Ordered and reviewed appraisals and title work from various sources. How would you introduce yourself to a person who asked you “Why should I hire you?” Your answer will frame the composition of your Loan Officer resume objective. Reviewing HUD-1 to ensure fees and cash at closing are consistent with commitment to customer. Analyzed and evaluated client's financial analysis/ budget which included tax returns, social security numbers, bank statements and other sensitive information. Most loan officer positions will require a bachelor’s degree, which should be included in the education section of your finance loan officer resume. Confident in ability to propose own ideas when appropriate, possessing strong initiative and drive to success. Organized and administered Loan Officer in group presentations to educate the public of new loan programs. Receives, reviews, and completes setup of incoming residential loan applications, including loan type, loan amount, assets, liabilities, and length of employment. Exceptional customer service skills and detail oriented, with 4 years experience in multiple business settings including … You might think that banking will always be around if only for the … Updated 09/28/2020. in an effort to expedite mortgage process. Worked closely with internal loan officer and communicated with borrowers, processor, title companies, and underwriting. Track, review and ensure accurate completion of appraisals, preliminary title reports and homeowners insurance. Responsible for once-a-week follow up calls/status calls to all parties involved in transaction (Clients, Realtors, Builder, etc). Completed and reviewed required forms with borrower - collected documentation and fees and submitted to underwriting. comments. Followed up on outstanding items reflected on the conditions report provided by underwriter. Excellent customer service by ongoing communication to client and overseeing loan process from origination to close. Objective To obtain a Loan Officer Assistant position in a growth-oriented company where I can utilize my administrative skills and acquire new abilities. Employers seek applicants with a high school diploma at a minimum, though others seek candidates who are able to list a bachelor's degree in a finance, economics or business … Order tax transcripts, verification of employment, open escrow and title, and order appraisals. Your loan officer resume is an opportunity to demonstrate that you have good interpersonal skills and can provide excellent customer service. Review Loan Application for completeness and accuracy. Communicate to client's documentation needed to apply, scan files in to system, acts as a liaison between the processor and the prospective borrower. Provided support with all new loan applications. Taking a lead role involving all parties to ensure closing loans by Close of Escrow date, allowing Loan Officer to go out and conduct more business for our team. Resolve file problems, bottlenecks and qualifying issues throughout production and underwriting process. Career Expert. Ordered appraisal, title, escrow, 4506, SSA verifications, Reviewed AUS findings and gathered necessary documentation from borrowers, realtors and builders, Fielded loan status calls and emails from borrowers, realtors and builders, Reviewed conditions for program adherence and submitted to underwriting, Coordinated the loan flow from application through final approval, docs and funding, Used Point, Doc Velocity and Encompass Software, Closed an average of 10 loans per month (95% government and WA Bond). Reviewed file documentation and made sure all items needed were requested. Loan Assistant/Supervisor Resume. Verified and examined information and accuracy of loan application and closing documents. Review loan documentation with potential borrowers to provide them with a mortgage that best suits his/her financial objectives. Acts as key contact for customer needs via telephone, email, and mailing. Worked on specific projects assigned by Senior Loan Officer. Managed day to day operations, including processing, and shipping of all types of loans. Gathered and reviewed initial docs, submitted the files into underwriting, cleared all underwriting conditions and scheduled closing details. Provide administrative support to Loan Officers. Conducted a weekly update with loan officer to review the status of all files, and set up closings with title company. Assist loan officers regarding underwriting and processing guidelines. Designed flyers and marketed business via Social Networks, Emails, and Bulk-Mailings. Adept at communicating with attorneys and loan clients managing digital and hard copy files and assisting in the completion of the loan … Work with team for coordination and backup coverage. Their role is to evaluate and authorize the approval of corporate, real estate and credit loans by first determining the financial status or credit score of loan applicants. Communicate with clients regarding the loan process and keeping clients informed of their loan status. Speak with applicants to determine financial eligibility for loans and request specified information. A well-written resume sample for Loan Assistant should mention qualifications such as knowledge of lending processes, accuracy, integrity, research abilities, detail orientation, and decision-making. Objective : Looking for a full time position in an environment that offers a greater challenge, increased benefits for my family, and the opportunity to help the company advance efficiently and productively. Identified potential problems. Request property appraisals, applicant credit reports, background checks, reference checks and other information pertinent to customer's loan application. Aided in the development of a customer database in support of the pursuit of new marketing opportunities. Assist processing with clearing compliance and underwriting conditions for approval. Objective : Seeking a challenging position in a well established organization, that will utilize my skills and enhance my capabilities further. Loan Officer Assistant – Direct Submit - Loan Coordinator - Loan Processor Starting pay rate ranges between $18/hr to $23…/hr DOE This job is for you if you LOVE the mortgage industry and you are an experienced Loan Originator Assistant or Loan Processor who craves more interaction with borrowers and clients and more… They work in banks, mortgage companies, financial institutions and some private organizations. Administrative assistance in obtaining and compiling loan applicants' credit histories and financial information. Thrives on interacting with others and successfully meeting company needs. A talented and self-motivated Loan Officer who has a track record of generating revenues through the sale of loan products and services. The job description of a Loan Officer Assistant depicts the following duties – checking loan details and requirements, preparing cost estimates for the borrowers, providing necessary information to parties, answering client’s doubts and queries, redirecting the issues to relevant departments, preparing letter of credit, preparing and distributing marketing materials, conveying complex loan details in simple terms to clients, managing the loan portfolio, making pre-qualification inquiry checks and calls to parties, reviewing the results and bringing it to the notice of the loan officer. mortgages) based on their individual needs, goals, and financial situation. The best examples from thousands of real-world resumes, Handpicked by resume experts based on rigorous standards, Tailored for various backgrounds and experience levels, Business Administration And Project Management. Ensure loan applications are complete and correct. Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing. Skills : Microsoft Office, detail oriented, team player, quick learner, self motivated, administrative experience, great customer service skills, great conflict resolution skills. Holds responsibility for verifying and approving customer income and asset documentation. In this position, you will act as a liaison between applicants and our financial institution, helping qualified applicants obtain loans and set up payment plans. Submitted applications to credit analysts for verification and recommendation. Prepare files upfront disclosures in compliance with TRID (all applicable for file) Prepare file for initial disclosures, order appraisal and run credit. Served as office manager in addition to handling all open mortgage files for the regional manager. Reviewed loan agreements to ensure that they are complete and accurate according to policy. Loan Officer Job Description Template: We are searching for an experienced and detail-oriented Loan Officer to join our growing institution. Skills : Microsoft Office, Excel, Typing, Customer Service. Agricultural loan officers have an expertise in dealing with the loan disbursement linked with agricultural sector. Loan Officer Assistant Resume Sample 5.0. Entrusted to support a high-producing Mortgage Loan Officer by ensuring quality, completeness and accuracy of all new loan applications. The writer states that the candidate is seeking a position of Senior Loan Officer. Help confirm loan document requests with loan processor. Skills : Microsoft Office, Excel, Microsoft Word, Powerpoint, Typing, 10-Key, Photoshop, Snagit, Acrobat, Accounting, Billing, Customer Service. Finalize files to insure preparedness for loan completion. Contacts borrower and/or mortgage broker to collect necessary documentation and act as a liaison between origination staff, underwriters, and customers. Entered in sensitive client information to mortgage loan builder software for each loan. Specializes in home financing and large scale corporate contracts. Holding a high school diploma is sufficient to make an entry into this field, but resumes that embrace a previous experience as loan officer assistants’ hold better prospects. Skills : Customer Service Skills, Computer Skills, Communication. Provided customer service on behalf of loan officers, managers and team leaders. Keep these tips in mind so you can build an outstanding credit officer CV of your own: Objective statements are often considered unnecessary. Sales Administrative Assistants provide clerical and operational support to Sales Managers or Administrators. To be a loan officer one should have good … Order subordinations when all necessary documentation has been received. Ensured new loan applications are prepared for processing while adhering to standard turn times. Order appraisals and review completed appraisals for accuracy and submit any necessary revisions. Headline : Team player, self-starter and decision-maker. Seeking position in banking, Administrative Assistant positions, mortgage financing, loan processing, loan origination, and research specialization. Perform research at various county tax websites to establish tax information accurate debt to income ratio. Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing. Prepared & scanned all files for submission to database and processing. Reviewed mortgage loan products and terms with current and prospective clients. Direct contact with loan officers in the sales office to provide them with assistance in originating loans. Communicate with RE brokers, appraisers and/or attorneys as needed; some face to face customer interaction as well as phone and e-mail contact. Send and collect 1003, disclosures and supporting documentation from customer for completion and signatures. Communicate with borrowers, processors, operations staff, closing attorneys, title companies, real estate brokers, etc. Consider what qualifications potential employers are looking for. Addressed problems accurately and in a timely manner. Obtained updated bank statements, flood certificates, and hazard insurance. Processed personal and confidential financial documentation for clients. Sales Administrative Assistant Resume Examples. Resume SamplesThis page provides you with Loan Officer resume samples to use to create your own resume with our easy-to-use resume builder. Work directly with Senior Loan Officer to identify, develop and maintain a quality network of business relationships that serves as a recurring source of referrals for new lending opportunities. 30% client growth rate from networking, 50% growth rate from client referral, and 20% from up-calls. Pre-screened potential clients prior to loan applications. Follow up with clients if any documents were missing from loan. Worked closely with team members in closing department, submitting complete application packages in a timely manner. © 2021 Job Hero Limited. Choose the Best Format for Your Loan Officer Resume . Advocated on behalf of homeowners through the mortgage loan modification process, credit card settlements and settlements of second mortgages. Meet with clients to complete necessary documents. Loan Officer. Ensure files move through processing and closing in a timely manner. Assisted clients with the early process of applying for a loan. Catharine King. Objective Statements: Following job objective points will help to perform responsibilities of mortgage job. In a resume, the objective statement functions as the “introductory handshake” between you and the Human Resources officer. Administered marketing and appointment database. Understands and researches all investor guidelines and is up-to-date in any and all program Submits complete files to processing based on Investor and/or AUS requirements to get ready for submission to Underwriting. Assisted the loan officer in the areas of loan processing, loan documentation, loan closings, loan servicing, secured and unsecured loans. Monitored all incoming loan conditions via email, fax or mail. VA Case Numbers, appraisals, title insurance and flood certificates. Organized all client paperwork, ordered credit report & input all information into database. Reviewed required forms & obligatory documents. Processed Conventional, FHA, USDA, VHDA, VA loans for purchase, refinance and renovation transactions. Summary : Dedicated Professional with 8 years of client interface, sales, accounting and administration experience. Handled customer questions and inquiries; took action to resolve any issues. Some of the general office duties included, but was not limited to faxing, emailing, and copying. Gather needed material for loans files and any other duties as assigned by the Branch Manager. Summary : 16 years in the mortgage industry with a wide variety of positions and experience. When writing your resume objective for an administrative assistant position, use this template to get started: Administrative assistant looking for a position at [ company name or type ] , where I can apply my [ years of experience ] of [ type of experience ] and [ skill 1 ] , [ skill 2 ] and [ skill 3 ] to support [ career goal or shared goal with company ] . A loan officer offers his services to financial institutions such as banks and assists various individuals and business firms obtain loans, financial helps. Skills : Payroll, Accounts Payable, Accounts Receivable, Social Media, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, PC Lender, Notary Public, NoteSmith, Quickbooks. Loan Processor, 2014-Present . Main point of contact for current mortgage loans in process, handling regular communication with borrowers and guiding them through the process from initial meeting to loan closing. 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