Loan Officer Assistant Resume Samples - Page 3

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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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21

Loan Officer Assistant Intern

  • Teamed with Multicultural Lending department in the preparation and analysis to monitor loan activities.
  • Involved and assisted in the generation of a total of over $30 million in loans.
  • Maintained client application log and image loan files.
Candidate Info
10
years in
workforce
4
years
at this job
C
Business
MA
Master of Arts
22

Loan Officer Assistant

Worked in a fast-paced environment assisting loan officer in originating loans and coordinated with loan processors to close transactions in a timely manner.

  • Called specified companies to obtain property abstract, survey and appraisal.
  • Reviewed residential loan application files to verify that application data was complete and met establishment standards, including type and amount of mortgage, borrower assets, liabilities and length of employment.
  • Called and wrote credit bureau and employer to verify accuracy of information.
Candidate Info
5
years in
workforce
5
years
at this job
HS
High School Diploma
23

Loan Officer Assistant

Obtained borrower applications and pre-qualification documents.

  • Customer Account Management
  • Data Entry
  • Reviewed required forms & documents.
  • Maintained a 97% customer satisfaction.
  • Conducted nightly conference calls with corporate to review goals and current figures.
  • Utilized provided resources to train and assist fellow team members.
  • Assisted in Handling all Accounting and Loan processing.
Candidate Info
7
years in
workforce
1
year
at this job
24

Loan Officer Assistant/jr Processor

Order tax transcripts, verification of employment, open escrow and title, and order appraisals.

  • Input application into Point, prepare disclosures, stack file and review for completeness.
  • Request, collect, organize items from borrower and submit conditions to underwriter once reviewed for completeness.
  • Maintained a pipeline of more than 70 borrowers at a time. Funding 20+ loans a month.
  • New home builder experience.
Candidate Info
13
years in
workforce
2
years
at this job
25

Loan Officer Assistant

Responsible for gathering appropriate documentation from each applicant as well as delivers loan package in the time frames set by the management

  • Handled the tasks of communicating with applicants for providing timely updates and progress reports
  • Maintained high levels of customer service as well as manages the expectations of applicant's and support staff's
  • Responsible for managing pipeline for all the originated loans by closing and completing the required management reports
  • Provided loan package to the loan processor for reviewing, stacking, and pre-submission auditing
  • Worked with loan processor to provide additional documentation and letters of explanation to underwriters to clear the conditions and close each loan
  • Responsible for maintaining a working file for the office and required for compliance
  • Ordered all lender packages, appraisals and all pertaining third party packages in a timely matter.
Candidate Info
7
years in
workforce
7
years
at this job
Criminal Justice
26

Loan Officer Assistant

Pre-processed files for potential borrowers in the pre-qualifying stage for a mortgage loan

  • Requested numerous verifications; employment, rent, deposits, mortgages, and income taxes
  • Gathered initial/final processing and underwriting conditions to satisfy final loan approval
  • Communicated with title/escrow and real estate agents during the approval and closing stage
  • Administrative office duties, strong phone skills
Candidate Info
13
years in
workforce
1
year
at this job
AS
Administrative Healthcare Management
27

Loan Officer Assistant

Assisted assigned loan officer in completing, testing, and analyzing residential mortgage loan applications

  • Fielded and screened prospective client calls while gathering applicant financial and credit information
  • Generated lending scenario analyses under varying income, debt, and asset ratio thresholds
  • Inputted and processed loan applications, closing reports, and applicant credit checks
  • Marketed firm's financial terms and pricing through mailings, calls, and emails to outside offices
  • Extensive phone and face-to-face interaction with clients throughout entire application process
  • Performed full support and assistant duties for assigned loan officer - answering phones, scheduling meetings, responding to applicant requests, and managing work calendars
  • Obtained and processed all necessary industry approvals - FHA, CAIVERS, DU, VA, MHDC and Rural Housing
Candidate Info
6
years in
workforce
6
years
at this job
AS
Liberal Arts
28

Loan Officer Assistant

  • Provided support with all new loan applications.
  • Prepared and submitted loan packages to processing.
  • Developed and distributed marketing material for lead generation.
Candidate Info
20
years in
workforce
5
years
at this job
Professional Aeronautics
Criminal Justice
29

Loan Officer Assistant

  • Assisted high producing loan officer in the smooth and timely completion of loan applications.
  • Proactively communicated with clients, title agencies, realtors and all other parties regarding status of loan applications in process.
  • Aided in the development of a customer database in support of the pursuit of new marketing opportunities.
Candidate Info
19
years in
workforce
1
year
at this job
Accounting
30

Loan Officer Assistant

Assisted 3 top Loan Officers producers

  • Responsible for setting up a complete file by ordering VOE, VOR, Credit supplements.
  • Responsible for ordering appraisal, opening Title.
  • Reviewed all company disclosures and 1003 prior uploading full file to the processing department.
  • Assisted when needed the main Processors to finalized and coordinate the Closing.
Candidate Info
16
years in
workforce
1
year
at this job
Law Of Agency

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