Top 12 Mortgage Assistant Skills to Put on Your Resume
In the competitive world of mortgage support, a sharp skill set can tilt the odds in your favor. Polish the tools that matter, highlight them clearly, and you’ll punch through the stack.
Mortgage Assistant Skills
- LoanServ
- Encompass
- Calyx Point
- Microsoft Excel
- Salesforce CRM
- Automated Underwriting (AUS)
- DocuSign
- Mortgagebot
- ComplianceEase
- HMDA Data Entry
- Ellie Mae
- LendingQB
1. LoanServ
LoanServ is an end-to-end loan servicing platform used to manage boarding, payment processing, escrow, investor reporting, and default workflows across a loan’s lifecycle.
Why It's Important
For a Mortgage Assistant supporting servicing teams, LoanServ centralizes daily tasks—payment posting, escrow analysis, payoff quotes, reporting—so work gets done faster, cleaner, with fewer errors.
How to Improve LoanServ Skills
Level up with practical habits and targeted practice that stick.
Master core workflows: Practice payment posting, suspense clearing, escrow setup/analysis, and payoff processing until it’s muscle memory.
Build saved views: Create dashboards, queues, and saved searches that surface exceptions and due items without digging.
Know your codes: Document transaction, reason, and exception codes you use most. Keep a quick-reference list at your desk.
Tame reconciliations: Run and interpret daily/monthly reports (cash, escrow, investor) and spot breakages early.
Tighten controls: Use appropriate permissions, audit trails, and dual controls for sensitive actions like reversals and adjustments.
Escalate smartly: Learn when a servicing event becomes loss mitigation, investor-impacting, or compliance-sensitive, and route it fast.
Document everything: Create step-by-step job aids for uncommon processes (assumptions, modifications, partial claims) so you’re never guessing.
How to Display LoanServ Skills on Your Resume
2. Encompass
Encompass (part of ICE Mortgage Technology) is a loan origination system that connects intake, processing, underwriting, closing, and secondary—all in one workflow.
Why It's Important
It streamlines origination end to end, reduces rekeying, enforces compliance, and keeps the pipeline moving. Faster files, fewer stumbles.
How to Improve Encompass Skills
Small tweaks. Big gains.
Own the pipeline: Learn milestone logic, persona permissions, and task automation so files never stall.
Customize input forms: Create custom fields and condition-driven forms to match your team’s process and reduce data hunting.
Use Encompass Docs/Disclosure tools: Prebuild packages, automate timing, and track e-consents so disclosures and closing docs fire precisely.
Automate with Flow/Triggers: Create rules for status changes, condition assignments, and email updates. Less clicking, more progress.
Template everything: Condition lists, fee templates, document stacks—build once, reuse forever.
Clean data at intake: Validate addresses, names, and IDs early to prevent AUS and closing delays later.
Stay current: Review release notes and adopt new features (especially compliance updates) before they become fire drills.
How to Display Encompass Skills on Your Resume
3. Calyx Point
Calyx Point is a mortgage origination and processing platform used by brokers and lenders to gather borrower data, run pricing/AUS, and manage docs through closing.
Why It's Important
It brings intake, calculations, disclosures, and doc prep under one roof, while reinforcing regulatory checks that keep files clean.
How to Improve Calyx Point Skills
Make the software bend to your workflow, not the other way around.
Standardize data entry: Use templates and field rules to capture complete, consistent data on day one.
Prebuild fee templates: Lock in accurate fee sets by product and geography to avoid cure issues.
Leverage integrations: Connect pricing, credit, and AUS to avoid rekeying and reduce mismatches.
Doc checklists: Tie document requests to loan programs and conditions so nothing is missed.
Keyboard fluency: Learn shortcuts, tab paths, and batch actions to shave minutes off every file.
Quality control: Run pre-close audits and correct defects before they become post-close headaches.
Keep notes tidy: Time-stamp and label notes for a clean audit trail that underwriters and auditors can follow.
How to Display Calyx Point Skills on Your Resume
4. Microsoft Excel
Excel is the Swiss Army spreadsheet for mortgage work—calculations, trend analysis, data cleanup, pipelines, reconciliations, you name it.
Why It's Important
You can model payments, build amortization tables, track turn times, and spot anomalies quickly. Faster insight, better decisions.
How to Improve Microsoft Excel Skills
Turn raw rows into clarity.
Learn the money functions: PMT, IPMT, PPMT, RATE, NPER—core mortgage math on tap.
Power up lookups: XLOOKUP, INDEX/MATCH, FILTER to stitch data together without errors.
Pivot like a pro: Build PivotTables and slicers to track pipeline status, turn times, conditions, or rate trends.
Automate repeaters: Use Macros or Office Scripts for repetitive imports, formatting, and report assembly.
Clean data fast: Power Query for deduping, reshaping, and normalizing lists (credit data, leads, HMDA fields).
Guardrails: Data validation, conditional formatting, and protected ranges to cut fat-finger mistakes.
Version control: Track changes and lock formulas so your templates don’t drift.
How to Display Microsoft Excel Skills on Your Resume
5. Salesforce CRM
Salesforce CRM centralizes leads, borrower communications, tasks, and reporting so you keep deals warm and information tidy.
Why It's Important
It tightens follow-up, personalizes outreach, and ties marketing to pipeline outcomes. No more lost borrowers. No loose ends.
How to Improve Salesforce CRM Skills
Make Salesforce work for mortgages, not just generic sales.
Customize objects/fields: Track loan type, LTV, DTI, lock dates, and milestone status with purpose-built fields.
Automate with Flow: Use Flow for task creation, reminders, doc request sequences, and status updates tied to milestones.
Templates that speak human: Build email/text templates for disclosures, conditions, and rate-lock reminders that sound clear and timely.
Integrate essentials: Connect LOS, pricing, and eSign so your team lives in one command center.
Clean your data: Deduplicate, define required fields, and use picklists to keep reports honest.
Dashboards that matter: Surface conversion, turn times, fallout reasons, and referral sources at a glance.
Permission with intent: Lock down sensitive borrower data with roles, profiles, and field-level security.
How to Display Salesforce CRM Skills on Your Resume
6. Automated Underwriting (AUS)
AUS engines (like Fannie Mae DU and Freddie Mac LPA) assess eligibility and risk using standardized inputs, returning findings that drive documentation and conditions.
Why It's Important
It speeds decisions, aligns to investor guides, and reduces manual guesswork—if your inputs are spotless.
How to Improve Automated Underwriting (AUS) Skills
Garbage in, garbage out. Precision wins.
Perfect your inputs: Names, SSNs, addresses, income breakdowns, and liabilities must align with docs to the penny.
Know the levers: LTV, DTI, reserves, occupancy, and product features that swing findings—understand each one.
Re-run after changes: Any material update (income, assets, pricing, program) demands a new AUS run. No shortcuts.
Read findings deeply: Identify critical conditions vs informational notes and create a collection plan early.
Scenario practice: Test edge cases (borderline DTI, gift funds, self-employed income) to learn what flips a result.
Tie to investor overlays: Map findings to lender overlays so you aren’t surprised in underwriting.
Document trail: Keep a clean audit trail of runs, inputs, and changes for secondary and QC review.
How to Display Automated Underwriting (AUS) Skills on Your Resume
7. DocuSign
DocuSign enables secure electronic signatures and document routing, accelerating disclosures and closing packages while preserving a precise audit trail.
Why It's Important
Less paper, fewer errors, faster turnarounds. Borrowers sign on their schedule, and you track every step.
How to Improve DocuSign Skills
Make signatures effortless and airtight.
Template the routine: Build reusable envelopes for disclosures, VOEs, and closing docs with tagging pre-set.
Use routing logic: Set signing order, conditional recipients, and reminders so packages move without nudging.
Enable stronger authentication: Add SMS codes, KBA, or ID verification when handling sensitive docs.
Mobile-first layouts: Place tags so forms read cleanly on a phone—fewer misses, happier signers.
Avoid rework: Lock fields, require initials on critical pages, and add required attachments to cut post-sign fixes.
Centralize storage: Route completed docs into your LOS or DMS with consistent naming and indexing.
Monitor status: Use dashboards to spot stalled signers and trigger timely nudges.
How to Display DocuSign Skills on Your Resume
8. Mortgagebot
Mortgagebot (commonly used within Fiserv’s mortgage suite) is a web-based platform for digital application intake, borrower self-service, and streamlined origination.
Why It's Important
It gives borrowers a smooth front door, captures complete applications, and funnels clean data into downstream workflows.
How to Improve Mortgagebot Skills
Polish the borrower journey and the back-end mechanics.
Refine application flows: Reduce fields, add smart defaults, and group questions logically to improve completion rates.
Product rules: Configure eligibility and pricing prompts that steer borrowers to the right products early.
Integrate verifications: Turn on income/asset/identity checks to cut post-submission chase work.
Brand and trust: Clean design, clear consent language, and fast load times build confidence and reduce abandonment.
Mobile check: Test every form and signature step on phones—most borrowers start there.
Track drop-off: Use analytics to spot friction points and patch them quickly.
Tight handoff: Ensure data maps cleanly into your LOS so processors aren’t rekeying day one.
How to Display Mortgagebot Skills on Your Resume
9. ComplianceEase
ComplianceEase (a SitusAMC solution) analyzes loans for federal, state, and local compliance risks—TRID timing, QM, HOEPA/HPML tests, and more.
Why It's Important
It surfaces potential violations before closing, reducing cure costs and audit pain.
How to Improve ComplianceEase Skills
Accuracy in, clarity out.
Feed complete data: Fees, dates, timing, product features—every missing detail can skew test results.
Know the tests: Understand TRID, QM, HOEPA/HPML, state high-cost triggers, and how each is calculated.
Run early, run often: Pre-check at LE, CD, and any fee change to avoid last-minute cures.
Resolve exceptions: Build a playbook for common fails with exact steps to cure or re-disclose.
Version control: Archive snapshots of data and reports for audit trails and investor reviews.
Calibrate templates: Keep fee and product templates current with the latest regulator and investor changes.
Train the team: Share quick guides and scenarios so processors interpret results consistently.
How to Display ComplianceEase Skills on Your Resume
10. HMDA Data Entry
HMDA data entry captures Loan/Application Register (LAR) fields accurately and on time for reporting through the FFIEC HMDA Platform.
Why It's Important
It underpins fair lending analysis, regulatory compliance, and public transparency. Mistakes can be costly.
How to Improve HMDA Data Entry Skills
Precision, process, proof.
Know every field: Learn reporting scope, demographic fields, action taken, and geocoding rules cold.
Standardize intake: Bake HMDA-required data into LOS intake and lock it with validation rules.
Validate continuously: Run edits and quality checks monthly, not just at year-end.
Geocode carefully: Verify addresses and census tracts with consistent, documented methods.
Separate roles: Data entry, review, and sign-off should be distinct to catch errors.
Keep evidence: Maintain a clean trail of corrections, approvals, and final submissions.
Train for changes: Update procedures promptly when HMDA schemas or edits change.
How to Display HMDA Data Entry Skills on Your Resume
11. Ellie Mae
Ellie Mae is now part of ICE Mortgage Technology. Most teams mean Encompass and its connected tools when they say “Ellie Mae.”
Why It's Important
The ICE ecosystem ties origination, compliance, and closing into a tight loop, improving accuracy and speed while keeping auditors satisfied.
How to Improve Ellie Mae Skills
Lean into the ecosystem.
Connect the pieces: Use Encompass with Consumer/LO portals and eClose to cut handoffs and rekeying.
Refine personas: Calibrate user roles, field-level rights, and milestone responsibilities to reduce noise.
Condition mastery: Create crystal-clear conditions, tie them to docs, and automate assignment and aging.
Fee accuracy: Maintain fee templates and tolerances by product and locale to avoid cures.
Keep compliant: Adopt release-driven compliance updates early and adjust workflows accordingly.
Build reports: Create pipeline and defect dashboards to spotlight bottlenecks and fix them fast.
Document SOPs: Step-by-step job aids prevent drift and keep new hires on track.
How to Display Ellie Mae Skills on Your Resume
12. LendingQB
LendingQB was acquired and is now offered as MeridianLink Mortgage; many teams still refer to it as LendingQB. It’s a web-based LOS focused on efficient origination.
Why It's Important
It brings intake, processing, underwriting, and closing into a single pipeline with strong configurability.
How to Improve LendingQB Skills
Smooth, consistent, auditable.
Template the basics: Programs, fees, disclosures, and doc stacks preset by product and channel.
Integrate the essentials: Turn on credit, AUS, PPE, VOE/VOA, and MI connections to eliminate duplicate entry.
Optimize forms: Customize screens to surface only the fields needed at each milestone.
Automate tasks: Trigger conditions, emails, and status changes as milestones are met.
QC checkpoints: Insert pre-underwrite and pre-close audits to catch defects early.
Security hygiene: Assign least-privilege roles and review access regularly.
Feedback loop: Capture user pain points monthly and roll out small, frequent improvements.
How to Display LendingQB Skills on Your Resume
