Loan Documentation Specialist Resume Samples

A Loan Documentation Specialist is a professional who is specialized in gathering loan documents that are needed for loan approval. The description includes compiling the loan documents, reviewing and arranging them according to the requirements. A Loan Documentation Specialist Resume gives an insight of some chief duties carried out by these specialists – preparing loan documents for all loan types, ensuring compliance with standard policies and principles, coordinating with various officers and attorneys, analyzing pertinent documentation, carrying out verification process, providing assistance in reviewing and maintaining all credit files and processing advances and disbursements.

Skills that determine success in this career include – exemplary customer service skills, detail-orientation, a good level of experience in handling varying loan products, ability to handle confidential data in a professional and ethical way, familiarity with lease documents and entity documents and prior work experience. To qualify, candidates will need an educational background in Economics, finance or business administration.

Loan Documentation Specialist Resume example

Loan Documentation Specialist Resume

Headline : Loan Documentation Specialist with 7+ years of experience, an expert in enhancing business value and leading strategic market research in the pursuit of venture capital initiatives and highly effective mergers and acquisitions.

Skills : Customer Service Skills, Data Entry, Trainer.

Description :

    1. Processed all posting activity to the Bank's general ledger accounts for the loan portfolio which covers all activity from new loan booking, and REO processing.
    2. Provided back up for recording new loans and renewals and maintaining original documentation files according to the procedure.
    3. Interacted with Bank's date processing center/provider to manage daily loan activity and coordinate system data with loan approvals and boarded loans.
    4. Assisted with processing and maintaining systems for collateral perfection, control, and filing according to procedures.
    5. Managed documentation follow-up, which includes UCC filing supervision, insurance follow-up, centralized documentation maintenance, and recording.
    6. Assisted loan officers and loan assistants in activities such as loan extensions, interest calculations billings, payment processing, and general loan system.
    7. Analyzed credit authorizations for consumer and commercial loans for data entry into the loan processing program.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BBA


Loan Documentation Specialist I Resume

Objective : Seeking to excel in a position within the mortgage/bank industry with hard work and dedication using knowledge and skills helping the company grow while establishing a successful career.

Skills : Microsoft Excel, Powerpoint, Office Management, Encompass, LaserPro.

Description :

    1. Generated complete loan packets for signature for loan officers (promissory notes, guarantees, security agreements, deeds of trust, etc.).
    2. Responsible for booking loans into the database correctly.
    3. Processed paid/closed loans, release collateral (terminate UCC, sign over vehicle titles, record reconveyances).
    4. Responsible for performing loan documentation duties on complex Mortgage/Real estate loans to ensuring compliance with Company policies and regulations 
    5. Managed assigned pipeline and coordination of loan closings.
    6. Performanced in a high-production environment with the ability to manage time and organizational skills.
    7. Responsible for boarding a minimum of 100 unsecured or vehicle secured loans on a daily basis.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Diploma


Mortgage Loan Documentation Specialist Resume

Objective : Professional Loan Documentation Specialist in search of a highly established firm that will allow further boost career in this field.

Skills : Accounts Payable, Banking, Finance, Loan Processing.

Description :

    1. Completed appropriate organizational and government forms.
    2. Printed final loan documents to the appropriate lending officer.
    3. Submitted signed loan packages to the appropriate department for close and booking when received back from the lender.
    4. Reviewed the database to ensure all items were correctly updated.
    5. Forwarded original notes to Credit Admin for filing.
    6. Ensured documents meet all regulations order supporting documentation from outside vendors that include flood determinations, title work, and appraisals.
    7. Created, prepare and review loan documents for consumer and commercial loans.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BBA

Loan Documentation Specialist I Resume

Objective : Diversified experience in mortgage lending and reception. Developed interpersonal and communication skills, having dealt with a diversity of professionals, clients, and staff members. Adapt easily to new concepts and responsibilities.

Skills : Documentation, Management Experience, Accounting, Audit, Origination.

Description :

    1. Assisted lenders by preparing the approval document, collecting updated financial information & pulling credit reports.
    2. Responsible for drawing documentation from 10 minutes to 24-hour notice and closing loans through email or the actual loan files with 10 minutes to 24-hour notice.
    3. Maintained an email joint box supporting over 20 branches throughout the city.
    4. Verified approved loan packages from Loan Committee and Board.
    5. Reviewed, completed loan packages against system data and company policy. 
    6. Communicated with loan officers to obtain missing information and resolve exception processing issues.
    7. Maintained highly confidential and sensitive collateral files, both electronically and in hard copy.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
BBA

Loan Documentation Specialist/Director Resume

Objective : Job where one can put skills and abilities to work and become part of the work team once again. Also, goal-oriented and consistently seeking opportunities for growth and increasing knowledge.

Skills : Strong Verbal and Written Communication, Data Entry, Leadership Skills, MS Office.

Description :

    1. Inspected files for proper insurance coverage and documentation.
    2. Communicated with staff, customers/clients, realtors, brokers, counsel, title companies, etc
    3. Prepared all types of loan documentation requests in a centralized environment.
    4. Included identification of HMDA reportable loans, early disclosures, ordering of flood, appraisals and title work for the real estate loan requests.
    5. Assured compliance with bank lending policies and procedures and regulatory requirements.
    6. Handled all customer service opportunities (both inhouse and outside customers) accurately and professionally.
    7. Verified all documents (inhouse prepared and attorney-prepared) meet policy and regulatory compliance guidelines before and after they are delivered for the closing.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
BBA

Jr. Loan Documentation Specialist Resume

Summary : A conscientious and determined person, diligent detail-oriented able to balance competing priorities and tight deadlines. Committed to provide the highest level of team leadership and growth.

Skills : Problem Solving, Supervisory, Communication, Banking, Organization, Loan documentation, Customer Service.

Description :

    1. Ensured all loan data is properly entered into the core system during the interface upload process.
    2. Identified exceptions (financial, collateral, policy) and add to the tracking systems at the upload of new / renewed notes.
    3. Reviewed the document to make sure it does in fact satisfy the issue and remove an item completely or establish follow up ticklers as necessary.
    4. Ensured the timely and accurate packaging of all loans originated by our loan officers.
    5. Gathered information and take each file from pre-approval to closing.
    6. Input proper loan information into the system for processing.
    7. Responsible for ensuring that all loan documentation is complete, accurate, verified, and complies with company and FSA policies and guidelines.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
HS

Loan Documentation Specialist II Resume

Summary : To obtain a challenging position that allows utilizing current skills to assist in advancing a business that offers a stable employment opportunity. Also eager to learn new skills and business and technological advancements.

Skills : Order Management, MS Office, Records Management, Data Entry.

Description :

    1. Verified loan documents including income, credit, appraisal, and title insurance.
    2. Reviewed file documentation and make sure all items needed are requested.
    3. Responsible for the collection and verification of relevant documents to help clients' loan close by the projected deadline date.
    4. Interacted closely with lenders, loan assistants, and legal departments to support the servicing of new and renewed loans.
    5. Responsible for processing contract fundings in accordance with all state and federal regulations as well as company policies and procedures.
    6. Reviewed approved applications and contracts to ensure stipulations and conditions have been met and are in adherence to company policy.
    7. Ensured appropriate signatures have been obtained and correct data input errors and omissions.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Associates

Loan Documentation Specialist III Resume

Summary : Seeking to obtain a position allowing utilize skills in communication and experiences in customer service. Also, goal-oriented and consistently seeking opportunities for growth and increasing merchandising knowledge.

Skills : MS Office, Operation, Loan Documentation, Budget Management.

Description :

    1. Matched incoming contract documents to approved applications and enters data into the credit revue system.
    2. Analyzed various pay stubs and tax returns to determine the satisfaction of income verification stipulations.
    3. Interacted professionally with dealers, customers, and other vendors to obtain missing or invalid information and documentation.
    4. Obtained and reviews documentation for accuracy and authenticity.
    5. Reviewed loan documents to ensure documentation is approved and in compliance with regulations and company policy.
    6. Determined if additional actions are required to perfect the bank's lien position or compliance with regulatory requirements.
    7. Recorded deeds of trust, assignment of rents and leases, modifications, vehicle titles, boat, and marine vessel titles and planes titles to perfect the bank's lien position.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BS

Associate Loan Documentation Specialist Resume

Headline : An enthusiastic, dependable worker seeking a professional position that will allow utilizing an Associate's Degree. Furthermore, seeking a position where one could assist coworkers, and help as much as one can to make a better, safer and more efficient department.

Skills : Data Entry, Records Management, Team Player, Leadership Skills.

Description :

    1. Performed accurate general ledger transaction.
    2. Conducted reviews of perfected loan documents to verify accuracy and compliance with regulations and bank policy.
    3. Provided back-office customer service support to internal and external customers including completion of systems updates and documentation completion.
    4. Performed functions using a variety of banking and lending system applications.
    5. Maintained knowledge of changes in lending policies, procedures, and regulations.
    6. Utilized loan origination system to document decisions through loan closing and post-closing tasks, as well as, documented periodic reviews and risk rating changes at least annually.
    7. Met expected service levels related to due diligence, closings, and periodic review requirements.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Diploma

Lead/ Loan Documentation Specialist Resume

Objective : Loan Documentation Specialist with the ability to create highly profitable programs through marketing, training, and partner relationships. With solid experience managing all levels of multiple projects including budgeting and administration.

Skills : Operation Management, Budget, Accounting, Documentation, MS Office.

Description :

    1. Communicated with and coached branch staff and new business members through the due diligence, loan closing, and periodic review procedures.
    2. Responded to business lending phone and email inquiries from internal departments.
    3. Developed and maintain subject matter expertise in preparing and reviewing loan documents using Laser Pro.
    4. Developed and maintained subject matter expertise in due diligence tasks, such as title work, appraisals, environmental reports, UCC searches and filings, and recordable documents.
    5. Worked with lending operations to ensure loans are properly booked and managed.
    6. Contributed to the Corporate Banking team goals as it relates to revenue growth, portfolio growth, asset quality, and compliance.
    7. Responsible for processing loan applications in compliance with the company policies, meeting investor guidelines and demonstrating lending strategies.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
BA

Loan Documentation Specialist Resume

Headline : Professional Loan Documentation Specialist with 5+ years of experience, is now in search of a highly established firm that will allow to further boost a career in this field.

Skills : MS Office, Record Keeping, Time Management, Communication Skills.

Description :

    1. Reviewed new loan application requests for the presence of necessary documents and forms.
    2. Reviewed closed loans for compliance with government-approved regulations and policies.
    3. Liaised with lenders and legal departments on issues related to mortgage and loans.
    4. Received, organized, distributed, and monitored all incoming loan files and documents.
    5. Ordered all required verification, documentation and follow-up activities related to loan processing and closing.
    6. Replied to clients' queries and requests related to loan product information and loan procedures.
    7. Secured proper signatures on loan documents and input loan information into the database system.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Associate