Loan Officer Assistant Resume Samples

Loan Officer Assistants basically review the loan applications and take charge of completing various other administrative tasks as well. The job description of a Loan Officer Assistant depicts the following duties – checking loan details and requirements, preparing cost estimates for the borrowers, providing necessary information to parties, answering client’s doubts and queries, redirecting the issues to relevant departments, preparing letter of credit, preparing and distributing marketing materials, conveying complex loan details in simple terms to clients, managing the loan portfolio, making pre-qualification inquiry checks and calls to parties, reviewing the results and bringing it to the notice of the loan officer.

Employers seek Loan Officer Assistant Resume that demonstrates skills such as – proficiency with loan related software, strong organizational skills, negotiation abilities and a thorough knowledge of loan rules and regulations. Holding a high school diploma is sufficient to make an entry into this field, but resumes that embrace a previous experience as loan officer assistants’ hold better prospects.

Loan Officer Assistant Resume

Objective : Looking for a full time position in an environment that offers a greater challenge, increased benefits for my family, and the opportunity to help the company advance efficiently and productively.

Skills : Microsoft Office, Excel, Typing, Customer Service.

Description :

    1. Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing.
    2. Communicate with borrowers, processors, operations staff, closing attorneys, title companies, real estate brokers, etc. in an effort to expedite mortgage process.
    3. Communicate daily with Loan Officer on the status of loans.
    4. Assist processor with any difficult conditions.
    5. Answer customer inquiries relating to locked status, and loan application status to ensure quality customer service.
    6. Worked closely with team members in closing department, submitting complete application packages in a timely manner.
    7. Inputted data into database for automated processing of applications.
    8. Coordinate, create, track and distribute marketing materials.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS Finance


Loan Officer Assistant Resume

Objective : Creative and proactive professional with positive approach and desire for successful marketing career. A quick learner who can absorb new ideas and can communicate clearly and effectively with work colleagues and clients. Confident in ability to propose own ideas when appropriate, possessing strong initiative and drive to success.

Skills : Microsoft Office, Excel, Microsoft Word, Powerpoint, Typing, 10-Key, Photoshop, Snagit, Acrobat, Accounting, Billing, Customer Service.

Description :

    1. Filled-in, when possible, for the Loan Officer when they are unavailable.
    2. Answered the Loan Officer's phone, returned calls, and attempted to find answers to the customers' inquiries by coordinating with the Loan Officer, Processor, Underwriter and Closer.
    3. Verified loan documents, ultimately preparing the application for submittal to underwriting.
    4. Reviewed file documentation and made sure all items needed were requested.
    5. Monitored the status of each file and ensured accurate and efficient processing through closing.
    6. Obtained borrower applications and pre-qualified applicants - presented and reviewed with senior loan officer.
    7. Completed and reviewed required forms with borrower - collected documentation and fees and submitted to underwriting.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS Marketing


Loan Officer Assistant Resume

Objective : An accomplished and results-driven professional with broadly diverse expertise, encompassing procurement, accounting, customer service, vendor relations, mortgage operations, loan processing, asset management, as well as bidding.With a solid commitment to excellence, contributes to the success and profitability of a company.

Skills : Mortgage Builder, Encompass, SoftPro, Citrix, Easy.

Description :

    1. Acts as key contact for customer needs via telephone, email, and mailing.
    2. Assist processor with submitting mortgage loan application for underwriting approval.
    3. Holds responsibility for verifying and approving customer income and asset documentation.
    4. Receives, reviews, and completes setup of incoming residential loan applications, including loan type, loan amount, assets, liabilities, and length of employment.
    5. Obtained updated bank statements, flood certificates, and hazard insurance.
    6. Ensured settlement agents met eligibility requirements before submitting loan to closing.
    7. Attend regular pipeline meetings and system training updates.
    8. Performs detailed research on issues as related to federal and state laws.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Entry Level
Education
Education
B.S. In Communications

Loan Officer Assistant Resume

Objective : To obtain a challenging position which will utilize my experience and skills with an opportunity for continued development and advancement in the industry.

Skills : Microsoft Office, Excel, Typing, Customer Service.

Description :

    1. Maintain and follow up with all new and existing leads in a timely and accurate manner.
    2. Provides needs list of all items for a complete loan application.
    3. Prepares pre-qualification/pre-approval/commitment letters.
    4. Enter loan application information into the Encompass loan origination system.
    5. Understands and researches all investor guidelines and is up-to-date in any and all program Submits complete files to processing based on Investor and/or AUS requirements to get ready for submission to Underwriting.
    6. Communicates to loan team all information pertaining to client and/or property to meet file expectations.
    7. Responsible for once-a-week follow up calls/status calls to all parties involved in transaction (Clients, Realtors, Builder, etc).
    8. Tracks and manages new leads and follows up on referral business.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Associate

Loan Officer Assistant (Mortagage) Resume

Headline : An organized, proficient, and detail-oriented professional with more than 6 years of combined experience in mortgage and finance. Seeking position in banking, Administrative Assistant positions, mortgage financing, loan processing, loan origination, and research specialization.

Skills : Microsoft Office, detail oriented, team player, quick learner, self motivated, administrative experience, great customer service skills, great conflict resolution skills.

Description :

    1. Assists Loan Officers and Real Estate Agents in gathering documentation necessary to qualify borrowowers.
    2. Applies guidelines to specific loan programs to meet underwriting requirements.
    3. Schedules appointments with borrowers to assist them in signing of initial disclosures.
    4. Follows file timelines in order to close all transactions by Close of Escrow date.
    5. Works closely with all parties involved in loan process to ensure all Close of Escrow dates.
    6. Taking a lead role involving all parties to ensure closing loans by Close of Escrow date, allowing Loan Officer to go out and conduct more business for our team.
    7. Evaluate customer credit and financial data to determine eligibility and financing options
Years of Experience
Experience
5-7 Years
Experience Level
Level
Management
Education
Education
Diploma In General

Assistant Loan Officer Resume

Headline : Team player, self-starter and decision-maker. Outgoing, personable, and values making an impact. Thrives on interacting with others and successfully meeting company needs.

Skills : Customer Service Skills, Computer Skills, Communication.

Description :

    1. Assistant to regional manager of the local branch of mortgage business.
    2. Served as office manager in addition to handling all open mortgage files for the regional manager.
    3. Main point of contact for current mortgage loans in process, handling regular communication with borrowers and guiding them through the process from initial meeting to loan closing.
    4. Entered in sensitive client information to mortgage loan builder software for each loan.
    5. Collected all needed paperwork to put together a complete mortgage submission.
    6. Occasionally traveled with loan officers to realtor presentations to build rapport and establish new referral relationships.
    7. Maintained office supplies, cleanliness and general support for the small office.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BA

Loan Officer Assistant Resume

Summary : Looking for a full time position as an Loan Officer in an Financial environment that offers a greater challenge, increased benefits and the opportunity to help the company advance efficiently and productively.

Skills : Mortgage, Lending, Microsoft Office, Calynx Point, Accounting AP, Sales, Marketing, Finance, Costumer Service, Interpersonal Communications, Client Relations, Office Administration, Inventory, Negotiating, Bilingual-Spanish.

Description :

    1. Verified and examined information and accuracy of loan application and closing documents.
    2. Answered questions and advised customers regarding loans and transactions.
    3. Calculated, reviewed, and corrected errors on interest, principal, payment, and closing costs, using computers or calculators.
    4. Assembled and compiled documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
    5. Prepared and typed loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
    6. Recorded applications for loan and credit, loan information, and disbursements of funds, using computers.
    7. Contacted customers by mail, telephone, or in person concerning acceptance or rejection of applications.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
License In Property & Casualty

Senior Loan Officer Assistant Resume

Summary : 16 years in the mortgage industry with a wide variety of positions and experience. This background has allowed me to better serve the public and has enhanced my ability to communicate professionally with attorneys, appraisers, title companies, creditors and financial institutions.

Skills : Microsoft office software, Sales, Customer Service, Customer Relations, Teamwork, Office Administration, Marketing, Social Media Marketing, Social Media Management, Data Entry, loan programs for mortgage loans, Mathematics.

Description :

    1. Review Loan Application for completeness and accuracy.
    2. Pre underwrite loan file make sure all loan documents and TILA RESPA requirements are in the file.
    3. Contact closer for loan documentation go to closing to ensure loan closes accurately.
    4. Answer all incoming calls and perform front desk duties.
    5. Complete all verification of employment, contact employers to verify dates of employment and income review for accuracy with IRS Transcripts.
    6. Communicate with clients regarding the loan process and keeping clients informed of their loan status.
    7. Follow up with clients during and after the loan process.
    8. Gather needed material for loans files and any other duties as assigned by the Branch Manager.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BS Finance

Loan Officer Assistant Resume

Summary : To Pursue full time employment in the business industry, allowing me to exercise my learned skills, provide a culturally diverse working environment, and the opportunity for both personal and professional growth.

Skills : Microsoft Word, Microsoft Outlook, Softdent.

Description :

    1. Answered phones, maintained files for current and closed transactions.
    2. Ordered appraisals, worked with escrow and title company to help get loan closed on time.
    3. Worked with other departments within the company to ensure paperwork was in order.
    4. Some of the general office duties included, but was not limited to faxing, emailing, and copying.
    5. Printed appropriate loan flyers related to my loan officer and their prospective realtors.
    6. Assisted clients with the early process of applying for a loan.
    7. Communicated several times each day with my loan officer to assist him in all aspects of the loan to ensure a timely and successful close of escrow.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
B.A.

Loan Officer Assistant Resume

Summary : Dedicated Professional with 8 years of client interface, sales, accounting and administration experience. Highly motivated to maintain customer satisfaction and compliance. Undertakes complex assignments and complies with tight deadlines. Easily adapts to changing priorities & maintains a positive attitude with a strong work ethic. Possesses practical knowledge in challenging environments and contributes with a superior, positive and eager urgency to thrive in a fast-paced setting.

Skills : Mortgage, Lending, Microsoft Office, Calynx Point, Accounting AP, Sales, Marketing, Finance, Custumer Service.

Description :

    1. Responsible for reviewing files for adherence to underwriting standards and ensuring completeness of submission.
    2. Contacts borrower and/or mortgage broker to collect necessary documentation and act as a liaison between origination staff, underwriters, and customers.
    3. Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing.
    4. Send and collect 1003, disclosures and supporting documentation from customer for completion and signatures.
    5. Prepare and submit loan application to processing, resolve file issues, conversations with customers, vendors and referral partners.
    6. Answer customer inquiries relating to locked status, and loan application status to ensure quality customer service.
    7. Resolve file problems, bottlenecks and qualifying issues throughout production and underwriting process.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Diploma

Loan Officer Assistant Resume

Objective : Seeking a challenging position in a well established organization, that will utilize my skills and enhance my capabilities further.

Skills : Bilingual, Ability to work in a fast-paced environment, Proficiency in Microsoft Office, people skills, Effective communication, phone, email, face to face, in English and Spanish.

Description :

    1. Review loan application to determine the completeness of all documents and help verify the borrower's qualification for specified loan product.
    2. Maintain Loan Officer pipeline management and reporting to all loan officers, keeping close track of all file progress with processor team Advise loan officer of any deficiencies or missing supporting documentation for files.
    3. Work with escrow to obtain all items necessary for disclosure.
    4. Estimated fee's, preliminary title report, closing protection letter, earnest money deposit, and wire instructions.
    5. Prepare files upfront disclosures in compliance with TRID (all applicable for file) Prepare file for initial disclosures, order appraisal and run credit.
    6. Package and submit complete files to processing team through Encompass program.
    7. Upon receipt of loan approval, works with the loan officer, loan processor, and escrow officer to clear all prior to doc conditions and funding conditions.
    8. Help confirm loan document requests with loan processor.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Certificate

Loan Officer Assistant Resume

Objective : Enthusiastic Loan Officer Assistant who provides excellent customer service throughout the loan origination process. Computer-savvy, professional and detail-oriented. Dependable and successful in building a loyal customer base.

Skills : Payroll, Accounts Payable, Accounts Receivable, Social Media, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, PC Lender, Notary Public, NoteSmith, Quickbooks.

Description :

    1. Assists with the collection of documentation and processing of customer applications for residential real estate loans.
    2. Set up loan files and collect and review documents related to applicant's financial status, credit and property evaluation prior to submission to processor/underwriter for verification and recommendation.
    3. Correspond with or interview customers and/or creditors to resolve questions regarding application information.
    4. Request property appraisals, applicant credit reports, background checks, reference checks and other information pertinent to customer's loan application.
    5. Communicate with RE brokers, appraisers and/or attorneys as needed; some face to face customer interaction as well as phone and e-mail contact.
    6. Involved in marketing efforts as directed by Loan Officer.
    7. Pull old applications from system to send information regarding last refinance, if applicable (rate, program, loan amount, FICO, etc.).
    8. Create a file in PC Lender, obtain signed credit authorization and pull credit report.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
High School

Loan Officer Assistant Resume

Objective : Knowledgeable and innovative finance, and sales professional whose success is based on integrity, exponential customer service, efficiency and ambition.

Skills : Expert Real Estate Transaction Coordintor and Administrative.

Description :

    1. Completed 1003 loan applications for all borrowers and provided a preapproval letter with pertinent information.
    2. Facilitated the processing, underwriting and closing of mortgage loans while managing several tasks and deadlines concurrently to ensure loan time frames were met.
    3. Worked closely with internal loan officer and communicated with borrowers, processor, title companies, and underwriting.
    4. Compile information and or documents such as income and employment verifications, appraisals, title work, flood certifications, homeowners/flood insurance, and credit reports.
    5. Set up and reviewed mortgage loan files to ensure completeness and accuracy of information on forms/applications prior to submitting for processing.
    6. Helped the loan processing team stay organized by tracking progress of loans in the pipeline and providing timeline updates as necessary.
    7. Performed routine clerical tasks such as answering phones, provided backup for receptionist duties; scheduling appointments and maintaining calendars, typing reports, and scanning and printing.
    8. Perform research at various county tax websites to establish tax information accurate debt to income ratio.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
B.S.

Loan Officer Assistant Resume

Objective : Administrative and strong customer service experience, within the areas of banking, residential construction, international consumer foods, IT placement services, and also business ownership. Served as the primary point of contact and liaison between customers, management and vendors.

Skills : Microsoft Office, Research, Bilingual: English and Spanish, Analyzing Data, Program Assessment and Evaluation, Planning, Tutoring and Advising.

Description :

    1. Administrative assistance in obtaining and compiling loan applicants' credit histories and financial information.
    2. Worked with information of a confidential and sensitive nature.
    3. Handled customer questions and inquiries; took action to resolve any issues.
    4. Ordered and reviewed appraisals and title work from various sources.
    5. Designed and implemented an e-mail template to correspond with the client, realtor, appraiser and title company any pertinent information regarding the file in process.
    6. Conducted a weekly update with loan officer to review the status of all files, and set up closings with title company.
    7. Attended classes/seminars regularly to stay current on Lender, FHA and VA guidelines for loan qualification purposes.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Junior
Education
Education
Certificate

Loan Officer Assistant Resume

Objective : Accomplished sales professional with over ten years experience and proven ability in prospecting, managing customer relationships, and closing sales is seeking a part time position to supplement income.

Skills : Loan, Mortagage, Finance, Sales.

Description :

    1. Speak with applicants to determine financial eligibility for loans and request specified information.
    2. Meet with clients to complete necessary documents.
    3. Follow up with clients at all times, keeping them informed of the loan process.
    4. Accurately obtain & review applicant's credit history.Daily illustration of excellent customer service skills with clients and applicants to ensure client retention.
    5. Counsel applicants on loan repayments policies and restrictions.
    6. Ensure loan applications are complete and correct.
    7. Ensure files move through processing and closing in a timely manner.
    8. Analyze potential loan markets to find opportunities to promote loans and financial services.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Finance