HOME MORTGAGE CONSULTANT RESUME EXAMPLE
Published: Jul 16, 2025 - The Home Mortgage Consultant solicits residential mortgage applications, negotiates loan terms, and ensures compliance with all lending regulations while delivering superior customer service. This position assesses clients’ financial needs to recommend suitable mortgage products, processes applications, and resolves any loan exceptions or escalations. Additionally, the consultant collaborates with internal teams, provides loan-related information, and exercises sound judgment to support high-quality loan production and customer satisfaction.

Tips for Home Mortgage Consultant Skills and Responsibilities on a Resume
1. Home Mortgage Consultant, Pine Valley Lending Group, Asheville, NC
Job Summary:
- Completing loan applications, pricing loans, locking loan rates, and communicating with borrowers during the loan process by following WFC policies and procedures.
- Building relationships, showcasing and enhancing sales skills, assisting clients to reach personal financial goals through homeownership, and partnering to help build businesses.
- Generating mortgage business through inbound and outbound lead generation while working in a professional Centralized Sales Center, including sourcing business from affiliated business partners.
- Leads and marketing material are provided, and self-sourcing of business
- Contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction.
- Be responsible for Compliance with the S.A.F.E.
- Ensure Mortgage Licensing Act of 2008 and all related regulations.
- Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.
- Must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.
Skills on Resume:
- Loan Processing (Hard Skills)
- Rate Locking (Hard Skills)
- Regulatory Compliance (Hard Skills)
- Sales Skills (Soft Skills)
- Communication Skills (Soft Skills)
- Lead Generation (Hard Skills)
- Client Guidance (Soft Skills)
- Detail Orientation (Soft Skills)
2. Home Mortgage Consultant, Crestmark Financial Services, Boise, ID
Job Summary:
- Satisfy customers' financial needs and help them succeed financially.
- Put customers at the center of everything do.
- Join a diverse and inclusive team, feel valued and inspired to contribute unique skills and experience.
- Help to build a better Wells Fargo with outstanding talent.
- Consumer and Small Business Banking is at the center of efforts to rebuild trust and transform the wayserve customers and clients.
- Focused on innovating and transforming business with the customer at the center, better enabling customers to engage with how, when, and wherever they choose through a broad suite of financial products and services.
- Provides consultation in regards to home financing by educating borrowers on available products and the loan process.
- Ensure Business is generated via corporate relationships, direct-to-consumer marketing, and other third-party relationships.
- Responsibilities include completing the loan application, pricing the loan, locking the loan rate, and communicating with the borrower during the loan process to WFC policies and procedures.
Skills on Resume:
- Customer Focus (Soft Skills)
- Team Collaboration (Soft Skills)
- Diversity Awareness (Soft Skills)
- Financial Consultation (Hard Skills)
- Product Knowledge (Hard Skills)
- Loan Processing (Hard Skills)
- Business Generation (Hard Skills)
- Communication Skills (Soft Skills)
3. Home Mortgage Consultant, Ironwood Home Loans, Rochester, MN
Job Summary:
- Solicit residential mortgages from various sources and produce high-quality, compliant loans, and provide excellent customer service
- Responsible for the offering of loans, negotiating terms, and taking applications for dwelling secured transactions
- Analyze the best mortgage loans based on the client's needs to ensure compliance and maximum customer satisfaction
- Present recommendations for producing loans and exercising some independent judgment while developing an understanding of the functional area, policies, procedures, compliance requirements, and generating loans
- Provide information regarding the loans to consultants and functional colleagues
- Interact with customers to understand their needs and provide them with a high-quality loan service
- Ensure Loan exceptions and escalations
- Ensure Loan decisions and or recommendations
Skills on Resume:
- Mortgage Solicitation (Hard Skills)
- Loan Negotiation (Hard Skills)
- Needs Analysis (Soft Skills)
- Compliance Knowledge (Hard Skills)
- Independent Judgment (Soft Skills)
- Information Sharing (Soft Skills)
- Customer Service (Soft Skills)
- Decision Making (Soft Skills)
4. Home Mortgage Consultant, Summit Ridge Mortgage Solutions, Reno, NV
Job Summary:
- Provide onboarding, training, and coaching to team members
- Guide related to complex income scenarios
- Review/Second sign deal escalations for exceptions and large loan amounts
- Maintain a pipeline of the more complex transactions for the team (production target would be 50% of the target for other Underwriters)
- Support the RUM for vacation/leave
- Be responsible for the Primary point of contact and the owner for the Relationship Manager Leaders for
- Ensure Loan structuring/restructures
- Pipeline management and deal prioritization would sit with the Pipeline Manager and the RUM
Skills on Resume:
- Team Training (Soft Skills)
- Income Guidance (Hard Skills)
- Deal Escalations (Hard Skills)
- Complex Pipeline (Hard Skills)
- Vacation Support (Soft Skills)
- Primary Contact (Soft Skills)
- Loan Structuring (Hard Skills)
- Deal Prioritization (Hard Skills)
5. Home Mortgage Consultant, Blue Horizon Lending Inc., Macon, GA
Job Summary:
- Responsibilities include sourcing business from affiliated business partners, including offering/negotiating terms, and/or taking an application for a dwelling secured transaction.
- Compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations.
- Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.
- Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.
- Provide customers with convenient ways to manage their accounts, how, where, and when they wish.
- Support the Virtual Channels Team.
- Builds strong relationships with consumers and referral partners to help customers reach their personal and financial goals through homeownership.
- Provide answers and guidance regarding mortgage-related products and services for clients, customers, and potential customers.
- Interaction and never miss an opportunity to enhance and deepen the customer's relationship.
Skills on Resume:
- Business Sourcing (Hard Skills)
- Loan Negotiation (Hard Skills)
- Regulatory Compliance (Hard Skills)
- Account Support (Soft Skills)
- Virtual Teamwork (Soft Skills)
- Relationship Building (Soft Skills)
- Product Guidance (Hard Skills)
- Customer Interaction (Soft Skills)