Loan Advisor Resume Samples

It is the duty of a Loan Advisor to evaluate and authorize approval of business, real estate or credit loans. The job description entails evaluating the financial status of the loan applicant and undertaking duties such as updating account records; reviewing loan files and evaluating the financial status of the applicant. A well-drafted Loan Advisor Resume indicates the following duties and responsibilities – identifying the needs of the loan applicant and collecting required information; analyzing active loan files, recommending solutions to speed up the loan process; completing loan contracts and teaching clients on policies; interviewing applicants to determine the financial eligibility; and responding to applicant’s queries and resolving loan-related issues.

In order to qualify, the following skills are required – solid understanding of local, state and federal loan regulations; superior interpersonal and communication skills; customer service orientation, exceptional sales skills; and a thorough knowledge of computers and banking software. A degree in finance or a similar field is considered mandatory.

Loan Advisor Resume example

Loan Advisor Resume

Summary : Extensive problem resolution, communication, and organizational skills to work with a reputable organization. realize that in today's society, timely, friendly, proactive service is sought to enhance future business growth.

Skills : Microsoft Office, Computer Hardware, Mechanic, Computer Repair, Customer Service, Microsoft Word, Supervising, Computer.

Description :

    1. Corresponded with divisions and customers through email, phone calls, and faxes.
    2. Used multiple systems to retrieve customer student loan information.
    3. Entered customer student loan information into the system to give monthly payment and interest rate on their loans consolidated.
    4. Updated information on accounts in the Loan Servicing and or Origination System.
    5. Negotiated transactions in accordance with established laws, regulations, and policies.
    6. Maintained a log sheet on excel to ensure that the target set by the company was met.
    7. Stored files so that they were easily accessible and retrievable when required.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Administrative


Sr. Loan Advisor Resume

Summary : Knowledgeable and agile legal secretary offering varied experience working as an office assistant in a corporate department. Outstanding organizational ability with a solid work ethic and ability to communicate and work well with others.

Skills : Level 3 Spanish , Microsoft Office Programs Such As Word, Excel, Outlook, And Powerpoint

Description :

    1. Kept informed of industry-specific regulations and ensuring that appropriate risk management strategies are in place.
    2. Verified title transfer paperwork received from the auctions or other vendors.
    3. Verified that appropriate assignments have been completed.
    4. Filled out legal documents during the purchase of new cars.
    5. Created Title Jackets to be sent to the stores and reviews all required documents contained within a title jacket are present and valid.
    6. Generated daily, weekly and monthly status reports that identify discrepancies, insurance problems, etc.
    7. Performed other related duties as assigned.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Political Science


Jr. Loan Advisor Resume

Objective : Success driven individual motivated to accomplish deadlines in any given environment. The proven abilities to perform under high pressure situations while maintaining professionalism. Excellent support in a team based environment for over seven years. Supervised a team of six employees and trained new hires for over two years at IdleAire.

Skills : Banking, Loan Coordinator, Loan Analyst.

Description :

    1. Reviewed requests for loan modifications and making adjustments on accounts.
    2. Verifed proper documentation to ensure requests are completed in a timely manner.
    3. Responded to Business Reply Cards sent in by customers interested in consolidating their loans.
    4. Negotiated transactions in accordance with established laws, regulations, and policies.
    5. Performed inbound and outbound calls on or off the dialer system.
    6. Responsible for training new hires for several departments.
    7. Improved department productivity by suggesting alternative methods to reach daily work objectives.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS

Loan Advisor III Resume

Objective : Client Support/Customer Services Management Professional with more than 15 years of experience and proven record of accomplishment in strengthening customer relationships, business operations, and profit. Leverages technical ability, in addition to expertise in project management, training, change management, and process improvement to develop and implement solutions that achieve the objectives of internal and external stakeholders.

Skills : Customer Service , Customer Service.

Description :

    1. Provided excellent customer service to customers who proactively contact the company requesting assistance in meeting their loan contract obligations due to unexpected financial obligations.
    2. Contacted or attempt contact with customers to collect on automobile accounts at all stages of delinquency.
    3. Assigned queue of accounts on a daily basis, and work with them to bring their account current within the shortest period of time possible, while following FDCPA regulations.
    4. Assisted in training or developing the skills of other Account Representatives as needed.
    5. Met or exceeded production goals on a daily, weekly and monthly basis.
    6. Helped customers who attempt to voluntarily surrender their vehicle to keep their vehicle while maintaining loan payment arrangements.
    7. Serviced loans from origination through default/ collection activity.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Business Management

Loan Advisor II Resume

Objective : To seek a challenging assignment working with other individuals in a fast paced customer service environment. one day hope to further education and work in the fields of Accounting and or Business management.

Skills : Microsoft Office, Microsoft Word.

Description :

    1. Responsible for skip tracing (locating) customers who have not had contact with this institution in over 30+day by using tools such as Lexis, Google, 411, Global Search.
    2. Ensued took advantage of every contact made by offering assistance to resolve delinquency if and when account holders were out of hardship.
    3. Advised customers on creative ways of making payments toward their lease account with minimum loss to the company's bottom line receive incoming and make outgoing calls to new customers to make sure the customer understood the terms of the lease agreement and leasing service agreement.
    4. Provided thorough and accurate documentation to accounts conducts extensive customer interaction via letter campaign.
    5. Provide supports to dealerships about the financial terms of the leasing tiers that fit potential new customers.
    6. Originated commercial and residential loans while demonstrating an understanding of underwriting, risk assessment, compliance and regulatory guidelines. Top 100 loan advisor within the company in first five months.
    7. Used Avya Call system, Excel, and Vision system.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Administrative

Loan Advisor I Resume

Headline : Experienced Customer Service Representative seeking a position in a dynamic work environment. Outstanding organizational and planning skills that enable the management of multiple projects to meet deadlines efficiently and consistently. A Strong background coupled with computer and communication skills. Proven ability to interact effectively with customers and staff at all levels.

Skills : Data Entry, Windows, Excel, Word, 10 Key, Inventory Control.

Description :

  • Checked loan agreements to ensure that they are complete and accurate, according to policies Interview applicants and request specified information for .
  • Established and maintained relationships with residential and commercial clients; Provided financial consultations for debt consolidation; Reviewed .
  • Received inbound phone calls from borrowers to discuss student loans outstanding Take payments Process repayment plan changes Postpone payments .
  • Worked with clients to determine their short and long term financial goals and provide a roadmap to how I will help Provide clients with customized .
  • Recommended customers to various mortgage loan products based on the customer needs Prepare, and/or review contracts and determine whether it .
  • Reviewed leads daily and contact borrowers via phone and e-mail t obtain their loan application Order appraisals, review customers' credit and .
  • Inspected, approved, and disbursed construction loans.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Administration

Assistant Loan Advisor Resume

Objective : Proven expertise in driving efficiency and productivity through evaluation of financial management systems and execution of process improvements in both implementation and growth accounts. Talented leader directing multiple teams concurrently to achieve the overall corporate goals. Systems knowledge; 7 years of SAP, 9 years of PKMS, 7 years of SMART and CMMS. Very intelligent and a quick learner.

Skills : Customer Service/Data entry/retail/sales/tecnical support.

Description :

    1. Owned Mortgage company that consults clients financially, lending funds for home purchase, refinance, debt consolidation and credit lines.
    2. Performed through automated and self-dialing systems.
    3. Advised clients financially through phone and email correspondence, structuring opportunities for short and long-term financial prosperity.
    4. Structured and organized client's loan information to comply with Conventional and FHA guidelines, policies and procedures in preparation for loan approval/closings.
    5. Reduced client's debt to income ratio by over 25%.
    6. Processed Conventional, FHA, VA and construction loan applications.
    7. Build up and manage a pipeline of customers with great attention to detail on a daily basis.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Business Administration

Loan Advisor/Specialist Resume

Objective : Over a decade of delivering top-notch customer service at all levels of organizations. Tirelessly analytical, balanced with a warm insightful communication style. Dependable and conscientious, known for consistently producing quality work.

Skills : Handling Complaints, sales, leasing, management , customer service,retention, computer literate.

Description :

    1. Advised customers on federal student loan borrowing and servicing in a fast-paced call center environment.
    2. Conferred with borrowers to share information about services, update payment and account information, and obtain details of issues and concerns.
    3. Interviewed borrowers requesting program benefits, analyzing information gained to determine eligibility for benefits requested.
    4. Documented client contacts for use during future calls to clarify information discussed and actions taken.
    5. Implemented strong conflict management skills to deal with difficult customers, effectively reaching solutions acceptable to both parties.
    6. Ensured that inquiries were handled in a professional, courteous, timely, and non-discriminatory manner.
    7. Contacted borrowers with delinquent accounts to obtain payment in full or to negotiate repayment plans.
    8. Negotiated transactions in accordance with established laws, regulations, and policies and procedures.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Arts

Assistant Loan Advisor I Resume

Summary : Assist students to onboard, Assist to acquire Student Loans, Guide students to select the right course according to their career aspiration. Maintain and update internal lead tracker.

Skills : Customer Service , Customer Service.

Description :

    1. Evaluated loan applications and documentation by confirming credit worthiness.
    2. Improved loan applications and documentation by informing applicant of additional requirements.
    3. Rejected loans by explaining deficiencies to applicants.
    4. Approved loans by issuing checks or forwarding applications to loan committee.
    5. Completed loan contracts by explaining provisions to applicant; obtaining signatures and notarizations; collecting fees.
    6. Helped customers by answering questions; responding to requests.
    7. Maintained customer confidence by keeping loan information confidential.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
HRM

Loan Advisor Resume

Summary : Energetic and enthusiastic insurance professional motivated to succeed in a fast-paced and Deadline-driven professional environment. Comprehensive knowledge of claims adjustments with Special knowledge of auto appraisals and Audatex estimations.

Skills : Professional, Management, Training, Education.

Description :

    1. Managed customers accounts.
    2. Multitasked, typing and speaking with customers.
    3. Met or exceeded set goals.
    4. Spoked with customers on a daily basis, building personal & professional relationships.
    5. Helped out co-workers and new hires with daily tasks.
    6. Worked with Word Processor, Excel and Acrobat.
    7. Coordinated and managed financial appointments .Managed client base of 130 individual accounts on a daily basis Frequently used Microsoft Office to .
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Administrative