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Loan Assistant Resume Samples
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0-5 years of experience
Phone marketing, and appointment setup.
- Review loan assessments for qualification over the phone and in person.
- Assist clients modified their current loan mortgage with Broker authorization.
- Established relationships with previous customers for future needs.
0-5 years of experience
- Conducted financial transactions such as account transfers and daily deposits.
- Composed and edited client letters, office memorandums and daily agendas.
- Processed credit reports on clients for loan renewals, review and maintenance.
- Requested and obtained financials and project documentation.
- Responded to internal and external client inquiries and resolved in timely manner.
0-5 years of experience
Created new loan files by preparing documentation, running credit, completing verification of employment, scanning, entry into system and proper storage
- Assisted with reports and audits in the evaluation of loan operations performance
- Serving visitors by greeting, welcoming, directing and announcing them appropriately
- Assisted Loan Officers with creating, collecting, and processing loan applications
0-5 years of experience
Perform a variety of duties to support with loan documentations and loan closing.
- Update and maintain all kinds of ticklers to make sure borrower is in compliance with bank covenants.
- Assist loan officers to provide various reports and customer relationships.
- Assist loan officers’ request and collect customer’s financial statements and tax returns.
- Assist customers with initial loan inquiries, and the completion of loan applications.
- Spread financial statements and/or tax returns to help with credit analysis.
- Prepare a variety of reports related to loans.
- Set up new or renewal loans on loan origination system.
- Coordinate loan processes and loan closings with title companies, escrow companies and Corporate Loan Portfolio Management department.
- Provide services to customers and maintains good business relationships.
0-5 years of experience
- Input loan application into system, ensuring all data is accurate. Pull credit report and merge into the loan application. Printing and scanning of required documents, as requested.
- Create folders for each new client. Rename documents and save as pdf.
- Track appraisals for each RLC’s pipeline, following up with the appraisal department as needed.
- Contact Title and Escrow for missing preliminary title’s and escrow instructions.
- Pulling each RLC’s pipeline daily to keep track of any outstanding loans
0-5 years of experience
- Implemented a system for out of town loans that resulted in turning an area of consistent loss into a 5% monthly gain.
- Established a digital and physical filing database for the accurate tracking and historical record of all checks and loans.
- Make final decision on loans based on qualifications, including printing checks.
- Verify dividends and availability of funds for Tribal Members.
- Validate employment history and risk for employee loan requests.
- Nightly audit, disperse checks, receive payments.
- Analyze data to solve a variety of financial problems and provide advice on a various financial matters in order to assist Tribal Members with financial issues and planning.
- Extensive knowledge in Dynamics GP & CRM, Excel, TMS, Lawson, Crystal Reports, etc.
0-5 years of experience
- Order reports including appraisal, credit, title search, and other related reports as required
- Assist with preparation of loan package including new loans, renewals, and amendments
- Prepare loan application, disclosures, and other required documents for loan submission
- Assist with various account monitoring activities
0-5 years of experience
- Typed all Real Estate loans for the bank
- Ordered everything for the Real Estate loans, i.e. Appraisal, Title Work
- Mailed out the Loan Estimates
- Act as Closing Agent for Spanish speaking customers and also when our Closing Agent is out of the office
- Opened new Checking Accounts, CDs, and Savings Accounts
0-5 years of experience
- Hired to lead a project to clean and restore documents to “Credit Lead†to insure accuracy of client files.
- Provides administrative and/or operational support within one or more of the following loan areas; processing, closing, presentations, servicing, documentation, notes, disbursements, etc.
- Maintains files, documents, notes, etc.
- Responsible for verifying completeness of files with all necessary documents and signatures required.
- Researches and resolves lending inquires and issues.
- Prepare and/or track disbursements, loan documents, reports, obtain credit and/or financial information.
- Produce reports as required.
- Answer questions and follow up with Clients.
0-5 years of experience
- Ensured compliance with New York commercial lending laws
- Process and underwrite borrower’s and guarantor’s loan by accurately recording data.
- Multi-tasked between processing loans and keeping track of upcoming matured loans.
- Prepared the release of collateral/booking documents.
- Used STUCKY to create new entries, updates deletions, and create print-outs.
- Utilized CASH OnTrack to verify and prepare the consolidation of borrowers and guarantors loan.
- Access and verified UCC Filings by following both state and country filling guidelines for all NY loans
0-5 years of experience
- Communicate with clients via phone calls and emails regarding their refinance mortgage loans
- Picked up and dropped off documents to and from clients
- Scanned and filed documents for clients’ reference
0-5 years of experience
- Process loan applications
- Determine if applicant is qualified
- Order appraisals and title commitments
- Close loans
- General office duties
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Loan Assistant
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.
