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Loan Analyst Resume Samples
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0-5 years of experience
- Used Salesforce and Excel to analyze financial statements of incoming loans.
- Assessed risk via quantitative analysis of Credit, Cash Flow, and Collateral.
- Followed up with clients for pending documents and assistance with the process.
- Presented findings to management for up to 5 businesses weekly.
- Developed write-ups for collateralized loans ranging from $1,000 – $50,000.
- Helped double check loan analysis transition from Excel to Salesforce.
6-10 years of experience
Reconciled term loan positions with client, custody and asset solutions
- Processed all bank loan activity from the initial trade to time of funding
- Minimized errors by performing second checks
- Accurately posted all funding memos and ensured delayed compensation and seller’s cost of carry were calculated correctly
- Updated all interest rates, fees, pay in-kinds, and paydowns in system
- Worked closely with Asset Solutions team in ensuring all term loan positions, cusips and accrual information tied
0-5 years of experience
- Extensive experience reviewing legal collateral documentation for residential loans, including the Note, Mortgage, Modifications, Title Policy, and Assignment/Endorsement chains, as well as identifying deficiencies and conducting the appropriate exception cures.
- Evaluating residential loans for compliance qualifications as well as identifying potential cures for violations and carry out the cures.
- Identifying data deficiencies and exception between collateral documentation and mortgage servicing system data and conducting the appropriate cures.
- Demonstrated expertise and experience in residential mortgage collateral certification, residential mortgage collateral review, and residential mortgage collateral cures
- This detailed process also includes archiving, purging, and shipping well over 200k files using a nine-digit (Dewey Decimal) filing system.
0-5 years of experience
- Responsible for underwriting and maintaining a portfolio of premium finance loans
- Assessing personal financial statements and overall credit worthiness, drafting detailed credit reports and renewing loans yearly
- Developing relationships as an intermediary between high net worth clients and senior management to provide financial services with respect to loans that finance life insurance premiums ranging from $500M to $10MM
- Working closely with Chief Credit Officer and senior management to meet production goals and provide advice for active cases while working autonomously in a remote office managed from Jersey City, New
- Ensure compliance and maintain regulatory standards in an ever-evolving industry, which resonate with firm’s policy and procedures by documenting and updating internal database to ensure portfolio is in compliance for internal, FED and OCC audits.
0-5 years of experience
Reviewed all inputted info in Encompass for accuracy & completeness
- Ordered third party services: appraisals, credit supplements, title, flood certificates
- Reviewed tax returns and income documents to analyze & determine qualifying income
- Communicated with clients with a Welcome Letter & introduction phone call and throughout process
- Reviewed DU & LP findings to determine assets/income that are required
- Worked very effectively with co-workers in a collaboration for making decisions
- Monitor & coordinate the processing stages based on contract dates, assets/income docs & TRID.
0-5 years of experience
- Review and prepare loan application documents for the loan underwriters.
- Prepare and review loan documents to ensure the loan is in compliance with Consumer Financial Protection Bureau and TRID regulations.
- Coordinate between buyers, sellers, attorneys, and realtors to ensure all parties are aware of closing requirements once loan is approved by underwriting.
- Constantly provide updates on the status of the loan closing to all parties.
- Review the Title Commitment to ensure the title is clean and rectify anything preventing a clean title.
- Review homeowner insurance policies to ensure they meet company requirements.
- Provide information and explanations to any inquiries that arise from origination to loan closing.
0-5 years of experience
Target customers. Make and receive high volumes of calls.
- Process documents relevant to the case.
- Evaluate the credit analysis, request study titles, flood and appraisal studies and legal expenses.
- Cover reception when needed.
- Qualification of the client for mortgage loan modification eligibility.
- Analysis of corporate advance in the transition with the FDIC.
- Request and analyze credit reports.
0-5 years of experience
- Responsible as the main focus customers see as they enter the building. Interact with customers by phone and in person. Multitasking in drive thru, phone and in person.
- Maintain professional experience helping customer with their banking needs (deposits, withdrawals, new account openings, name/address changes, loan and credit card applications etc )
- Continuous training on advanced banking procedures on Windows and DOS based systems.
0-5 years of experience
- Review, research, analyze and interprets mortgage files while communicating facts effectively in legal settings.
- Familiarize with RESPA, FDCPA, GLBA and state laws related to legal foreclosure, bankruptcy, REO, small claims, property code violations and other complex issues that may arise.
- Diligently work closely with attorneys on litigated and contested foreclosure matters.
- Attend court appearances and mediations hearings via in person or telephonically.
- Coordinate with all internal departments and external vendors for litigated matters for resolution.
- Performed all other duties and projects assigned by management.
- Complete, review, execute interrogatories and discovery.
0-5 years of experience
- Gather and review all required documentation (Junior Underwriting)
- Keep customers informed on loan progress.
- Meet strict industry deadlines.
- Work directly with loan officers to ensure loans are closed on time.
0-5 years of experience
- Evaluates new loan applications to insure proper completion and submission of required financial information to facilitate financial credit analysis.
- Reviews and analyzes financial accounting data, legal documents, contracts, proposals and other records and documents to complete the financial credit analysis; advises applicants of additional information or documents that may be required.
- Analyzes revenues and expenditures and current and future debt obligations; completes debt coverage calculations and future revenue and expenditure and ratio tests and justifications; analyzes monthly operating statements and annual audits of loan recipients.
0-5 years of experience
- Underwrite consumer loans and home equity applications to mitigate risk
- Educate branch staff on loan processes to increase cross sell opportunities to maximize product sales
- Interview members to best match product and services to their individualized needs
- Coach members on credit building opportunities
- Conduct Financial literacy and credit workshops with community partners
- Construct and lead team building activities to stimulate loan growth and production
- Assist with updating procedure manuals with new policies and procedures
0-5 years of experience
- Analyze loan documents to ensure required materials are needed to purchase a loan
- Meet production and quality standards as necessary to ensure customer satisfaction
- Interpret company policy while analyzing loan document details
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Loan Analyst
Last edited by: Gabriela Barcenas, CONTENT STRATEGIST -
Gabriela Barcenas
CONTENT STRATEGISTGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
