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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11

Loan Manager/loan Officer Assistant

Conducted financial analysis including personal & business tax return analysis

  • Managed loans from application to closing
  • Developed and maintained good relationships with realtors, title companies & other 3rd parties
  • Thoroughly communicated status of loans and requirements to clients & 3rd parties as allowed
Candidate Info
10
years in
workforce
1
year
at this job
BS
Finance
12

Mortgage Loan Processor/loan Officer Assistant

Managed/processed an average of 20 purchase and refinance loans daily (Conventional, FHA, VA, IRRL)

  • Answered inquiries, provide status, and give periodic updates to customers, loan officers, and realtors regarding their loan, and any concerns that may arise
  • Met with borrowers, and realtor's to gather information for loan applications/commitment letters
  • Review credit reports, and order credit supplements for adverse history, credit inquiry's, and debt repayment information
  • Ordered, reviewed, and/or completed various reports pertaining to all aspects of a mortgage loan
  • Coordinated closings with borrowers, attorney/title offices, and any other 3rd parties
  • Facilitated weekly pipe line meetings for credit, loan, compliance, and lending updates
  • Collected all upfront documents from borrower to begin the mortgage loan process
  • Provided clerical and marketing support to loan officers
Candidate Info
16
years in
workforce
9
months
at this job
Computer Information Systems And Criminal Justice
Business Management
13

Junior Loan Processor / Loan Officer Assistant

Prequalified borrowers by thoroughly analyzing gathered documentation / information

  • Directly communicated with borrowers, escrow officers, and loan officers to organize each file
  • Reviewed and verified borrowers' income, credit, employment, appraisals, title, & insurance info
  • Ensured that all files were complete prior to submission and coordinated with Sr. Processor & LO
Candidate Info
6
years in
workforce
2
years
at this job
BA
Environmental Studies, Art History
Drafting/computer Aided Design
14

Mortgage Loan Officer Assistant

Provided great customer service throughout the process while assisting loan officer

  • Conducted Mortgage Loan Application interviews
  • Secured all required documentation from clients
  • Researched applications turned in by other Loan Officers for any evidence of fraud
Candidate Info
34
years in
workforce
6
years
at this job
BS
Psychology
15

Loan Officer Assistant/ Processor

Processed all loan applications from time of receipt to clear to close status

  • Acted as primary liaison between all departments during loan transaction: title company, attorneys, loan officers, borrowers and internal departments
  • Managed heavy work load in an efficient, organized and productive manner
  • Ensured all items needed to close, a loan transaction, were completed before the contractual closing date
Candidate Info
6
years in
workforce
3
years
at this job
BS
Justice Studies
16

Loan Officer Assistant

Assisted the Loan Officer with structuring loans and follow-up with clients to collect all documents necessary to close loan

  • Analyzed income and asset documentation to insure borrower qualifies for loan
  • Reviewed application and documentation to ensure accuracy and completeness prior to submission to underwriter
  • Prepared disclosures, open escrow and title, request appraisal
  • Responsible for keeping all parties to the transaction aware of the status of the file
Candidate Info
9
years in
workforce
9
months
at this job
17

Loan Officer Assistant

Actively marketed the company's mortgage lending program to companies and individuals within the real estate community

  • Ensured all compliance requirements, including company policies and procedures, and state and federal regulations, are met
  • Reviewed and evaluates information on mortgage loan documents to determine if borrower and property meet company and regulatory standards
  • Recommended loan application for approval or rejection, or request additional information
  • Ensured that company customer service standards are met.
Candidate Info
18
years in
workforce
1
year
at this job
18

Loan Officer Assistant

Assisted in organizing all the established bank documentation requirements.

  • Provided customer service on behalf of loan officers, managers and team leaders.
  • Assisted the loan officer in the areas of loan processing, loan documentation, loan closings, loan servicing, secured and unsecured loans.
  • Verified completeness of files with all necessary documents and signatures.
Candidate Info
4
months in
workforce
4
months
at this job
Business Finance
19

Senior Loan Processor and Loan Officer Assistant

Processed conforming, HARP, FHA, VA. USDA and WA Bond loans for top producer in the branch

  • Ordered appraisal, title, escrow, 4506, SSA verifications
  • Reviewed AUS findings and gathered necessary documentation from borrowers, realtors and builders
  • Fielded loan status calls and emails from borrowers, realtors and builders
  • Reviewed conditions for program adherence and submitted to underwriting
  • Coordinated the loan flow from application through final approval, docs and funding
  • Used Point, Doc Velocity and Encompass Software
  • Closed an average of 10 loans per month (95% government and WA Bond)
Candidate Info
12
years in
workforce
1
year
at this job
AS
Associate of Science
Real Estate
20

Closing Coordinator / Loan Officer Assistant / Team Assistant

Obtained mortgage agent license and notary commission.

  • Assisted the local branch with ordering builder side documents.
  • Ensured all closing documents were complete and correct prior to funding.
  • Initiated the creation of a public folders system for company wide access to all loan documents to reduce down time due to document unavailability.
  • Obtained new contracts to create a new loan and assigned a loan officer.
  • Assisted in maintaining the builder backlog and loan officer calendars.
  • Completed in-house processing of brokered loans.
Candidate Info
6
years in
workforce
3
years
at this job

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