Mortgage Broker | Company A

January 2020 — Present, New York, USA

• Secured over $120 million in residential mortgage loans annually, consistently surpassing sales targets by 20%.
• Guided over 500 clients through complex mortgage processes using advanced financial analysis software, accelerating approval times by 15%.
• Conducted market trend analysis which increased the team’s loan approval rate by 12%, utilizing data from Zillow and Redfin.
• Implemented a new CRM system that enhanced client follow-up procedures, boosting repeat business by 25%.
• Mentored and trained a team of 10 junior brokers, improving their sales performance by an average of 30% within 6 months.

Mortgage Broker | Company B

March 2016 — December 2019, Detroit, USA

• Managed a portfolio of 200 clients and facilitated over $80 million in mortgage loans per year.
• Optimized loan application processing with the introduction of automated systems, reducing the average processing time by 10 days.
• Increased client satisfaction scores by 15% through the adoption of personalized financial planning tools and strategies.
• Spearheaded a marketing campaign that generated a 20% increase in qualified leads, using targeted social media advertising and SEO tactics.

Junior Mortgage Broker | Company C

June 2014 — February 2016, Austin, USA

• Assisted in closing over 150 mortgage loans annually, contributing to a total loan volume of $50 million.
• Developed effective client relationship strategies, resulting in a 10% boost in client referrals.
• Conducted financial assessments and credit reviews using Fannie Mae’s Desktop Underwriter, enhancing the loan approval rate by 8%.

Mortgage Loan Officer | Company D

July 2012 — May 2014, San Diego, USA

• Evaluated and processed an average of 20 mortgage applications per month, totaling $12 million in approved loans annually.
• Achieved a loan closure rate of 85% by providing personalized mortgage advice and financial guidance.
• Collaborated with real estate agents and underwriters to streamline loan approval procedures, reducing time-to-close by 7 days.

Education

Bachelor of Science in Finance | University of Michigan

May 2012

Expert-Level Skills

Mortgage Loan Origination, Financial Analysis, Client Relationship Management, Mortgage Software (Encompass, Calyx Point), CRM Systems, Market Trend Analysis, Credit Assessment, Loan Processing, Marketing Campaigns, Team Leadership, Strategic Planning, Communication, Negotiation

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