A Loan Counselor will help clients in determining the quality of loans based on their financial status. The major duties listed on the Loan Counselor Resume indicate the following tasks – explaining the best suitable loan option based on the client’s loan requirement and repayment policies; determining financial eligibility of the client, suggesting lender who provide lowest ROI, setting up repayment plans, maintaining and reviewing account records, ensuring loan applications are correct and complete, reviewing billing accuracy, counseling clients on personal financial issues, and suggesting payment plans for debt liquidation.
The summary of qualifications needed for this role is – rich experience in loan counseling, wide knowledge of global economies, updated knowledge in the field of loan counseling, ability to determine the best loan type, and deep knowledge to explain clients about various loan types like – education, home loan and so on. The common education seen on most resumes is a Master’s degree in Macroeconomics or Finance.
Objective : An optimistic, motivated professional seeking opportunity in the I.T. field. Knowledge includes network administration, cloning, and imaging with Clonezilla. Willing and able to meet the needs of others by good means of communication as a team player with excellent interpersonal skills. Computer Networking & Related Abilities Certifications.
Skills : Word, Excel, Windows, Customer Service, Account Management, Data Entry, Carpentry, Masonry, Electronics, Conflict Resolution.
Description :
Educated homeowners concerning current loan agreement arrangements.
Collected and analyzed information about the customer's financial situation, personal goals, as well as risk assessment.
Made recommendations while providing multiple alternatives to personally fit owners' current financial situations to cure their delinquent mortgages.
Discussed and assessed income, assets, debts, cash flow and credit history.
Referred customers to organizations that can assist them.
Educated customers on the breakdown of amortizations schedules and escrow accounts.
Worked with outbound and inbound calling, as well as face to face appointments.
Experience
2-5 Years
Level
Junior
Education
BS In Criminal Justice
Mortgage Loan Counselor Resume
Objective : Responsible for Planning and conducting activities for a balanced program of instruction, demonstration, and work time that provides students with opportunities to observe, question, and investigate.
Skills : Desktop originator, Desktop underwriter, Microsoft excel, Microsoft word.
Description :
Loan Counselor Call Center positions involve taking in-bound and outbound calls regarding student loan accounts and involve speaking with delinquent customers as a result of customer contact.
Address and resolve highly complex issues with accounts or groups of accounts.
Assist others by responding to questions regarding loans and loan servicing.
Held position as acting lead and organized and facilitated team meetings.
Developed and communicated best practices for work flow procedures and production.
Advised management on risks and trends and created strategies to prevent future occurrences.
Took calls in a fast paced inbound and outbound call center.
Provided counseling services and assistance to aid with bringing borrower's account current.
Determined reasons for delinquency on WFHM-SA portfolio.
Cross-trained as back up for foreclosure, loss mitigation and WFHM collection calls.
Experience
2-5 Years
Level
Executive
Education
Bachelor Of Arts In Communication
Loan Counselor/Collector Resume
Objective : To obtain a position where I can further my knowledge and experience within an organization that offers opportunities for advancement and professional growth.
Skills : Cosmetology Medical Office Technology High School Diploma MOT Certificate.
Description :
Handled delinquent loans between 30 - 60 day delinquency buckets.
Review and analyze documents in order to complete modifications and maturity extensions on performing and nonperforming loans.
Reviewed borrower's loans and placed delinquent loans on extensive successful approved forbearance plans steering customers away from foreclosure.
Contacted customers in regards to delinquent taxes and documented tax advance approvals, denial or hold in the Escrow Approval database.
Thoroughly skip tracing loans using various internet based web sites.
Monitor and researched Escrow changes on the borrower's loan.
Delivered excellent customer service and built customer satisfaction and loyalty.
Experience
2-5 Years
Level
Executive
Education
High School Diploma
Loan Counselor I Resume
Objective : Experience with FHA, VA, Fannie Mae & Freddie Mac loans. Knowledge of underwriting guidelines and restrictions for conventional loans. Familiar with Aus automatic underwriting systems, Fannie Mae sellers servicing, Tried, Desktop underwriter, & Desktop originator. I also have knowledge of investor and bank overlays.
Skills : Customer Service, Front Desk.
Description :
Took inbound calls from borrowers who had student loans serviced through fed loan servicing.
Completed phone authentication process, assisted borrowers w.
Helped borrowers with finding out eligibility for certain forbearances, deferments, or forgiveness programs.
Assisted borrowers with getting info on loans they defaulted or were in danger of defaulting.
Submitted different requests for changes to brwrs loan status and accts.
Trained on answering inbound and making outbound calls, keying in info while speaking w.
borrower, completing forms and submitting them.
Experience
0-2 Years
Level
Entry Level
Education
Diploma I In Medical Assisting
Loan Counselor III Resume
Headline : More than 8 years of successful experience in Customer Service and Credit & Collections. Recognized strengths in account maintenance, problem-solving, troubleshooting, planning and implementing procedures in a call center environment. Ability to train, motivate and supervise customer service employees. Extensive track record of customer-friendly professionalism, ability to adapt to new environments, and a strong background working in finance.
Skills : Microsoft Office.
Description :
Worked in a heavy call-center environment, spending 50% of the day or more speaking with current or potential Flagstar.
Created Excel spreadsheets and workbooks to track customer payment and billing information.
Created MS Word letters and other document.
Utilized Outlook for company email and calendar appointments.
Compiled and analyzed account information for recommendations such as repossession, loss mitigation or legal.
Documented all collection efforts for each assigned account in the bank's collection systems in accordance with established procedures.
Ensured that all delinquent accounts and assigned queues have been thoroughly worked according to bank's standard collections procedures.
Ensured that appropriate letters and outside communications are sent to delinquent consumer borrowers.
Experience
5-7 Years
Level
Executive
Education
Diploma
Loan Counselor II Resume
Objective : To secure a position with a well-established organization with a stable environment that will lead to a lasting relationship in the field of Customer Service. To obtain a position that will enable the use of my strong organizational skills, Microsoft expertise, and ability to work well with people.
Skills : Microsft office softwate.
Description :
Answer inbound calls handling a variety of complex account issues.
Answer questions, identify the root cause of the call, and research to resolve the customer inquiry upon first contact.
Assist customers with troubleshooting online account issues and utilizing online tools that are available while providing extraordinary customer service.
Update customer and account information as needed.
Counsel customers in achieving successful repayment of their student loans.
Handle difficult or escalated call types and assist with resolution before escalating further.
Perform tasks processing Not His/Hers tasks for the Credit Department.
Peer coach other associates to improve overall handle time and after call work.
Experience
2-5 Years
Level
Executive
Education
Bachelor's In Accounting
Financial Aid Loan Counselor Resume
Objective : Dedicated and focused customer service representative with more than two years of experience in customer service, who excels at prioritizing, completing multiple tasks simultaneously, and following through to achieve project goals. Seeking a role of increased responsibility and authority. Highlights Microsoft Office proficiency Strong problem solver Excel spreadsheets Resourceful Professional and mature Dedicated team player Understands grammar Strong interpersonal skills.
Skills : Microsoft office, Editing, Writing.
Description :
Perform various administrative functions for assigned accounts, such as recording address changes and purging the records of deceased customers.
Assisted customers with selection and payment.
Problem resolution, long term monthly payment plans.
Performed academic advising, assisting students with payment selections, budgeting skills, and payment planning.
Helped to prepare students with payment plans.
Assisted students in the completion of financial aid forms and college application materials.
Negotiate credit extensions when necessary Great phone etiquette.
Experience
2-5 Years
Level
Executive
Education
Communication
ECC Loan Counselor Resume
Objective : Looking to obtain a position with a company where I can apply my knowledge and experiences. I also would enjoy something challenging that offers a chance to grow within the company. Ultimately I am looking for the company that will be my career.
Loan Counselors answer inbound calls handling a variety of complex account issues.
Answer questions, identify the root cause of the call and research to resolve the customer inquiry upon first contact.
Interactions with customers are based on federal regulations.
Assist customers with troubleshooting online account issues and utilizing online tools that are available while providing extraordinary customer service.
Update customer and account information as needed.
Process incoming correspondence, forms, or other documents received from customers.
Counsel customers in achieving successful repayment of their student loans.
Handle difficult or escalated call types and assist with resolution.
Experience
2-5 Years
Level
Executive
Education
Bachelor Of Science
Federal Student Loan Counselor Resume
Summary : Detailed-oriented, results-driven team leader is highly skilled at mentoring and coaching individuals with diverse backgrounds and needs. Extensive background in management expertise, adaptable problem-solver skilled in forging strong relationships with co-workers and in incorporating new technologies and pedagogies. Outstanding ability to handle multiple projects and completes them to the highest level of satisfaction.
Skills : Office machines, drive a big bus, patient care, medical assisting experience.
Description :
Provide guidance to prospective loan applicants who have problems qualifying for traditional loans.
Guidance may include determining the best type of loan and explaining loan requirements or restrictions.
Locate and notify customers of delinquent accounts by mail, telephone, or personal visit to solicit payment.
Duties include receiving payment and posting amount to customer's account; preparing statements to credit department if customer fails to respond; initiating repossession proceedings or service disconnection; keeping records of collection and status of accounts.
Interview witnesses, complainants, and employers and research transactions and records to present investigation results and testify in court.
Evaluate circumstances of a case of suspected fraud and make recommendations about future measures.
Analyzed information and Evaluated results to choose the best solution and solve problems.
Experience
10+ Years
Level
Senior
Education
Master Of Divinity In Divinity
Sr. Loan Counselor Resume
Headline : Seeking for an ideal job as a Loan Counselor that will allow me to utilize my counseling skills and has potential for growth. Organized and maintained sales contact and reports for other sales activities during the whole loan process.
Skills : Data Entry, Processing, Electronic Payments, Inbound/Outbound Calls, Problem Resolution, Problem Resolution, Fundraising.
Description :
Addressed customer service inquiries in a timely and accurate fashion.
Gave accurate and appropriate information to answer questions, troubleshoot issues, and resolve complaints.
Demonstrated the appropriate ways of handling live phone calls for new hire training classes.
Demonstrated mastery of customer service call scripts within specified timeframes.
Maintained up-to-date records at all times.
Built customer loyalty by placing follow-up calls for customers who reported account issues.
Entered Customer information and submitted account adjustments requests i.e., repayment schedule changes and applied/ removed forbearances and deferments.
Processed repayment schedule changes as well as deferments and forbearances.
Experience
5-7 Years
Level
Consultant
Education
Bachelor Of Science
Loan Counselor Resume
Objective : Self-motivated professional highly proficient in developing creative solutions and implementing objective decision making. Maintains positive attitude and works hard to build team relationships. CORE QUALIFICATIONS Microsoft Office proficiency High customer service standards Excel spreadsheets Dedicated to process improvement Meticulous attention to detail Strong problem solving ability Time management Resourceful Self-starter.
Skills : Microsoft Office, Administrative Skills, Data Entry, Customer Service.
Description :
Responsible for acting as a liaison between customers and companies.
Assists with complaints, orders, errors, account questions, billing, cancellations', and other queries.
Resolve customer complaints via phone, email, mail, Use telephones to reach out to customers and verify account information.
Greet customers warmly and ascertain problem or reason for calling.
Assist with placement of grants, deferments, forbearances and consolidations.
Advise on company information, policies and procedures.
Take payment information and other pertinent information such as addresses and phone numbers.
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