Loan Consultant Resume Samples

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Loan Consultants assess loan applications and decide whether the loan should be granted or not. Our collection of resume samples for Loan Consultants highlights the following job duties: checking loan documentation, informing applicants of additional requirements, identifying deficiencies, answering to customer questions, and updating their job knowledge. Most Loan Consultants hold the following job qualifications: knowledge of lending procedures, customer service, detail orientation, confidentiality, computer competences, and decision-making. Successful resumes in the field make display of a degree in finance or a similar field.

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1

Loan Consultant

  • Sales Professional in a brokerage role, responsible for effectively helping consumers refinance their auto loan while effectively upselling Vehicle Service Contracts and GAP insurance products.
  • Maintain thorough and updated knowledge of all lender requirements and effectively communicate with lender.
  • Effectively communicate with customers and gain customer satisfaction and referrals.
  • Won highest grossing sale contest second month in position.
  • Exceeded projected contract goals every month.
Candidate Info
17
years in
workforce
7
months
at this job
HS
Business
2

Loan Consultant

  • Developed new loan business and up sold existing business.
  • Originated acceptable and well-documented residential mortgages/home equity products through leveraging networks and contacts with realtors, brokers, builders and developers.
  • Interviewed applicants to collect information concerning their financial needs, objectives and status.
  • Analyzed clients financial/credit worthiness to ensure conformity with builders and lenders standards.
  • Assured all loans were properly documented with accurate and complete information.
Candidate Info
4
years in
workforce
2
years
at this job
Biology
3

Educational Loan Consultant

  • Self-motivated with exceptional communication and computer capabilities.
  • Originated, reviewed, processed, and closed customer loan proposals.
  • Answered an average of 60+ calls per day by addressing customer inquiries, solving problems providing information of eligible programs available.
  • Worked efficiently with the department of education to properly apply for financial based programs on behalf of the federal student loan holder.
  • Successfully closed an average of 20+ loans per month.
  • Reviewed all loan agreements to ensure accuracy prior to submission.
Candidate Info
8
years in
workforce
2
years
at this job
HS
High School Diploma
BS
Business Management
4

Team Lead Portfolio Retention Specialist / Loan Consultant

  • Designated department Lead for a department of 20 Loan Retention Specialist
  • Provided team support on difficult customer calls as well as authorized special customer transactions
  • Provided detailed information regarding loan payoff, informed customers of their loan type, explained payment options geared to retaining existing mortgage, sold and processed loan modifications, originated 2nd mortgages as requested
Candidate Info
4
years in
workforce
4
years
at this job
C
Non Profit Management
BA
Real Estate Studies
Proffessional Real Estate
5

Loan Consultant

  • Solicited and originated new FHA and VA streamlines while maintaining sales quotas
  • Handled inbound and outbound sales calls while keeping scheduled appointments with potential clients
  • Followed up on loans in process daily to ensure expedited processing and loan closings
  • Communicated with underwriters, closers and processors throughout the loan process to provide the client with a seamless process
Candidate Info
33
years in
workforce
2
years
at this job
BS
Business
6

Loan Consultant Manager

  • Managed daily operations, while multitasking rigorous task, open and close procedures, bank and register reconciliation, and managed daily cash flow over twenty five thousand dollars a day
  • Prepared and reviewed state regulated cash loans
  • Performed daily customer service calls including courtesy calls, collections calls, inactive calls and bank funds verification calls
  • Implemented store business plans including behavioral focus, timelines, measured progress and budget reports
  • Interviewed potential employees, trained employees, and managed employee's daily schedules
Candidate Info
7
years in
workforce
8
months
at this job
HS
High School Diploma
C
Business Technology
7

Senior Loan Consultant

  • Contacted up to 100 leads a day, evaluated current financial situation, set expectations, and discussed expected a return on investment
  • Requested necessary documents for underwriting
  • Determined best company to fund their request
  • Sent out necessary documents to receive offer
  • Closed 60% of offers with clients, adjusting when necessary/available
  • Collected final stipulations needed to fund
  • Trained new employees on the intake and funding process
Candidate Info
11
years in
workforce
2
years
at this job
AA
Associate of Arts
BA
Business Administration
8

Loan Consultant/analyst

Review applications for approval of VA and Conventional purchase mortgage loans.

  • Analyze customers financial and credit profile and recommend appropriate products
  • Contacts customers in timely manner and maintain large pipeline of 70-80 loans, keeping constant contact ensuring members are up to date with loan status.
  • Exceeds monthly sales and closing percentage goal.
Candidate Info
15
years in
workforce
10
months
at this job
AA
Associate of Arts
BA
History
9

Senior Loan Consultant

Worked as a sales representative to facilitate loan applications and closings

  • Helped to educate clients and sell a wide array of available loan products
  • Have extensive knowledge of FHA, VA, Conventional and ARM mortgages
  • Licensed in CA, CO, NJ, MA, PA, OR, VA & WA
  • Closed 4.5 to 6 million per month
Candidate Info
27
years in
workforce
11
months
at this job
Business And Administration
10

Loan Consultant

  • Speak with clients and obtain information for loan applications and to answer questions about the process.
  • Evaluate credit worthiness by processing loan applications and documentation within specific guidelines.
  • Deeply analyze applicants' financial status, credit, and to determine feasibility of qualifying for a loan.
  • Complete the loan contracts and counsel clients on policies and restrictions and the final processes of the loan and all paperwork that follows.
Candidate Info
16
years in
workforce
2
years
at this job
Business Marketing
Residential Planning

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