Personal Loan Specialist Resume Samples

A Personal Loan Specialist will work with clients and prepare applications for loans. The major roles and responsibilities associated to this role are listed on the Personal Loan Specialist Resume as follows – taking accountability for processing loan applications as per the compliance with the bank policies; meeting investor guidelines; demonstrating lending strategies; meeting potential customers, assessing their needs, verifying documents, collecting needed information or data; and ensuring the application is complete and accurate.

While the duties vary based on the loan types and the borrower’s requirements, the needed skills are common and include the following – the ability to assess and determine the repayment capacity of the borrower, good understanding of basic loan concepts; working knowledge of lending principles; familiarity with mortgage processing and underwriting techniques; and prior work experience. While a high school diploma or GED is regarded as the minimum requirement, possessing formal training in paralegal studies will be useful.

Personal Loan Specialist Resume example

Personal Loan Specialist Resume

Summary : Efficiency is one of the most important concepts. focus on taking the methodologies that people use within their work environment, and implementing it within own in order to be more productive, and efficient. like to exceed the expectations that people have for or that have set for self. great at working as a team, sales, customers, and computers.

Skills : Experienced Professional With A Successful Career In.

Description :

    1. Processed Credit Applications and Develop Loan Proposals.
    2. Processed Loan closings with customers.
    3. Explained and discuss loan specifications, requirements and communicate loan account expectational.
    4. Developed business relationship with local merchants and business owners.
    5. Handled multi-phone lines.
    6. Sold Credit line, Health and Disability and Auto Insurance.
    7. Responsible for paying monthly bills and ordering Office supplies.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BA In Forensic Psychology


Sr. Personal Loan Specialist Resume

Objective : Worked as a waitress during high school at a Mom-N-Pop establishment that has since gone out of business. Have a strong desire to learn and gain valuable experience while cultivating current skills and abilities. Ultimate desire is to attend law school within the next 5-8 years.

Skills : Computer Knowledge, Sales.

Description :

    1. Reviewed backgrounds and verify income and employment.
    2. Took a look at full customer financial picture and give recommendations on options to improve.
    3. Sent out auditor C E agreements, meet daily phone call and monthly sales goals.
    4. Answered phone and provided customer service.
    5. Took customer personal information to submit loan applications in person, online, and over the phone.
    6. Contacted customers to inform them status of loan application(s) and of loan(s) dues.
    7. Took customer payments and applied them to loan repayment plans.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor Of Science


Jr. Personal Loan Specialist Resume

Objective : To obtain a full-time account manager/sales position with a firm that focuses heavily on customer service, focusing on helping clients build a stronger brand through various marketing activities.

Skills : Customer Service, Multi-Tasking, Computer , Relationship Building, Ability to handle fast paced environment, Compassionate, Leadership .

Description :

    1. Analyzed applicant's financial status and credit report to determine if granting a loan is feasible.
    2. Discussed loan quotes and approvals with customers.
    3. Finalized and booked all documents for closing process.
    4. Took credit applications, verify all applicant information (identity, employment, income), evaluate credit risk based on credit reports, service .
    5. Took credit applications, verify all applicant information (identity, employment, income), evaluate credit risk based on credit reports, service .
    6. Took payment from customers in office and over the phone.
    7. Work edapplication with new, present and former customers to see if they qualify for a loan.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
High School Diploma In General

Asst. Personal Loan Specialist Resume

Summary : A highly motivated individual with a strong willingness to explore new avenues and to obtain a challenging position that will enable to utilize experience and excellent customer service skills, and provide opportunity for growth and advancement.

Skills : Customer Service, Leadership, Organizational .

Description :

    1. Assisted customers in making financial decisions to help them achieve their financial goals.
    2. Learned credit underwriting techniques and skills.
    3. Managed servicing and collections activities.
    4. Accurately complied with company guidelines and procedures .
    5. Closed over 30 loans per month, loan processing, document preparation, filing and storage of loan documents, face to face closing of loans, consumer .
    6. Took loan applications, filing, answering phones, closing loans, making copies and other office duties.
    7. Collaborated with staff to efficiently and effectively process new customer loans and current customer loans Solicited current and former customers .
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BA In Forensic Psychology

Associate Personal Loan Specialist Resume

Objective : Creative, and result-oriented Service and Sales Representative with extensive experience in various sales industries and customer service office settings. Goal-focused and also detail-oriented business professional; that can successfully deliver exceptional service to all clients. Has demonstrated ability to achieve targeted goals, meet short and long term deadlines, and excel in challenging situations.

Skills : Customer Relations, Microsoft, Multi-Tasking, Problem Solving.

Description :

    1. Prepared reports, correspondences, transaction documentation and recording and filing documentation.
    2. Operated cash draw, processes bank deposits, maintains records and balances.
    3. Actively marketed and sells all branch products and services to individuals and merchants.
    4. Performed all other duties as assigned by management.
    5. Reviewed loan agreements to ensure that they are complete and accurate according to policy.
    6. Stayed abreast of new types of loans and other financial services and products to better meet customers' needs.
    7. Arranged for maintenance and liquidation of delinquent properties.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BA In Forensic Psychology

Personal Loan Specialist III Resume

Headline : Enthusiastic Sales Associate processing expertise in the sales industry. Reliable, Punctual and hardworking, Accountable retail associate demonstrating a high level of ownership and initiative. Quick and effective at decision making, while, maintain excellent customer service throughout the sales process. Retail sales professional who excels in fast paced deadline driven environment.

Skills : Retail, Sales.

Description :

    1. Helped drive applications to ensure growth within our first month as Lendmark.
    2. Completed 55% of the loan applications along with the loan volume in the month of May.
    3. Played a big part in the Henderson branch becoming a driver spectrum branch for Lendmark.
    4. Maintained daily workflow by observing, receiving, and carefully analyzing information from relevant sources in order to identify problems and .
    5. Frequently interfaced with customers by effectively handling between 85-100 inbound and outbound calls per day while maintaining quality customer .
    6. Garnered recognition for directly contributing to the Increase of employee productivity while demonstrating the adept ability to build developed .
    7. Reviewed loan agreements to ensure that they are complete and accurate according to policy.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Diploma

Personal Loan Specialist II Resume

Headline : Customer Service Representative with experience in billing and tech support, looking to advance her career. Strong customer services skills with sales training. Enthusiastic and reliable, and ready for a new experience.

Skills : Customer Service, Billing, Technical Support.

Description :

    1. Responsible for quickly and accurately completing loan applications for perspective customers.
    2. Verified information provided by contacting employers/landlords.
    3. Responsible for many clerical tasks such as filing documents, releasing titles.
    4. Closed loans and submitting proper documentation.
    5. Ordered credit reports, went over reports with customers to ask about past bankrupt or derogatory credit, or any other concerns.
    6. Responsible for Underwriting, analyzed situation to determine loan will be secured or unsecured with assistance of managment.
    7. Responsible for Verification, verified residency, proof of employment, paystubs.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Health Science

Personal Loan Specialist II Resume

Headline : Highly qualified Personal Loan Specialist with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and would excel in the collaborative environment on which your company prides itself.

Skills : Microsoft Office, sales.

Description :

    1. Outperformed over two-thirds of divisional branches in reducing delinquency while enforcing customer accountability.
    2. Routinely exceeded monthly loan.
    3. Responsible for Customer service, building rapport, soliciting, marketing, cold calling, answering phones, greeting customers, accepting and processing loan .
    4. Responsible for Customer service, make loans and close loans for customers, sales, collection calls, train new employees.
    5. Processed accounts and billing, bookkeeping, Credit underwriting and prepare reports, Process and close loan products, Control budget & forecasts.
    6. Provided customer service to individuals who inquire and visit office to apply for loans.
    7. Reviewed loan accounts Processing loans for customers (run .
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor's In Business

Personal Loan Specialist/Representative Resume

Headline : Enjoy meeting and conversing with diverse personalities To Serve and Protect Willing to keep options open and to explore any new opportunities that a position may lead me to Willing to cross train into other positions Desire to execute and complete tasks given in allotted time.

Skills : Sales, Management.

Description :

    1. Handled loans from start of application to booking, all the way through collecting payments.
    2. Responsible for soliciting new customers, maximizing loan opportunities, collecting payments, setting up payment arrangements, processing loans.
    3. Responsible for answering billing questions as well as balancing cash drawer.
    4. Responsible for submitting resolutions for payment plans in order to bring an account to current.
    5. Examined, analyzed and interpreted accounting data, records, and reports or advise or assist management on accounting and financial management matters.
    6. Created, developed and implemented sales strategies Financial planning and financial budgeting.
    7. Successfully sold life, disability, unemployment and road side assistance insurance.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BA In Forensic Psychology

Personal Loan Specialist Resume

Objective : Ability to Receive Criticism Cash Handling Experience Thorough Communicator Critical Thinking Skills Strong Clerical Skills Ability to meet goals on a deadline Exceptional Customer Service Proficient in Microsoft Office Excel at Completing Paperwork.

Skills : Competent In Microsoft Office Programs Such As Excel, Word And Outlook.

Description :

    1. Accurately complied with company guidelines and procedures.
    2. Educated customers on the terms and conditions of the loan to ensure a clear understanding Network within the community to gain referral business.
    3. Worked as an individual contributor and as part of the team to achieve business/organizational objective.
    4. Explained and discussed loan specifications, requirements and communicate loan account expectational.
    5. Developed business relationship with local merchants and business owners.
    6. Analyzed applicants' financial status, credit and property evaluations to determine loan approval.
    7. Approved loans within specified limits, and refer loan applications outside those limits to management for approval.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BA In Forensic Psychology