Loan Consultant Resume Example

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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

Tenacious Loan Consultant devoted to maximizing revenue from loans with strategic approach to bringing in leads, connecting with customers and completing applications. Demonstrated record of accomplishment in exceeding revenue target.

Dependable Loan Officer possessing in-depth knowledge of direct and indirect lending products, finance concepts and job-related software such as COMPASS for small business. Offering 20 years of experience evaluating, recommending and authorizing approval of mortgage loans. Trustworthy professional with expertise in managing complete loan processes, including prospecting, closing and maintaining client relationships.

Perceptive and active listener with proven success at finding creative ways to execute loans that exceed employer and client expectations. Dedicated to meeting client needs and closing sales and to spearheading new processes that streamline loans. Hardworking and reliable Mortgage professional with strong ability in documentation and customer service.. Offering deep mortgage and commercial loan experience in lines of credit. revolving loans, traditional loans, FHA, VA, Jumbo loans and non-conforming /self employed loans.. Highly organized, proactive and punctual with team-oriented mentality.

  • Practiced at FHA loan process
  • Financial analysis aptitude
  • Financial transactions expertise
  • Processing Procedure
  • Created Reports
  • Contract Finalization
  • Information Verification
  • Interviews
  • Financial document review
  • Application preparation
  • Legal compliance
  • Critical thinking
  • Basic math
  • Excellent work ethic
  • Multitasking abilities
  • Conflict resolution
  • Computer skills
  • Planning and Coordination
  • Flexible & Adaptable
  • Teamwork
  • Computer proficiency
  • Deep knowledge of bankruptcy processes
  • Moody's KMV CreditEdge
  • Business Development
  • Tax Returns
  • Regulatory Guidelines
  • Exceptional Time Management
  • Microsoft Office
  • Salesforce Proficiency
  • Customer Service Skills
  • Loan Documentation
  • Organizational Skills
  • Verbal And Written Communication
  • Supervision
  • File Maintenance
  • Record Transactions
  • Ms Office
  • Computer Proficiency
  • Conflict Resolution
  • Customer Service
Work History
Loan Consultant, 01/2004 to Current
Oe Federal Credit Union Modesto, CA,
  • Consulted with customers using positive communication and active listening skills, offering sound feedback and answering critical questions with effective solutions.
  • Reviewed 30- 50 customer applications closely to identify any opportunities for further development and revenue.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
  • Managed 30-50 loan files and updated to match current standards.
  • Worked with underwriters to fix application problems and resolve issues.
Sr. Loan Processor, 01/2004 to 06/2009
Southwest Stage Funding Llc, Cascade Financial Services Rapid City, SD,
  • Evaluated approvals and managed 30- 50 active loan files against established bank and government lending standards.
  • Interviewed clients 50-75 clients per month regarding loan needs and financial histories and conveyed information regarding application processes.
  • Set up and completed loan submission packages for 30-50 loans per month.
  • Reviewed financial statements and contacted institutions and customers to clarify details.
Partner, 02/2000 to 06/2003
Initialized Capital San Francisco, CA,
  • Oversaw new account management, building and managing solid and loyal customer relationships with more than 200 clients.
  • Proposed company process changes changes based on data analysis improving performance by 35%.
  • Apprised clients of potential risks and costs associated with each course of action.
  • Communicated with clients and collected information to research cases and prepare settlement offers improving profitability by 25% on average.
  • Evaluated diverse organizational systems to identify workflow, communication and resource utilization issues.
  • Contributed to success of client's organization by improving performance, motivation, job satisfaction, hiring practices, training programs and management systems.
  • Authored detailed work plans to meet business priorities and deadlines.
  • Conferred with judges and opposing counsel to discuss and settle case disputes
  • Noted all client information into company's customer relationship management system
  • Monitored business trend forecasts, adjusting budgets and operational plans to maximize growth and opportunities
  • Revitalized business plans and realigned company objectives to increase overall profits
  • Provided efficient resolution to issues to satisfaction of clients
  • Maintained thorough, accurate and compliant records for internal and regulatory audits
  • Represented clients before court in oral debate by constructing favorable and truthful narrative around presented evidence and facts
  • Delivered high level of service to all peers, management and clients in effort to extend partnerships for future opportunities
Bachelor of Science: Business Management, Expected in 05/1985
Philadelphia University - Philadelphia, PA

Thomas Sturgis - Pinnacle CEO


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Resume Overview

School Attended
  • Philadelphia University
Job Titles Held:
  • Loan Consultant
  • Sr. Loan Processor
  • Partner
  • Bachelor of Science

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