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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing targeted marketing strategies for client retention and new lead generation within the mortgage industry, while maintaining compliance with regulatory guidelines. Proficient in managing client relationships and utilizing mortgage software to streamline processes and enhance communication.
Highest-signal resume keywords
Client Relationship ManagementMortgage Industry ExperienceEncompass LOS ProficiencyRegulatory Compliance KnowledgeAdvanced Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Credit Report AnalysisLoan StructuringDesktop UnderwriterDocument ReviewPipeline Management
Soft Skills
Attention to DetailVerbal CommunicationWritten Communication
Tools & Technologies
EncompassSalesforceGoogle WorkspaceBlend
Certifications & Qualifications
NMLS Licensing
Industry Keywords
RESPATILAFNMAFHLMCFHAVA Guidelines
About the role
Key responsibilities & impact- Develop and execute targeted marketing strategies for client retention and new-to-bank growth
- Build relationships with prospective clients and key centers of influence
- Pull and analyze credit reports and review income/asset documentation
- Assist Mortgage Loan Originators in determining optimal loan structures
- Run Desktop Underwriter and prepare files for submission
- Request and clear underwriting conditions to support on-time closings
- Serve as primary contact for borrowers and realtors, providing status updates
- Take initial application information by phone
- Schedule high-priority appointments and manage MLO calendars
- Track document requests in Encompass and Salesforce
- Review incoming files within 24 hours for discrepancies, omissions, and income/asset issues
- Collaborate with MLOs and Underwriters to resolve file issues and documentation gaps
- Maintain compliance with RESPA, TILA, and applicable state/federal regulations
Requirements
What you’ll need- At least 2 years of professional office experience
- Minimum of 1 year of experience in the mortgage or banking industry
- Proven ability to manage client relationships and execute marketing initiatives for retention and new lead generation
- General fluency in FNMA, FHLMC, FHA, and VA guidelines
- Experience with Encompass LOS or similar mortgage software
- Proficiency in Google Workspace
- Strong attention to detail and ability to manage a high-volume pipeline
- Elite verbal and written communication skills
- Must comply with company policy and state/federal regulatory guidelines
- Advanced tools experience with Blend and/or Salesforce preferred
- 1+ years as a Loan Originator or Senior Processor preferred
- National and multi-state NMLS licensing maintained within the past 12 months preferred
Benefits
Comp & perks- Bonus eligibility
- Competitive benefits
- Reasonable accommodations for candidates with physical or mental disabilities