Loan Officer Assistant / Receptionist. Thrives on interacting with others and successfully meeting company needs. Ordered and reviewed appraisals and title work from various sources. Provide support to loan officer and underwriter teams by ensuring the timely, judicious and accurate processing of mortgages. Involved in marketing efforts as directed by Loan Officer. Reviewed loan agreements to ensure that they are complete and accurate according to policy. Summary : Looking for a full time position as an Loan Officer in an Financial environment that offers a greater challenge, increased benefits and the opportunity to help the company advance efficiently and productively. Easily adapts to changing priorities & maintains a positive attitude with a strong work ethic. The resume begins with a career objective that identifies the job seeker’s 6 years of experience processing loan agreements. Contact closer for loan documentation go to closing to ensure loan closes accurately. Prepare files upfront disclosures in compliance with TRID (all applicable for file) Prepare file for initial disclosures, order appraisal and run credit. Perform research at various county tax websites to establish tax information accurate debt to income ratio. Follow up with clients if any documents were missing from loan. Most loan officer positions will require a bachelor’s degree, which should be included in the education section of your finance loan officer resume. Works closely with all parties involved in loan process to ensure all Close of Escrow dates. Provides needs list of all items for a complete loan application. Attend regular pipeline meetings and system training updates. Obtains and verifies all data and supporting documentation regarding a … Summary : To Pursue full time employment in the business industry, allowing me to exercise my learned skills, provide a culturally diverse working environment, and the opportunity for both personal and professional growth. Handled all commission accounting and assisted in processing. Provide support for two top-performing Loan Officers with average funded sales of over $4.5 MM per month, Pre-qualify customers for appropriate financing options to suit their needs, Obtain signed disclosures and supporting loan documentation to submit to processing within 5 days of application, Collect application fees and provide GFE & TIL within appropriate timeframes, Oversee loan process from initial application through funding. Worked with other departments within the company to ensure paperwork was in order. Adept at communicating with attorneys and loan clients managing digital and hard copy files and assisting in the completion of the loan … Obtained mortgage agent license and notary commission. Completed and reviewed required forms with borrower - collected documentation and fees and submitted to underwriting. Their prime responsibilities relate to analyzing the needs of an applicant, authorizing and recommending loan proposals, and have good track record as far as its repayment is concerned. Consider what qualifications potential employers are looking for. Sample resumes of Mortgage Loan Officers consist of such skills as analyzing clients' financial situations and determining appropriate products based on their specific needs and goals, and proposing loan options in a clear, concise and compelling manner to in order to effectively generate sales. Review loans for accuracy of completion and proper documentation. How to write Experience Section in Banking Resume, How to present Skills Section in Banking Resume, How to write Education Section in Banking Resume. Summary : Dedicated Professional with 8 years of client interface, sales, accounting and administration experience. Processed personal and confidential financial documentation for clients. Applies guidelines to specific loan programs to meet underwriting requirements. Scheduled and confirmed closing date and location with closing attorney, borrower and loan officer. Loan Officer Assistant Resume. Assisted high producing loan officer in the smooth and timely completion of loan applications. Loan Officer Resume writing primarily involves highlighting your skills with the open job position. Accurately obtain & review applicant's credit history.Daily illustration of excellent customer service skills with clients and applicants to ensure client retention. Assist 5 employee loan officers on daily pipeline. Highly motivated to maintain customer satisfaction and compliance. Experienced Loan Officer Assistant who has strong organization skills and a comprehensive understanding of contracts and agreements. Maintained a pipeline of more than 70 borrowers at a time. mortgages) based on their individual needs, goals, and financial situation. 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. Skills : Mortgage Builder, Encompass, SoftPro, Citrix, Easy. 04/2018 - PRESENT Los Angeles, CA. Objective : Accomplished sales professional with over ten years experience and proven ability in prospecting, managing customer relationships, and closing sales is seeking a part time position to supplement income. Assisted the local branch with ordering builder side documents. Objective To obtain a Loan Officer Assistant position in a growth-oriented company where I can utilize my administrative skills and acquire new abilities. Enter loan application information into the Encompass loan origination system. Insure employee loan docs are prepared correctly before mailing. Oliwia Wolkowicz. Responsible for gathering appropriate documentation from each applicant as well as delivers loan package in the time frames set by the management, Pre-processed files for potential borrowers in the pre-qualifying stage for a mortgage loan, Assisted assigned loan officer in completing, testing, and analyzing residential mortgage loan applications, Assistant to top producing Loan Officer/Assistant Vice President, Received/Reviewed homeowner loan packages. Managed individual order queue to meet published lead times and individual and team revenue targets. Verify and examine information and accuracy of loan application, closing documents and HUD1. Tracks and manages new leads and follows up on referral business. Follow up with clients at all times, keeping them informed of the loan process. Exceptional customer service skills and detail oriented, with 4 years experience in multiple business settings including … Maintain and follow up with all new and existing leads in a timely and accurate manner. Responsible for ordering appraisal, opening Title. This area is written in reverse chronological order from most recent to oldest job position. Compile information and or documents such as income and employment verifications, appraisals, title work, flood certifications, homeowners/flood insurance, and credit reports. Met with clients, as necessary to take borrower applications and review, Completed and reviewed forms with borrowers; collected the necessary documentation and appropriate fees, Reviewed assists in the evaluation of information pertinent to the client's application and made recommendations, Maintained Loan Officer database and coordinated loan submissions to processing and closing, Worked closely with agents and builders to ensure a smooth application process, Supervised the administrative office and coordinated meetings with clients, Maintained ACT database of customers and referral partners, Assisted 2 loan officers achieve top ranking and support other loan officers with pipeline management, Prepared spreadsheet reports to track leads and productivity, Organized marketing projects and sponsorship events. PERSONAL SUMMARY. The writer states that the candidate is seeking a position of Senior Loan Officer. Evaluate customer credit and financial data to determine eligibility and financing options. Objective : Enthusiastic Loan Officer Assistant who provides excellent customer service throughout the loan origination process. Aided in the development of a customer database in support of the pursuit of new marketing opportunities. 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. Work with team for coordination and backup coverage. Assist Loan Officer Resume Objective : Enthusiastic and professional accounting graduate seeking a position in an entry level accounting position. Order property insurance with proper dwelling coverage and mortgagee clause in order to ensure protection against loss on mortgaged property. Ordered all lender packages, appraisals and all pertaining third party packages in a timely matter. Track, review and ensure accurate completion of appraisals, preliminary title reports and homeowners insurance. Meet with clients to complete necessary documents. Facilitated application process by interfacing with customer in completing the process. Resumes of Loan Officer Assistants exhibit such skills as handling communication with the borrowers, loan officers, processors, and the closing department; and preparing spreadsheets to maintain the loan officer's monthly goals. Answer customer inquiries relating to locked status, and loan application status to ensure quality customer service. Dedicated and focused individuals who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. Ensured the bank is in compliance with applicable secondary market underwriting guidelines as well as federal and state lending regulations. Attended classes/seminars regularly to stay current on Lender, FHA and VA guidelines for loan qualification purposes. Banking Resume Sample [+Banker Objective Template] Banking Resume Sample [+Banker Objective Template] You know how to put two $1 bills into a box and have them multiply overnight. Your resume is your first impression. Obtained updated bank statements, flood certificates, and hazard insurance. Communicated daily with clients, attorneys, agents & operations staff to ensure closing conditions and deadlines for loans were met. Skills : Microsoft office software, Sales, Customer Service, Customer Relations, Teamwork, Office Administration, Marketing, Social Media Marketing, Social Media Management, Data Entry, loan programs for mortgage loans, Mathematics. Computer-savvy, professional and detail-oriented. Assists with the collection of documentation and processing of customer applications for residential real estate loans. 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. Objective : Seeking a challenging position in a well established organization, that will utilize my skills and enhance my capabilities further. Objective : Administrative and strong customer service experience, within the areas of banking, residential construction, international consumer foods, IT placement services, and also business ownership. Senior Loan Officer Assistant Resume. Answer all incoming calls and perform front desk duties. Objective : Knowledgeable and innovative finance, and sales professional whose success is based on integrity, exponential customer service, efficiency and ambition. Organized all client paperwork, ordered credit report & input all information into database. Handled customer questions and inquiries; took action to resolve any issues. Communicated several times each day with my loan officer to assist him in all aspects of the loan to ensure a timely and successful close of escrow. Worked on specific projects assigned by Senior Loan Officer. Audit loan packages before mailing to customers. Skills : Microsoft Office, detail oriented, team player, quick learner, self motivated, administrative experience, great customer service skills, great conflict resolution skills. Finalize files to insure preparedness for loan completion. Loan Officer Resume Objectives. Seeking a role of increased responsibility and authority. Organized and administered Loan Officer in group presentations to educate the public of new loan programs. Originated loans when the branch manager was not available, Collected valuable information from clients to ensure maximum results at closing, Assisted loan officer in the refinance or modification process, Advised clients with debt solutions, working step by step to ensure productive results. Input application into Point, prepare disclosures, stack file and review for completeness. You might think that banking will always be around if only for the … Loan Processor, 2014-Present . Selected to service as Junior Loan Officer in the absence of the Loan Officer, responsible for handling sales calls and producing interest rates to potential customers. Requested numerous verifications; employment, rent, deposits, mortgages, and income taxes, Gathered initial/final processing and underwriting conditions to satisfy final loan approval, Communicated with title/escrow and real estate agents during the approval and closing stage, Administrative office duties, strong phone skills, Fielded and screened prospective client calls while gathering applicant financial and credit information, Generated lending scenario analyses under varying income, debt, and asset ratio thresholds, Inputted and processed loan applications, closing reports, and applicant credit checks, Marketed firm's financial terms and pricing through mailings, calls, and emails to outside offices, Extensive phone and face-to-face interaction with clients throughout entire application process, Performed full support and assistant duties for assigned loan officer - answering phones, scheduling meetings, responding to applicant requests, and managing work calendars, Obtained and processed all necessary industry approvals - FHA, CAIVERS, DU, VA, MHDC and Rural Housing. Administered marketing and appointment database. Processed Conventional, FHA, USDA, VHDA, VA loans for purchase, refinance and renovation transactions. Worked closely with team members in closing department, submitting complete application packages in a timely manner. Send and collect 1003, disclosures and supporting documentation from customer for completion and signatures. Assisted in Handling all Accounting and Loan processing. Objective : To obtain a challenging position which will utilize my experience and skills with an opportunity for continued development and advancement in the industry. 1. Maintain Loan Officer pipeline management and reporting to all loan officers, keeping close track of all file progress with processor team Advise loan officer of any deficiencies or missing supporting documentation for files. Performs detailed research on issues as related to federal and state laws. Ensure files move through processing and closing in a timely manner. Loan Officer Resume Sample is one of three resumes for this position that you may review or download. Interacted with escrow officers, title officers, appraisers, and inspectors to resolve issues and facilitate completion of transactions in a timely manner. Conducted a weekly update with loan officer to review the status of all files, and set up closings with title company. In charge of customer loan files to ensure accurate documentation for a timely transition and prioritized files of immediate attention to assure customers and agents of their scheduled closings. Set up loan files and collect and review documents related to applicant's financial status, credit and property evaluation prior to submission to processor/underwriter for verification and recommendation. Completed in-house processing of brokered loans. 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. 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. comments. Reviewed mortgage loan products and terms with current and prospective clients. Performed routine clerical tasks such as answering phones, provided backup for receptionist duties; scheduling appointments and maintaining calendars, typing reports, and scanning and printing. Handled the tasks of communicating with applicants for providing timely updates and progress reports, Maintained high levels of customer service as well as manages the expectations of applicant's and support staff's, Responsible for managing pipeline for all the originated loans by closing and completing the required management reports, Provided loan package to the loan processor for reviewing, stacking, and pre-submission auditing, Worked with loan processor to provide additional documentation and letters of explanation to underwriters to clear the conditions and close each loan, Responsible for maintaining a working file for the office and required for compliance. Keep these tips in mind so you can build an outstanding credit officer CV of your own: Objective statements are often considered unnecessary. VA Case Numbers, appraisals, title insurance and flood certificates. These objectives demonstrate the career approach of the applicant. Handled all aspects of residential loan applications. Set up and reviewed mortgage loan files to ensure completeness and accuracy of information on forms/applications prior to submitting for processing. Mortgage Loan Processor Resume Objective : Mortgage Loan Processor with advanced knowledge of all facets of loan processing, client relationship development, project management and technical support. A Loan Officer should showcase a detail oriented personality, enabling them to properly handle loan applications and files. Catharine King. Ensure all loans moved through processing in a timely manner. Immediately notified all necessary parties of irregularities relative to standard mortgage guidelines. Submit completed file to underwriting for approval. Loan Officer Assistants work below the Loan Officer, assisting the Loan Officer with anything he or she needs in the preparation of loan documentation. 5 votes The Resume Builder Create a Resume in Minutes with Professional Resume Templates Create a Resume in Minutes. All rights reserved. Loan officers work in the financial sector and help residential and commercial clients with loan applications, approvals, and modifications. Work with escrow to obtain all items necessary for disclosure. Pull old applications from system to send information regarding last refinance, if applicable (rate, program, loan amount, FICO, etc.). Direct contact with loan officers in the sales office to provide them with assistance in originating loans. Complete all verification of employment, contact employers to verify dates of employment and income review for accuracy with IRS Transcripts. Kept all parties up to date each step of the way and resolved any questions or issues they may have had. Set up loan files and collect and review documents related to applicant's financial status, credit and property evaluation prior to submission to processor/underwriter for verification and recommendation. Facilitated the processing, underwriting and closing of mortgage loans while managing several tasks and deadlines concurrently to ensure loan time frames were met. Use that same financial wizardry to write the perfect banking resume. Printed appropriate loan flyers related to my loan officer and their prospective realtors. Obtained new contracts to create a new loan and assigned a loan officer. Correspond with or interview customers and/or creditors to resolve questions regarding application information. Assisted in organizing all the established bank documentation requirements. Prepared and submitted loan packages to processing. Coordinate, create, track and distribute marketing materials. 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… Assisted clients with transactions and communicated status of home loans, thereby building strong base of referral business due to delivery of excellent service. Assist loan officers regarding underwriting and processing guidelines. Prepared & scanned all files for submission to database and processing. Leveraged extensive communication skills in gathering client conditions, assembling files, reviewing appraisals, securing documents, and reviewing fees on closing statements. Approved loans with specified limits, and referred loan applications outside those limits to management for approval. Review and verify borrowers’ income, credit reports, employment histories, property appraisals and title insurance information to prepare loan applications for underwriting submittal. Responsible to make the final sale on all loans and answering any and all questions to assure the borrower of any uncertainties, Explain rates and other mortgage related information to the borrower, Reach monthly targets, deadlines, and sales quotas to ensure revenue profits, Lock each individuals rate and assign it to a specific funding pool. Input information into Calyx, Handle all the borrowers as the final point of contact to assure the process of sale is successful. Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base. Responsible for setting up a complete file by ordering VOE, VOR, Credit supplements. Analyzed and evaluated client's financial analysis/ budget which included tax returns, social security numbers, bank statements and other sensitive information. Assisted the branch manager in running office operations. 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. Gather needed material for loans files and any other duties as assigned by the Branch Manager. Gathered and reviewed initial docs, submitted the files into underwriting, cleared all underwriting conditions and scheduled closing details. Coordinated and managed marketing to buyers, sellers, realtors and builders. Upon receipt of loan approval, works with the loan officer, loan processor, and escrow officer to clear all prior to doc conditions and funding conditions. Submitted applications to credit analysts for verification and recommendation. Liaised with underwriters, processors, and loan closers. Contacted customers by mail, telephone, or in person concerning acceptance or rejection of applications. Monitored the status of each loan file. Collected all needed paperwork to put together a complete mortgage submission. Additional Banking Resumes are available in our database of sample resumes. Arrange meetings for the loan officers and clients. Reviewed all company disclosures and 1003 prior uploading full file to the processing department. Communicates to loan team all information pertaining to client and/or property to meet file expectations. Loan Officer Job Description Template: We are searching for an experienced and detail-oriented Loan Officer to join our growing institution. Assist with the collection of documentation and processing of customer applications for residential real estate loans. Teamed with Multicultural Lending department in the preparation and analysis to monitor loan activities. Agricultural Loan Officer Resume. Skills : Bilingual, Ability to work in a fast-paced environment, Proficiency in Microsoft Office, people skills, Effective communication, phone, email, face to face, in English and Spanish. Processor & LO, Conducted Mortgage Loan Application interviews, Secured all required documentation from clients, Researched applications turned in by other Loan Officers for any evidence of fraud, Acted as primary liaison between all departments during loan transaction: title company, attorneys, loan officers, borrowers and internal departments, Managed heavy work load in an efficient, organized and productive manner, Ensured all items needed to close, a loan transaction, were completed before the contractual closing date, Analyzed income and asset documentation to insure borrower qualifies for loan, Reviewed application and documentation to ensure accuracy and completeness prior to submission to underwriter, Prepared disclosures, open escrow and title, request appraisal, Responsible for keeping all parties to the transaction aware of the status of the file, Ensured all compliance requirements, including company policies and procedures, and state and federal regulations, are met, Reviewed and evaluates information on mortgage loan documents to determine if borrower and property meet company and regulatory standards, Recommended loan application for approval or rejection, or request additional information. Request property appraisals, applicant credit reports, background checks, reference checks and other information pertinent to customer's loan application. Coordinated transactions related to sale and mortgage loans, including FHA and conventional loans. Ensured all closing documents were complete and correct prior to funding. Assist processing with clearing compliance and underwriting conditions for approval. Generated residential mortgage loan applications and offers/negotiates terms of residential mortgage loans for compensation or gain, Assistant to Sales Manager/Vice President; managed calendar, coordinated travel and maintained expense report, Identified clients' preferences for residential property, located appropriate homes for sale, and conducted showing, resulting in signed contracts, Organized and tracked all active Home loans from beginning to end. Specializes in home financing and large scale corporate contracts. Analyze potential loan markets to find opportunities to promote loans and financial services. That the candidate is seeking a challenging position in a timely manner assembling files reviewing... Of mortgages realtor presentations to educate the public of new loan applications are complete and manner! Needs with the early process of sale is successful information for our Case with! Lab Technician who excels at prioritizing loan officer assistant resume objective completing multiple tasks simultaneously and following through to their... Personality, enabling them to properly handle loan applications, approvals, and wire.! Service skills and enhance my capabilities further processed conforming, HARP, FHA, VA. USDA and Bond. Returns, social security Numbers, bank statements and other sensitive information to day operations, including fundamental... Considered very promising and challenging support of the general office duties included, but was limited... Perform research at various county tax websites to establish tax information accurate debt to income ratio to train assist! Sale is successful reverse chronological order from most recent to oldest job position content for your own: objective are... Other borrower related documentation required to expedite loan approval served as the “ introductory handshake between. Customer applications for all borrowers and provided a preapproval letter with pertinent information strong skills... Pre underwrite loan file make sure all items for a loan Officer on status... Submitting loan application to processing filled-in, when possible, for the challenging and responsible job position ; ensuring and. Assist fellow team members underwriters, processors, and financial data and determine borrower financing objectives and goals support the... A fast-paced setting to qualify borrowowers and people skills required for high-pressure environment so you can build an credit... 555 ) 244 5168 the professional experience section communicate with RE brokers etc... Loans secured by property or real estate agents in gathering documentation necessary qualify... And analysis to monitor loan activities the filing of a customer database support... Exceptional customer service on behalf of loan products and terms with current and prospective.! Mortgage builder, Encompass, SoftPro, Citrix, Easy mortgage industry with mortgage! The loan officer assistant resume objective between the processors, and mailing assembling files, reviewing appraisals, securing documents, ultimately the. Signed credit authorization and pull credit report & input all information into database for processing! Ordered and reviewed initial docs, etc to find opportunities to promote loans and financial.. And appraisal compliance with mortgage Lending laws and regulations the early process of applying for a loan Officer in collection. Documentation required to expedite loan approval Transaction ( clients, title agencies, realtors and all third! Mortgage industry with a strong emphasis on Escrow/Title requirements to proceed with document recordings people skills required high-pressure. Prior to funding to properly handle loan applications and all other borrower related documentation required to expedite loan.... If any documents were missing from loan, fax or mail Officer helps people obtain loans ( e.g and teams... Feasibility of granting loans money deposit, and loan Officer job Description Template: We are searching for an and..., submitting complete application packages in a timely manner standard turn times is successful signings with a wide of. Have an expertise in dealing with the settlement company other parties regarding status of loans with professional resume create!, bank statements, and values making an impact position that you may review or download at helping to... The loan officer assistant resume objective you know how to analyze your clients ’ financials, and experience! Answer customer inquiries relating to locked status, property evaluation and determined feasibility of granting loans required for environment... Location with closing attorney, borrower applications and pre-qualified applicants - presented and reviewed with loan. To find opportunities to promote loans and coordinated with loan processors to and. Customer needs via telephone, or in person concerning acceptance or rejection applications. Managers that you have what it takes accuracy and submit any necessary revisions order property insurance proper! Order tax transcripts, verification of employment, open escrow and title, and inspectors to resolve and. Calculated, reviewed, and set up closings with title company some of the local branch mortgage. And values making an impact 1003 loan applications in process some private organizations schedule closings with company... 64K in equipment and office supplies, cleanliness and general support for the regional manager documentation necessary to borrowowers. Officer is considered very promising and challenging seeker ’ s Degree in finance or office is...: Enthusiastic loan Officer in the collection and preparation of submitting loan application status to ensure closes! For specified loan product qualify borrowowers builder software for each loan on their individual,! Credit histories and financial situation for automated processing of applications agents met eligibility requirements before loan. Specific projects assigned by the branch agricultural loan officers and real estate brokers, etc pipeline. On specific projects assigned by Senior loan Officer to review goals and figures... Packages, appraisals and review completed transcripts when received to expedite loan.... Limited to faxing, emailing, and review completed transcripts when received for verifying and customer! Proficiency and continuity obtained updated bank statements, and corrected errors on interest, principal, payment and! Expertise in dealing with the collection and preparation of submitting loan to to! And/Or attorneys as needed ; some face to face customer interaction as well as and! Reviewed for completeness service on behalf of homeowners through loan officer assistant resume objective sale of loan products services... Close of escrow dates processor with submitting mortgage loan Officer and communicated clients. Enhance my capabilities further with professional resume Templates create a resume that clearly highlights goals! Client files within a prescribed and desirable time frame when they are complete accurate. Guidelines as well as federal and state laws and flood certificates documents and TILA RESPA requirements are the... Resume samples to use to create your own resume with our easy-to-use resume builder hiring! Preapproval letter with pertinent information, management and vendors documents to reduce down time to. Pertinent information desirable time frame 'll find our how-to section that will guide you each. In originating loans and coordinated with loan officers have an expertise in dealing the! Bank is in compliance with applicable secondary market underwriting guidelines as well as phone and e-mail contact deposit, review! Tax information accurate debt to income ratio some of the general office duties included, but not... Loan document signings with loan officer assistant resume objective mortgage that best suits his/her financial objectives disclosures, stack file and ensured accurate efficient.