Assistant Loan Processor Resume Samples

An Assistant Loan Processor is hired to work under a Loan Officer and carry out related administrative tasks as assigned. Certain tasks include filing documents, following up with other departments, answering phone calls; scheduling meetings; and entering data. Other roles and responsibilities are seen on the Assistant Loan Processor Resume as – reviewing files, creating reports, examining the loan documents for accuracy and completeness; calculating principal and interest payments; preparing and assembling documents needed for the loan approval process, and to obtain additional information.

Solid communication skills and computer knowledge is necessary to carry out the above-mentioned duties. The Assistant Loan Processor works directly with customers and collects loan documents and hence strong interpersonal and professionalism is needed. Other vital skills include knowledge of loan processing techniques and relevant software skills. While some jobs demand a degree, many others necessitate a prior work experience with loans.

 

Assistant Loan Processor Resume example

Assistant Loan Processor Resume

Objective : Organized Assistant Loan Processor who effectively identifies and resolves complex financial issues. Thrives in fast-paced and ever-changing business environments. A self-motivated professional is highly proficient in developing creative solutions and implementing objective decision making. 

Skills : Customer Service, MS Office Experience, Assisting.

Description :

    1. Printed all needed disclosures.
    2. Reviewed credit, employment, and appraisal.
    3. Sent files to underwriting and clearing underwriting conditions.
    4. Ordered PMI, title work, appraisal, Survey, Final Inspection, and credit report Collecting needed documents from customers.
    5. Ordered Verification of Employment, Deposits, Verification of Rent and Mortgage, Tax Transcripts.
    6. Prepared Closing Documents and closing figures.
    7. Communicated the final number with the customer.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
G.E.D


Assistant Loan Processor Resume

Summary : Highly equipped individual, seeking a challenging career that utilizes skills in area of competence and enriches knowledge, and gives a chance to be part of a team that contributes towards the growth of the organization, thereby yielding the twin benefits of job satisfaction and professional growth.

Skills : Loans, Mortgage Loans, Managing.

Description :

    1. Handled deposits, withdrawals, money orders, cashier, travelers' checks, and credit card advances.
    2. Provided exceptional customer service for inbound and outbound calls.
    3. Performed data entry services regarding clients' accounts and transactions.
    4. Collected on defaulted payments and loans while following all state laws accosted with collections.
    5. Transferred funds and accept loan payments.
    6. Established, maintained, and updated files, databases, records, and other documents; develop and maintain data, and perform routine analyzes and calculations in the processing of data for recurring internal reports.
    7. Sorted, reviewed, screened, and distributed incoming and outgoing mail, prepare, compose, and ensure timely responses to a variety of routine written inquiries.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
Diploma


Assistant Loan Processor Resume

Headline : To obtain stable, long term employment with a reputable company. A desire to grow in knowledge with further education as well as achieving goals for the company that considers employment.

Skills : Communication, Coordinating, Multitasking.

Description :

    1. Coordinated with banks, buyers, and sellers to process loan closings and prepare HUD settlement statements.
    2. Organized and reviewed documents to ensure accuracy prior to sending the documents for recording.
    3. Completed construction disbursement draws.
    4. Coordinated communication with lenders, builders, and customers.
    5. Managed contracts and reconciled bank accounts for all 1031 and 1031 reverse exchanges.
    6. Managed and disbursed all post-closing escrows.
    7. Coordinated communication with lenders, buyers, and sellers.
    8. Managed W-9 records throughout the year and completed the year-end 1099 statements.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
High School

Assistant Loan Processor Resume

Headline : Highly organized, independent, and works well with others, able to effectively prioritize to complete multiple tasks with timeliness and initiative. Seeks out learning from experience, other people, and various resources.

Skills : Email Software, Data Entry, 10 Key, Loan Assistant.

Description :

    1. Compiled and organized documentation required for a mortgage loan.
    2. Reviewed loan applications and evaluated the financial history of the applicant.
    3. Resolved problems by communicating with loan officers, escrow officers, and other external contacts.
    4. Evaluated prospect data to calculate financial ratios.
    5. Presented a complete and accurate file for underwriting.
    6. Processed loan volume and highest closing ratios.
    7. Compiled new loan files by inputting, printing & preparing documents to be mailed for customer signature Maintained customer services.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
High School Diploma

Assistant Loan Processor III Resume

Summary : Experience in the processing of mortgage loans Familiarity with loan programs such as VA, FHA, Freddie Mac Proficiency in writing different types of reports. Adept in managing multiple tasks with superb organizational abilities. Dexterous in handling relevant software applications.

Skills : MS Office, Computer Skills, Data Entry.

Description :

    1. Received, assorted, and arranged initial loan files properly.
    2. Ensured all documents required for loan processing have complete and correct information.
    3. Interacted with borrowers to collect all loan conditions.
    4. Placed orders for items essential for fraud prevention and loan approval.
    5. Responded to client's emails and telephone calls related to loan status.
    6. Collected necessary information and processed every loan file from pre-approval to final closure.
    7. Verified file documentation to assure all necessary items are provided by the borrower.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
GED

Assistant Loan Processor II Resume

Summary : Skilled at synthesizing and editing information to achieve overall objectives. Dedicated to learning and having a successful career in the mortgage and financial services industry.

Skills : Finance, Customer Service, Banking, Loan.

Description :

    1. Opened loans before going to processing Order all necessary documents for loans.
    2. Assisted loan processors and underwriters in submitting full and flawless loan packages for final approval.
    3. Analyzed loan applications and approved or denied them, all in consultation with management.
    4. Collected all necessary documents from clients to complete loan applications.
    5. Audited underwriter's work to ensure accuracy of calculations within risk assessment systems Utilized various bank systems in order to gather proper.
    6. Handled customer complaints and took appropriate action to resolve them.
    7. Assisted mortgage broker in preparing lenders documents to be signed by borrower/buyer/seller as well as escrow documents.
    8. Prepared funding package and submitted for approval by the lender and facilitated funding on such loans.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor Degree

Assistant Loan Processor Resume

Headline : Seeking an Assistant Loan Processor profession with an outstanding career opportunity that will offer a rewarding work environment along with a winning team member.

Skills : Attention To Detail, Settlement, Communication.

Description :

    1. Assisted Processors, Loan Officers, Underwriters, Closers, Funders, and Real Estate Agents with any and all needs, in order to meet deadlines.
    2. Organized file and loan documents according to Investor's needs.
    3. Obtained all documentation, signatures, and verifications within the database and from clients necessary to build a loan.
    4. Ensured all documentation was efficient and satisfactory to meet investor guidelines prior to Close Of Escrow.
    5. Directed communication and assistance to the management team regarding new clients.
    6. Provided insight on how to update process in order to streamline loans with customer satisfaction in mind.
    7. Provided weekly collections via cold calls and written communication to past-due customers.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Diploma In General

Assistant Loan Processor (Entry Level) Resume

Summary : Loan Processor Assistant position is an entry-level position that is designed to assist Loan Processors, provide familiarization with our IT systems, learn about processor/borrower communications and the file workflow.

Skills : Time Management, Communication, Customer Service.

Description :

    1. Wrote unique text for websites and print, including general and branded content.
    2. Created a range of fresh and original copy solutions in response to creative briefs and assignments Sought out fresh new topics, conducted interviews.
    3. Adhered to all federal and state compliance guidelines relative to retail mortgage lending.
    4. Performed daily maintenance of the loan applicant database.
    5. Analyzed applicants' financial status, credit, and property evaluation to determine the feasibility of granting the loan.
    6. Researched insurance information and flood certificates.
    7. Followed up with paperwork needed from the client.
    8. Delivered documents to meet Quality Assurance guidelines.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
GED

Assistant Loan Processor/Originator Resume

Objective : Accomplished and energetic Assistant Loan Processor with a solid history of achievement in Marketing Operations. Motivated leader with strong organizational and prioritization abilities.

Skills : Excel, Customer Service, Organizational Skills.

Description :

    1. Gathered all required legal information from clients, processed and filed all home loan paperwork through the real estate boom.
    2. Responsible for all business purchases, large and small.
    3. Coordinated loan closings with existing clients and new business proposals for future clients.
    4. Reviewed of all loan documents.
    5. Completed document checklist and order of conditions, ensuring conditions received are signed off.
    6. Collaborated with Loan Underwriter/Manager prior to submission.
    7. Organized and reviewed new client files for missing information and obtained paperwork needed to be pre-approved.
    8. Priced homeowner loans and submitted client information to banks and investors for review and potential loan approval.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelors Of Science

Assistant Loan Processor Resume

Objective : Over 5 years of experience as Assistant Loan Processor to sending loan documents to clients upon being approved by the Loan Officer, and verifying all loan documentation coexists with the member's initial loan request and the Loan Officer's approval sheet.

Skills : Assisting, Loan Processor, MS Office.

Description :

    1. Maintained strict confidentiality of records and client information.
    2. Maintained friendly and professional customer interactions.
    3. Examined, categorized, and sorted incoming documents.
    4. Responded to internal and external requests for information.
    5. Created reports, correspondence, and spreadsheets with Microsoft Office programs.
    6. Organized forms, made photocopies, filed records, and reports.
    7. Responsible for file preparation that all vital documents are accounted for; including appraisals, titles, employment verifications, and bank account information.
    8. Assisted processors with clearing conditions required by underwriters.
    9. Reviewed credit reports.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
GED