Mortgage Accounts Officer CV Template

The bank’s lending officers specializing in processing loans secured by residential property are the Mortgage Accounts Officers or a home loan account officers assigned in the mortgage department of a bank.  These are essentially credit officers tasked to evaluate property values and the borrower’s credit worthiness so they can recommend or approve the correct level of mortgage loans as per banking policies.

Mortgage Accounts Officer CV Template

Melvin T. Merryweather

Church St., Brighton, UK

Phone: 01273-434-0984


A management position as a Mortgage Accounts Officer in a major financing company with extensive mortgage loan products.

Summary of Qualification

  • About 7 years of experience in large bank as Mortgage Loan Officer.
  • Familiar with most accounting systems with specialty in SAP-Financials
  • Excellent accounting, writing and organization skills

Professional Experience / Career History

2001 – Present:  Assistant Mortgage Accounts Officer, Royal Bank of Scotland

  • Assist the Mortgage Accounts Manager in the planning and control of mortgage lending activities
  • Administer mortgage and other secured loan products at approved amount levels.
  • Evaluate secured and mortgage loan applications to determine the valuation of properties to be used as securities and if needed, visit borrower properties and homes for verification and evaluation.
  • Investigate credit ratings with credit bureaus and reporting agencies,
  • Recommend approval, qualified approval or rejection of secured loan applications.
  • Establish credit line limits and repayment schedules.
  • Submit regular credit and loan consumption reports to management


2004 – Present: Various in-house trainings and seminars on mortgage management, financial planning and credit investigation.

2001 – 2004: Bachelor of Science in Accounting, Aberdeen College

Professional reference available upon request

Category: Accounting CV Templates

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