Lending Assistant Resume Samples

A Lending Assistant is responsible for loan servicing for the bank. The job duties commonly carried out on daily basis are listed on the nursing care – undertaking responsibility for ensuring accurate and timely servicing and related customer support activities for the bank’s loan portfolio; developing and implementing best practices in loan servicing related policies, procedures, and business processes; leading, and training and developing staff, and providing the highest level of service and support to the bank’s customers, setting up commercial loan files; preparing and reviewing documentation of commercial loan closings; and ensuring accuracy and proper use of tracking reports.

Employers pick resumes that denote the following skills and abilities – strong interpersonal and relationship management skills, the ability to prioritise initiatives and duties; the ability to meet deadlines and follow directions in a timely manner, and familiarity with commercial loan documents. A bachelor’s degree in finance or accounting is commonplace among job applicants.

Lending Assistant Resume example

Lending Assistant Resume

Objective : Friendly and detail oriented teller with 3 years of cash handling and customer service experience. Is experienced in fast-paced financial environments. Focused on maintaining high levels of accuracy and efficiency, as well as achieving branch goals. Self-motivated person offering strong communication, and quick thinking skills. Works Effectively on teams, as well as independently, in fast-paced environment Highlights Cash handling Great people skills.

Skills : Quality, Customer Service, Administrative, Logistics.

Lending Assistant Resume Template

Description :

  1. Prepared and reviewed all account documentation pertinent to loans.
  2. Reviewed loan files to ensure the completeness of the file, and that all collateral has been properly secured.
  3. Verified the real estate taxes on residential real estate loans.
  4. Updated collateral values, as needed, on commercial and other loans and leases.
  5. Reviewed commercial account activity and issues on a regular basis with Loan Officer.
  6. Corresponded on commercial and other loans and leases as assigned by senior management within the bank's loan portfolio, within the servicing guidelines established by bank policy.
  7. Performed construction loan inspections on residential real estate loans as assigned by senior management within the bank's loan portfolio, with the primary responsibility of ensuring that payouts are only made for materials in place and work completed, unless otherwise dictated by senior bank management.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
High School Diploma


Lending Assistant Resume

Objective : To contribute and comply with company policies in order to gain an entry level position available and applicable to me. I am willing to learn and train for any necessary requirements to accomplish the upcoming challenge. Skills, Abilities, Communication and Administrative Technical Skills Provide friendly, personable and professional assistance Courteously and professionally interacting with team members and customers Problem Resolution Proficient in languages of English and Spanish Business technical skills of Data Entry, MS Word, Excel, Powerpoint, Outlook, Internet Explorer, Email, Keyboarding wpm 60, Scanners, Check and Card Encoders, MFP's, HP Plotter, Laminating, Fax, Cash Count and ATM machines.

Skills : Inventory Management, Management, Financial Management, Retail Management, Customer Service, Operations Management.

Lending Assistant Resume Template

Description :

  1. Ensured that members are promptly and professionally served.
  2. Processed, audited, and prepared all incoming loan applications, including credit reports, vehicle inspections and titles.
  3. Completed shared secured loans, signature loans and close on vehicle loans.
  4. Processed all vehicle title registrations, transfers, modifications and liens for the entire Eagle Pass Branch.
  5. Included all corresponding documentation such as, title, power of attorney, affidavits, 130U forms and or other required tax office forms.
  6. Member-ed service open new accounts for example: savings, checking, money market, IRA, youth accounts, certificates of deposit and deposit boxes.
  7. Assisted with all branch ATM duties, this included loading funds and balancing all ATM machines.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor Of Science In Psychology


Lending Assistant Resume

Summary : Extensive experience in customer service and Commercial Lending products based on thirty five years in the banking industry. I am a highly skilled commercial loan professional with experience in commercial loans products, commercial loans processing and legal commercial document review. Demonstrated ability and recognised for building strong client relationship and providing exceptional customer service.

Skills : Financial Services, Psychology/ Family Services, Youth Engagement/ Mentoring, Program Coordination/Management, Social Networking.

Lending Assistant Resume Template

Description :

  1. Assisted lending officers with the administration and development of Commercial Banking relationship including daily interface with customers and internal department.
  2. Provided customers with a central information point for inquire regarding transactions, returned items, stop payments etc.
  3. Acted as a liaison between customers and lending officers to facilitate acct.
  4. Assisted Banking Centers, CLC and Comerica Bank colleague with questions related to credit products, and existing customer loans and lines.
  5. Reviewed legal documents for errors and incompleteness.
  6. Ordered Due Diligence and credit reports.
  7. Created monthly Document Exception Report.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business Administration

Lending Assistant Resume

Headline : Motivated, independent thinker with 32 years of operations experience in both commercial and consumer banking. Areas of expertise include research, data input, cash balancing, pre and post-closing, loan closer, loan documentation and supervisory skills. I am a high achiever that is willing to commit time, energy and resources to successfully complete all tasks.

Skills : Microsoft, Excel, Medical Terminology, Lotus Notes, Lotus Notes.

Lending Assistant Resume Model

Description :

  1. Balanced and maintained residential and commercial real estate construction loan file.
  2. Remained current on all pertinent consumer lending and other financial institution-related laws and regulations.
  3. Covered phone calls and customer meetings as necessary and keep manager informed of all activities within department.
  4. Set appointments for Loan Officers as needed.
  5. Promoted the bank's products and services.
  6. Built and maintained positive relations with all customers, potential customers.
  7. Performed as a team member in allocating and coordinating the work flow.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
High School Diploma

Lending Assistant Resume

Objective : Lending Assistant is responsible for Answering inbound calls from borrowers and take new applications, Getting customers approved for loans on the phone, Keeping track of daily progress of loans, Sending out loan approval letters to borrowers.

Skills : Attention To Detail, Mortgage Loan Closing, Compliance, Mortgage Loan Processing, Time Management, Title Research.

Lending Assistant Resume Model

Description :

  1. Responsible for reviewing and accepting real estate loan applications.
  2. Managed all of our construction loans and draw processing for each request through their loan.
  3. Processed and applied loan payments.
  4. Booked and funded loans on a daily basis.
  5. Coordinated with closing agents at title to prepare HUD's.
  6. Reviewed credit reports, verified all income, and employment prior to closing.
  7. Streamlined our secondary market second lien purchase program.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor In Psychology

Lending Assistant Resume

Objective : Lending Assistant is responsible for Keeping accurate records of all interactions with borrowers on a daily basis, including account balances, due dates, etc, Taking notes during conversations and follow up appropriately with the borrower after each conversation, Maintaining accurate records of all loans on file, including current balances and due dates.

Skills : Microsoft Word, Excel, Access, Outlook, Kronos Timekeeper.

Lending Assistant Resume Model

Description :

  1. Processed Commercial and Residential loan packages from application to closing.
  2. Prepared Loan Memos and Loan Presentations on a weekly basis to present to Loan Committee for approval.
  3. Attended weekly Loan Committee meetings to assist Commercial Officer with any required information during loan presentation.
  4. Corresponded with applicants to gather required financial information to include Balance Sheets, Profit & Loss Statements, Pro Forma Statements, for the loan approval process.
  5. Ordered preliminary Title Policy, UCC Searches, Flood Certs, Appraisal Reports, Environmental Reports and other data.
  6. Identified any mitigating factors within the loan that would assist officer in obtaining Loan Committee approval.
  7. Analysed a suite of collateral to include Accounts Receivable, Furniture Fixtures & Equipment, Life Insurance, Stock Certificates and Leasehold Improvements to ensure accurate value is given thus calculating an accurate Loan to Value ratio.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
MS

Lending Assistant Resume

Objective : An experienced Lending Assistant with backgrounds in the financial, real estate, title, and legal industries. I am an extremely detail oriented individual with leadership experience. Organised and self-motivated while performing tasks that are assigned to me. I would like a position that utilises the skills and experience I have obtained to assist an organisation to succeed and meet their goals.

Skills : Microsoft Office, Microsoft Word, Microsoft Excel, Adobe Acrobat.

Lending Assistant Resume Template

Description :

  1. Responsible for all loan documentation, flood certifications, survey's, appraisals, and ordering title work.
  2. Coordinated with the Title Company and customer to close loans.
  3. Maintained monthly reports, draw requests, collecting past due payments and items needed to clear exceptions.
  4. Responsible for the preparation and completion of all unsecured, CD, Auto, and UCC type loans for Accounts Receivable, Inv, Equip, and Farming Products.
  5. Experienced in the preparation and transfer of motor vehicle and boat titles in all counties.
  6. Worked directly with outside counsel to prepare documents for larger commercial loans.
  7. Created excel spreadsheets to be used throughout the bank for the purpose of tracking information.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Business Administration

Lending Assistant Resume

Summary : An accomplished Lending Assistant employee with 10 plus years of experience in customer service, support, and banking systems. Solid experience and proven performance in managing multiple tasks to completion with the ability to relate to people at any level of business and management. Profile Exceptional troubleshooter, goal-oriented, good attention to detail and excellent organisational skills.

Skills : Accounts Payable, Banking, Finance, Loan Processing.

Lending Assistant Resume Format

Description :

  1. Processed and funding of consumer and commercial loans, resolved customer questions and/or problems with their loans, processed loan payments and drew on lines of credit for developers of residential tracts, follow-up on past due loans, book loans, set-up and maintained credit files.
  2. Performed administrative tasks that enabled efficient operations for both of the above-mentioned departments.
  3. Prepared loan administration and credit checklists for all renewed and new loans, reviewed upcoming maturities report on a monthly basis for the loan officer, issued payoff statements for internal and external clients, reviewed daily overdraft reports, assisted the officer with booking of new loans, reviewed appraisals, title work, and insurance to determine acceptability to close loan.
  4. Personal Banker Established new account opportunities with clients of the bank and prospecting new clientele.
  5. Opened personal and business accounts with integrated system by Fiserv.
  6. Prepared and received cash shipments for the branch.
  7. Coordinated with Commercial Loan Officer regarding issues with title policy, UCC searches and other credit related reports Assist Commercial Loan Officer in retrieving historical information including credit file, scanned documents, updated credit reports and other information required to prepare workout or foreclosure requests.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
GED

Lending Assistant Resume

Summary : High performing, dedicated professional with over 14 years of banking experience with majority emphasis in construction loan origination and underwriting. Enjoy building relationships, working in a team environment, and credit analysis. Solid written and verbal communication skills with ability to interview clients, judge client character, and make solid credit decisions. Seeking to expand career into commercial lending or a more advanced lending position.

Skills : PowerPoint, Researching Skills, Collecting Skills.

Lending Assistant Resume Model

Description :

  1. Processed loan construction contracts, disbursed funds on these contracts after receipt of completion of each specific area n building homes, Independently researched ownership, liens, judgements, unpaid taxes, title, flood certifications, insurance and lost documents to ensure loans.
  2. Researched lien checks, judgement searches, and tax file at the county court house.
  3. Reviewed, collected, researched, evaluated delinquent accounts and followed up on matters relevant to lending and collecting.
  4. Completed assignments on time and developed information for procedures for office use.
  5. Handled customer complaints.
  6. Reviewed contracts, prepared and researched legal documentation for closings, closed transactions, collected and reviewed flood certifications, title insurance, and obtained physical addresses with the Panning Department, paid invoices and opened accounts.
  7. Disbursed construction draws and balanced accounts, and followed up on post closing documents.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BA In Liberal Arts

Lending Assistant Resume

Headline : Versatile and hands-on leader. Self- motivating individual with long- standing experience in retail management and sales, retail banking management and sales and restaurant management and sales. Avid philanthropist and volunteer in projects geared towards the physical, financial and educational well-being of others.

Skills : Creative and Technical Writing, Editing, Marketing and Public Relations Support, Office Management, Social Networking.

Lending Assistant Resume Template

Description :

  1. Maintained the integrity of the Lender's loan documentation.
  2. Processed loan documentation to and from the Bank's internal documentation departments and acted as the direct liaison between Lender and documented, including new loan bookings, findings, credit line advances and payments.
  3. Troubleshoot, run investigations and worked to solve any lending-related discrepancies.
  4. Investigated and resolved clients' loan-related issues, concerns and complaints.
  5. Took on special projects such as creating new spreadsheets, reports and templates in both Excel and Word, as requested.
  6. Acted as in-house IT specialist for the Group.
  7. Interfaced with CNB's IT Department in order to resolve more escalated technical issues on a daily basis.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
High School Diploma