loan officer resume example with 6+ years of experience
JessicaClaire
, , 609 Johnson Ave., 49204, Tulsa, OK100 Montgomery St. 10th Floor
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
:
single:
:
Summary
Dependable WORKER possessing in-depth knowledge of direct and indirect lending products, finance concepts and job-related software such as Microsoft, LOS, CRM's. and Social Media pro. Offering 10 years of experience evaluating, recommending and authorizing approval of mortgage financial loans to consumers. Trustworthy professional with expertise in managing complete loan processes, including prospecting, closing and maintaining client relationships. Enthusiastic WORKER who provides excellent customer service throughout loan origination process. Well-versed in all types of loans and application processes. Performance-driven Worker with stellar record of accomplishment in connecting with customers and driving remarkable sales. Proactive, well-organized sales leader successful at meeting and exceeding targets with strategic approaches. Skilled lead generator, product demonstrator and problem-solver.
Skills
Customer service-focused
Financial planning expert
Debt and credit management
Brand-building strategies
Competitive and Trend Analysis
Customer Relationship Management (CRM)
Product and service knowledge
Inside and outside sales
Post-sales support
Agile work processes
Business development support
Troubleshooting
Clerical
Teambuilding
Experience
Loan Officer, 04/2021 - 01/2022 Lennar – Anza, CA,
Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
Executed loan origination process and ordered credit reports, appraisals and preliminary title reports.
Educated customers on variety of loan products and available credit options to promote valuable decision-making.
Performed daily maintenance of loan applicant database.
Adhered to federal and state compliance guidelines relative to retail mortgage lending.
Provided expert financial advice on mortgage and both educational and personal loans.
Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers.
Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information to update credit and loan files.
Researched insurance information and flood certificates.
Annie Mac, 07/2020 - 04/2021 Loan Officer – City, STATE,
Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
Executed loan origination process and ordered credit reports, appraisals and preliminary title reports.
Educated customers on variety of loan products and available credit options to promote valuable decision-making.
Adhered to federal and state compliance guidelines relative to retail mortgage lending.
Performed daily maintenance of loan applicant database.
Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information to update credit and loan files.
Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers.
Provided expert financial advice on mortgage and both educational and personal loans.
Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
Executed loan origination process and ordered credit reports, appraisals and preliminary title reports.
Educated customers on variety of loan products and available credit options to promote valuable decision-making.
Adhered to federal and state compliance guidelines relative to retail mortgage lending.
Performed daily maintenance of loan applicant database.
Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information to update credit and loan files.
Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers.
Provided expert financial advice on mortgage and both educational and personal loans.
Researched insurance information and flood certificates.
Created financial analysis reports of commercial real estate, borrowers' financial statements, lease reviews and market research.
Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
STEADFAST MORTGAGE COMPANY , 04/2015 - 04/2019 BROKER OWNER – City, STATE,
Promoted business on social media platforms to maximize brand identity and generate revenue.
Oversaw staff hiring, initiating new training and scheduled processes to streamline operations.
Developed business and marketing plans and prepared monthly financial reports.
Set pricing structures according to market analytics and emerging trends.
Led startup and opening of business and provided business development, creation of operational procedures and workflow planning.
Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
Executed loan origination process and ordered credit reports, appraisals and preliminary title reports.
Educated customers on variety of loan products and available credit options to promote valuable decision-making.
Adhered to federal and state compliance guidelines relative to retail mortgage lending.
Placed orders and answered customer questions in-person, through email and over phone to maximize customer service.
Contacted new and existing customers to outline benefits of products.
Monitored customer order process and addressed customer issues.
Fostered relationships with customers to expand customer base and retain business.
Identified customer needs to deliver relevant product solutions and promotions and meet target budgets.
Organized and maintained payroll information by entering data, deleting errors, calculating and collecting information.
Gathered timesheets to prepare weekly payroll data for processing by payroll coordinator.
Onboarded new employees in time reporting and payroll systems.
Managed payroll for temporary, hourly, and salaried employees.
Education and Training
High School Diploma: , Expected in 05/2008 - Southern High School - Louisville, KY GPA: Status -
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