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Loan Assistant Resume Samples
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0-5 years of experience
Phone marketing, and appointment setup.
- Review loan assessments for qualification over the phone and in person.
- Assist clients modified their current loan mortgage with Broker authorization.
- Established relationships with previous customers for future needs.
0-5 years of experience
- Conducted financial transactions such as account transfers and daily deposits.
- Composed and edited client letters, office memorandums and daily agendas.
- Processed credit reports on clients for loan renewals, review and maintenance.
- Requested and obtained financials and project documentation.
- Responded to internal and external client inquiries and resolved in timely manner.
0-5 years of experience
Created new loan files by preparing documentation, running credit, completing verification of employment, scanning, entry into system and proper storage
- Assisted with reports and audits in the evaluation of loan operations performance
- Serving visitors by greeting, welcoming, directing and announcing them appropriately
- Assisted Loan Officers with creating, collecting, and processing loan applications
0-5 years of experience
Perform a variety of duties to support with loan documentations and loan closing.
- Update and maintain all kinds of ticklers to make sure borrower is in compliance with bank covenants.
- Assist loan officers to provide various reports and customer relationships.
- Assist loan officers' request and collect customer's financial statements and tax returns.
- Assist customers with initial loan inquiries, and the completion of loan applications.
- Spread financial statements and/or tax returns to help with credit analysis.
- Prepare a variety of reports related to loans.
- Set up new or renewal loans on loan origination system.
- Coordinate loan processes and loan closings with title companies, escrow companies and Corporate Loan Portfolio Management department.
- Provide services to customers and maintains good business relationships.
0-5 years of experience
- Input loan application into system, ensuring all data is accurate. Pull credit report and merge into the loan application. Printing and scanning of required documents, as requested.
- Create folders for each new client. Rename documents and save as pdf.
- Track appraisals for each RLC's pipeline, following up with the appraisal department as needed.
- Contact Title and Escrow for missing preliminary title's and escrow instructions.
- Pulling each RLC's pipeline daily to keep track of any outstanding loans
0-5 years of experience
- Implemented a system for out of town loans that resulted in turning an area of consistent loss into a 5% monthly gain.
- Established a digital and physical filing database for the accurate tracking and historical record of all checks and loans.
- Make final decision on loans based on qualifications, including printing checks.
- Verify dividends and availability of funds for Tribal Members.
- Validate employment history and risk for employee loan requests.
- Nightly audit, disperse checks, receive payments.
- Analyze data to solve a variety of financial problems and provide advice on a various financial matters in order to assist Tribal Members with financial issues and planning.
- Extensive knowledge in Dynamics GP & CRM, Excel, TMS, Lawson, Crystal Reports, etc.
0-5 years of experience
- Order reports including appraisal, credit, title search, and other related reports as required
- Assist with preparation of loan package including new loans, renewals, and amendments
- Prepare loan application, disclosures, and other required documents for loan submission
- Assist with various account monitoring activities
0-5 years of experience
- Typed all Real Estate loans for the bank
- Ordered everything for the Real Estate loans, i.e. Appraisal, Title Work
- Mailed out the Loan Estimates
- Act as Closing Agent for Spanish speaking customers and also when our Closing Agent is out of the office
- Opened new Checking Accounts, CDs, and Savings Accounts
0-5 years of experience
- Hired to lead a project to clean and restore documents to “Credit Lead” to insure accuracy of client files.
- Provides administrative and/or operational support within one or more of the following loan areas; processing, closing, presentations, servicing, documentation, notes, disbursements, etc.
- Maintains files, documents, notes, etc.
- Responsible for verifying completeness of files with all necessary documents and signatures required.
- Researches and resolves lending inquires and issues.
- Prepare and/or track disbursements, loan documents, reports, obtain credit and/or financial information.
- Produce reports as required.
- Answer questions and follow up with Clients.
0-5 years of experience
- Ensured compliance with New York commercial lending laws
- Process and underwrite borrower's and guarantor's loan by accurately recording data.
- Multi-tasked between processing loans and keeping track of upcoming matured loans.
- Prepared the release of collateral/booking documents.
- Used STUCKY to create new entries, updates deletions, and create print-outs.
- Utilized CASH OnTrack to verify and prepare the consolidation of borrowers and guarantors loan.
- Access and verified UCC Filings by following both state and country filling guidelines for all NY loans
0-5 years of experience
- Communicate with clients via phone calls and emails regarding their refinance mortgage loans
- Picked up and dropped off documents to and from clients
- Scanned and filed documents for clients' reference
0-5 years of experience
- Process loan applications
- Determine if applicant is qualified
- Order appraisals and title commitments
- Close loans
- General office duties
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