Working in banks and other lending institutions, a Licensed Loan Officer assumes responsibility for offering help to customers who need appropriate mortgage loan products. Summary of duties associated with this core duty is listed on the Licensed Loan Officer Resume as – collecting financial information from the clients, evaluating the creditworthiness and eligibility for obtaining the mortgage loan; interviewing clients, guiding clients through mortgage loan options; preparing and submitting mortgage loan options; preparing and submitting mortgage loan applications; ensuring data are in par with the national or local financial rules; monitoring and reporting on application processes, and resolving problems with applications.
Requirements for this role include – prior working knowledge preferably in sales or customer support; the ability to handle confidential information; great mathematical and analytical skills; attention to detail; reliability and honesty; and mathematical skills. A degree in finance or business along with a valid license is a must to work in this capacity.
Headline : Proven top-performing Account Manager with a record of providing innovative solutions and exceeding quotas. Proactive and diligent approach to business development, combined with superior client management skills and exceptional problem-solving abilities produce win-win outcomes in both the commercial and federal sectors.
Sold loans to consumers by becoming a trusted advisor then showing benefits and interest savings.
Attained state-accredited Loan Officer license.
Made successful cold calls to borrowers and realtors.
Met with customers face-to-face and over the phone.
Evaluated borrower risk and performed underwriting of loans.
Gathered loan stipulations and all required information/documentation.
Consistently reached 120% of quota on a monthly basis.
Experience
5-7 Years
Level
Executive
Education
BS in Technology Management
Licensed Loan Officer Resume
Headline : Seeks to use the leadership skills and knowledge have acquired from previous experiences to help the company and co-workers to efficiently and effectively achieve the goals of the company.
Skills : Microsoft Specialist, Leadership, Time Management.
Description :
Originated new business through incoming leads and referral sources.
Collected all documents from borrowers needed to submit a loan.
Managed 3 other employees and assisted them in the sale and structuring of their loans.
Processed loans including obtaining VOE and other supporting documentation.
Contributed to the branch office during its formative stages as one of 6 loan officers leading to the branch expanding to 14 loan officers.
Showed an aptitude for the business and was offered additional responsibilities.
Helped to foster a competitive and comfortable work environment.
Experience
5-7 Years
Level
Executive
Education
HS Diploma
Licensed Loan Officer Resume
Headline : Seeks to develop and maintain favorable relationships with new and existing customers and also positive reinforcement with employees in order to increase revenue, negotiate with clients and agents per boundaries.
Skills : Excellent Communication, Management.
Description :
Generated and telemarket leads through networking and customer referrals for new business.
Sold the loan program to customers and analyze credit reports.
Originated, processed, and closed loans based on customer needs.
Kept current with industry trends.
Solved financial problems for customers.
Exceed monthly goals and exceeded 3 months rolling average.
Determined the best product for the customer.
Experience
5-7 Years
Level
Executive
Education
BA in Gerontology
Licensed Loan Officer Resume
Objective : Knowledgeable and innovative finance, sales, and marketing professional whose success is based on integrity, exceptional customer service, efficiency, and ambition. Have a very strong work ethic and great communication skills.
Skills : Microsoft Office, Sales, Customer Satisfaction, Performance Improvement, People, Management, Business Strategy, Microsoft Excel, Outlook, Quickbooks, Employment Law Compliance, Finance.
Description :
Interviewed applicants to determine financial eligibility for loans over the phone and face to face.
Counseled applicants on interest rates, loan repayments, policies, and restrictions.
Worked with consumers who are behind on their mortgage payments to help them avoid default or foreclosure.
Stayed educated on constant changes of rules and regulations regarding mortgages.
Acted as a liaison between the consumers and the lending institution (Retirement Funding Solutions).
Consistently originated new loan applications and oversee the loan through processing and underwriting until it ultimately funds.
Originated new loan applications and oversee the loan until it funds.
Experience
2-5 Years
Level
Junior
Education
Public Relations
Licensed Loan Officer Resume
Objective : Energetic Licensed Loan Officer with years of mortgage and sales experience in-person and over the phone. Money-motivated with strong closing skills. Have a passion for sales and believe can be a great asset to your company.
Skills : Microsoft Word, Various Banking Systems, Calyx Point System, Typing, Phones, Customer Service, Money Handling, Sales, Internet Research.
Description :
Identified prospective customers using lead generating methods and performing an average of 60 cold calls per day.
Developed and maintained long-term relationships with clients for referrals.
Identified and prequalified customers.
Developed sales strategies and negotiated the mortgage loan process from initial application through closing and follow-up.
Maintained and organized a customer database of over 600 clients nationwide.
Consistently met and exceeded expectations for productivity.
Establish relationships with realtors, provided leads and referrals to generate business.
Experience
2-5 Years
Level
Junior
Education
Education
Licensed Loan Officer Resume
Objective : Seeks to build a long-term career in the financial industry with opportunities for career growth. To bring strong dedication, responsibility, and motivation and to utilize economics qualifications obtained.
Skills : Experience With Excel, Microsoft Word, PowerPoint, Photoshop, And Mac OSX.
Description :
Responsible for following up on leads and gathering information for prospective clients.
Encouraged clients to share their needs as you discuss Mortgage-related issues with them.
Assisted customers by answering questions and providing the requested information.
Demonstrated integrity and ethics to retain existing customers and gain new business Deliver prepared sales talks, reading from scripts that describe products or services, in order to persuade potential customers to purchase a product or service or to make a donation.
Adjusted sales scripts to better target the needs and interests of specific individuals.
Contacted private individuals by telephone in order to solicit new refinancing programs available to them.
Attended weekly real estate marketing meetings to network and establish relationships with real estate agents.
Experience
2-5 Years
Level
Junior
Education
Psychology
Licensed Loan Officer Resume
Objective : Results-oriented Licensed Loan Officer professional with over 10 years experience in building relationships, providing customer satisfaction, and effective closing skills that will increase the growth and profitability of an organization.
Skills : Planning, Time Management, Critical Thinking, Peer Partnership, Social Perceptiveness, Service Orientation, Team Building, Leadership, Performance Management, Scheduling, Effectively Multi-Task, Phone Etiquette, Computer Literate, Logistics.
Description :
Solicited customers for purchase, refinance, and construction loans.
Maintained a personal database of customers.
Processed loans.
Solicited realtors for referral business.
Originated Mortgages, Process Mortgage Loan Applications.
Get all documents in and analyze credit reports, tax returns, and other financial documents.
Prospected for clients and qualification of potential borrowers based on credit history, income, and mortgage payment history.
Experience
2-5 Years
Level
Junior
Education
BA
Licensed Loan Officer Resume
Headline : Experience in Property Management and Mortgage Lending. Familiar with administrative functions, day to day business operations, and personnel matters. A hands-on team player with strong leadership skills. Able to produce in a fast-paced environment with excellent communication skills.
Determined eligibility and present different programs to the borrower.
Originated mortgage loans over the phone.
Obtained a federal license and 7 state licenses.
Met with new and existing clientele to discuss the company's products, loan regulations and guidelines, and advice on financing options.
Managed clientele sensitive information, including credit reports and financial statements.
Originated FHA and conventional mortgage purchases and refinances.
Experience
5-7 Years
Level
Executive
Education
Public Relations
Licensed Loan Officer Resume
Objective : Looking to obtain a sales management position within a stable and growing company where skills of marketing, closing, customer service, teamwork, and ability to reach goals can best be utilized. Very dedicated, self-motivated, highly innovated, and a loyal natural leader. Team player enjoys sharing knowledge and encouraging the development of others to achieve specific goals.
Skills : Microsoft Office 2010, Loan Assistant, Organizational Skills.
Description :
Communicated with creditors and evaluate credit status.
Maintained and updated the Loan Officers calendar.
Updated Realtors and borrowers throughout the loan process; ensuring compliance standards are being met.
Communicated with the borrowers on any outstanding underwriting conditions; and assisting the buyer in satisfying those conditions.
Created new loan files by preparing documentation for scanning, entry into our system, and proper storage.
Facilitated internal communication between processing, underwriting, and closing to ensure the closing date will be met; including, but not limited to pre-qualification and pre-approval.
Organized and reviewed active loans for accuracy and compliance prior to submitting them to the Loan Officer.
Experience
2-5 Years
Level
Junior
Education
BA in Photography
Licensed Loan Officer Resume
Summary : Seeks to secure a Licensed Loan Officer position with an organization that will benefit from the experience, education, and sales abilities, and will offer opportunities for professional growth.
Skills : Sales, Account Management, CRM.
Description :
Referred to the internal database and call existing leads to build interest in potentially purchasing or refinancing a home.
Refinanced mortgages.
Generated new business in prime and sub-prime lending for the purchase of residential, commercial, and land properties.
Targeted first-time homebuyers through contact with mortgage companies and new subdivisions.
Assessed client needs, and analyzed financial information to identify appropriate products.
Collaborated with internal staff to ensure timely completion of each loan.
Communicate with creditors and evaluate credit status.
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