Mortgage Loan Assistant Resume Samples

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.

Mortgage Loan Assistant Resume example

Mortgage Loan Assistant Resume

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 :

    1. Responsible for all phases of processing FHA/VA/Section 8 and conventional mortgages.
    2. Cleared all loan conditions and verified information.
    3. Reviewed bank statements, proof of income, and employment history.
    4. Produced mortgage contracts and associated loan documents.
    5. Ordered and reviewed appraisals, abstracting, and land surveys.
    6. Increased business to an excess of $12M and doubled production through streamlining.
    7. Redesigned procedures to decrease closing dates by up to five days.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
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.

Skills : Loan Processor, Loan Analyst, Loan Coordinator.

Description :

    1. Registered of all mortgage loans closed with MERS, and transferring to the new investors after funding from the mortgage company.
    2. 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.
    3. Recorded mortgages and deeds after loan closing.
    4. Prepared checks for payoffs and other third party invoices associated with a loan closing.
    5. Processed verification of employment and verification of rents when needed for application purposes.
    6. Pulled flood determination letters on all real estate property when needed.
    7. Performed funds transfers, draws, wires, loan advances, and processes payments.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
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 :

    1. Averaged 100-125 outbound calls to prospective borrowers with approximately 20-30 Internet-based leads provided on a daily basis.
    2. Acted as a liaison between customers and mortgage loan counselors.
    3. Screened, distributed and tracked incoming leads.
    4. Assisted the sales force with the distribution of materials for client follow-up.
    5. Provided basic knowledge of various loan products to customers.
    6. Maintained reference materials and client databases.
    7. Assisted in the development of a temporary call center for the Verizon year-end tax line.
    8. Provided year-end tax information using 1099R, W2, 1099 Div.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
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 :

    1. Created the Loan Estimate for accuracy and sending the initial disclosure to the borrower.
    2. Communicated with escrow agents regarding the status of loans in process & document loan files accordingly.
    3. Worked knowledge of mortgage lending forms and documents as well as GFE and disclosure.
    4. Worked efficiently and quickly to meet aggressive service levels while still meeting accuracy requirements and volume expectations.
    5. Worked independently and be self-motivated Strong organizational and analytical skills.
    6. Performed income analysis of loan documentation, to include complex tax returns.
    7. Received several bonuses and great recommendations from clients for outstanding client care.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
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.

Skills : Loan Operations Management, Assistance Mortgage, Loan documentation, Cash management.

Description :

    1. Assisted VP in issuing New Loan & Past Due Board Reports.
    2. Assisted VP & LO's by creating various legal mortgage documents, pay off letters, correspondence, etc.
    3. Tracked HOI policies to assure they are current.
    4. Verified RE Taxes to confirm they are not in default.
    5. Coded & processed loan payments using in house selector codes.
    6. Responsible for pre-qualifying members to determine the proper loan program, complete loan applications and keep members informed of the loan status.
    7. Provided administrative support to Loan Officers.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
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 :

    1. Completed the loan process by paying out the loans.
    2. Worked directly with one Loan Officer and the CEO to identify the borrower's needs.
    3. Advised borrowers by answering questions related to refinancing and payments.
    4. Ensured borrowers had a solid understanding of rates, payments, and due dates.
    5. Attended monthly realtor meetings to communicate with new and prospective realtors.
    6. Maintained positive lasting relationships with persistence and referrals.
    7. Responsible for ordering of credit reports, appraisals, and title work through.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
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 :

    1. Completed pre-qualification applications, worksheets, approvals, and denials.
    2. Prepared and sent mortgage loan disclosure.
    3. Collaborated with processing and underwriting teams.
    4. Managed REGB and HMDA requirements in a timely manner.
    5. Maintained up to date knowledge of FHA, VA, and Conventional guidelines, rules, and regulations.
    6. Met weekly with management to discuss pipeline updates.
    7. Collected documentation from customers and third parties.
    8. Acted as the primary point of contact for the customer and kept them informed throughout the loan process.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
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 :

    1. Responsible for all mortgage loan processing activities.
    2. Provided clerical support for all mortgage loan processing activities.
    3. Received, evaluated, and reviewed loan applications through the Mortgage Loan Officer.
    4. Obtained and verified necessary information and prepare documents for underwriting and closing.
    5. Arranged flood zone certification as required.
    6. Communicated loan status to all involved parties including buyer, seller, realtor, and title company representatives.
    7. Obtained proof of insurance as required on mortgage loans.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
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.

Skills : Account Reconciliation, Loan Specialist, Banking.

Description :

    1. Obtained credit reports, ordered appraisals, and prepared loan files to be submitted to processors.
    2. Verified and collected supporting documents as necessary.
    3. Prepared and followed up on pre-approval letters, loan documentation, income/assets, and verified employers.
    4. Opened title requests and ordered flood hazard certifications.
    5. Communicated with titles and borrowers to schedule loan closing for loan officers.
    6. Supported additional job activities of the office lending staff.
    7. Managed an online sales lead pipeline, communicated with prospect borrowers, and set appointments for loan officers.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
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).

Skills : Mortgage Loan Processor, Banking, Finance.

Description :

    1. Assisted processor with conventional refinances and purchase loans.
    2. Performed data entry from the loan applications.
    3. Collected documentation from the borrower- (Income, Assets, Mortgage Loan Statement and Insurance Declaration Page Assisted with sending out required disclosures to borrowers.
    4. Ordered payoff demands, Subordination Agreements and any item needed to clear title and credit discrepancies.
    5. Obtained VOD, VOR, VOM, VOE, VOB SSA-89, and 4506T Forms.
    6. Assigned new applications to loan processors.
    7. Communicated with brokers and attorneys on a daily basis until completion of a loan.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
General Courses