Loan Partner Resume Samples

A Loan Partner is hired to oversee the marketing duties, database management, and scheduling of the loan officer. Top responsibilities carried out on daily basis are listed on the Loan Partner Resume as – communicating directly with clients, realtors, builders, and business partners; confirming all appointments, calling back new leads, managing and confirming all appointments for the clients; pulling credit reports, setting and tracking all appointments for a loan officer, performing initial set up of files, tracking incoming leads for a loan officer, and updating both clients and referring partner database with current and up to date information.

Employers seek those with the following skills – the ability to track all appointments and calls, cold calling familiarity and experience, proficiency with MS Office, excellent verbal and written communication skills, a positive attitude, and the ability to work under minimal supervision. Formal education beyond a high school diploma or GED is not expected.

Loan Partner Resume example

Loan Partner Resume

Headline : Loan Partner is Running waterfall calculations and use data to assist in approval/denial decisions. Addressing any borrower questions or concerns. Handling escalated files appropriately by providing an articulate and complete response. Completing, monitoring progress and ensures deadlines are met for collection and loss mitigation notices.

Skills : DU, FHA Guidelines, Va Guidelines, USDA Guidelines, Fannie Mae Guidelines.

Description :

    1. Maintained database of customers and referral partners.
    2. Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base.
    3. Managed daily internet lead traffic with initial contact and follow up.
    4. Performed specific tasks assigned by loan officer.
    5. Ensured files move through processing and closing in a timely manner.
    6. Established appointments with clients.
    7. Met with clients to complete necessary documents.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
High School Diploma


Loan Partner Resume

Headline : Highly qualified Loan Partner with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself. Reviewing tasks daily to ensure they are completed within company timelines.

Skills : Microsoft Office, Microsoft Word, Excel.

Description :

    1. Assisted through production and underwriting process.
    2. Prepared and submitted loan application to processing, resolve file issues, conversations with customers, vendors and referral partners.
    3. May performed all Loan Officer duties including, but not limited to: Acting as primary point of contact for the customer, and keeping the customer informed throughout the process Obtaining an accurate and thorough 1003.
    4. Analyzed customer's credit and financial scenario, determining appropriate loan product(s), and obtaining accurate AUS findings.
    5. Priced a profitable loan and communicating fees to operations team.
    6. Quoted rates, and making commitments regarding locking to customer.
    7. Disclosed initial 1003 and disclosures to customer according to regulations.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor's


Loan Partner Resume

Headline : Loan Partner with 6+ years of experience, flawless preparation of presentations, preparing facility reports and maintaining the utmost confidentiality Adept at interdepartmental coordination and communication Possess comprehensive knowledge of Microsoft Word, Excel, and Outlook Provides exceptional customer service Learned how to correctly achieve great customer service.

Skills : DU, FHA Guidelines, Va Guidelines, USDA Guidelines, Fannie Mae Guidelines.

Description :

    1. Collected supporting documentation from the customer.
    2. Discussed product features with customer.
    3. Promptly respond to client's questions and concerns.
    4. Followed up with clients at all times, keeping them informed of the loan process.
    5. Oversaw all facets of the team.
    6. Met with clients to sign Loan Application and disclosures -Prices and locks all loans through Origination System.
    7. Understood and researched all investor guidelines and is up-to-date in any and all program changes that effect the processing or originating of loans in pipeline.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS In Criminal Justice And Law

Loan Partner Resume

Summary : Seeking a company where I can use my experience and education to help the company meet and surpass its goals, Performing all actions in accordance with the Mission, Vision, and convictions of EHL. Providing a WOW experience and effectively communicate with associates, clients, partners, and vendors via phone, written communication and/or in person.

Skills : Licensed Notary Public/loan Signing Agent.

Description :

    1. Ran DU/AUS, re-structures loans as needed.
    2. Prepared pre-approval letters for all clients.
    3. Discussed rates, terms and/or financial options for each borrower.
    4. Prepared and sent all necessary Loan Disclosures.
    5. Met with clients to sign Loan Application and Disclosures.
    6. Coordinated Closing details with Client and approves final HUD.
    7. Responsible for once a week follow up calls/status calls to all parties involved in transaction (Clients, Realtors, Builder, etc).
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
GED

Loan Partner Resume

Objective : Loan Partner is Promoting the Companys products and services; establishing and maintaining a network of business relationships with realtors, brokers, builders, banks, attorneys, new home sales representatives, and other referral partners to develop and retain business, Taking complete, accurate loan applications and analyze customers credit worthiness by reviewing the customers income, assets, investments, and debts; counselling and pre-qualifying potential buyers.

Skills : Customer Service, Sales Representative, Planning.

Description :

    1. Responsible for the pre-quals and document collection.
    2. Stacked the files, I make order outs to help processing.
    3. Worked with Encompass, MLS, CRM tool.
    4. Used Customer service, detail oriented.
    5. Ensured standards and guidelines are adhered to per Federal laws and regulations for accounts including Fannie Mae, Freddie Mac, Wells Fargo, CMG Financial, Advancial Federal Credit Union, and the Department of Veterans Affairs.
    6. Ensured and organized all legal documentation is accurate and correct by compiling information and preparing complex reports using appropriate software.
    7. Supported and assisted Loan Officers and office personnel with policies and procedures.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
BS In Criminal Justice And Law

Loan Partner Resume

Summary : More than 13 years of successful Management experience in Payroll, Customer Service and Administrative support with recognized strengths in Account Maintenance, Marketing, CSR Staff Support, Graphic Design. Possess solid computer skills. Experienced with Fax File, Power Point, and Word Processing. Experienced in high volume, multiple lined call center protocol.

Skills : Microsoft Office, Client Management, Policy Management.

Description :

    1. Conducted SOW check and risk review on clients before closing loan files.
    2. Responsible for performing KYC, CDD/EDD and maintaining a thorough process of reviewing, verifying and documenting loan files submission.
    3. Performed processing duties such as verification of employment, ordering of title and appraisals, analysis of credit reports and purchase contracts in order to close loan file in less than 30 days.
    4. Worked closely with buyers, sellers, title companies, real estate agents, and attorneys.
    5. Provided AML support to Loan Processor by interpreting Federal and State regulations against bank's policies and guidelines before submitting loans to underwriting.
    6. Tracked and managed new leads and follows up on referral business.
    7. Coordinated Closing details with Client - Final Payment, rate, Cash to Close, etc.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
AS

Loan Partner Resume

Objective : Trilingual Quality Assurance Associate with expertise in SOW check and risk review. Proven ability to research and analyze large amounts of data to mitigate risk associated with money laundering. Excellent verbal communication in Spanish and English with all levels of management in order to document, remediate or escalate any suspicious activity. Three years of experience in providing support to Compliance Department and AML Managers on BSA/AML/OFAC/CIP.

Skills : Quality Assurance Risk Management Quality Controls.

Description :

    1. Assisted the Loan Officer with other administrative and/or sales duties as needed.
    2. Followed up on support documents, sending loan application packages to clients and doing anything that can streamline the loan officer’s day and keep them talking with customers and referral partners.
    3. Made every conversation/transaction memorable – making sure that each borrower/agent thinks that we are going above and beyond with every touch. Nothing is left out, nothing is forgotten.
    4. Answered questions from clients no matter what stage of the process they are in
    5. Learned from the Loan Officer – it is vital to learn as much as possible from the loan officers. They have been doing this for a long time and have a lot of knowledge/experience that you can learn from.
    6. Reviewed and preparing all files for the Loss Mitigation Committee. This process includes an in-depth analysis of the Member’s relationship with the credit union and the financial risk with all parties involved.
    7. Monitored all accounts under an approved modification or workout to ensure the borrower is complying with agreed upon action steps.
                                        Years of Experience
                                        Experience
                                        2-5 Years
                                        Experience Level
                                        Level
                                        Executive
                                        Education
                                        Education
                                        A.S. In TV Production & Post

                                        Loan Partner Resume

                                        Objective : Loan Partner is explaining all workout options within company guidelines and knows the requirements of each one. Communicating effectively with individuals/teams to ensure high quality and timely response and resolution to issues. Accurately calculating the borrower's income, through the review of paystubs, tax documents, benefit statements, business profit and loss statements, etc.

                                        Skills : Business Management, Tax Documentation, Scheduling.

                                        Description :

                                          1. Reviewed all third-party debt management cases.
                                          2. Followed up calls and memos with respect to financial needs cases.
                                          3. Ensured quality control by reviewing such items as vendor invoices, recovery, SCRA and EOscar reports.
                                          4. Served as a back up to the Bankruptcy Specialist by maintaining bankrupt accounts to include but are not limited to.
                                          5. Filed reaffirmations and proof of claims.
                                          6. Ceased collections.
                                          7. Pulled schedules.
                                        Years of Experience
                                        Experience
                                        2-5 Years
                                        Experience Level
                                        Level
                                        Executive
                                        Education
                                        Education
                                        MA

                                        Loan Partner Resume

                                        Objective : Loan Partner is Reviewing title searches to ensure that no title issues threaten the standing of our investor's lien on the property. Ensuring supporting documents are complete and accurate to submit for Underwrite and/or Quality Assurance. Maintaining regular communications with borrowers; exploring, analyzing, and responding to issues and concerns via phone, email, and through written correspondence.

                                        Skills : Written Skills, Searching, Loan Management.

                                        Description :

                                          1. Prepared accounts for charge off.
                                          2. Maintained important bankruptcy documents within PACER.
                                          3. Consulted with legal counsel if applicable.
                                          4. Monitored reports and maintain alerts/memos as necessary.
                                          5. Served as a back up to the Charge off Specialists by maintaining all processes involved with charged off loans
                                          6. Reviewed charge off accounts that have been recommended for assignment to a third party to ensure policy and compliance controls are being adhered to prior to assignment.
                                          7. Provides all members with professional support, accurate information, and friendly service.

                                        Years of Experience
                                        Experience
                                        2-5 Years
                                        Experience Level
                                        Level
                                        Executive
                                        Education
                                        Education
                                        MA

                                        Loan Partner Resume

                                        Objective : Loan Partner is Keeping servicing files up-to-date so borrowers can receive the best assistance. Minimizing loss due to foreclosure through the use of loss mitigation options, such as pre-foreclosure sales, loan modifications, and repayment plans. Arranging for contractual services relating to property inspections, appraisers, real estate agents, etc., who may be involved in the inspection or evaluation of the property.

                                        Skills : Planning, Real Estate, Service Assistant.

                                        Description :

                                          1. Ensured reports are prepared in a timely accurate manner.
                                          2. Contributed to the successful achievement of Organizational and Departmental goals as set by management and/or the Vice President of Asset Recovery.
                                          3. Adhered to Lafayette Federal’s Service Standards Policy.
                                          4. Maintained confidentiality at all times.
                                          5. Maintained a dependable record of attendance and timeliness.
                                          6. Ensured that consumer and mortgage collection queues are followed.
                                          7. Requested and gathered supporting documentation required in order to create forbearance / formal repayment plan loan workout packages within required timeframes that comply with investor, insurer, state, federal and CFPB guidelines.
                                        Years of Experience
                                        Experience
                                        2-5 Years
                                        Experience Level
                                        Level
                                        Executive
                                        Education
                                        Education
                                        MA