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Loan Specialist Resume Samples
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6-10 years of experience
Ensured accuracy of closed loans including detailed analysis of data in preparation for Federal Housing Administration Loans and Conventional loan closure requirements
- Maintained the role as primary point of contact for Partners and Account Executives through high level communications and detailed data analysis
- Reviewed personal and corporate financial statements to ensure borrowers were in good standing as well as advanced extensive audits for discrepancies.
- Audit review and verified closed loan packages for various reports including appraisals, mortgage applications, security deeds and final disclosures.
- Assisted Underwriting staff with assigned projects, coordination and execution of loan setup, file setup, audit and completion.
0-5 years of experience
Identify several types of loans and credit options available and terms and conditions for that and services.
- Collected copies of financial statements, credit histories and other financial information of loan applicant.
- Analyzed applicants financial status, credit history, and financial goals to determine how best to assist.
- Coordinated with the applicant for getting information about loan applications and answered questions.
- Analyze the loan agreements and make sure that they are complete and accurate according to the policy.
- Submitted the loan applications to credit analysts for further verifications and suggestions.
- Negotiate payment arrangements with customers and credit institutions to assist in repairing credit history.
- Acted as a liaison for clients, and ensured complete customer satisfaction during the credit repair process.
0-5 years of experience
- Assumed responsibilities of Department Manager in her absence.
- Supervised a staff of 3 loan specialists.
- Created loan documentation policy manual for the department.
- Delegated, reviewed and approved loan documents prior to closing.
- Provided technical advice to the staff on documentation issues.
- Communicated to the staff on new policies and procedures with recommended instructions for implementation.
- Coordinated and interacted with a variety of personnel to ensure accurate
0-5 years of experience
Developed sales of personal loans, automobile loans and other credit related products
- Followed up on leads from customer inquiries online or through customer service
- Assisted customers in making financial decisions to help them achieve their financial goals.
- Manage servicing and collections activities
- Educated customers on the terms and conditions of the loan to ensure a clear understanding
- Worked as an individual contributor and as part of the team to achieve business guidelines and procedures
0-5 years of experience
- Analyzed financial status, credit and property to determine feasibility of granting a loan.
- Educated customers on the variety of loan products and available credit options.
- Adhered to all federal and state compliance guidelines relative to personal loans and Auto secured loans.
- Executed the loan origination process, including ordering credit reports, and preliminary title reports
- Provide excellent customer service to new and existing clients along with account maintenance
0-5 years of experience
- Team work with the providers and employees of the Corporation promoting the customer service.
- Supporting the Mortgage Loan Closing Department, in the assistance of closing the loans, explanation to our customers about the type of product, and quality control of the documents.
- Achieve the results by the ethics and compliance of AML/BSA/USA PATRIOT Act/KYC/OFAC.
- Accomplishment the establish process of the Mortgage regulations Bylaw O, HOEPA and Flood.
0-5 years of experience
Responsible for soliciting potential loans through prospective, current, and former clientele on a daily basis
- Responsible for aggressive loan volume sales goals, aggressive insurance add on sales goals, and delinquency goals. Insurance sales goals includes life
- Answers live action telephone calls to process payments, take new loan applications, and solicit current clients for new money loans
- Responsible for daily collection activity; contacting current delinquent clients that are less than 30 days, 30 days, and 60 days past due on accounts
- Responsible for maintaining expert product knowledge and recommending products based on needs of client
- Uses rapport building skills to discuss needs with clientele and make recommendations based on needs of client
- Responsible for handling cash transactions when customers make payments towards loan balance
- Responsible for opening cash drawer, closing cash drawer, and balancing cash drawer several times throughout work day
- Actively underwrites loans during decision process; process includes income verification, employment verification, residence verification, asset
- Responsible for handling daily cash movement report, and also reconciling paperwork for previous day and making sure that all procedures were done so in a proper manner
0-5 years of experience
- Worked in loss mitigation department for FHA, FHLMC, VA, Private Investor
- Assisted members with their past due accounts and mortgage issues
- Walked through mortgage documents with borrowers in order to explain rules and regulations per state and federal guidelines for HAMP and in house loan modifications.
- Assisted borrowers with loan reviews and direct services inquiries in order to meet borrowers needs and underwrote the file to be submitted to manager.
- Order proof of claims, reaffirmation agreements, sent authorization forms to attorneys to request to speak to borrowers, applied cram downs and lien strips request.
0-5 years of experience
Convert inbound and outbound lead from target audience market.
- Educate and Advise potential client of our financing options.
- Build genuine rapport in order to get to the core business needs.
- Relentlessly cultivate relationships with potential clients for possible future needs and be their point-of-contact when opportunity presents itself.
6-10 years of experience
Analyze and document mortgage loan issues associated with interest rates and payment schedules
- Construct agreements with borrowers that are delinquent on loans, which in return adjust the repayment terms
- Collect and process mortgage payments
- Review departmental cost savings / benefits
0-5 years of experience
- Answered multiple calls efficiently
- Addressed customer inquiries
- Created attractive displays
- Built long term customer relationships
- Met monthly loan quotas
- Provided superior customer service daily
- Resolved complaints in empathetic manner
- Maintained strict confidentiality of all loan records and information.
- Kept and filed records accurately
0-5 years of experience
Keep track of new, present, and former customer accounts. Complete applications for prospective clients, determine loan
eligibility and gather underwriting documents
- Schedule appointments for loan closings, inform the customer of closing procedures, and finalize the sale.
- Maintain log of collateral items; Ensure company is listed as a lienholder on collateral with the State agencies
- Take payments from current customers and keep accurate records of transactions
- Contact existing customers and offer refinance of loans to generate more business for the branch
0-5 years of experience
- Perform daily maintenance and record keeping for Syndicated Bank Loans held in various Mutual Fund and other Structured portfolios for various [company name] clients
- Process trades, booking receipts and disbursements, bank loan notices, and daily reconciliation of cash balances
- Interact with Investment Managers on their assigned portfolios, input/settle trades; perform ad hoc requests for both internal and external customers
- Provide daily reports for specific clients in a fashionable manner
0-5 years of experience
- Underwriting of personal and secured loans
- Reviewing financial statements and preparing loan proposals to qualified applicants
- Daily review of corporate financials
- Expanding external development
0-5 years of experience
- Provide excellent customer service to members from start of loan application process to closing of loan
- Start loan application process by interviewing member(s), gathering financial documents, reviewing w2s, tax returns, bank statements, retirement accounts, and credit reports
- Use financial documentation to assess if loan process can move forward
- Communicate with underwriters, loan administration manager, realtors, and closing attorneys
- Generate loan estimates and schedule inspections
- Compile all documents and organize documentation for closing of loan
0-5 years of experience
- Business development and full cycle sales of personal and automobile loans
- Processed loans for walk in customers
- Capitalized on personal network to increase loan volume
- Collaborated with team members to achieve business/organizational objectives
- Achieved VIP level for loan closing
- Up selling additional credit related products
0-5 years of experience
Complete loan for personal use for customers
- Make sure the customer understands the products we offer
- Suggest the appropriate loan solution for the customer
- Meet the suggested goals for the month
- Educate the customer about the benefits of our product
- Meet and greet the customers, also process payments
0-5 years of experience
- Work with Loan Consultants to provide excellent Customer Service for prospective clients.
- Assist with required Loan Documents from Clients to present clean packages for underwriters to review.
- Review documents for required information as needed by following proper procedures.
- Assist with training of new hires and with extra tasks as assigned by lead and management.
0-5 years of experience
Loan Officer
- Handled weekly and monthly reports.
- Reviewed and trained on all new policies and procedures with each employee.
- Reviewed daily cash summary.
- Maintained monthly standards and reports.
- Insurance claims, Auto loans, personal secured and unsecured loans.
- CFPB compliance
- AUDIT compliance
0-5 years of experience
- Perform cash drawer procedures including opening the branch, accepting, posting and reversing payments, balancing the cash drawer, making deposits, closing the branch.
- Process day-to-day transactions including answering the phone, taking applications, making recommendations regarding loan approvals; approving loans up to established lending limits, preparing loan documents, inputting loans into the system, completing loan closings, completing recording and releasing of secured interests and other interests, filing and handling customer inquires; collect accounts in varying stages of delinquency.
- Any other office duties assigned.
0-5 years of experience
- Late stage Collections 60 Days – 90Days Late
- Set up repay plan or escalate to foreclosure
- Refinance existing loan for Modification
- Established pipeline of accounts
- Spanish Bilingual
0-5 years of experience
- Started working through an employment agency for 6 months before becoming permanent employee of the Student Loan Department.
- Taking inbound calls from students and parents to assist in information and application for private education loans.
- Taking referrals from branch colleagues to provide information and possibly take applications from their customers.
- Assisting bursars/financial aid offices of universities when they called to troubleshoot issues with disbursement and aided them in processing loan data thru electronic systems.
- Special Project Team to determine if separation of sales calls vs tech and status would help streamline entire loan process. This was then put into effect department wide as of January 2016.
- Tasked temporarily to cover overflow during Peak Season on a conflict resolution team. This included supporting team leader and providing assistance to student loan specialists by managing escalated customer issues to ensure resolution. Taking over calls and then providing support and feedback to call center agents – clarifying policy, procedure and product information.
- On Boarding/training of new hire colleagues as a subject matter expert on the floor during there first month of being live on phones.
0-5 years of experience
- Evaluates loan applications and documentation by confirming credit worthiness.
- Improves loan applications and documentation by informing applicant of additional requirements.
- Rejects loans by explaining deficiencies to applicants.
- Approves loans by issuing checks or forwarding applications to loan committee.
- Completes loan contracts by explaining provisions to applicant; obtaining signatures and notarizations; collecting fees.
- Helps customers by answering questions; responding to requests.
- Maintains customer confidence by keeping loan information confidential.
- Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
- Accomplishes bank mission by completing related results as needed.
0-5 years of experience
- Manage inbound and outbound customer calls to effectively sell mortgages
- Educate customers about available loan products, loan programs, rates, policies, underwriting requirements, and loan procedures
- Currently licensed by NMLS in 38 states to originate loans
0-5 years of experience
Pre-qualify clients for loans against their retirement plan
- Process loan applications
- Answer loan related calls on the 800-line
- Edit and create excel spreadsheets
- Use Hotline Plus, ECS, and Loan Origination systems
0-5 years of experience
- Assist customers via phone on their manufactured housing, home equity, consumer finance or home improvement accounts.
- Process VOM’s and Payoff Quotes for customers.
- Cross-sell insurance with Green Tree Agency to customers that have outside insurance policies.
- Verify insurance and tax amounts and complete escrow analysis when needed.
0-5 years of experience
Direct customer contact and customer service
- Review and set-up loan files.
- Fannie Mae Underwriting Practices and Guidelines
- Analyze and underwrite loan applications.
- Verify loan applications meet secondary market and [company name] loan program criteria
- Establish and maintain working relationship with internal and external
- Prepare loan files for funding
- Prepare pre-qualification and/or commitment letters for loan officer review
0-5 years of experience
- Performed credit checks, approved and deny loan applications
- Multiple phone lines and customer relations
- Use of in-house computer programs
- Maintain daily logs of store productivity
0-5 years of experience
- Loan knowledge
- Maintain positive relationships with specific team
- Numbers based
- Prioritize necessary duties for the day
- Working in a self-dependent environment
- Multiple system usage throughout the day
0-5 years of experience
- Meet with applicants to obtain information and answer questions about the loan process
- Evaluate loan applications and confirm financial status and credit worthiness
- Reject loans by explaining deficiencies to applicants
- Approve loans by explaining to clients the documents needed to move forward
- Complete loan contracts by explaining the provisions and obtaining signatures
- Maintain client confidence by keeping loan information confidential
- Compute payment schedules and client information into the system
- Balance and reconcile cash drawer
- Communicate and follow up efficiently with clients whose accounts are delinquent
0-5 years of experience
- Develop and oversee loan disbursements, documents and reports along with obtain credit and financial information as required
- Process, close, present, service and record loan related notes and disbursements etc.
- Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
0-5 years of experience
- Evaluates loan applications and documentation by confirming credit worthiness.
- Improves loan applications and documentation by informing applicant of additional requirements.
- Rejects loans by explaining deficiencies to applicants.
- Approves loans by issuing checks or forwarding applications to loan committee.
- Completes loan contracts by explaining provisions to applicant; obtaining signatures and notarizations; collecting fees.
- Helps customers by answering questions; responding to requests.
- Maintains customer confidence by keeping loan information confidential.
- Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
- Accomplishes bank mission by completing related results as needed.
0-5 years of experience
- Provide Exceptional Customer Service
- Excellent communication skills
- Experience in prioritizing multiple tasks and achieving goals
- Work in a fast-paced team environment
- Quickly analyze challenging situations and provide solutions
- Motivated by controlling your financial earning potential
- Making Sales calls and business marketing/development
- Analyze potential loan markets and develop referral networks in order to locate prospects for loans.
- Negotiate payment arrangements with customers who have delinquent
0-5 years of experience
- Supported multiple banks (Amegy and California Bank and Trust)
- Review loan documents
- Worked on updating Insurance
- Worked on releases of Collateral Guarantor, Title, Deed
- UCC Continuation or Expiration
- Worked on Paid out Loans, Cross Pledges
- Update Appraisals
0-5 years of experience
- Process home loan applications in compliance with the banks policies and guidelines.
- Review loan documents
- Assign loan documents to closer
- Schedule signing of documents with buyer
- Follow up with buyer after closing
0-5 years of experience
- Loan Specialist for a Call Center
- Assist members with initiating loan applications for consumer loans
- Front line Underwriter/initial interview process for loans
- Assist members with various banking transactions
- Provide online support
- Respond to mail correspondence via email response for members
- Cross-sell new products, accounts, investment and real estate referrals
- Assist with general office duties
0-5 years of experience
- Performing routine data entry and validation tasks.
- Initiating third party orders (title, appraisal, hazard, flood cert, etc.)
- Reviewing and validating loan documents.
- Handling routine calls, emails, and/or chat responses.
- Assigning and distributing workloads.
- Monitoring work queues and intervening as needed.
- Interacting with multiple departments to expedite processing and/or issue resolution.
- Performing other related duties as required and assigned.
- Demonstrating behaviors which are aligned with the organization’s desired culture and values.
0-5 years of experience
- Answered and managed incoming and outgoing calls while recording accurate messages.
- Managed office supplies, vendors, organization and upkeep.
- Opened and properly distributed incoming mail.
- Greeted numerous visitors.
- Helped distribute employee notices and mail around the office.
- Loan decisions.
- Pulling credit reports.
- Collection calls.
- Keep track of monthly and annual goal.
0-5 years of experience
- Process loans
- Close out
- Cash outs
- Check cashing
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Loan Specialist
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.
