Loan Manager Resume Samples

A Loan Manager works for financial institutions and takes responsibility for reviewing loan applications, determining approval status and overseeing the loan department operations. The most common work activities seen on the Loan Manager Resume include the following – consulting customers about policies, and procedures; approving loans after performing credit checks, forwarding applications for manager approval; evaluating creditworthiness by processing loan applications; interviewing applicants to determine financial eligibility; determining applicable rations and metrics; justifying decisions – approval or rejections; updating job knowledge on various types of loans, and updating account records.

Those interested in this career should highlight on the resume the following skills – familiarity with computers and banking application and software; solid understanding of direct and indirect lending products and practices; and sales competencies. A degree in finance or economics is commonplace among job applicants.

Loan Manager Resume example

Loan Manager Resume

Summary : Ensures the appropriate borrower communications are scheduled and sent to meet regulatory guidelines. Produces and maintains concise reporting on all release schedules and information.

Skills : Microsoft Office Suite, Word, Excel, Numerous Data Entry Systems.

Description :

    1. Directed all aspects of loan operations for a diverse clientele.
    2. Cultivated positive and enduring relationships with private investors and borrowers.
    3. Solicited private individuals using media advertising and referrals to make investments in the portfolio.
    4. Played a key role in growing the first $100 million real estate investment fund.
    5. Secured over $1 million of profit during the first year of tenure.
    6. Garnered a high level of attention for the new investment model that used investment fractionalization to reduce risks while providing a high rate of return.
    7. Coached customers on the benefits of the restructured financing by reducing payments for customers with excessive debt and poor credit.
    8. Assisted customers in rebuilding credit histories and improving debt management skills.
    9. Supervised and coached 15 team members in coordinating deals from inception to funding and portfolio placement.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor Of Arts


Sr. Loan Manager Resume

Summary : Extensive experience in all facets of the lending/collecting/marketing paradigm. Knowledge of current banking regulations and compliance procedures. Lending experience with Community Banks, Commercial Banks, Credit Unions and Savings & Loan.

Skills : Sap, Peachtree, Excel, Microsoft, Effective Communication.

Description :

  • Managed daily meetings to go over daily numbers, customer issues updated training and new products.
  • Participates in the acquisition of data mapping sessions.
  • Ensures the appropriate borrower communications are scheduled and sent to meet regulatory guidelines.
  • Produces and maintains concise reporting on all release schedules and information.
  • Maintains appropriate files by transfer or acquisition, which contain relevant information relating to the sale and transfer.
  • Coordinates conference calls between all involved parties to ensure efficient loan acquisitions and releases and acts as the empowered point of contact between all parties.
  • Tracks delivery of required transfer reports and distributes to appropriate servicing teams.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Associate Of Science


Jr. Loan Manager Resume

Headline : Processes loans in adherence to product guidelines and company standards. Acts as a liaison between the loan officers, customers and various departments throughout the company.

Skills : Customer Service, SAP, Excel, Accounting.

Description :

    1. Organized documents, maintained and managed client files.
    2. Hand communicating with clients, including having difficult conversations and reviewing sensitive information.
    3. Reviewed financial documents to calculated incomes to determine true figures for eligibility as well as reviewing and pulling credit reports.
    4. Knowledge of Mortgage Programs and products including basic necessary documents needed to collect and knowledge of Mortgage documents needed for signing.
    5. Knowledge and success with scheduling and maintaining organization for an office including over 4 years of familiarity with Microsoft Outlook.
    6. Setting appointments with confirmations Over 4 years' experience with client/data collection and having those sensitive conversations for comfort to collect that type of information.
    7. Database management Knowledge of reviewing documents for validity Ability to maintain composer and calmness during stressful, busy situations.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Diploma

Loan Manager III Resume

Objective : Loan Manager offering 15 years of research, auditing, compliance, problem solving/conflict resolution and customer service experience. Deals with internal and external customers at all levels via telephone and email, to ensure successful communication.

Skills : Communication, Interpersonal, Research, Planning, Scheduling, Organizational And Management.

Description :

    1. Coordinated the underwriting, scheduling and closing of wholesale mortgage loans.
    2. Liaison and direct contact between the Account Executives, Underwriting and Closing departments.
    3. Managed a pipeline of mortgage loan brokers providing direct customer service and support.
    4. Answered scenario questions regarding pricing, programs and products.
    5. Obtained loan approval conditions and verified all documents for accuracy.
    6. Verified employment, assets and tax documents of mortgage borrowers.
    7. Issued final approval, reviewed settlement statements and pre-closing documents.
    8. Performed SSN checks on loan applicants and ordered market analysis reports.
    9. Direct contact for loan inquiries, status and provided resolution to closings and other customer service issues.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor Of Science

Loan Manager II Resume

Summary : Leads and oversees activities of a loan production, loan servicing, commercial or real estate construction loan team which may include a large single business function or multiple business functions.

Skills : Communication, Interpersonal, Research, Planning, Scheduling, Organizational And Management.

Description :

    1. Managed a pipeline of mortgage loan brokers providing direct customer service and support.
    2. Answered scenario questions regarding pricing, programs, and products.
    3. Obtained loan approval conditions and verified all documents for accuracy.
    4. Verified employment, assets and tax documents of mortgage borrowers.
    5. Issued final approval, reviewed settlement statements and pre-closing documents.
    6. Performed SSN checks on loan applicants and ordered market analysis reports.
    7. Direct contact for loan inquiries, status and provided resolution to closings and other customer service issues.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business Administration

Loan Manager I Resume

Objective : An experienced and dedicated Loan Manager with strong interpersonal, analytical and organizational skills. Enjoys working in a fast-paced environment that demand attention to detail, patience, understanding and product knowledge.

Skills : Supervisor, Management, Microsoft Applications, Record Keeping, Customer Service.

Description :

    1. Participated in reviewing loan information with a customer at the close of the sale.
    2. Reiterating the loan expectations to customers regarding payments and communication.
    3. Making sure that quality service was being given.
    4. Focus on building trust with the customer to help ensure open lines of communication, by speaking with customers when payments were made in the office and on the phone.
    5. Communicated accurate payment information to the customer to keep account current.
    6. Answered any account questions regarding their loan.
    7. Assisted with questions pertaining to extensions and payment deferments.
    8. Conducted Quality Assurance on representative's phone calls to customers.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Computer Science

Loan Manager/Coordinator Resume

Summary : Hard Working, dependable, accounting specialist. Quality Control & Focus, Strong Problem Solving Ability, Solid Listening & Phone Skills, Sound Ability to resolve Daily Task & Issues, Multitasking. Demonstrate experience in independently leading small moderate project management processes.

Skills : Proficient In Encompass, GUS, FHA Connection, DU, LP.

Description :

    1. Worked as a customer service rep for Mortgage Company, did cold calls for sales, answer phones, and took client information.
    2. Put client information in the system and creating new files.
    3. Created loans for clients, meet with clients to explain the loan process and sign loan documents.
    4. Worked with Loan Processors, Lenders, and Appraisers in the mortgage industry.
    5. Worked with Processing, Lenders, and helped with all training.
    6. Prepared and finalized all loan documentation, title paperwork, and lien issuance.
    7. Resolved customer complaints Assisted in daily operations Processed.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Business

Loan Manager/Representative Resume

Summary : Consistently achieve record-high customer satisfaction rankings, and performance evaluations. Respected builder and leader of customer-focused teams Shared enthusiastic commitment to customer service and childcare as a key driver of company goal attainment.

Skills : Customer Service, Customer Relations, Internet Research, Management, Team Building, Team Management.

Description :

    1. Promoted to manager position to train approved loans, and supervised 6+ customer service reps and loan processors.
    2. Fostered an environment in which clients received high levels of service and provided clients with cash in their time of need.
    3. Collaborated closely with the company lawyer with the repo accounts that had been sent to court.
    4. Enhanced employee's performance and helped build a motivated workforce.
    5. Worked closely with the customers to help them get out of delinquent status by offering payment arrangements, and discounts towards their loans to help them get current.
    6. Assist with entrance and exit counseling sessions.
    7. Assists students and parents with all questions relating to completing the steps required to obtain education loans, e.g. federal and private
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Criminal Justice

Loan Manager/Executive Resume

Objective : An experienced and dedicated Loan Manager with strong interpersonal, analytical and organizational skills. Enjoys working in a fast-paced environment that demand attention to detail, patience, understanding and product knowledge.

Skills : Customer Relationship Management, Collections, Management, Cash Management, Visual Merchandising.

Description :

    1. Participated in reviewing loan information with a customer at the close of the sale.
    2. Reiterating the loan expectations to customers regarding payments and communication.
    3. Focus on building trust with the customer to help ensure open lines of communication, by speaking with customers when payments were made in the office and on the phone.
    4. Communicated accurate payment information to the customer to keep account current.
    5. Answered any account questions regarding their loan.
    6. Assisted with questions pertaining to extensions and payment deferments.
    7. Conducted Quality Assurance on representative's phone calls to customers.
    8. Coached on areas that need improvement along with re-visited training material to help maintain excellent customer relations.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Computer Science

Loan Manager Resume

Summary : To utilize professional acquired expertise, creative talents and commitment to excellence to secure a position where strategic planning and decision making skills will be fully utilized.

Skills : Dispute Resolution, Retention, Professional Negotiator, Training, Development.

Description :

    1. Processed Conventional and FHA loans per lenders guidelines using underwriting software's DU/LP.
    2. Issued pre-approvals letters with loan conditions.
    3. Gathered conditions from loan officers and or customers for finial loan submission to the underwriter.
    4. Confirmed dates for loan closings, generated and submitted closing documentation to a title company for closing.
    5. Ordered closing funds by wire and or check.
    6. Followed up on funding of loans, and prepared loans to be sold to investors.
    7. Determined staffing requirements, and interviewed, hired and trained new employees, or oversaw those personnel processes.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Secretarial Science