Loan Administrative Assistant Resume Samples

A Loan Administrative Assistant is a lending assistant who works in banks to render lending administrative and assistance services. The job duties listed on the Loan Administrative Assistant Resume are – preparing loan documents, interacting with clients, scheduling loan closings; working closely with clients to provide information on available loan products, assisting clients as they open new loan account, and communicating regularly with borrowers through phone calls, or emails. Other related duties performed by these individuals include – providing support to all assigned areas of the department; monitoring collateral addends, analyzing and processing all incoming draws, and calculating payoff amounts.

Employers often seek applicants with the following traits – knowledge in branch operations activities; knowledge of related federal, state, and related banking compliance; intermediate typing skills, knowledge of general office practices; and basic math skills. A degree in the field of accounting or economics or a related field is listed on eligible resumes.

Loan Administrative Assistant Resume example

Loan Administrative Assistant Resume

Objective : Looking to obtain a position to utilize my excellent customer service, take initiative consider that done attitude. In search of an opportunity to demonstrate my ability to prioritize, multi-task and meet deadlines. Desire a company that will offer growth and career advancement.

Skills : Multi-Line Phone System, Calculator, 50 Wpm Keyboard, Copy/fax Machine, Microsoft Office, John Deere Pathways And Equip System And Quiktrac.

Description :

    1. Prepared correspondence, reports, documents and memos working from notes and direction.
    2. Composed routine correspondence.
    3. Planned, organized, maintained and updated a variety of files, records and databases.
    4. Maintained staff calendars.
    5. Responded to customer calls, determine nature of the call and refer to proper party.
    6. Maintained department forms, product information packets, loan applications and office supply inventories and reorder items as needed.
    7. Worked effectively with 10 staff employees to coordinate, and establish work schedules for planned projects.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
BS In Education/Organizations


Loan Administrative Assistant Resume

Summary : As a Loan Administrative Assistant, Responsible for Assisting with research, credit analysis, and packaging of loan proposals, and also Insuring that the necessary timelines involving other parties, such as appraisals, contractor bids, and any monetary draws were kept current.

Skills : FNMA, FHLMC, FHA, VA, USDA, new construction & consumer loan processing.

Description :

    1. Responsible for assembling and collecting all required documentation necessary to submit a loan packages to the processors.
    2. Supported the Loan Closers by running OFAC, Business entity search, request files from the file room, pull credit authorization, and ensure Reg B checklist and loan document request form is complete by the portfolio managers.
    3. Ensured that there is a letter of Intent and a good faith deposit, unless it is a renewal.
    4. Complied with the banks requirements and have a good understanding of the laws and regulations applicable to my position.
    5. Received and distributed all incoming mail; process invoices, send loan collateral documents to quality management department.
    6. Ran UCC searches and complete UCC filings through our Third Party Vendor.
    7. Ordered flood determinations in Lereta and process flood packages if in a flood zone.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MS


Loan Administrative Assistant Resume

Summary : To obtain a Loan Administrative Assistant position in banking that utilizes my education, training and proven record for helping internal and external clients with any needs that may arise.

Skills : Microsoft Office, Notary Public, Website Design, Travel Arrangements, Loan Payment Processing, Adobe Photoshop, Accounts Payable, Accounts Receivable, Loan Document Preparation, Bank Teller.

Description :

    1. Provided payoff quotes.
    2. Processed paid in full loans by canceling UCC, releasing deeds of trust and titles as will.
    3. Tracked hazard, flood and wind insurances policies to make sure proper coverage is on to protect banks interest.
    4. Forced place insurances policies on loans that have defaulted or have insufficient coverage.
    5. Compiled month end Board Reports for the monthly board of directors meeting.
    6. Updated Modification Report by adding new modifications and removing already process modifications from the report.
    7. Reviewed consumer and commercial loans to make sure complete loan package was sent in such things I would look for would be collateral, insurances, HUDS, financials and account officer approval documents.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Associates In Business Administration

Loan Administrative Assistant Resume

Headline : Loan Administrative Assistant with 5+ years of experience in handling multiple tasks such as filing, entering loan application data, scheduling meetings, calling various departments to ensure smooth processing of individual loan files.

Skills : Mortgage Loans, Real Estate TItle.

Description :

    1. Started as a Teller and New Accounts Secretary in the branch office.
    2. Promoted to President's Secretary  which my duties included typing all new loans and renewals, answering the telephone, filing and typing letters.
    3. Transferred to the Loan Department as a Loan Administrative Assistant, which my duties were checking all new loans for compliance, reviewing credit reports, handling all of the credit life insurance, paying premiums each month and balancing the General Ledger Accounts.
    4. Prepared a Technical Exception Report each month for the Loan Review Committee.
    5. Typed letters to customers requesting financial information.
    6. In charged of the Collections Department and handled all of their floor plans.
    7. Responsible for recording all loan documentation with the Clerk=s Office and the State.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Associate In Massage Therapy

Loan Administrative Assistant Resume

Headline : Loan Administrative Assistant with extensive experience in Accounting, Operations, and Pricing. Seeking a rewarding and challenging position that fosters growth while utilizing my knowledge for the benefit of the company.

Skills : Excel, Jd Edwards, Siebel.

Description :

    1. Assisted the Loan Administrator for the loan department in daily duties and special projects.
    2. Included daily balancing of loan accounts, data entry, customer service, file management.
    3. Provided support to the loan officers and managers.
    4. Managed a pipeline of $5 million in Freddie Mac and Fannie Mae loans.
    5. Trained employees on loan systems, balancing, and data entry as department expanded.
    6. Audited loan files and provided assistance to loan officers for file management.
    7. Processed all payments, escrow disbursements, draws, new loans, adjustments, and payoffs.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS In Technical Management

Loan Administrative Assistant Resume

Objective : Responsible for Contacting customers regarding required loan documentation and prepare for loan officer review, and also Gathering files for weekly pipeline review with mortgage processor and provide the status of each file.

Skills : PowerPoint, Reports, Billing, Sales Support, File Management, Key Notes, Presentations, Organizational, Detailed, Office Support, Spreadsheet , Prioritizing.

Description :

    1. Managed a heavy pipeline of over 200 new construction luxury home purchases.
    2. Communicated at ease with clients to ensure a smooth transaction from initiation to closing.
    3. Collaborated with project managers and business development managers on time sensitive projects.
    4. Analyzed self-employment business tax returns and portfolio asset statements.
    5. Gathered necessary documentation from clients to meet investor criteria.
    6. Diligently worked to satisfy various investor conditions to ensure a timely settlement.
    7. Scheduled meetings with clients.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Associate Degree In Science

Loan Administrative Assistant Resume

Summary : Over twenty (20) years Loan Administrative Assistant experience with a strong emphasis in communication skills, self-motivated completion of tasks, and detail-oriented work ethic. Experienced includes commercial, residential, real estate, residential interim, and retail loan functions, pulling credit reports, UCC's, maintaining files, data entry, and various clerical work.

Skills : Customer Service, Microsoft Products, Clerical Duties.

Description :

    1. Involved with Commercial, Real Estate, and Interim loans.
    2. Set up files, process End of Month reports, Typing letters and memos.
    3. Managed multiple accounts for commercial customers, also notifying customers of late or delinquent loan payments.
    4. Monitored accounts for future loan renewal or extension.
    5. Maintained updated files.
    6. Processed system data entry and transactions for selling loans to Freddie Mac / Fannie Mae.
    7. Maintained accounts for leases, insurance loans, insurance rebates, and dealer floor plans.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
High School Diploma

Loan Administrative Assistant Resume

Headline : Over 6+ years experience as a Loan Administrative Assistant for L-3 Communications for Corpus Christi Army Depot to help support our Warfighter. 10+ years experience in Clerical, Administrative, and Banking Support. Excellent communication and analytical problem-solving skills Strong work ethic Ability to apply analytical problem-solving skills Strong commitment to my employer Excellent team working and personal management skills.

Skills : Vendor Negotiations & Management, Regulatory Compliance.

Description :

    1. Maintained customer loan accounts on a daily basis and work on various recon reports on a monthly basis.
    2. Accounts payable experienced that coincides with normal duties.
    3. Organized, meet all deadlines that are presented to me and work very well under pressure.
    4. Recorded Filing General Office Equipment Troubleshooting and problem solving Litigation.
    5. Responsible for litigation cases, filing all of the Proof of Claims, and providing the attorneys with pertinent information.
    6. Maintened Loans (Consumer and Commercial) by updating addresses, yearly financials documents, and adding or releasing collateral as requested by loan officers.
    7. Assisted in ordering appraisal & environmental reports, receive and date stamps all pre-applications, type labels and provides accounting for good faith deposits.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
High School Diploma

Loan Administrative Assistant Resume

Summary : To establish a long-term career in a company where I may utilize my Loan Administrative Assistant professional skills and knowledge to be an effective Associate Program Manager and inspiration to those around me.

Skills : Microsoft Office, Excel, Jack Henry, Precision, Laser Pro, Etc., Internet Savvy.

Description :

    1. Entered or verified information into loan origination system (CV/AMC).
    2. Reviewed new loan documentation to assure accuracy.
    3. Submitted files to Wholesale Account Manager for processing.
    4. Assisted departmental support staff when necessary.
    5. Performed other related duties as assigned.
    6. Desirabled Loan Set Up experience Correspondent Loan Submission Checklists Notify broker/processor, Broker Service Representative and Account Executive by e-mail of missing documentation or incomplete information.
    7. Verified minimum requirements have been received.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
High School Diploma

Loan Administrative Assistant Resume

Headline : A meticulous self-motivator, excellent at juggling multiple tasks and working under pressure. Consistently provides a high level of service in an efficient and diligent manner.

Skills : Powerpoint, Outlook, Administrative Skills.

Description :

    1. Answered and managed incoming and outgoing calls while recording accurate messages.
    2. Coordinated, scheduled and arranged meetings, including business and social events.
    3. Reviewed and processed customer loan documentation.
    4. Performed edits on loan agreements to ensure accuracy.
    5. Maintained strict confidentiality of bank records and client information.
    6. Maintained friendly and professional customer interactions.
    7. Reviewed 600 customer files daily to ensure accuracy of documents prior to sending out to customers.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Management