Loan Clerk Resume Samples

A Loan Clerk deals with the processing of loan paperwork for various kinds of loans for groups, companies, and individuals. A well-drafted Loan Clerk Resume indicates the following duties – receiving, verifying, and accepting loan applications of applicants; reviewing loan application materials and closing documents; gathering all appropriate paperwork and materials for the loan application closing; entering information about the loan details, the terms, and the information from the application and the funds; verifying the details of the customer’s collateral; crosschecking customer’s financial and personal data after conducting credit checks and background checks; composing loan application letters and closing documents, and informing customers about the loan terms.

Job skills relating to this post include the following – experience working in a loan department, outstanding customer service skills; experience with investigating credit scores and interviewing loan applicants, skillful in operating the computer and other office equipment; and the ability to calculate interest, late fee fine and collect loan payments. Formal education beyond a high school diploma is not mandatory.

 

Loan Clerk Resume example

Loan Clerk Resume

Summary : As a Loan Clerk, responsible for verifying, compiling, and sorting information for mortgage loans. Verify all documents to make sure that the application data is meeting and completing all establishment standards including liabilities, length of employment, amount of mortgage, and borrower assets.

Skills : Balancing (Ledger/Billing), Magic Cashiering, Deposit Accounts.

Description :

    1. Responsible for inputting personal, business, and real estate loans on the company database.
    2. Processed payoffs that were received through walk-ins and mail.
    3. Completed the procedures for booking a loan.
    4. Filed credit files and kept items in a certain order within the file.
    5. Responsible for cashing checks that were drawn on our bank as well as checks from other banks.
    6. Skilled in make personal and business checking deposits and also savings deposits.
    7. Counted cash drawer to balance every day.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
Diploma


Loan Clerk (Mortgage) Resume

Summary : Seeking a challenging, full-time career as a Loan Clerk. Background in customer care and problem resolution provides the skill set required to assist your practice in meeting its business objectives.

Skills : Professional Attitude, Attention To Detail, Data Entry, Microsoft Excel.

Description :

    1. Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act, and Community Reinvestment Act.
    2. Greeted customers entering the store to ascertain what each customer wanted or needed.
    3. Provided assistance to customers and accurately explained details and care of accounts.
    4. Provided an elevated customer experience to generate a loyal clientele.
    5. Responsible for sending employees on lunch breaks and ensuring they return on time.
    6. Compiled database of loan applicants' credit histories, corporate financial statements, and other financial information.
    7. Contacted credit bureaus, employers, and other sources in order to check applicants' credit and personal references.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
Bachelor Of Science


Sr. Loan Clerk Resume

Summary : Self-motivated, customer service driven and a very dedicated employee with 20 years of experience in Banking. Reviewing applications for loans and determining whether or not the loan will be approved.

Skills : Excel, Word, Ebooks, Point Click Care, Multi-Line Phone System.

Description :

    1. Assisted members in the loan application process.
    2. Gathered information from the member and prepare documents for our Loan Officers to review for approval.
    3. Followed up with members on their loan application process.
    4. Prepared documents for closing.
    5. Closed out the final step for the member to collect their loan funding.
    6. Managed a wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.
    7. Ensured superior customer experience by addressing customer concerns, demonstrating empathy, and resolving problems on the spot.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
Accounting

Junior Loan Clerk Resume

Summary : A dedicated loan Clerk Professional who is extremely motivated to continually improve and extend personal skills and knowledge to attain increased responsibility and opportunities for professional growth.

Skills : Microsoft Office, Data Entry, Customer Service.

Description :

    1. Maintained loan portfolio and expedited urgent loan approvals.
    2. Looked after the management of the collection and overdrafts process.
    3. Done appraisal and agreed to complex work out loans.
    4. Compiled information on loan delinquency accounts, and did a collection with interest.
    5. Prepared credit information in which loan growth trends, quality trends, and loan product concentrations were included.
    6. Took responsibility for administration and oversights of confidential loans.
    7. Investigated and resolved customer inquiries and complaints in a timely and empathetic manner.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business Administration

Loan Clerk Resume

Summary : To obtain a Loan Clerk position with a growing company where I utilize skills in a positive and timely manner, and hopefully an office manager's position.

Skills : Underwriting, FHA Connection, LPS Desktop, MSP, Loan Quest, Encompass 360, Papervision, Capital Assets System, AS400, Edge, Statusmart.

Description :

    1. Answered questions and advise customers regarding loans and transactions.
    2. Contacted customers by mail, telephone, or in-person concerning acceptance or rejection of applications.
    3. Recorded applications for loan and credit, loan information, and disbursements of funds using computers.
    4. Calculated, reviewed, and corrected errors on interest, principal, payment, and closing costs, using computers or calculators.
    5. Ordered property insurance or mortgage insurance policies in order to ensure protection against loss on the mortgaged property.
    6. Reviewed personal loans to ensure all documentation is accurately enclosed and intact.
    7. Provided knowledgeable and friendly customer service to branches and customers when contacted via telephone or email.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Sports Management

Loan Clerk II Resume

Objective : Laon clerk is the responsible and challenging position of loan processor in leading banks and helps in compiling, sorting, and processing loan applications.

Skills : Credit Reports, Finance, Loan Servicing, Mortgage Loans.

Description :

    1. Responsible for input loans into the computer system creates folders, coupon books, etc.
    2. Handled calls from customers and other branches with general questions and or problems.
    3. Checked over work is done on the previous day, fix, and loan problems that non-posted due to error.
    4. Resolved the loan cashier check to check the account daily.
    5. Created closing memos to send to the attorney's office.
    6. Received tax bill from the collectors, we update the customer's escrows account and check their escrow balances.
    7. Sent customers and escrow statement, then answered any questions they call with.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Health Care Administration

Loan Clerk I Resume

Summary : Over 13+ years of experience in banking, along with exceptional time management and organizational skills. Approving loans by performing credit checks and forwarding applications for manager approval.

Skills : Analyzing Credit, Documentation, Fha Loan Processing, Financial Services.

Description :

    1. Revamped the Flood Insurance list to ensure appropriate coverage on existing customers and structures.
    2. Contacted Insurance companies to maintain current Insurance documents on existing loans.
    3. Typed Commercial/Real Estate and Consumer Loans.
    4. Typed Early documents for Real Estate loans.
    5. Maintained a list of all current loans that require further information (i.e. Title Insurance, Deed of Trust, property insurance, current tax documentation).
    6. Typed Denial Letters to customers.
    7. Prepared Deeds of Release for loans that have been paid off.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business Administration

Loan Clerk/Processor Resume

Summary : Accomplished and energetic Loan Clerk with a solid history of achievement in the bank and minimal Management. Motivated leader with strong organizational and prioritization abilities. Areas of expertise include Problem Solving, Multitasking, and the ability to meet deadlines and business goals as specified by the employer.

Skills : Customer Relations, Business Development, Customer Service Representative.

Description :

    1. Verified and examined information and accuracy of the loan application and closing documents.
    2. Interviewed loan applicants in order to obtain personal and financial data, and to assist in completing applications.
    3. Assembled and compiled documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
    4. Submitted loan applications with recommendations for underwriting approval.
    5. Answered questions and advise customers regarding loans and transactions.
    6. Prepared and typed loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
    7. Presented loan and repayment schedules to customers.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business Management

Loan Clerk/Officer Resume

Summary : Hardworking with a background in quickly taking orders, managing the drive-thru window, and preparing food. POS systems knowledge. Excellent at juggling multiple tasks and working under pressure. Broad industry experience includes Finance and Legal.

Skills : Computer, Customer service, and Telephone, Loan clerk.

Description :

    1. Facilitated successful internal and external audits through sound and thorough documentation.
    2. Composed effective accounting reports summarizing accounts payable data.
    3. Posted receipts to appropriate general ledger accounts.
    4. Created daily and weekly cash reports for accounting management.
    5. Recommended loan approvals and denials based on customer loan application reviews.
    6. Maintained current loans and pricing information on the online banking website.
    7. Originated, reviewed, processed, closed, and administered customer loan proposals.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Associate Of Science

Loan Clerk Resume

Summary : To obtain a Loan Clerk position and to contribute to the success and reputation of the company. Responsible for accurately managing residential and commercial real estate loan documentation through the established systems.

Skills : Banking, Loan, Finance, Loan Processor.

Description :

    1. Performed clerical duties including record keeping.
    2. Contributed to contact clients, answered phones, and processed payment.
    3. Prepared funding requests, updated daily prices for positions, created and maintained credit files.
    4. Managed mandatory time-sensitive documents.
    5. Coordinated with custodians, agents, trustees, and portfolio managers to execute settlement processes.
    6. Ensured accurate and timely circulation of all documentation necessary to close trades.
    7. Delegated research and resolved trading, accounting, and custody issues.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
High School Diploma