Loan Verification Specialist Resume Samples

A Loan Verification Specialist is responsible for processing personal and commercial loans. The job description and duties are listed on the Loan Verification Specialist Resume as – simplifying the loan process and timeline to determine approval or rejection; seeking loan applications from existing customers based on their borrowing history and demographics; assisting with initiatives, conducting research, and noting necessary briefings and reports; preparing written correspondence related to international relations, and maintaining databases.

Summary of skills that are vital for this role include – strong typing skills, working knowledge of the exceptional customer and personal service principals; experience in using EPIC loan management software; strong typing skills; and knowledge of loan processes and products; and integrity. Employers accept candidates with as little as a high school diploma or GED.

Loan Verification Specialist Resume example

Loan Verification Specialist Resume

Objective : Loan Verification Specialist professional offering versatile office skills and proficiency in Microsoft Office programs. Strong planner and problem solver who readily adapts to change, works independently and exceeds expectations. Able to juggle multiple priorities and meet tight deadlines without compromising quality. Certified Paralegal and a Licensed Notary Public for the State of New Jersey.

Skills : Customer Service, Interpersonal, Statistics, Statistical.

Description :

    1. Worked in a call center environment closely with a team of nearly 100.
    2. Responsible for verification and submission of loan applications.
    3. Reviewed documentation sent in by clients to make sure it satisfies all requirements set forth by the lender and to make sure it is not fraudulent.
    4. Called are warm, inbound and outbound.
    5. Positioned requires strict attention to detail as well as mathematics skills.
    6. Used Attention to detail, customer service, mathematics, accounts management.
    7. Properly reviewed and paid all funding packages, perform file maintenance and audit as needed.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
A.A. In Liberal Arts


Loan Verification Specialist Resume

Summary : Self-motivated, detail-oriented, customer-friendly individual who wants to grow with a company. Received several Customer Commendations and retention. Promptly answering telephone calls to reflect professional corporate image. Consistently processing all sales contracts and part orders without errors. Providing a high level of customer service and client relations based on outstanding communication and interpersonal skills.

Skills : Type 68 WPM, Microsoft Office, Advanced In Working With LINUX, UNIX, And Windows Operating Systems.

Description :

    1. Built rapport, listen, clarify and manage conversation flow.
    2. Managed upset customers, conflicts, and challenging situations.
    3. Delivered outstanding service, exceed expectations and build long term loyalty.
    4. Worked in teams and in a self directed environment.
    5. Verified documents and Income for customers who applied for personal loans.
    6. Responsible for working High Risk applications that may consist of fraudulent documents.
    7. Verified prospective borrower's personal information and lending worthiness.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
A.A.S In Criminal Psychology


Loan Verification Specialist Resume

Summary : Seeking a Loan Verification Specialist position in the Financial field where I can utilize and expand my skills and knowledge in a reputed organization. Identifying process improvement opportunities to increase efficient and effective loan stipulation verification. Identifying process related risks and offer suggestions on potential controls to mitigate risks.

Skills : Inventory Management, Accounts Payable.

Description :

    1. Reviewed all loan documentation.
    2. Ensured customers understand all terms of lending.
    3. Electronically sorted all faxed incoming paperwork and transmit from the sorting queue to the verification queue.
    4. Handled confidential client information while accessing nationwide dealer profiles with integrity Answer inbound client calls in a timely manner, and actively track call data.
    5. Answered inbound verification calls.
    6. Verified income and employment for mortgage loan applicants.
    7. Serviced and maintained customer accounts by.
        Years of Experience
        Experience
        7-10 Years
        Experience Level
        Level
        Management
        Education
        Education
        Bachelor Of Science

        Loan Verification Specialist Resume

        Summary : A Loan Verification Specialist professional seeks to use her experience in management and customer service to start on a new permanent career path. Identifying, investigating and/or escalating potential fraud risks. Act ingas a liaison between multiple internal and external customers and/or vendors.

        Skills : Microsoft Office, Call Center Experience.

        Description :

          1. Contacted schools, companies, licensing agencies and other entities via phone, email and/or web to collect and verify information needed to complete background screening requests.
          2. Handled Personal Identifying Information confidentially and responsibly.
          3. Maintained effective record keeping/notes documenting research steps and actions taken to complete each verification request.
          4. Communicated effectively and efficiently to all parties involved in obtaining verification information.
          5. Prepared accurate and grammatically correct reports summarizing the data collected from research and verifications interviews.
          6. Provided a professional service to internal and external customers including issue resolution.
          7. Maintained performance level that meets or exceeds the quality goals of the department.
                    Years of Experience
                    Experience
                    7-10 Years
                    Experience Level
                    Level
                    Management
                    Education
                    Education
                    MS

                    Loan Verification Specialist Resume

                    Headline : Loan Verification Specialist is Maintaining thorough knowledge and understanding of OneMains policies and procedures, as well as state and federal laws. Comprehensive understanding of verification workflow. Providing escalation support on complex issues that may occur to ensure timely and accurate processing of loan stipulations. Identifying anomalies or complex issues and decisively escalate to provide a timely and seamless transition within the process.

                    Skills : Accounts Receivable, Quick Books, Excel.

                    Description :

                      1. Protected company and customer information in accordance with company policies and procedures.
                      2. Experienced and demonstrable ability to researched business information on the web.
                      3. Experienced working with sensitive data.
                      4. Worked independently as well as in a team environment.
                      5. Maintained performance level that meets or exceeds the quality goals of the department.
                      6. Calculated income using the applicants pay stub, W2 or approved documents.
                      7. Evaluated the accuracy and authenticity of loan documents received electronically.
                                                  Years of Experience
                                                  Experience
                                                  5-7 Years
                                                  Experience Level
                                                  Level
                                                  Executive
                                                  Education
                                                  Education
                                                  MS

                                                  Loan Verification Specialist Resume

                                                  Objective : Loan Verification Specialist is Handling Contract Services calls and connect the customer with the right vendor. Transferring escalated calls to Contract Services representative. Completing Verification of Deposit forms and other deposit-related inquiries received from government entities, other financial institutions and private or public businesses. Reviewing daily reports and data entry forms; Performing information verification and account maintenance; Initiating customer contact as needed.

                                                  Skills : Windows, Access, Lotus Notes, Type & 60 WPM.

                                                  Description :

                                                    1. Provided exceptional service to borrowers in a professional manner at the same time safeguarding the interests of both lenders and Prosper.
                                                    2. Flexibility to jumped from production to inbound call support as needed.
                                                    3. Asked customers to verify personal and financial information for accuracy.
                                                    4. Achieved monthly utilization and production goals while maintaining monitored quality standards.
                                                    5. Interpreted and applied required policies and procedures while keeping up with frequent updates.
                                                    6. Ensured adherence to required regulations and work under the supervision of a manager.
                                                    7. Managed a pipeline and ensure the timely processing of loan/line of credit files.
                                                                Years of Experience
                                                                Experience
                                                                2-5 Years
                                                                Experience Level
                                                                Level
                                                                Executive
                                                                Education
                                                                Education
                                                                MS

                                                                Loan Verification Specialist Resume

                                                                Objective : Loan Verification Specialist is Responding to basic questions on loan products and services; Forward more complicated requests to the Loan Department. Troubleshooting and resolving customer issues in a professional and timely manner. Promoting quality customer services to both internal and external customers and promotes teamwork among other bank departments and offices through the use of referrals and support services.

                                                                Skills : Loan Estimates, Medical Insurance Billing.

                                                                Description :

                                                                  1. Enhanced fraud processes and meet or exceed performance targets.
                                                                  2. Prevented escalations and deescalate when necessary.
                                                                  3. Processed mail share and loan transactions and authorized maintenance, to include information requests for members and potential members.
                                                                  4. Researched and resolved non-confirming mail share and loan transactions.
                                                                  5. Provided account status letters and documents to members as requested.
                                                                  6. Processed account verifications while ensuring proper member authorization.
                                                                  7. Processed MRMS requests and perform account adjustments and corrections as needed.
                                                                                    Years of Experience
                                                                                    Experience
                                                                                    2-5 Years
                                                                                    Experience Level
                                                                                    Level
                                                                                    Executive
                                                                                    Education
                                                                                    Education
                                                                                    MS

                                                                                    Loan Verification Specialist Resume

                                                                                    Objective : Loan Verification Specialist is Performing information verification and account maintenance as needed; Initiating customer contact if necessary. Receiving and attempting to resolve mail returned to the bank as undeliverable; Researching customer and accounts for new address; Obtaining appropriate documentation prior to changing an address; Working with branch associates to resolve the issues.

                                                                                    Skills : Loan Verification Assistant, MS Office.

                                                                                    Description :

                                                                                      1. Processed returned mail.
                                                                                      2. Initiated and processed E-Sign documents.
                                                                                      3. Posted data entry transactions for various credit union departments.
                                                                                      4. Provided support and technical assistance to branches and departments.
                                                                                      5. Researched specific transactions on accounts using resources available from all credit union departments to resolve problems and communicate results to the member or other department personnel.
                                                                                      6. Researched accounts with incorrect addresses and accounts classified as abandoned. 
                                                                                      7. Contacted members to obtain the correct address or communicate special instructions regarding the account in questions.
                                                                                          Years of Experience
                                                                                          Experience
                                                                                          2-5 Years
                                                                                          Experience Level
                                                                                          Level
                                                                                          Executive
                                                                                          Education
                                                                                          Education
                                                                                          GED

                                                                                          Loan Verification Specialist Resume

                                                                                          Objective : Loan Verification Specialist is resetting access to customers as needed; Processing Jump Start applications; Responding to secure mail messages. Completing Verification of Deposit forms and other deposit-related inquiries received from government entities, other financial institutions and private or public businesses. Reviewing daily reports and data entry forms.

                                                                                          Skills : Tracking, Reporting.

                                                                                          Description :

                                                                                            1. Familied with credit union policies and operations procedures of other credit union departments as they apply to the situation under review/
                                                                                            2. Performed transaction adjustments and complete file maintenance as appropriate to each situation.
                                                                                            3. Developed, instrumented, measured and executed processes that create seamless, reliable product experiences for our customers.
                                                                                            4. Owned the collection and analysis of business data points, both quantitative and qualitative.
                                                                                            5. Managed, tracked and reported product metrics, including but not limited to internal product KPIs, segmentation of usage across product features and modules.
                                                                                            6. Owned Operations data, identify trends, and report findings to Product Leadership.
                                                                                            7. Collaborated with engineers and product managers to understand data needs and visually represent key data insights in a meaningful way.
                                                                                                          Years of Experience
                                                                                                          Experience
                                                                                                          2-5 Years
                                                                                                          Experience Level
                                                                                                          Level
                                                                                                          Executive
                                                                                                          Education
                                                                                                          Education
                                                                                                          MS

                                                                                                          Loan Verification Specialist Resume

                                                                                                          Objective : Loan Verification Specialist is Answering questions from callers about bank products and services and attempts to cement any potential bank relationships through effective phone skills and abilities. Performing other customer service duties over the phone such as check ordering, account reconciliation services, etc. Providing customers and bank associates with internet banking support.

                                                                                                          Skills : Bank Associate, Banking Support.

                                                                                                          Description :

                                                                                                            1. Created and maintained dashboards and reported that are used by multiple teams.
                                                                                                            2. Documented best practices, own templates, and run training as necessary.
                                                                                                            3. Interfaced and ensured clear and consistent communication with all functional business areas to help identify areas for improvement and align business objectives.
                                                                                                            4. Identified customers' needs and reactions and make appropriate recommendations or take action to satisfy their needs or solve a problem. 
                                                                                                            5. Handled telephone calls with professionalism and follow up on any action needed related to each transaction.
                                                                                                            6. Handled service complaints or situations through effective problem solving techniques. 
                                                                                                            7. Referred the most difficult situations to the Information Specialist Supervisor.
                                                                                                                                        Years of Experience
                                                                                                                                        Experience
                                                                                                                                        2-5 Years
                                                                                                                                        Experience Level
                                                                                                                                        Level
                                                                                                                                        Executive
                                                                                                                                        Education
                                                                                                                                        Education
                                                                                                                                        GED