A Mortgage Loan Assistant works with the public and other members and performs a variety of clerical and administrative tasks. A well-drafted Mortgage Loan Assistant Resume mentions the following core duties and tasks – answering incoming phone calls, resolving customer’s inquiries, serving as primary receptionist for the loan officers, scheduling appointments for loan officers, preparing all written correspondence and memos; providing administrative support to commercial and brank officers; preparing and maintaining applications in the process; and preparing appropriate loan disbursement entries.
To perform this job successfully, the following job assets are required – the ability to provide courteous and professional customer service; knowledge of general banking policies and procedures; advanced skills operating computer a personal computer and strong negotiation skills. An associate’s degree in a relevant field is commonplace among job applicants.
Summary : Outstanding track record in managing and resolving customer service needs, event planning, establishing relationships and increasing overall process efficiencies while strengthening relationships with customers, employees and strategic partners.
Skills : Banking, Dependable, Google Docs, Payroll.
Description :
Responsible for all phases of processing FHA/VA/Section 8 and conventional mortgages.
Cleared all loan conditions and verified information.
Reviewed bank statements, proof of income, and employment history.
Produced mortgage contracts and associated loan documents.
Ordered and reviewed appraisals, abstracting, and land surveys.
Increased business to an excess of $12M and doubled production through streamlining.
Redesigned procedures to decrease closing dates by up to five days.
Experience
7-10 Years
Level
Management
Education
Financial Management
Sr. Mortgage Loan Assistant Resume
Headline : Seeking a challenging Mortgage Loan Assistant Position and exciting opportunity where can use skills and knowledge for organizational and personal growth.
Registered of all mortgage loans closed with MERS, and transferring to the new investors after funding from the mortgage company.
Prepared and uploaded mortgage loan application packages to the mortgage company for underwriting approval, as well as final loan package when the loan has been closed for all conventional, FHA, VA and USDA rural development loans.
Recorded mortgages and deeds after loan closing.
Prepared checks for payoffs and other third party invoices associated with a loan closing.
Processed verification of employment and verification of rents when needed for application purposes.
Pulled flood determination letters on all real estate property when needed.
Performed funds transfers, draws, wires, loan advances, and processes payments.
Experience
5-7 Years
Level
Executive
Education
Banking
Jr. Mortgage Loan Assistant Resume
Headline : Several years of experience within the banking industry specializing in Default Servicing. Extensive knowledge within the areas of Bankruptcy and Foreclosure, while communicating policies and procedures per investor guidelines.
Skills : Loan Coordinator, Banking, Finance.
Description :
Averaged 100-125 outbound calls to prospective borrowers with approximately 20-30 Internet-based leads provided on a daily basis.
Acted as a liaison between customers and mortgage loan counselors.
Screened, distributed and tracked incoming leads.
Assisted the sales force with the distribution of materials for client follow-up.
Provided basic knowledge of various loan products to customers.
Maintained reference materials and client databases.
Assisted in the development of a temporary call center for the Verizon year-end tax line.
Provided year-end tax information using 1099R, W2, 1099 Div.
Experience
5-7 Years
Level
Executive
Education
Criminal Justice
Mortgage Loan Assistant III Resume
Headline : Banking professional with 10+ years experience in the consumer, commercial, mortgage lending division. Extensive knowledge of the loan process in its entirety. Self-motivated and detailed oriented employee that's able to meet and exceed goals and deadlines.
Skills : Management, Human Resources, Team Building, Administration.
Description :
Created the Loan Estimate for accuracy and sending the initial disclosure to the borrower.
Communicated with escrow agents regarding the status of loans in process & document loan files accordingly.
Worked knowledge of mortgage lending forms and documents as well as GFE and disclosure.
Worked efficiently and quickly to meet aggressive service levels while still meeting accuracy requirements and volume expectations.
Worked independently and be self-motivated Strong organizational and analytical skills.
Performed income analysis of loan documentation, to include complex tax returns.
Received several bonuses and great recommendations from clients for outstanding client care.
Experience
5-7 Years
Level
Executive
Education
Banking
Mortgage Loan Assistant II Resume
Objective : Deeply committed to providing the right leadership, aspire to find a management position where can create a work environment that only ensures the company's growth and profits.
Assisted VP in issuing New Loan & Past Due Board Reports.
Assisted VP & LO's by creating various legal mortgage documents, pay off letters, correspondence, etc.
Tracked HOI policies to assure they are current.
Verified RE Taxes to confirm they are not in default.
Coded & processed loan payments using in house selector codes.
Responsible for pre-qualifying members to determine the proper loan program, complete loan applications and keep members informed of the loan status.
Provided administrative support to Loan Officers.
Experience
2-5 Years
Level
Junior
Education
Banking
Mortgage Loan Assistant I Resume
Summary : To carve a niche in the banking industry by seeking a challenging and career oriented profession. Commitment and enthusiasm and apply creativity and skills as independently and in a team, taking the initiative and responsibility thereby being an asset to organization.
Skills : Banking, Clerical, Loan Processor.
Description :
Completed the loan process by paying out the loans.
Worked directly with one Loan Officer and the CEO to identify the borrower's needs.
Advised borrowers by answering questions related to refinancing and payments.
Ensured borrowers had a solid understanding of rates, payments, and due dates.
Attended monthly realtor meetings to communicate with new and prospective realtors.
Maintained positive lasting relationships with persistence and referrals.
Responsible for ordering of credit reports, appraisals, and title work through.
Experience
7-10 Years
Level
Management
Education
General Studies
Mortgage Loan Assistant/Associate Resume
Summary : A strong working knowledge of financial institutions and their operating procedures. A distinguished career in debt collections and financial institution familiarity. Detailed work with spreadsheets and overall computer operations.
Skills : Loan Specialist, Banking, Finance.
Description :
Completed pre-qualification applications, worksheets, approvals, and denials.
Prepared and sent mortgage loan disclosure.
Collaborated with processing and underwriting teams.
Managed REGB and HMDA requirements in a timely manner.
Maintained up to date knowledge of FHA, VA, and Conventional guidelines, rules, and regulations.
Met weekly with management to discuss pipeline updates.
Collected documentation from customers and third parties.
Acted as the primary point of contact for the customer and kept them informed throughout the loan process.
Experience
7-10 Years
Level
Consultant
Education
Criminal Justice
Mortgage Loan Assistant/Coordinator Resume
Summary : Enthusiastic Mortgage Loan Assistant and dedicated employee with high integrity, strong work ethic and great leadership skills.
Skills : Finance, Banking, Accounting.
Description :
Responsible for all mortgage loan processing activities.
Provided clerical support for all mortgage loan processing activities.
Received, evaluated, and reviewed loan applications through the Mortgage Loan Officer.
Obtained and verified necessary information and prepare documents for underwriting and closing.
Arranged flood zone certification as required.
Communicated loan status to all involved parties including buyer, seller, realtor, and title company representatives.
Obtained proof of insurance as required on mortgage loans.
Experience
10+ Years
Level
Senior
Education
Diploma
Mortgage Loan Assistant/Consultant Resume
Summary : Experienced in opening new accounts, IRAs, Certificate of Deposits, Home Equity loans, auto loans, and Internet banking products Cross sell additional bank products and services. Attention to detail when processing Bank documents or loans Driven to succeed and meet Bank culture and standards.
Obtained credit reports, ordered appraisals, and prepared loan files to be submitted to processors.
Verified and collected supporting documents as necessary.
Prepared and followed up on pre-approval letters, loan documentation, income/assets, and verified employers.
Opened title requests and ordered flood hazard certifications.
Communicated with titles and borrowers to schedule loan closing for loan officers.
Supported additional job activities of the office lending staff.
Managed an online sales lead pipeline, communicated with prospect borrowers, and set appointments for loan officers.
Experience
7-10 Years
Level
Management
Education
Banking
Mortgage Loan Assistant Resume
Summary : Assists the processors throughout the loan process. Organizes files according to a preset checklist. Throughout the loan process, updates the file and prepares packages for the intra-office departments (Underwriting, Compliance, & Closing).
Assisted processor with conventional refinances and purchase loans.
Performed data entry from the loan applications.
Collected documentation from the borrower- (Income, Assets, Mortgage Loan Statement and Insurance Declaration Page Assisted with sending out required disclosures to borrowers.
Ordered payoff demands, Subordination Agreements and any item needed to clear title and credit discrepancies.
Obtained VOD, VOR, VOM, VOE, VOB SSA-89, and 4506T Forms.
Assigned new applications to loan processors.
Communicated with brokers and attorneys on a daily basis until completion of a loan.
Creating an account is free and takes five seconds.
You'll get access to the PDF version of this resume template.
Choose an option.
Sign up with Google
Sign up with Facebook
Sign up with Linkedin
This helps us make sure you're human and prevents spammers from abusing our services.
By continuing, you agree to our Privacy Policy and Terms.
Unlock the Power of Over 10,000 Resume Samples.
Take your job search to the next level with our extensive collection of 10,000+ resume samples. Find inspiration for your own resume and gain a competitive edge in your job search.
Get Hired Faster with Resume Assistant.
Make your resume shine with our Resume Assistant. You'll receive a real-time score as you edit, helping you to optimize your skills, experience, and achievements for the role you want.
Get Noticed with Resume Templates that Beat the ATS.
Get past the resume screeners with ease using our optimized templates. Our professional designs are tailored to beat the ATS and help you land your dream job.
