Loan Specialist Resume Samples

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Loan Specialists help clients prepare their loan applications and have them approved. Essential job duties listed on a Loan Specialist example resume are processing loan applications, applying bank policies, implementing lending strategies, assessing customer needs, collecting client data, and obtaining credit information. Those interested in a Loan Specialist position should be able to demonstrate the following skills in their resumes: knowledge of lending procedures, customer service, selling skills, problem solving, effective communication, and computer competences. Most Loan Specialists hold a high school diploma or the equivalent and receive on-the-job training.

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1

Loan Specialist

Ensured accuracy of closed loans including detailed analysis of data in preparation for Federal Housing Administration Loans and Conventional loan closure requirements

  • Maintained the role as primary point of contact for Partners and Account Executives through high level communications and detailed data analysis
  • Reviewed personal and corporate financial statements to ensure borrowers were in good standing as well as advanced extensive audits for discrepancies.
  • Audit review and verified closed loan packages for various reports including appraisals, mortgage applications, security deeds and final disclosures.
  • Assisted Underwriting staff with assigned projects, coordination and execution of loan setup, file setup, audit and completion.
Candidate Info
11
years in
workforce
8
years
at this job
BS
Exercise Science And Research Analysis
2

Customer Service Loan Specialist

Identify several types of loans and credit options available and terms and conditions for that and services.

  • Collected copies of financial statements, credit histories and other financial information of loan applicant.
  • Analyzed applicants financial status, credit history, and financial goals to determine how best to assist.
  • Coordinated with the applicant for getting information about loan applications and answered questions.
  • Analyze the loan agreements and make sure that they are complete and accurate according to the policy.
  • Submitted the loan applications to credit analysts for further verifications and suggestions.
  • Negotiate payment arrangements with customers and credit institutions to assist in repairing credit history.
  • Acted as a liaison for clients, and ensured complete customer satisfaction during the credit repair process.
Candidate Info
14
years in
workforce
4
years
at this job
HS
High School Diploma
3

Senior Loan Specialist

  • Assumed responsibilities of Department Manager in her absence.
  • Supervised a staff of 3 loan specialists.
  • Created loan documentation policy manual for the department.
  • Delegated, reviewed and approved loan documents prior to closing.
  • Provided technical advice to the staff on documentation issues.
  • Communicated to the staff on new policies and procedures with recommended instructions for implementation.
  • Coordinated and interacted with a variety of personnel to ensure accurate
Candidate Info
17
years in
workforce
3
years
at this job
BS
Finance
4

Personal Loan Specialist

Developed sales of personal loans, automobile loans and other credit related products

  • Followed up on leads from customer inquiries online or through customer service
  • Assisted customers in making financial decisions to help them achieve their financial goals.
  • Manage servicing and collections activities
  • Educated customers on the terms and conditions of the loan to ensure a clear understanding
  • Worked as an individual contributor and as part of the team to achieve business guidelines and procedures
Candidate Info
9
years in
workforce
2
years
at this job
Political Science
5

Personal Loan Specialist

  • Analyzed financial status, credit and property to determine feasibility of granting a loan.
  • Educated customers on the variety of loan products and available credit options.
  • Adhered to all federal and state compliance guidelines relative to personal loans and Auto secured loans.
  • Executed the loan origination process, including ordering credit reports, and preliminary title reports
  • Provide excellent customer service to new and existing clients along with account maintenance
Candidate Info
14
years in
workforce
7
months
at this job
AS
Arts
BS
Merchandising
6

Loan Specialist

  • Team work with the providers and employees of the Corporation promoting the customer service.
  • Supporting the Mortgage Loan Closing Department, in the assistance of closing the loans, explanation to our customers about the type of product, and quality control of the documents.
  • Achieve the results by the ethics and compliance of AML/BSA/USA PATRIOT Act/KYC/OFAC.
  • Accomplishment the establish process of the Mortgage regulations Bylaw O, HOEPA and Flood.
Candidate Info
2
years in
workforce
2
years
at this job
BA
Psychology
7

Personal Loan Specialist

Responsible for soliciting potential loans through prospective, current, and former clientele on a daily basis

  • Responsible for aggressive loan volume sales goals, aggressive insurance add on sales goals, and delinquency goals. Insurance sales goals includes life
  • Answers live action telephone calls to process payments, take new loan applications, and solicit current clients for new money loans
  • Responsible for daily collection activity; contacting current delinquent clients that are less than 30 days, 30 days, and 60 days past due on accounts
  • Responsible for maintaining expert product knowledge and recommending products based on needs of client
  • Uses rapport building skills to discuss needs with clientele and make recommendations based on needs of client
  • Responsible for handling cash transactions when customers make payments towards loan balance
  • Responsible for opening cash drawer, closing cash drawer, and balancing cash drawer several times throughout work day
  • Actively underwrites loans during decision process; process includes income verification, employment verification, residence verification, asset
  • Responsible for handling daily cash movement report, and also reconciling paperwork for previous day and making sure that all procedures were done so in a proper manner
Candidate Info
9
years in
workforce
1
year
at this job
Credit And Bank
8

Dedicated Loan Specialist Bankruptcy

  • Worked in loss mitigation department for FHA, FHLMC, VA, Private Investor
  • Assisted members with their past due accounts and mortgage issues
  • Walked through mortgage documents with borrowers in order to explain rules and regulations per state and federal guidelines for HAMP and in house loan modifications.
  • Assisted borrowers with loan reviews and direct services inquiries in order to meet borrowers needs and underwrote the file to be submitted to manager.
  • Order proof of claims, reaffirmation agreements, sent authorization forms to attorneys to request to speak to borrowers, applied cram downs and lien strips request.
Candidate Info
8
years in
workforce
2
years
at this job
9

Loan Specialist

Convert inbound and outbound lead from target audience market.

  • Educate and Advise potential client of our financing options.
  • Build genuine rapport in order to get to the core business needs.
  • Relentlessly cultivate relationships with potential clients for possible future needs and be their point-of-contact when opportunity presents itself.
Candidate Info
16
years in
workforce
11
months
at this job
10

Loan Specialist

Analyze and document mortgage loan issues associated with interest rates and payment schedules

  • Construct agreements with borrowers that are delinquent on loans, which in return adjust the repayment terms
  • Collect and process mortgage payments
  • Review departmental cost savings / benefits
Candidate Info
10
years in
workforce
6
years
at this job
AA
Associate of Arts
Business Administration

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