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Loan Consultant Resume Example

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LOAN CONSULTANT
Summary

Licensed and certified Loan Officer with 8+ years of diverse experience, including agency and non-agency mortgage loans. Customer-focused professional with deep knowledge of loan standards and lending guidelines combined with history of building strong and repeated client relationships. Committed to precise, accurate and timely transactions with minimal surprises and an excellent customer experience.

Skills
  • Customer service-focused
  • Knowledge of VA, FHA, FNMA/FHLMC, and non-QM loan process
  • Sales expertise
  • Dedicating to exceeding sales goals and providing an exceptional customer experience
  • Excellent communicator
  • Excellent time management
Experience
Loan ConsultantCompany Name | City, State |
  • Gathered and documented client financial information and application details meeting lending requirements and accurately representing client status.
  • Understood and complied with federal and state laws and banking regulations, including Bank Secrecy Act and anti-money-laundering standards to verify fair and legal transactions.
  • Monitored team progress and enforced deadlines.
  • Negotiated loan terms and conditions with customers.
  • Gathered information such as borrower credit reports and other information to pre-qualify clients and offer pricing information.
  • Guided clients through loan application initiation and filing.
  • Adhered to all federal and state compliance guidelines relative to retail mortgage lending.
Business Development Manager, Loan OfficerCompany Name | City, State |
  • Completed ongoing quality checks on new loan products, closely following strict quality assurance guidelines.
  • Delivered high-quality origination and process training to meet targets for each new product launch.
  • Directed and led employees, supervising activities to drive productivity and efficiency.
  • Monitored team progress and enforced deadlines.
  • Enforced adherence to company policies, answered coworkers' questions and trained new personnel.
  • Compiled and analyzed sales figures to determine best approaches to improve sales as well as performance.
  • Monitored loan status and communicated updates with customers.
  • Negotiated loan terms and conditions with customers.
  • Delegated daily tasks to team members to optimize group productivity.
  • Gathered information such as borrower credit reports and other information to pre-qualify clients and offer pricing information.
  • Integrated process improvements to increase overall workflow.
  • Coordinated with internal departments to maximize operational efficiency across production and administrative areas.
  • Kept work flowing smoothly in and out of each department by working closely with shipping, warehouse and other personnel to coordinate movements.
  • Guided clients through loan application initiation and filing.
  • Met with borrowers to discuss needs and promoted financial products and services.
  • Promoted to leadership position in recognition of strong work ethic and demonstrated ability to provide exceptional customer service.
  • Developed open and professional relationships with team members, enabling more effective issue resolution.
  • Collaborated with external contacts such as realtors and internal teammates to progress and close transactions.
  • Optimized project development and roll-out through in-depth technical research and analysis of risk-reward scenarios.
  • Introduced multiple loan programs for American Financing, specifically in high rate environments, resulting in increased volume and revenue.
Licensed Business and Investment BankerCompany Name | City, State |
  • Checked transactions and reporting for compliance with regulatory standards and investigated discrepancies.
  • Discussed goals and strategies with potential investors and implemented corrective actions to enhance performance.
  • Answered numerous calls per day to answer customer questions.
  • Handled all delegated tasks, including opening new accounts and training new employees.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Improved customer satisfaction by finding creative solutions to problems.
  • Recognized by management for providing exceptional customer service.
  • Provided clients with information on bank accounts, institutional policies, financial products and related services.
  • Created strategic financial solutions to suit individualized client needs.
  • Performed cash and check balancing to verify all daily and monthly cash accounts for accuracy.
  • Met with clients to facilitate budget management and financial guidance.
Personal BankerCompany Name | City, State |
  • Provided clients with information on bank accounts, institutional policies, financial products and related services.
  • Performed cash and check balancing to verify all daily and monthly cash accounts for accuracy.
  • Met with clients to facilitate budget management and financial guidance.
  • Processed invoices and checks and maintained daily cash logs and deposits.
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
Education and Training
Associate of Science: NursingArapahoe Community College | City, State
High School DiplomaHartenbach High School | | City | 2003
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Resume Overview

School Attended

  • Arapahoe Community College
  • Hartenbach High School

Job Titles Held:

  • Loan Consultant
  • Business Development Manager, Loan Officer
  • Licensed Business and Investment Banker
  • Personal Banker

Degrees

  • Associate of Science : Nursing
    High School Diploma

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