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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31

Loan Officer Assistant

Assistant to top producing Loan Officer/Assistant Vice President

  • Managed pipeline to close 24 Million dollars in business during 2008.
  • Processed personal and confidential financial documentation for clients.
  • Communicated daily with clients, attorneys, agents & operations staff to ensure closing conditions and deadlines for loans were met.
  • Excellent communication and people skills required for high-pressure environment.
Candidate Info
4
years in
workforce
2
years
at this job
Psychology
32

Loan Officer Assistant

Received/Reviewed homeowner loan packages. Input information into Calyx

  • Prepared package to be reviewed and submitted to various Account Executives - Prepared package to be reviewed and submitted to various Account Executives
  • Gathered conditions and forwarded to lender for completion of purchase/refinance
  • Genesis - Excel
  • Calyx -FHAC
  • Encompass -DU/LP
Candidate Info
8
months in
workforce
8
months
at this job
BA
Technical Management / Accounting
33

Loan Officer Assistant

Handle all the borrowers as the final point of contact to assure the process of sale is successful

  • The liaison between the processors, title and underwriters for the borrower in regards to acquiring any and all additional and/or requested documents.
  • Responsible to make the final sale on all loans and answering any and all questions to assure the borrower of any uncertainties
  • Explain rates and other mortgage related information to the borrower
  • Reach monthly targets, deadlines, and sales quotas to ensure revenue profits
  • Lock each individuals rate and assign it to a specific funding pool
Candidate Info
5
years in
workforce
9
months
at this job
Cinema Production
Business Administration
34

Loan Officer Assistant/ Sr. Processor

Assisted the branch manager in running office operations.

  • Handled all aspects of residential loan applications.
  • Reviewed mortgage loan products and terms with current and prospective clients.
  • Liaised with underwriters, processors, and loan closers.
  • Effectively managed processing pipeline in order to meet all loan commitment and closing dates.
  • Administered marketing and appointment database.
  • Ensured the bank is in compliance with applicable secondary market underwriting guidelines as well as federal and state lending regulations.
Candidate Info
7
years in
workforce
6
months
at this job
BS
Bachelor of Science
35

Loan Officer Assistant/processor

VA Case Numbers, appraisals, title insurance and flood certificates.

  • Check for accuracy of all incoming loan information for potential borrowers; Identify mortgage loan application and documentation problems by highlighting deficiencies; notifying management.
  • Followed up on outstanding items reflected on the conditions report provided by underwriter.
  • Track, review and ensure accurate completion of appraisals, preliminary title reports and homeowners insurance.
  • Scheduled and confirmed closing date and location with closing attorney, borrower and loan officer.
  • Ensured file compliance, notified Loan Officer and management of non-compliance.
Candidate Info
6
years in
workforce
1
month
at this job
36

Loan Officer Assistant/senior Loan Processor

Order Verifications or call for verbal verifications. Run loans through automated underwriting systems. Review loans for accuracy of completion and proper documentation.

  • Submit completed file to underwriting for approval. Clear conditions required by the underwriter
  • Prepare file to submit to closing, which consists of submitting a fee sheet and any conditions that need to be sent to closing
  • Assist loan officers regarding underwriting and processing guidelines. Direct contact with loan officers in the sales office to provide them with assistance in originating loans.
  • Maintain supply inventory for the office
  • Managed day to day operations, including processing, and shipping of all types of loans.
  • Originated loans when the branch manager was not available
Candidate Info
15
years in
workforce
2
years
at this job
HS
High School Diploma
Mathematics
37

USA Home Mortgage Loan Officer Assistant

  • Collected valuable information from clients to ensure maximum results at closing
  • Assisted loan officer in the refinance or modification process
  • Advised clients with debt solutions, working step by step to ensure productive results
Candidate Info
14
years in
workforce
5
years
at this job
Fashion Design
38

Loan Officer Assistant

Work directly with Senior Loan Officer to identify, develop and maintain a quality network of business relationships that serves as a recurring source of referrals for new lending opportunities.

  • Responsible for ensuring all loan applications are complete and accurate.
  • Review/analyze credit and financial data and determine borrower financing objectives and goals.
  • Excellent customer service by ongoing communication to client and overseeing loan process from origination to close.
  • Properly used training materials, reference tools and other resources to provide accurate and up-to-date loan program/policy information to both external customers and internal business partners
  • Excellent time management skills including the ability to organize, prioritize, and perform multiple tasks simultaneously
  • Strong computer skills, including a fundamental understanding of Optimal Blue, Encompass, MS Applications, and database management.
Candidate Info
7
years in
workforce
2
years
at this job
BA
English
39

Loan Officer Assistant

Obtain and compile copies of loan applicants' credit histories, financial statements, and other financial information and required documents.

  • Order 4506T, and review completed transcripts when received.
  • Order appraisals and review completed appraisals for accuracy and submit any necessary revisions.
  • Order property insurance with proper dwelling coverage and mortgagee clause in order to ensure protection against loss on mortgaged property.
  • Order title work and schedule closings with the settlement company.
  • Review each loan file to make sure all required documents are in the file for processing and underwriting and obtain additional documents that may be requested.
  • Verify and examine information and accuracy of loan application, closing documents and HUD1.
  • Assist processing with clearing compliance and underwriting conditions for approval.
Candidate Info
16
years in
workforce
3
years
at this job
Travel And Tourism
Advertising Design
40

Loan Officer Assistant

Provide administrative support to Loan Officers.

  • Supervise and train three executive assistants; ensuring proficiency and continuity.
  • Maintain 100% accountability for over $64K in equipment and office supplies.
  • Arrange meetings for the loan officers and clients.
  • Finalize files to insure preparedness for loan completion.
Candidate Info
10
years in
workforce
2
years
at this job

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