Loan Document Specialist Resume Samples

HIGH QUALITY

The best examples from thousands of real-world resumes

EXPERT APPROVED

Handpicked by resume experts based on rigorous standards

DIVERSE EXAMPLES

Tailored for various backgrounds and experience levels

Loan Document Specialists are responsible for reviewing loan applications and helping to make approval or denying decisions. Essential job duties listed on a Loan Document Specialist example resume are preparing loan documents, adhering to organization policies, verifying loan transactions, processing advances and disbursements, and preparing pay off letters. A well-written resume in the field should mention skills such as knowledge of loan processes and products, accuracy, integrity, computer competences, knowledge of office equipment, and customer service. Employers accept candidates with as little as a high school diploma in terms of education.

Looking for job listings? Check out our Loan Document Specialist Jobs page.

Want 2-3x more interviews (guaranteed)? Get a Professional Resume Rewrite from ZipJob

1

Loan Document Specialist

  • Performed high volume, time sensitive tasks related to the loan documentation process which includes researching, and problem solving to ensure compliance with customer loyalty, quality, and timeliness standards.
  • Interpreted policies while analyzing applications, and property specifications.
  • Supported Home Mortgage Consultants in the complete loan approval process. Ordered all required verifications to obtain underwriting approval for closing.
  • Prepared HUD1 settlement statements for approved loans. Discussed final loan terms with customer to ensure timely and compliant signing with notary, attorney and title companies.
  • Provide resources to applicants with liens and or judgments against their personal property to increase likelihood of program approval.
  • Maintained weekly contact with all customers in excel pipeline of up to 175 files to provide status of loan approval process.
  • Exceeded every monthly goal of 25 loans closed by 10%
Candidate Info
3
years in
workforce
5
months
at this job
BA
Speech Communication
2

Loan Document Specialist 3 - Contractor

  • Reviewed incoming loan packages and ensured compliance with company policies and procedures
  • Effectively communicated with appropriate departments on errors, status, and information requests
  • Monitored and performed daily pipeline, including maintenance and research applications
  • Completed data input accurately and prepare attached loan document when needed
  • Cross trained and helped two other departments due to higher volume
Candidate Info
2
years in
workforce
7
months
at this job
BA
Economics And Psychology
3

Loan Document Specialist III

Responsible for ensuring all closing files turned in as clear to close meet all requirements for closing and funding, as conditioned by underwriters and loan-specific restrictions.

  • Complete all closings with highest degree of accuracy to ensure salability of loans on the secondary market.
  • Fund loans with regard to date-sensitive requirements so as to eliminate penalty costs to the organization.
  • Consistently cross-trained on new loan products to stay abreast of any and all changes in the industry.
  • Performed as member of the Tenant Action Committee to ensure safety and comfort for all fellow employees.
  • Solely responsible for tracking and follow-up of over-disbursement funds due to the company.
Candidate Info
24
years in
workforce
24
years
at this job
Business Administration
4

Loan Document Specialist

  • Reviewed collateral files to ensure completeness for mortgage refinance
  • Communicated any discrepancies to appropriate contacts
  • Researched to obtain any missing documents
  • Provided assistance to other departments during busy periods
Candidate Info
8
years in
workforce
1
year
at this job
BA
English
5

Loan Document Specialist

  • Worked as a Document Specialist performing a variety of clerical; tasks such as: completing data entry, registering loans, batching and routing documents for underwriting review.
  • Prepared loan documents for borrower review and signature.
  • Assigned to Wire Coordinator and completed and cancel loan processing for brokers and finalize loan documents prior to funding loans.
  • Sorted and filed both paper and electronic documents.
  • Converted documents to other format and performed quality control.
Candidate Info
5
years in
workforce
5
years
at this job
6

QC Loan Document Specialist

  • Performed quality control in reviewing entity documents and working with complicated entities.
  • Reviewed flood insurance, hazard insurance and applicable Federal Regulations for each loan type.
  • Coordinated with underwriters and processors to ensure loans are documented with accuracy.
  • Reviewed and responded to monthly Audit Department reports.
Candidate Info
8
years in
workforce
7
months
at this job
7

Loan Document Specialist

  • Review modification agreements for accuracy, determined if documentation is in compliance with internal company requirements, insurer guidelines, and investor regulations using CLARA.
  • Generate TILA and update flood certification if applicable.
  • Managed a pipeline of loans driving activities to meet the customer's expectations.
  • Maintained paperless workflow using Microsoft Excel, Access and SharePoint.
  • Effectively managed pipelines to ensure queues and activity timelines were met.
  • Reviewed reporting, to target loans in the pipeline that needed special attention.
  • Test new and updated software applications for proficiency via ALM/HP Application Life Cycle Management.
Candidate Info
24
years in
workforce
6
years
at this job
BS
Information Systems
8

Loan Document Specialist- Operations

  • Analyze and interpret credit data and financial statements to determine the degree of risk involved in extending credit
  • Process an average of 500 plus loans totaling $5 million monthly, while maintaining a superb audit score
  • Serve as the last level of defense to mitigate risk by completing due diligence for any suspicious activity to ensure the loans comply with Wells Fargo and Federal regulations
  • Obtain, order, and analyze all the pertinent documentation needed for verification of moderate to complex loan transactions
  • Process and research book sheet discrepancies, payoff, and rebate checks received from the dealers totaling 100k monthly
  • Identify and instate ways to improve processing, documentation and servicing to enhance dealer/customer relationships
  • Completed 3-month training as a credit analyst evaluating customers credit history to decision approval/decline applications, identifying protentional risk such as; straw purchases, financial abuse, and identify theft.
Candidate Info
5
years in
workforce
2
years
at this job
BS
Communication Disorders
9

Loan Document Specialist III

  • Reviewed and processed full file loans which were purchased from other banks.
  • Performed extended mortgage loan review, including, but not limited to, Credits and Liabilities, Income, Assets, Verification of Employment, and Citizenship
  • Worked extensively with consummation closing disclosures and loan estimates.
  • Completed 20+ loans a day.
Candidate Info
9
years in
workforce
8
months
at this job
HS
High School Diploma
10

Loan Document Specialist IV

  • Maintain high output with higher accuracy than any coworkers
  • Follow TRID (TILA and RESPA) guidelines with many different loan products
  • Research product information, terms, conditions, contracts, identify issues, create correspondence
  • Process complex transactions in CORE
  • Communicate with others in order to ensure a resolution happens swiftly
  • Ensure that risks are clearly documented
Candidate Info
5
years in
workforce
1
year
at this job
BA
Economics And Administrative Studies

Upload Your Resume for a Free Critique

  • Get personalized feedback on improving your resume to land more interviews.
  • See how you resume performs in automated scanners most employers use.
  • Delivered in 48 hours
In partnership with
Browse
Upload Resume File
Privacy Protected