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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41

Mortgage Loan Originator / Loan Officer Assistant

Review loan documentation with potential borrowers to provide them with a mortgage that best suits his/her financial objectives

  • Evaluated credit history, income, length of employment, and other documentation to determine mortgage eligibility
  • Recommend loan products that are a fit for each individual borrower (Conventional, FHA, VA loan Programs)
  • Assist borrowers in putting together a complete loan file (Pre/Post Close)
  • Processed and collected loan conditions prior to funding. (Including DU/LP for Fannie Mae / Freddie Mac)
  • Submit complete loan applications to the Funding Department
Candidate Info
20
years in
workforce
11
months
at this job
42

Loan Officer Assistant

Worked on specific projects assigned by Senior Loan Officer.

  • Organized all client paperwork, ordered credit report & input all information into database.
  • Ensure all loans moved through processing in a timely manner.
  • Follow up with clients if any documents were missing from loan.
  • Prepared & scanned all files for submission to database and processing.
Candidate Info
7
years in
workforce
1
year
at this job
BS
Journalism
43

Loan Officer Assistant

Assist with the collection of documentation and processing of customer applications for residential real estate loans.

  • Set up loan files and collect and review documents related to applicant's financial status, credit and property evaluation prior to submission to processor/underwriter for verification and recommendation.
  • Correspond with or interview customers and/or creditors to resolve questions regarding application information.
  • Work with team for coordination and backup coverage.
  • Follow up on packages, appraisals, trailing docs, etc. with LO and team members.
  • Order subordinations when all necessary documentation has been received.
  • Assist with obtaining conditions and follow up on approvals when needed
Candidate Info
8
years in
workforce
5
months
at this job
BBA
Business Administration
44

Loan Officer Assistant/setup Coordinator

Oversee/ assist in the Origination, file management, communication, and revenue of my Mortgage Loan Officer

  • In direct communication daily with clients, Realtors, builders and business partner's
  • Communicate to client's documentation needed to apply, scan files in to system, acts as a liaison between the processor and the prospective borrower.
  • Order appraisal, request title binder, order condo questionnaire, pull FHA case number, review fraud guard and pull 4506t transcripts on each loan according to its need
  • Manages loan officers marketing, advertisements for loan officers while conducting phone interview with realtors to maximize our market
  • Answer phone, set appointments, set up files, track loans, prepare for processing then underwriting through closing, track and answer emails through outlook
Candidate Info
11
years in
workforce
2
years
at this job
HS
High School Diploma
Business Administration
45

Setup Coordinator/ Loan Officer Assistant

Oversee/ assist in the Origination, file management, communication, and revenue of my Mortgage Loan Officer

  • In direct communication daily with clients, Realtors, builders and business partner's
  • Communicate to client's documentation needed to apply, scan files in to system, acts as a liaison between the processor and the prospective borrower.
  • Order appraisal, request title binder, order condo questionnaire, pull FHA case number, review fraud guard and pull 4506t transcripts on each loan according to its need
  • Manages loan officers marketing, advertisements for loan officers while conducting phone interview with realtors to maximize our market
  • Answer phone, set appointments, set up files, track loans, prepare for processing then underwriting through closing, track and answer emails through outlook
Candidate Info
11
years in
workforce
2
years
at this job
HS
High School Diploma
AS
Business Management
46

Administrative Assistant/loan Officer Assistant

Set up loan files by ordering title policies, appraisals & surveys and then stacking all loan documents in the proper order to be processed and underwritten

  • Prepared loan files to be insured by The Housing and Urban Development Department
  • Shipped loan files to investors to be purchased
  • Track down any missing documents that the investor might need
  • Act as a loan officer assistant by taking loan applications, pulling credit reports, running automated underwriting systems such as DU/LP and entering info into computer system
  • Part time receptionist - answering main line at the front desk while directing customers
Candidate Info
9
years in
workforce
3
years
at this job
47

Loan Officer Assistant

  • Assist 5 employee loan officers on daily pipeline.
  • Insure employee loan docs are prepared correctly before mailing.
  • Assigned to keep track of employee relocation/affinity relocation leads.
  • Assist consumer direct customers with questions or concerns.
  • Assist loan officers in answering over flow calls.
  • Audit loan packages before mailing to customers.
Candidate Info
7
years in
workforce
3
years
at this job
Business Management
48

Loan Officer Assistant

  • Provide support for two top-performing Loan Officers with average funded sales of over $4.5 MM per month
  • Pre-qualify customers for appropriate financing options to suit their needs
  • Obtain signed disclosures and supporting loan documentation to submit to processing within 5 days of application
  • Collect application fees and provide GFE & TIL within appropriate timeframes
  • Oversee loan process from initial application through funding
Candidate Info
14
years in
workforce
6
months
at this job
BS
Psychology
Pharmacy Technician

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