Loan Officer Assistant Resume Samples

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Loan Officer Assistants work below the Loan Officer, assisting the Loan Officer with anything he or she needs in the preparation of loan documentation. Resumes of Loan Officer Assistants exhibit such skills as handling communication with the borrowers, loan officers, processors, and the closing department; and preparing spreadsheets to maintain the loan officer's monthly goals. Employers seek applicants with a high school diploma at a minimum, though others seek candidates who are able to list a bachelor's degree in a finance, economics or business-related field on their resumes.

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1

Loan Officer Assistant

Entrusted to support a high-producing Mortgage Loan Officer by ensuring quality, completeness and accuracy of all new loan applications.

  • Leveraged extensive communication skills in gathering client conditions, assembling files, reviewing appraisals, securing documents, and reviewing fees on closing statements.
  • Selected to service as Junior Loan Officer in the absence of the Loan Officer, responsible for handling sales calls and producing interest rates to potential customers.
  • Consistently ensure loan compliance with mortgage lending laws and regulations.
  • Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base.
  • Utilized extensive understanding of real estate appraisals, title reports, and real estate transactions in educating clients of the mortgage process and loan procedures.
  • Conducted comprehensive analysis of client financial/credit data, determining level of risk and matching customer needs with the appropriate loan program.
Candidate Info
11
years in
workforce
2
years
at this job
BBA
Project Management
MA
Finance
Business Administration And Project Management
2

Loan Officer Assistant

Handled a high volume of incoming calls and emails from both clients and mortgage bank representatives.

  • Advocated on behalf of homeowners through the mortgage loan modification process, credit card settlements and settlements of second mortgages.
  • Coordinated, managed and monitored client files within a prescribed and desirable time frame.
  • Analyzed and evaluated client's financial analysis/ budget which included tax returns, social security numbers, bank statements and other sensitive information.
  • Performed precise and strategic calculations of loan history and payment adjustments impacting successful completion of loan modification through the Home Affordable Modification Program.
  • Maintained a professional relationship with both clients and bank specialists in an effort to obtain required information for our case.
Candidate Info
3
years in
workforce
1
year
at this job
BA
Criminal Justice
3

Loan Officer Assistant

Ensured new loan applications are prepared for processing while adhering to standard turn times.

  • Managed individual order queue to meet published lead times and individual and team revenue targets
  • Maintained effective communication with all necessary parties involved in a new loan application, from the customer, loan officer, processor, and lender to ensure a positive application experience.
  • Worked with various internal departments as well as external organizations to obtain processing related documentation or obtain necessary information needed to complete an application, including, but not limited to: IRS Transcripts, Title Reports, Setting up Escrow, Homeowner's Insurance, Ordering Appraisals.
  • Immediately notified all necessary parties of irregularities relative to standard mortgage guidelines.
  • Monitored all incoming loan conditions via email, fax or mail.
  • Locked loans in the Loan Originator System (Encompass), and sent out re-disclosures if the files were not within RESPA compliance.
Candidate Info
15
years in
workforce
4
months
at this job
4

Loan Officer Assistant

Generated residential mortgage loan applications and offers/negotiates terms of residential mortgage loans for compensation or gain

  • Met with clients, as necessary to take borrower applications and review
  • Completed and reviewed forms with borrowers; collected the necessary documentation and appropriate fees
  • Reviewed assists in the evaluation of information pertinent to the client's application and made recommendations
  • Maintained Loan Officer database and coordinated loan submissions to processing and closing
  • Assisted with pricing and rate locks
  • Worked closely with agents and builders to ensure a smooth application process
Candidate Info
7
years in
workforce
6
months
at this job
AS
Business Administration
BS
Business Management
5

Loan Officer Assistant/office Manager

Assistant to Sales Manager/Vice President; managed calendar, coordinated travel and maintained expense report

  • Supervised the administrative office and coordinated meetings with clients
  • Maintained ACT database of customers and referral partners
  • Assisted 2 loan officers achieve top ranking and support other loan officers with pipeline management
  • Prepared spreadsheet reports to track leads and productivity
  • Organized marketing projects and sponsorship events
Candidate Info
2
years in
workforce
2
years
at this job
6

Loan Officer Assistant/ Real Estate Transaction Coordinator

Identified clients' preferences for residential property, located appropriate homes for sale, and conducted showing, resulting in signed contracts

  • Coordinated transactions related to sale and mortgage loans, including FHA and conventional loans.
  • Assisted clients with transactions and communicated status of home loans, thereby building strong base of referral business due to delivery of excellent service.
  • Interacted with escrow officers, title officers, appraisers, and inspectors to resolve issues and facilitate completion of transactions in a timely manner.
Candidate Info
13
years in
workforce
3
years
at this job
AAS
Accounting
AAS
Business Administration
7

Loan Officer Assistant /marketing

Organized and tracked all active Home loans from beginning to end. August 2012 to July 2013

  • Monitored the status of each loan file. Identified potential problems.
  • Obtained borrower applications and pre-qualification documents.
  • Reviewed required forms & obligatory documents.
  • Handled all commission accounting and assisted in processing.
  • Facilitated application process by interfacing with customer in completing the process.
  • Coordinated and managed marketing to buyers, sellers, realtors and builders.
  • Assisted top producer in maintaining and managing their pipeline.
Candidate Info
2
years in
workforce
1
year
at this job
HS
High School Diploma
BS
Business Administration
8

Loan Officer Assistant

Pre-screened potential clients prior to loan applications.

  • Maintained all aspects of customer loan files, including strong communication with associates linked to files and ongoing communication with assigned Escrow Officers, Title Officers, and Appraisers.
  • In charge of customer loan files to ensure accurate documentation for a timely transition and prioritized files of immediate attention to assure customers and agents of their scheduled closings.
  • Submissions include; title, credit, government clearance reports, borrower applications and all other borrower related documentation required to expedite loan approval.
  • Addressed problems accurately and in a timely manner.
  • Organized and administered Loan Officer in group presentations to educate the public of new loan programs.
  • Designed flyers and marketed business via Social Networks, Emails, and Bulk-Mailings.
  • 30% client growth rate from networking, 50% growth rate from client referral, and 20% from up-calls.
  • Strong knowledge of government loan guidelines.
  • Specialized in loan document signings with a strong emphasis on Escrow/Title requirements to proceed with document recordings.
Candidate Info
3
years in
workforce
3
years
at this job
9

Loan Officer Assistant

Submitted applications to credit analysts for verification and recommendation.

  • Analyzed applicant's financial status, property evaluation and determined feasibility of granting loans.
  • Reviewed loan agreements to ensure that they are complete and accurate according to policy.
  • Met with applicants to obtain information for loan applications and to answer questions about the process.
  • Approved loans with specified limits, and referred loan applications outside those limits to management for approval.
Candidate Info
10
years in
workforce
4
years
at this job
BS
Corporate Finance
10

Loan Officer Assistant

Kept all parties up to date each step of the way and resolved any questions or issues they may have had.

  • Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing.
  • Reviewing HUD-1 to ensure fees and cash at closing are consistent with commitment to customer.
  • Processed Conventional, FHA, USDA, VHDA, VA loans for purchase, refinance and renovation transactions.
  • Gathered and reviewed initial docs, submitted the files into underwriting, cleared all underwriting conditions and scheduled closing details.
Candidate Info
7
years in
workforce
1
year
at this job
Business Administration
Paralegal Studies

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