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Loan Consultant Resume Samples
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0-5 years of experience
- Sales Professional in a brokerage role, responsible for effectively helping consumers refinance their auto loan while effectively upselling Vehicle Service Contracts and GAP insurance products.
- Maintain thorough and updated knowledge of all lender requirements and effectively communicate with lender.
- Effectively communicate with customers and gain customer satisfaction and referrals.
- Won highest grossing sale contest second month in position.
- Exceeded projected contract goals every month.
0-5 years of experience
- Developed new loan business and up sold existing business.
- Originated acceptable and well-documented residential mortgages/home equity products through leveraging networks and contacts with realtors, brokers, builders and developers.
- Interviewed applicants to collect information concerning their financial needs, objectives and status.
- Analyzed clients financial/credit worthiness to ensure conformity with builders and lenders standards.
- Assured all loans were properly documented with accurate and complete information.
0-5 years of experience
- Self-motivated with exceptional communication and computer capabilities.
- Originated, reviewed, processed, and closed customer loan proposals.
- Answered an average of 60+ calls per day by addressing customer inquiries, solving problems providing information of eligible programs available.
- Worked efficiently with the department of education to properly apply for financial based programs on behalf of the federal student loan holder.
- Successfully closed an average of 20+ loans per month.
- Reviewed all loan agreements to ensure accuracy prior to submission.
0-5 years of experience
- Designated department Lead for a department of 20 Loan Retention Specialist
- Provided team support on difficult customer calls as well as authorized special customer transactions
- Provided detailed information regarding loan payoff, informed customers of their loan type, explained payment options geared to retaining existing mortgage, sold and processed loan modifications, originated 2nd mortgages as requested
0-5 years of experience
- Solicited and originated new FHA and VA streamlines while maintaining sales quotas
- Handled inbound and outbound sales calls while keeping scheduled appointments with potential clients
- Followed up on loans in process daily to ensure expedited processing and loan closings
- Communicated with underwriters, closers and processors throughout the loan process to provide the client with a seamless process
0-5 years of experience
- Managed daily operations, while multitasking rigorous task, open and close procedures, bank and register reconciliation, and managed daily cash flow over twenty five thousand dollars a day
- Prepared and reviewed state regulated cash loans
- Performed daily customer service calls including courtesy calls, collections calls, inactive calls and bank funds verification calls
- Implemented store business plans including behavioral focus, timelines, measured progress and budget reports
- Interviewed potential employees, trained employees, and managed employee’s daily schedules
0-5 years of experience
- Contacted up to 100 leads a day, evaluated current financial situation, set expectations, and discussed expected a return on investment
- Requested necessary documents for underwriting
- Determined best company to fund their request
- Sent out necessary documents to receive offer
- Closed 60% of offers with clients, adjusting when necessary/available
- Collected final stipulations needed to fund
- Trained new employees on the intake and funding process
0-5 years of experience
Review applications for approval of VA and Conventional purchase mortgage loans.
- Analyze customers financial and credit profile and recommend appropriate products
- Contacts customers in timely manner and maintain large pipeline of 70-80 loans, keeping constant contact ensuring members are up to date with loan status.
- Exceeds monthly sales and closing percentage goal.
0-5 years of experience
Worked as a sales representative to facilitate loan applications and closings
- Helped to educate clients and sell a wide array of available loan products
- Have extensive knowledge of FHA, VA, Conventional and ARM mortgages
- Licensed in CA, CO, NJ, MA, PA, OR, VA & WA
- Closed 4.5 to 6 million per month
0-5 years of experience
- Speak with clients and obtain information for loan applications and to answer questions about the process.
- Evaluate credit worthiness by processing loan applications and documentation within specific guidelines.
- Deeply analyze applicants’ financial status, credit, and to determine feasibility of qualifying for a loan.
- Complete the loan contracts and counsel clients on policies and restrictions and the final processes of the loan and all paperwork that follows.
0-5 years of experience
- Originating loans for purchase and refinance customers.
- Currently have an office 3 days a week in a Local RE/MAX Office working with local Realtors
- Work in a Bank Branch 2 days a week effectively interfacing with bankers to create the optimum customer experience
0-5 years of experience
- Analysis of individual client income, assets, debts and needs to recommend optimal mortgage products for each client’s unique financial situation
- Determine if the risk of offering a mortgage to a particular borrower under certain parameters is acceptable by analyzing a client’s credit, capacity, and collateral
- Developed strategies for marketing to new prospective clients
0-5 years of experience
- Packaged SBA 7a Prequalification loans
- Conducted SBA loan workshops
- Packaged and underwrite SBA Microloan credit
- Made recommendation to loan committee for SBA Microloan credit
- Maintain contact with local SBA District Loan Specialists to address credit concerns
0-5 years of experience
- Verified current employment status of members as well as collected and processed documentation required for loan eligibility.
- Orchestrated real estate appraisals for Purchase and Refinance Loans.
- Utilized Desktop Underwriter (DU) to qualify borrowers through Fannie Mae guidelines for conventional loans.
- Assembled documents for delivery to title company, real estate broker, or lending officer for closing.
- Input numbers and calculated loan interest, principal payment, and closing costs to provide to borrowers.
- Coordinated the smooth running of the loan closing proceedings and ensure all loans closed in a timely manner as well as verified financial numbers and documents for all parties involved.
- Reviewed all closing details to ensure compliance with state and federal regulations.
10+ years of experience
- Originate and process residential single family, multi-family and commercial mortgages.
- Manage marketing, lead generation, realtor office training, advertising, budgeting, loan
- Responsible for training current employees on all loan products, loan guideline changes, FHA and VA processes, record retention documents and audit practices to be executed on all
- Responsible for ordering wire transfer to fund all Conventional, FHA, VA and USDA loan closings.
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[Loan Consultant]
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela 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.
