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Loan Officer Assistant Resume Samples
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0-5 years of experience
Entrusted to support a high-producing Mortgage Loan Officer by ensuring quality, completeness and accuracy of all new loan applications.
- Leveraged extensive communication skills in gathering client conditions, assembling files, reviewing appraisals, securing documents, and reviewing fees on closing statements.
- Selected to service as Junior Loan Officer in the absence of the Loan Officer, responsible for handling sales calls and producing interest rates to potential customers.
- Consistently ensure loan compliance with mortgage lending laws and regulations.
- Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base.
- Utilized extensive understanding of real estate appraisals, title reports, and real estate transactions in educating clients of the mortgage process and loan procedures.
- Conducted comprehensive analysis of client financial/credit data, determining level of risk and matching customer needs with the appropriate loan program.
0-5 years of experience
Handled a high volume of incoming calls and emails from both clients and mortgage bank representatives.
- Advocated on behalf of homeowners through the mortgage loan modification process, credit card settlements and settlements of second mortgages.
- Coordinated, managed and monitored client files within a prescribed and desirable time frame.
- Analyzed and evaluated client’s financial analysis/ budget which included tax returns, social security numbers, bank statements and other sensitive information.
- Performed precise and strategic calculations of loan history and payment adjustments impacting successful completion of loan modification through the Home Affordable Modification Program.
- Maintained a professional relationship with both clients and bank specialists in an effort to obtain required information for our case.
0-5 years of experience
Ensured new loan applications are prepared for processing while adhering to standard turn times.
- Managed individual order queue to meet published lead times and individual and team revenue targets
- Maintained effective communication with all necessary parties involved in a new loan application, from the customer, loan officer, processor, and lender to ensure a positive application experience.
- Worked with various internal departments as well as external organizations to obtain processing related documentation or obtain necessary information needed to complete an application, including, but not limited to: IRS Transcripts, Title Reports, Setting up Escrow, Homeowner’s Insurance, Ordering Appraisals.
- Immediately notified all necessary parties of irregularities relative to standard mortgage guidelines.
- Monitored all incoming loan conditions via email, fax or mail.
- Locked loans in the Loan Originator System (Encompass), and sent out re-disclosures if the files were not within RESPA compliance.
0-5 years of experience
Generated residential mortgage loan applications and offers/negotiates terms of residential mortgage loans for compensation or gain
- Met with clients, as necessary to take borrower applications and review
- Completed and reviewed forms with borrowers; collected the necessary documentation and appropriate fees
- Reviewed assists in the evaluation of information pertinent to the client’s application and made recommendations
- Maintained Loan Officer database and coordinated loan submissions to processing and closing
- Assisted with pricing and rate locks
- Worked closely with agents and builders to ensure a smooth application process
0-5 years of experience
Assistant to Sales Manager/Vice President; managed calendar, coordinated travel and maintained expense report
- Supervised the administrative office and coordinated meetings with clients
- Maintained ACT database of customers and referral partners
- Assisted 2 loan officers achieve top ranking and support other loan officers with pipeline management
- Prepared spreadsheet reports to track leads and productivity
- Organized marketing projects and sponsorship events
0-5 years of experience
Identified clients’ preferences for residential property, located appropriate homes for sale, and conducted showing, resulting in signed contracts
- Coordinated transactions related to sale and mortgage loans, including FHA and conventional loans.
- Assisted clients with transactions and communicated status of home loans, thereby building strong base of referral business due to delivery of excellent service.
- Interacted with escrow officers, title officers, appraisers, and inspectors to resolve issues and facilitate completion of transactions in a timely manner.
0-5 years of experience
Organized and tracked all active Home loans from beginning to end. August 2012 to July 2013
- Monitored the status of each loan file. Identified potential problems.
- Obtained borrower applications and pre-qualification documents.
- Reviewed required forms & obligatory documents.
- Handled all commission accounting and assisted in processing.
- Facilitated application process by interfacing with customer in completing the process.
- Coordinated and managed marketing to buyers, sellers, realtors and builders.
- Assisted top producer in maintaining and managing their pipeline.
0-5 years of experience
Pre-screened potential clients prior to loan applications.
- Maintained all aspects of customer loan files, including strong communication with associates linked to files and ongoing communication with assigned Escrow Officers, Title Officers, and Appraisers.
- In charge of customer loan files to ensure accurate documentation for a timely transition and prioritized files of immediate attention to assure customers and agents of their scheduled closings.
- Submissions include; title, credit, government clearance reports, borrower applications and all other borrower related documentation required to expedite loan approval.
- Addressed problems accurately and in a timely manner.
- Organized and administered Loan Officer in group presentations to educate the public of new loan programs.
- Designed flyers and marketed business via Social Networks, Emails, and Bulk-Mailings.
- 30% client growth rate from networking, 50% growth rate from client referral, and 20% from up-calls.
- Strong knowledge of government loan guidelines.
- Specialized in loan document signings with a strong emphasis on Escrow/Title requirements to proceed with document recordings.
0-5 years of experience
Submitted applications to credit analysts for verification and recommendation.
- Analyzed applicant’s financial status, property evaluation and determined feasibility of granting loans.
- Reviewed loan agreements to ensure that they are complete and accurate according to policy.
- Met with applicants to obtain information for loan applications and to answer questions about the process.
- Approved loans with specified limits, and referred loan applications outside those limits to management for approval.
0-5 years of experience
Kept all parties up to date each step of the way and resolved any questions or issues they may have had.
- Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing.
- Reviewing HUD-1 to ensure fees and cash at closing are consistent with commitment to customer.
- Processed Conventional, FHA, USDA, VHDA, VA loans for purchase, refinance and renovation transactions.
- Gathered and reviewed initial docs, submitted the files into underwriting, cleared all underwriting conditions and scheduled closing details.
0-5 years of experience
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
0-5 years of experience
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
0-5 years of experience
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
6-10 years of experience
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
0-5 years of experience
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
0-5 years of experience
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
0-5 years of experience
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.
0-5 years of experience
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.
0-5 years of experience
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)
0-5 years of experience
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.
0-5 years of experience
- 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.
0-5 years of experience
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.
0-5 years of experience
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.
0-5 years of experience
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.
6-10 years of experience
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.
0-5 years of experience
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
6-10 years of experience
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
0-5 years of experience
- Provided support with all new loan applications.
- Prepared and submitted loan packages to processing.
- Developed and distributed marketing material for lead generation.
0-5 years of experience
- 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.
0-5 years of experience
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.
0-5 years of experience
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.
0-5 years of experience
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
0-5 years of experience
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
0-5 years of experience
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.
0-5 years of experience
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.
0-5 years of experience
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
0-5 years of experience
- 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
0-5 years of experience
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.
0-5 years of experience
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.
0-5 years of experience
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.
0-5 years of experience
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
0-5 years of experience
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.
0-5 years of experience
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
0-5 years of experience
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
0-5 years of experience
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
0-5 years of experience
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
0-5 years of experience
- 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.
0-5 years of experience
- 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
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[Loan Officer Assistant]
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
