A Retail Loan Officer will manage the retail lending division and its employees and oversee loan funding accounting procedures. Duties and responsibilities often listed on the Retail Loan Officer Resume are – interviewing and hiring employees, overseeing the daily workflow of the lending division, reviewing loan packages, ensuring accuracy and completeness of required signatures, preparing and authorizing settlement sheets, vouchers, and general ledger entries, overseeing servicing of loans, reviewing files for accuracy, contacting branch staff regarding errors, and performing other duties as assigned.
Required skills and abilities include the following – excellent verbal and written communication skills, knowledge of consumer lending field, strong analytical and problem-solving skills, strong supervisory and leadership skills, excellent organizational skills, and attention to detail, and proficiency with MS Office Suite. A bachelor’s degree is often needed in this profession, and in many cases, employers seek candidates who can list federal licensure on their resumes.
Summary : A highly qualified Retail Loan Officer professional with experience in business development, finance, and administration. Possess a proven ability to create and widen revenue streams, improve customer relationships, and thrive in team environments.
Skills : Photography, Photoshop, Lightroom.
Description :
Interested in further particulars and in filling out an application form.
Responsible for active marketing and sale financial products and services to the bank; processing and analysis of submitted documents.
Responsible for implementing the set individual objectives and objectives office.
Work experience has given me the opportunity to perform financial analysis and expose the customers potential, following company procedures and objectives.
Proactively promoted Baltimore County’s business assistance, incentive, and technical programs to retail businesses, tenants, and commercial property owners.
Acted as the main point of contact with all Baltimore County Chambers of Commerce (located in Commercial Revitalisation districts) by attending meetings and meeting with executive directors.
Understood the retail needs and desires of local residents by collaborating with Baltimore County’s Department of Planning and Office of Community Engagement on initiatives and public input meetings.
Experience
10+ Years
Level
Senior
Education
Master's In Financial Management
Retail Loan Officer Resume
Headline : To bring the lessons and experience I gained from health care and academic administration to new opportunities. Summary Successful in working cross-functionally within casual and highly-regulated processes inside large organisations. Proven successful in complex project management and asset oversight. Experienced in staff management, providing support through mentorship and leadership.
Responsible for the effective and timely decisioning of indirect retail loan and lease applications, ensuring that a high level of customer service is delivered, and loans approved meet Bank policies and guidelines.
Responsible for meeting negotiated goals which include credit quality objectives, customer satisfaction goals, and operational effectiveness objectives.
Generated business and maintaining customer satisfaction with the automobile dealers.
Identified potential improvements to retail lending processes and policies and providing recommendations to the retail lending manager.
Maintained the customer relationship and ensuring good quality customer service while making sure the dealer understands the rationale behind declines or requests for more information.
Ensured adherence to the bank's Anti-Money Laundering program and Know Your Customer requirements, by reporting any unusual occurrences or fraudulent activities.
Maintained friendly and professional customer interactions.
Experience
5-7 Years
Level
Executive
Education
BA
Retail Loan Officer Resume
Summary : Retail Loan Officer with 8 years of experience in Supporting customers by responding to product, membership and REI service questions, general inquiries and customer feedback, Effectively helping to prepare the store: maintains and stocks work areas making sure all items are accurately priced, Working with store management, visual merchandising point person, and Sales Leads to maintain visual standards.
Skills : Insurance, Sales, Sales Management.
Description :
Originated, reviewed, processed, closed and administered customer loan proposals.
Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
Developed and maintained relationships with local real estate agents.
Submitted loan applications to the underwriter for verification and recommendations.
Reviewed and edited loan agreements to ensure accuracy.
Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Maintained strict confidentiality of bank records and client information.
Experience
10+ Years
Level
Senior
Education
BA
Retail Loan Officer Resume
Objective : Highly qualified Retail Loan Officer 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.
Skills : Westlaw, Pam for Securities, CMS, Bloomberg, Microsoft Word, Excel, Outlook, MS mail, Outlook, Spanish literate.
Description :
Completed 1003 applications to qualify new home buyers.
Evaluated customers' credit and income tax returns.
Obtained all documentation to make informed mortgage loan decisions.
Advised clients regarding home equity consolidation.
Handled customer inquiries about new loan requirements.
Administered a pipeline of $1.5 million and closed an average of $750,000 per month.
Translated and provided necessary mortgage loan information for all Spanish-speaking customers.
Experience
2-5 Years
Level
Executive
Education
GED
Retail Loan Officer Resume
Headline : Have experience in all aspects of the mortgage lending business, From managing a branch, being a retail loan officer, a processor and to funding the loan, feel would be a great candidate and asset to your department. Customer service is very important to me, making sure they are communicated with and taken care of from the beginning and after the loan process.
Skills : Microsoft PowerPoint, Adobe Creative Suite, Microsoft Office, Salesforce And Other CRM, Google Docs.
Description :
In charged of mortgage loan originations for a portfolio lender in the Colorado Springs area.
Helped the public understand what options existed for people seeking home ownership through government and private sources as well.
Interviewed applicants for personal loans and approve or disapprove credit as provided by law and policy.
Interviewed applicants for home equities, lines of credit, and first mortgages.
Closed personal, home equity, lines of credit and first mortgage loans.
Met new businesses and increasing Baltimore County’s connectivity and responsiveness to them by developing a retail engagement strategy to drive growth and community engagement.
Experience
5-7 Years
Level
Executive
Education
BS In Consumer Sciences
Retail Loan Officer Resume
Objective : Innovative, results-oriented Retail Loan Officer professional with fifteen years of diversified experience in management, counselling, training, sales, and customer service. Outstanding interpersonal and communication skills. Effectively handle difficult situations, negotiate, as well as develop and implement solutions. Ability to coordinate multifaceted activities within a busy environment. Team player, consistently provide high-level, systematic standards of performance.
Skills : Graphic Design, Photoshop, Indesign, Illustrator, SketchUp, Rhino, Auto Cad, Drafting, 3D Studio Max.
Description :
Worked in conjunction with dealerships, builders, and third party clients as part of managing the successful completion of a loan.
Worked with mortgage division in processing and closing mortgage loans.
Processed SBA loans.
Managed retail loan portfolio of 12.5 million dollars.
Required calling on company-generated leads for customers seeking a mortgage loan, with equal interest for refinancing options and purchase options.
Developed long term relationships with clients resulting in regular repeat and referral business.
Conceptualised and led the vision for developing new retail business engagement strategy by collaborating with community groups, other County Departments, local Chambers, and Tourism
Experience
2-5 Years
Level
Junior
Education
Bachelor Of Fine Arts
Retail Loan Officer Resume
Objective : Highly skilled administrative and Financial Institution employee, with a vast background in small business administration as well as managing Financial Institution lending operations. Very strong skills at multi-tasking and managing several duties and responsibilities simultaneously, with outstanding results. Private business owner for 28 years, along with Dental office administrative operations experience. Main objective is to secure an opportunity in an administrative setting. I am a flexible Professional open to new opportunities.
Developed strong relationships with shopping center and mall owners, existing Commercial Revitalisation District businesses, restaurants and Chambers of Commerce.
Understood and disseminated information on County and State business assistance programs, loan programs, and tax incentives available to retailers and commercial businesses.
Acted as the Economic Development liaison for the Department of Planning and Office of Community Engagement.
Represented Baltimore County Economic Development at business meetings, networking events, round-tables as needed.
Met, networked, and built relationships with key property owners, developers and the real estate community, and closely monitor trans-formative projects.
Maintained lighting in the store.
Maintained an awareness of current product in all departments.
Experience
2-5 Years
Level
Junior
Education
MS
Retail Loan Officer Resume
Headline : Seeking a Retail Loan Officer position as a Retail Loan Officer utilizing exceptional office management skills and a strong educational background in psychology and law, to assist in orchestrating a smooth flow of legal operations.
Skills : Practice Works, Training, Sales, Stock Management.
Description :
Droved sales through all channels by improving selling behaviours.
Capitalised on all promotional events through successful event execution
Demonstrated strong interest and credible expertise in our product assortment; translates this knowledge into value for our customers.
Guided Retail Sales Specialists to do the same
Passionately promoted REI’s membership and effectively converts non-members to members.
Helped guide Retail Sales Specialists to do the same
Prepared the store: effectively stocks and coordinates daily stocking process, actively handles merchandise, executes visual directions, and ensures a compelling presentation.
Experience
5-7 Years
Level
Executive
Education
Associate's
Retail Loan Officer Resume
Objective : Retail Loan Officer with 2 years of experience in Promoting the sale of REI goods and services as well as engaging in the steps of REIs Sales and Service Training, Providing customers with product, membership and service information including but not limited to the REI Mastercard program.
Skills : Loan Management, Training, Retail.
Description :
Partnered with Visual Merchandising Point Person (VMPP) to ensure visual pleasant presentation.
Adapted presentation based on changing inventory levels, new products, promotions, and market conditions (weather, events, etc.).
Identified areas of opportunity and acts on them as it relates to inventory accuracy, price accuracy, and product stock levels.
Delivered inspirational experiences for our members and customers through effective promotion of outdoor programs and outreach.
Trained and mentored new staff, provided direction to peers as necessary, coordinates service delivery, and task execution.
Shared feedback with Retail Sales Managers regarding staffing and scheduling needs.
Demonstrated initiative and productivity and serves as a role model for Retail Sales Specialists.
Experience
2-5 Years
Level
Executive
Education
High School Diploma
Retail Loan Officer Resume
Headline : Retail Loan Officer is Processing purchase, membership, service and return transactions at the register in alignment with REIs 100% satisfaction guarantee, Collecting payment for goods, make change, and distribute receipts, Performing unique transactions such as special orders, Outdoor School registration, special ticket sales, and store mail-outs.
Supported and partnered with Retail Sales Managers through department communication of goals, daily expectations, task assignments, and feedback.
Maximised company sales growth and profitability by maintaining the stockroom and sales floor and facilitate the flow of product in order to provide an engaging experience to every customer, every time.
Performed duties associated with receiving and processing trucks.
Safely processed and assisted with customer pick-up orders.
Safely operated and maintained all stockroom equipment and tools and keep equipment in good working order.
Assisted the Assistant Managers to complete essential inventory control functions in an effort to support financial and inventory accuracy.
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