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Loan Officer resume example with 6+ years of experience

Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
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
Education and Training
Southern High School Louisville, KY Expected in 05/2008 High School Diploma : - GPA :
Experience
Lennar - Loan Officer
Anza, CA, 04/2021 - 01/2022
  • 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.
Loan Officer - Annie Mac
City, STATE, 07/2020 - 04/2021
  • 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.
Loan Officer - Statewide Mortgage Company
City, STATE, 05/2019 - 04/2021
  • 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.
BROKER OWNER - STEADFAST MORTGAGE COMPANY
City, STATE, 04/2015 - 04/2019
  • 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.

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Resume Overview

School Attended

  • Southern High School

Job Titles Held:

  • Loan Officer
  • Annie Mac
  • Statewide Mortgage Company
  • STEADFAST MORTGAGE COMPANY

Degrees

  • High School Diploma

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