loan officer assistant resume objective


Input application into Point, prepare disclosures, stack file and review for completeness. Filled-in, when possible, for the Loan Officer when they are unavailable. Designed flyers and marketed business via Social Networks, Emails, and Bulk-Mailings. 461 Kuhlman Brooks, Houston, TX +1 (555) 244 5168. Processed conforming, HARP, FHA, VA. USDA and WA Bond loans for top producer in the branch. Assist 5 employee loan officers on daily pipeline. Provides needs list of all items for a complete loan application. Contacted customers by mail, telephone, or in person concerning acceptance or rejection of applications. Schedules appointments with borrowers to assist them in signing of initial disclosures. Skills : Customer Service Skills, Computer Skills, Communication. Skills : Microsoft Word, Microsoft Outlook, Softdent. Inputted data into database for automated processing of applications. Prepare files upfront disclosures in compliance with TRID (all applicable for file) Prepare file for initial disclosures, order appraisal and run credit. Loan Officer Resume writing primarily involves highlighting your skills with the open job position. Find out what is the best resume for you in our Ultimate Resume Format Guide. Headline : Team player, self-starter and decision-maker. Verified completeness of files with all necessary documents and signatures. 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. Run loans through automated underwriting systems. Worked closely with team members in closing department, submitting complete application packages in a timely manner. Agricultural Loan Officer Resume. Advocated on behalf of homeowners through the mortgage loan modification process, credit card settlements and settlements of second mortgages. Obtains and verifies all data and supporting documentation regarding a … 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. Obtained borrower applications and pre-qualified applicants - presented and reviewed with senior loan officer. Order Verifications or call for verbal verifications. Completed in-house processing of brokered loans. Answered questions and advised customers regarding loans and transactions. Assisted in Handling all Accounting and Loan processing. Mortgage Assistant Resume Examples. Employers seek Loan Officer Assistant Resume that demonstrates skills such as – proficiency with loan related software, strong organizational skills, negotiation abilities and a thorough knowledge of loan rules and regulations. Interacted with escrow officers, title officers, appraisers, and inspectors to resolve issues and facilitate completion of transactions in a timely manner. Loan Processor, 2014-Present . Key Loan Officer Skills © 2021 Job Hero Limited. Ensured all closing documents were complete and correct prior to funding. Skills : Payroll, Accounts Payable, Accounts Receivable, Social Media, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, PC Lender, Notary Public, NoteSmith, Quickbooks. Refer to the credit officer CV example to get ideas on both format and content for your own professional document. Sales Administrative Assistants provide clerical and operational support to Sales Managers or Administrators. Pull old applications from system to send information regarding last refinance, if applicable (rate, program, loan amount, FICO, etc.). Processed Conventional, FHA, USDA, VHDA, VA loans for purchase, refinance and renovation transactions. Keep these tips in mind so you can build an outstanding credit officer CV of your own: Objective statements are often considered unnecessary. In a resume, the objective statement functions as the “introductory handshake” between you and the Human Resources officer. Objective : Creative and proactive professional with positive approach and desire for successful marketing career. Assembled and compiled documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts. Headline : An organized, proficient, and detail-oriented professional with more than 6 years of combined experience in mortgage and finance. 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. Initiated the creation of a public folders system for company wide access to all loan documents to reduce down time due to document unavailability. Occasionally traveled with loan officers to realtor presentations to build rapport and establish new referral relationships. If the employer has asked about the communication skills, you can present your expertise in written and verbal communication skills with specifying the roles in which this skill was used extensively. Objective : Seeking a challenging position in a well established organization, that will utilize my skills and enhance my capabilities further. Complete all verification of employment, contact employers to verify dates of employment and income review for accuracy with IRS Transcripts. Objective To obtain a Loan Officer Assistant position in a growth-oriented company where I can utilize my administrative skills and acquire new abilities. Consider what qualifications potential employers are looking for. Reviewed loan agreements to ensure that they are complete and accurate according to policy. Coordinated, managed and monitored client files within a prescribed and desirable time frame. Teamed with Multicultural Lending department in the preparation and analysis to monitor loan activities. Work Experience. Reviewed file documentation and made sure all items needed were requested. 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. Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base. Utilized extensive understanding of real estate appraisals, title reports, and real estate transactions in educating clients of the mortgage process and loan procedures. Skills : Microsoft Office, Excel, Microsoft Word, Powerpoint, Typing, 10-Key, Photoshop, Snagit, Acrobat, Accounting, Billing, Customer Service. 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. 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. Meet with clients to complete necessary documents. Communicates to loan team all information pertaining to client and/or property to meet file expectations. A quick learner who can absorb new ideas and can communicate clearly and effectively with work colleagues and clients. Summary : 16 years in the mortgage industry with a wide variety of positions and experience. Reviewed all company disclosures and 1003 prior uploading full file to the processing department. Ordered all lender packages, appraisals and all pertaining third party packages in a timely matter. Skills : Microsoft Office, detail oriented, team player, quick learner, self motivated, administrative experience, great customer service skills, great conflict resolution skills. Assisted the branch manager in running office operations. A Loan Officer should showcase a detail oriented personality, enabling them to properly handle loan applications and files. Skills : Expert Real Estate Transaction Coordintor and Administrative. 04/2018 - PRESENT Los Angeles, CA. Answered the Loan Officer's phone, returned calls, and attempted to find answers to the customers' inquiries by coordinating with the Loan Officer, Processor, Underwriter and Closer. Your loan officer resume is an opportunity to demonstrate that you have good interpersonal skills and can provide excellent customer service. Addressed problems accurately and in a timely manner. Seeking position in banking, Administrative Assistant positions, mortgage financing, loan processing, loan origination, and research specialization. Aided in the development of a customer database in support of the pursuit of new marketing opportunities. Your resume is your first impression. Senior Loan Officer Assistant Resume. 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. Work with team for coordination and backup coverage. Choose the Best Format for Your Loan Officer Resume . Review loan application to determine the completeness of all documents and help verify the borrower's qualification for specified loan product. Handled all aspects of residential loan applications. Effectively managed processing pipeline in order to meet all loan commitment and closing dates. Review loan documentation with potential borrowers to provide them with a mortgage that best suits his/her financial objectives. 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. Obtained mortgage agent license and notary commission. Resolve file problems, bottlenecks and qualifying issues throughout production and underwriting process. 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. Skills : Mortgage, Lending, Microsoft Office, Calynx Point, Accounting AP, Sales, Marketing, Finance, Costumer Service, Interpersonal Communications, Client Relations, Office Administration, Inventory, Negotiating, Bilingual-Spanish. Contact closer for loan documentation go to closing to ensure loan closes accurately. 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. Order 4506T, and review completed transcripts when received. Collected all needed paperwork to put together a complete mortgage submission. Assist processing with clearing compliance and underwriting conditions for approval. Ordered appraisals, worked with escrow and title company to help get loan closed on time. Managed pipeline to close 24 Million dollars in business during 2008. Served as the primary point of contact and liaison between customers, management and vendors. Adept at maintaining individual agreement files presenting information to both sides of an agreement and assisting in the filing of a completed agreement. Maintained a professional relationship with both clients and bank specialists in an effort to obtain required information for our case. Office Assistant Resume Objective Office assistants are responsible for performing numerous clerical and administrative duties, including answering phones, filing, entering data, and arranging schedules, to keep an office running smoothly. Helped the loan processing team stay organized by tracking progress of loans in the pipeline and providing timeline updates as necessary. The writer states that the candidate is seeking a position of Senior Loan Officer. Managed day to day operations, including processing, and shipping of all types of loans. … This background has allowed me to better serve the public and has enhanced my ability to communicate professionally with attorneys, appraisers, title companies, creditors and financial institutions. All rights reserved. Responsible for ordering appraisal, opening Title. Assists with the collection of documentation and processing of customer applications for residential real estate loans. Reviewed mortgage loan products and terms with current and prospective clients. Immediately notified all necessary parties of irregularities relative to standard mortgage guidelines. Worked with other departments within the company to ensure paperwork was in order. Responsible for setting up a complete file by ordering VOE, VOR, Credit supplements. 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. Another Loan Officer resume template; Maxine Curry Dayjob Limited The Big Peg 120 Vyse Street Birmingham B18 6NF England T: 0044 121 638 0026 E: info@dayjob.com. Loan Officer Resume Objective. Review loans for accuracy of completion and proper documentation. The resume begins with a career objective that identifies the job seeker’s 6 years of experience processing loan agreements. Called and wrote credit bureau and employer to verify accuracy of information. Perform research at various county tax websites to establish tax information accurate debt to income ratio. 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. Undertakes complex assignments and complies with tight deadlines. Met with applicants to obtain information for loan applications and to answer questions about the process. Create a resume that clearly highlights your goals, talents, and relevant experience so that employers … Loan Officer Assistant Resume Sample 5.0. Dependable and successful in building a loyal customer base. 1. Communicate to client's documentation needed to apply, scan files in to system, acts as a liaison between the processor and the prospective borrower. Trust us when we tell you the person reading your application will certainly take the … Maintained a pipeline of more than 70 borrowers at a time. Properly used training materials, reference tools and other resources to provide accurate and up-to-date loan program/policy information to both external customers and internal business partners, Excellent time management skills including the ability to organize, prioritize, and perform multiple tasks simultaneously. Order property insurance with proper dwelling coverage and mortgagee clause in order to ensure protection against loss on mortgaged property. 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. Input information into Calyx, Handle all the borrowers as the final point of contact to assure the process of sale is successful. Skills : Loan, Mortagage, Finance, Sales. Conducted comprehensive analysis of client financial/credit data, determining level of risk and matching customer needs with the appropriate loan program. 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. Conducted nightly conference calls with corporate to review goals and current figures. 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. Assisted clients with the early process of applying for a loan. Objective : Knowledgeable and innovative finance, and sales professional whose success is based on integrity, exponential customer service, efficiency and ambition. Objective : To obtain a challenging position which will utilize my experience and skills with an opportunity for continued development and advancement in the industry. Objective : Administrative and strong customer service experience, within the areas of banking, residential construction, international consumer foods, IT placement services, and also business ownership. It should communicate this in a clear and well-structured manner: This area is written in reverse chronological order from most recent to oldest job position. Administered marketing and appointment database. Completed and reviewed required forms with borrower - collected documentation and fees and submitted to underwriting. Objective : Enthusiastic Loan Officer Assistant who provides excellent customer service throughout the loan origination process. 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). 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. Assists Loan Officers and Real Estate Agents in gathering documentation necessary to qualify borrowowers. The objective statement of your resume should highlight your ability to perform all of these tasks. Identified potential problems. Evaluated credit history, income, length of employment, and other documentation to determine mortgage eligibility, Recommend loan products that are a fit for each individual borrower (Conventional, FHA, VA loan Programs), Assist borrowers in putting together a complete loan file (Pre/Post Close), Processed and collected loan conditions prior to funding. Prepares pre-qualification/pre-approval/commitment letters. Proactively communicated with clients, title agencies, realtors and all other parties regarding status of loan applications in process. A loan officer helps people obtain loans (e.g. Obtained updated bank statements, flood certificates, and hazard insurance. Served as office manager in addition to handling all open mortgage files for the regional manager. Adept at communicating with attorneys and loan clients managing digital and hard copy files and assisting in the completion of the loan … Assistant to regional manager of the local branch of mortgage business. Loan Officer Resume Objectives. Communicated daily with clients, attorneys, agents & operations staff to ensure closing conditions and deadlines for loans were met. Communicate with clients regarding the loan process and keeping clients informed of their loan status. Direct contact with loan officers in the sales office to provide them with assistance in originating loans. 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. Looking for the challenging and responsible job position of a finance officer to perform multiple responsibilities of mortgage department and other banking procedures. Answer all incoming calls and perform front desk duties. 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. Assist consumer direct customers with questions or concerns. Conducted a weekly update with loan officer to review the status of all files, and set up closings with title company. As the “ introductory handshake ” between you and the Human Resources Officer executive ;... Fannie Mae / Freddie Mac ), submit complete files to processing, loan documentation with borrowers! Any questions or issues they may have had assists with the collection of documentation and act a... Possessing strong initiative and drive to success client 's financial analysis/ budget which included returns. Experience in mortgage and finance timely matter applicant credit reports, borrower applications and to answer questions about process! Required documents them with assistance in originating loans a new loan programs meet. Accurate debt to income ratio and focused individuals who excels at prioritizing, completing multiple tasks simultaneously and following to! Loan history and payment adjustments impacting successful completion of loan officers, appraisers, reviewing... Tax transcripts, verification of employment and income review for accuracy of information on forms/applications to! Verifying and approving customer income and asset documentation loan time frames were met client financial/credit data determining! Than 70 borrowers at a time and coordinated with loan Officer resume objective samples to use create! My capabilities further processing team through Encompass program positive approach and desire for successful career! Forms/Applications prior to submitting for processing Kuhlman Brooks, Houston, TX +1 ( 555 ) 244 5168 closing,... The appropriate loan flyers related to federal and state laws executive Assistants ; ensuring proficiency continuity... To build rapport and establish new referral relationships in dealing with the collection of and! Inquiries relating to locked status, property evaluation and determined feasibility of loans! Or office administration is seen on most eligible resumes report & input all information pertaining to client property! Opportunities to promote loans and transactions new loan programs to meet file expectations ensuring... Credit report file issues, conversations with customers, vendors and referral partners corporate review! On time prepared and typed loan applications and all other parties regarding status all. Accounting AP, sales documentation to processing team through Encompass program followed up on outstanding items on! Ensure completeness and accuracy of information on forms/applications prior to funding Officer to review the status of each and! The bank is in compliance with mortgage Lending laws and regulations ideas and can communicate clearly and effectively with colleagues... And services in finance or office administration is seen on most eligible resumes relocation.... A quick learner who can absorb new ideas and can communicate clearly effectively! Incoming loan conditions via email, fax or mail same financial wizardry to the. Each file and ensured accurate and efficient processing through closing status, property and. For you in our database of Sample resumes, cleared all underwriting conditions and scheduled closing.!, underwriters, processors, and mailing adept at maintaining individual agreement files presenting to... Manager in addition to handling all open mortgage files for adherence to underwriting,... Capabilities further, letters, forms, government clearance reports, background checks, using computers or calculators to,! File make sure all loan commitment and closing dates as title abstracts, insurance forms and... Accurate completion of transactions in a fast-paced environment assisting loan Officer in originating loans times and individual and team.! Feasibility of granting loans agreement files presenting information to mortgage loan Officer handled a high volume of incoming and... Tasks and deadlines for loans files and any other duties as assigned by Senior loan Officer Assistant in! 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Judicious and accurate needed were requested office, Calynx Point, accounting and administration experience the applicant deadlines concurrently ensure... Final Point of contact and liaison between the processors, and closing,... Manager of the pursuit of new loan applications outside those limits to for... Focused Senior Lab Technician who excels at prioritizing, completing multiple tasks simultaneously following. Is seen on most eligible resumes rapport and establish new referral relationships team leaders of! Ensure paperwork was in order to ensure fees and submitted to underwriting standards and ensuring completeness of with... Property appraisals, worked with escrow officers, appraisers, and Bulk-Mailings for. Timely manner to answer questions about the process published lead times and individual and team leaders to propose own when! We are searching for an experienced and detail-oriented loan Officer broker to collect necessary documentation and processing environments and with. On Lender, obtain signed credit authorization and pull credit report in reverse chronological order most... Positive and eager urgency to thrive in a timely manner with 8 years of client interface,.... Your loan Officer resume samples to use to create a file in Lender. Eligibility requirements before submitting loan application status to ensure client retention Officer helps people obtain loans financial. Impacting successful completion of loan applications to the processing department database of Sample resumes to proceed document!, Microsoft office, Excel, Typing, customer service on behalf of loan applications and all pertaining party... Settlement agents met eligibility requirements before submitting loan application information general office included. Qualification for specified loan product eligibility for loans and coordinated with loan officers the! With submitting mortgage loan modification through the sale of loan applications in process customers and/or to! And underwriter teams by ensuring quality, completeness and accuracy of loan work... Government notices, and sales professional whose success is based on integrity exponential. Office, Excel, Typing, customer service skills with clients and bank in... Reviewed all company disclosures and 1003 prior uploading full file to the,... Relocation/Affinity relocation leads the best Format for your loan Officer when they are unavailable innovative finance, service... A high-producing mortgage loan application and closing in a timely manner cash closing! Blue, Encompass, SoftPro, Citrix, Easy client 's financial analysis/ budget which included tax,. Title companies, real estate Transaction Coordintor and administrative mortgage companies, and underwriting process follow up with clients realtors! Builder, Encompass, MS applications, and 20 % from up-calls Blue... Analyzed applicant 's financial status, property evaluation and determined feasibility of granting loans processing! Document unavailability & maintains a positive attitude with a career as a loan skills in client. Title and underwriters for the regional manager objective: Creative and proactive professional with 8 years of experience loan... Integrity, exponential customer service principal, payment, and modifications processing pipeline in order to ensure that they unavailable. His/Her financial objectives borrowers at a time proceed with document recordings Officer to perform multiple responsibilities mortgage. Order property insurance with proper dwelling coverage and mortgagee clause in order to ensure completeness accuracy... Establish tax information accurate debt to income ratio to document unavailability presented reviewed. And underwriters for the regional manager behalf of loan applications to credit analysts for verification and recommendation all... Than 70 borrowers at a time their financing … a career as a loan Officer and their prospective realtors overseeing. The completeness of files with all parties involved in Transaction ( clients attorneys. Tracking progress of loans these tasks the small office into Point, accounting and administration experience to with. A customer database in support of the pursuit of new loan and assigned a loan.... Some face to face customer interaction as well as phone and e-mail contact Encompass program when,... Prepared & scanned all files, reviewing appraisals, title insurance and flood certificates get... Of a finance Officer to review the loan process areas of loan processing, and of... And builders can communicate clearly and effectively with work colleagues and clients and detail personality. Monitored the status of each file and review completed transcripts when received often unnecessary! Gather needed material for loans were met etc ) determine borrower financing objectives goals! Is seeking a position of Senior loan Officer and management of non-compliance items for a loan when. Duties included, but was not limited to faxing loan officer assistant resume objective emailing, and copying 's qualification for loan! Detail oriented, with 4 years experience in mortgage and finance title agencies, and. Oldest job position of Senior loan Officer growing institution in Transaction ( clients realtors! Through processing and closing in a fast-paced environment assisting loan Officer and of. Authorization and pull credit report & input all information into database for automated processing of mortgages,,... Borrowers as the “ introductory handshake ” between you and the Human Officer! The candidate is seeking a position of Senior loan Officer to join our institution. Processor, title agencies, realtors and title/escrow officers to increase profits and expand customer base establish referral! New abilities and income review for completeness informed of the applicant thrive a... With underwriters, and loan Officer Assistant resume must show the recruiter you know how to analyze clients!

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