A Loan Operations Specialist will work for the financial sectors like banks, credit unions, or mortgage companies and take charge of reviewing and processing loan documents to ensure accurate completion. The primary accountabilities listed on the Loan Operations Specialist Resume include – processing loan documents, identifying and detecting paperwork, performing payments and adjusting balances, updating and capturing interactions in software systems, communicating with lawyers and borrowers to facilitate loans; and providing applicants with disclosure paperwork.
At the job, the following skills and abilities will be needed – a thorough knowledge of loan processes and products, computer competencies, knowledge of laws and regulations pertaining to the field, working knowledge of purchase contracts, lease agreements and entity documents; and ability to juggle between multiple tasks. An Associate’s or bachelor’s degree in a financial field along with relevant work experience is normally required for this occupation.
Summary : To obtain a position that will utilize skills and knowledge. Advancement opportunities that will enable to make a positive contribution to the company.
Skills : Banking, Customer Service Skills, Clerical.
Description :
Research county websites for mortgage recordings.
Prepare satisfactions of mortgages to have liens removed from properties.
Prepare lien releases for autos, mobile homes and airplanes.
Prepare tickets for advancements to increase customers' line of credit.
Ability to work with different personalities in a respectful and professional manner.
Process requests in regards to mortgages, automobiles, unsecured, commercial and CD loans.
Focused on serving small businesses, middle-market companies, and retail customers.
Experience
10+ Years
Level
Senior
Education
Diploma
Loan Operations Specialist/Analyst Resume
Objective : Diversified experience in financial, retail, and production industries. Ability to maintain high speed and accuracy while meeting or exceeding rigid deadlines. Effective in working in highly stressful environments. Proven ability to adapt and learn new procedures.
Skills : Customer Service.
Description :
Reviews and processes daily settlement for participation loans.
Creates and Reviews loan documents for commercial loans and insert necessary information as approved Process consumer Real Estate and non-Real Estate loans staying within compliance and the loan outline given by the Loan Officer.
Monitors completes distributions and perform annual analysis on escrow accounts Performs a variety of clerical duties.
Orders appraisals and flood certifications Answers phones and schedules meetings Answer customer inquiries concerning loan processing and other bank related information.
Cross-sells bank's products and services as appropriate.
Obtains various financial statements, insurance policies, and other requested loan documentation.
Assists in the monitoring, tracking, and clearing of loan exceptions.
Experience
2-5 Years
Level
Junior
Education
Diploma In Graduate
Loan Operations Specialist/Supervisor Resume
Summary : To obtain a position within a reputable company where can use skills and grow with the company. Loan operations specialists are responsible for the management of an individual loan portfolio.
Process loan documentation request from internal and external customers.
Led and completed several special projects in loan operations as needed by management.
Assisted in training associates on several research functions such as Mainframe, Imaging, and Loan Document request systems and the process of how to perfect and track mortgages.
Implemented and managed the Collateral Perfection file and title vault.
Process exception clearing document request for internal real estate and non- real estate processors.
Review & Process unperfected mortgages and send to designated counties to be recorded with a 0 percent reject average.
Assisted flood and hazard insurance when requested.
Responsible for Excel transmittal to USR Unresolved Error Report Familiarity with all documents while sorting for UCC, Title and Mortgage Department.
Experience
10+ Years
Level
Senior
Education
Diploma
Loan Operations Specialist/Supervisor Resume
Headline : To obtain a position with a company that will enable to use strong organizational and computer skills, educational background, and ability to work well with people.
Skills : Microsoft, 10 Key By Touch, Excel, Powerpoint.
Description :
Proficient in IBS insight and IBS teller insight, laser pro, document generator, validation and discounting.
Significant experience with uploading dealer loans, retail loans and mortgage loans while understanding key components for accuracy to the host.
Primary up loader for mortgage loan set up.
Validate that loans are in compliance with Bremer Guidelines.
Developed and verified procedures for mortgage loan set up.
Challenge myself to become proficient in various areas of loan operations including upload (mortgage, dealer, and retail), participations, and SRM cases.
Quickly adapted to changes and challenges with minimal training while taking on participations with no clear instruction.
Resolved issues regarding confusion around participation payments and clearly communicated the correct amount to be applied.
Experience
5-7 Years
Level
Executive
Education
Healthcare Sales
Lead Loan Operations Specialist Resume
Headline : Seeking to continue my professional career and vocation in the Human Services/Social Services field. Strong interpersonal skills, with the ability to interact and work with individuals with a broad spectrum of abilities, backgrounds, and personalities.
Skills : Loan Operations, Management, Administrative Support, Communicates Well Orally And In Writing, Desktop Publishing.
Description :
Monitor and process all escrow functions for mortgage loans.
Process loan payment corrections as necessary; loan extensions; renewals; due date changes and other officer-requested maintenance changes.
Prepare monthly reports for the borrowing capacity of certain commercial customers.
Responsible for daily review of loan maintenance completed by other staff as required by SOX, for the prevention of fraud.
Handle sensitive, private information on a daily basis.
Work with FileServe Premier/Navigator core processing software; Laser Pro document origination software; Microsoft Office (Word, Excel, Outlook); multi-line phone; fax; copier; scanner.
Interacting with the branch Managers and data entry.
Experience
5-7 Years
Level
Executive
Education
Certificate In Education
Loan Operations Specialist/Coordinator Resume
Summary : Data Analyst with several years of banking experience in many operational areas. Detail oriented with strong analytical and problem solving skills. Excellent written and verbal communication skills as well as outstanding computer skills.
Skills : Problem solving skills and ability to prioritize.
Description :
Prepares annual reports concerning the status of the loan collection office and uncollectible accounts.
Analyzes delinquent loans, and determines when legal action must be taken, or collection agencies utilized.
Submit applications to credit analysts for verification and recommendation.
Handle customer complaints and take appropriate action to resolve them.
As well as negotiate payment arrangements with customers who have delinquent loans.
Work with clients to identify their financial goals and to find ways of reaching those goals.
Market bank products to individuals and firms, promoting bank services that may meet customers' needs.
Understands and abides by state and federal regulations regarding collection practices as well as First Charter policies and procedures.
Experience
7-10 Years
Level
Management
Education
B.A. In Electronics Engineering
Loan Operations Specialist/Processor Resume
Objective : Self-motivated office manager with more than 10 years of experience in financial industry. Looking for fulfilling and rewarding administrative, financial role. Possess strong analytical and technical skills.
Serviced, boarded, and maintained all loan types, established and maintained relevant loan and work files.
Processed loan payments and necessary loan payment transfers.
Completed interest and payment calculations.
Ordered and audited flood certifications, title works, UCC searches, insurance certificates and other necessary vendor work to ensure requirements set forth by policy are met.
Communicated with lenders to coordinate closing and funding details.
Boarded all consumer loans onto host system Balanced all secondary market transactions Handled all flood insurance policies Reviewed loan files for accuracy.
Daily balancing and processing of loans.
Filed proper paperwork for perfection on loan collateral with the proper governmental agencies.
Experience
2-5 Years
Level
Junior
Education
Bachelor's In Economics
Loan Operations Specialist/Manager Resume
Summary : To gain employment with a company or institution that offers a consistently positive atmosphere to learn and implement new business methodologies and technologies for the betterment of the organization.
Ensure that loan agreements and loan files were complete and accurate according to policy.
Coordinate with outside parties along with loan assistants on documents such as appraisals, title work, surveys, and flood documentation.
Audit loan documentation with collateral as real estate.
Safeguard documents to guarantee proper security procedures are followed.
Confirm that loan documentation complies with FDIC regulations and Bank policy.
Coordinate loan reviews for Federal Home Loan Bank.
Verifies that the legal description associated with the title documentation and mortgage documentation is consistent.
Experience
7-10 Years
Level
Management
Education
B. S. In Business Administration
Loan Operations Specialist/Consultant Resume
Objective : Seeking employment with a company in which can display strengths and continue to grow professionally. Provide customer service skills and abilities to customers by giving the most satisfaction of services according to the customer needs, obligations of the company, and meeting the expected customer service goals.
Skills : Excel, Microsoft Office, Microsoft Outlook.
Description :
Assisted with system-related projects as needed including but not limited to conversions/acquisitions, branch payment processing, changes in system processing.
Provided quality controls of all new, renewed, extended, or modified loans input by performing note audits.
Monitored workflow and system input to help insure compliance with departmental procedures.
Monitored workload in order to maintain adequate staffing to efficiently process the daily workload smoothly and meeting deadlines.
Office related duties including answering phones, directing calls to the appropriate person or department.
Prepared payoff quotes and applied as needed.
Processed Customer Payment such as residential and commercial.
Experience
2-5 Years
Level
Junior
Education
Associates In Management
Loan Operations Specialist/Administrator Resume
Objective : Senior Loan Operations Specialist with proven experience in data management and processing information for multiple customer accounts including mortgage loan processing. Detail oriented, self-managing subject matter expert in Loan Operations.
Skills : Knowledge Of Mortgage Industry And Residential Loan.
Description :
Prepare commercial and consumer loan documentation according to approved loan terms and bank policy.
Book new loans within the Bank's core system.
Process funding and advances for new and existing loans Perform maintenance tasks on existing loans within the Bank's core system.
Verify completion and integrity of credit files prior to funding.
Reconcile applicable general ledger accounts Perform maintenance and other related tasks on paid-out files.
Complete Collateral releases as needed and obtain appropriate approvals.
Enter journal entries for booked loans and other loan related transactions.
Provide customer service for loan accounts to internal and external customers as needed.
Experience
2-5 Years
Level
Junior
Education
Diploma
Loan Operations Specialist Resume
Objective : An enthusiastic, positive and loyal individual with a passion for learning new skills. Work well in a group setting, as well as working efficiently on own.
Skills : Computer Skills, Microsoft Office, Office Machines.
Description :
Received and reviewed all loan files ensuring the loan meets all regulatory and loan policy requirements.
Accurately prepared and processed loan documentation for all in-house loans, renewals, and denials.
Printed loan documents to branch locations for loan closings.
Maintained loan closing log, committee minutes and weekly rate log.
Coordinated loan closings with lending staff.
Printed statements, reports, and prepare paid loan files for release.
Trained all new processors, lenders, and loan coordinators.
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