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Loan Officer Assistant Resume Example

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LOAN OFFICER ASSISTANT
Professional Summary

Experienced mortgage professional and licensed loan officer who has strong organizational skills and a comprehensive understanding of all aspects of the loan process. Passionate about the mortgage industry. Organized and driven, committed to delivering a high level of accuracy and service.

Skills
  • Positive attitude
  • Self-sufficient
  • Deadline-driven
  • Analytical thinking
  • Customer-oriented
  • Strong customer relations
  • Proficient in Encompass, Word and Outlook
  • Articulate and well-spoken
  • Professional phone etiquette
  • Pleasant demeanor
  • Excellent work ethic
Work History
Mortgage Loan Originator, 03/2019 to Current
 Union Home Mortgage – Scottsdale, AZ
  • Assessed clients' financial situations to develop strategic financial planning solutions.
  • Contacted potential clients to pursue sales and originate loans
  • Reviewed loan files to determine loan program and creditworthiness
  • Explained different types of loans pertaining to client situations.
  • Fielded customer complaints and provided solutions.
  • Continually stayed up-to-date on mortgage rates and related real estate news.
  • Worked closely with clients to get the appropriate loans, inspections and credit reports.
Mortgage Loan Originator, 05/2018 to 02/2019
 Cardinal Financial – Scottsdale, AZ
  • Voted "Top Funder" of all of Phoenix branches in December 2018 with 1.8 million in funded loans
  • Top producer with 50 credit applications per month
  • Attracts new mortgage loan applications by developing relationships within the community, making sales calls to prospective customers
  • Assessed clients' financial situations to develop strategic financial planning solutions
  • Approves mortgage loans by examining application and supporting documentation; estimating credit-worthiness; calculating repayment risk
  • Protects bank's image by keeping mortgage loan information confidential
  • Originated, reviewed, processed, closed and administered customer loan proposals
  • Maintained strict confidentiality of bank records and client information
  • Recommended loan approvals and denials based on customer loan application reviews
  • Developed prospects for new loans by conducting 600 cold calls weekly
  • Successfully closed an average of 4 loans per month
Loan Officer Assistant, 11/2016 to 05/2018
 Alliance Home Loans, LLC - High Street East Office NMLS #1480850 – Phoenix, AZ
  • Maintained a pipeline of 30-40 loans simultaneously
  • Customer service with heavy email, phone and contact with borrowers, agents and builders
  • Assisted lead company loan officer with 2 million dollars in production per month
  • Assisted with all aspects of the loan process from initial lead to closing in a fast paced environment
  • Prepared loan files for submission to processing and underwriting
  • Reviewed borrower documentation for completion and accuracy
  • Responsible for ensuring needs list items and conditional approval items were satisfied
  • Prepared addendum's to purchase contracts and derogatory credit letters
  • Ordered appraisals, inspections and surveys
  • Reviewed and edited loans to ensure accuracy
  • Maintained constant communication with loan officer, processors and assistants on progress of loans
  • Ran credit reports to determine credit history and assist with preparing prequalifications by calculating income and DTI
  • Ran reports for DU and property profiles
  • Daily pipeline review
Business Owner, 06/2013 to 11/2015
 Iron Warrior Jewelry – Scottsdale, AZ
  • Responsible for creative design for fitness jewelry company
  • Worked directly with oversees manufacturers to design and order inventory of 100 plus designs per month
  • Prepared up to 100 plus orders per day for shipment
  • Designed print and marketing initiatives for website
  • Provided continued maintenance and product uploads for website
  • Put together realistic budgets based upon costs and fees for effectively operating the business
  • Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently
  • Educated customers about the brand to incite excitement about the company's mission and values
  • Processed payments and managed merchant account
  • Handled daily heavy flow of paperwork, emails and phone calls
  • Bagged, boxed or gift-wrapped sold merchandise per customer's request
  • Resolved customer service issues promptly
Education
Mortgage Loan Originator, 2018
 Arizona School of Real Estate and Business - Scottsdale, AZ
Continuing Education to Associates Degree: 2016
 Grand Canyon University - Phoenix, AZ
  • Continuing education in general education studies
  • Maintained 3.8 GPA
Continuing Education to Associate Degree: 2012
 Maricopa Community Colleges - Phoenix College - Phoenix, AZ
  • Continuing education in algebra, psychology, history and english
  • Maintained 3.8 GPA
Licenses

NMLS ID 1748117


Licensed in the following states:


Arizona

Nevada

Utah

Texas

California

North Carolina

Washington

Florida

Tennessee

New Mexico

New Jersey

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Resume Overview

Companies Worked For:

  • Union Home Mortgage
  • Cardinal Financial
  • Alliance Home Loans, LLC - High Street East Office NMLS #1480850
  • Iron Warrior Jewelry

School Attended

  • Arizona School of Real Estate and Business
  • Grand Canyon University
  • Maricopa Community Colleges - Phoenix College

Job Titles Held:

  • Mortgage Loan Originator
  • Loan Officer Assistant
  • Business Owner

Degrees

  • Mortgage Loan Originator , 2018
    Continuing Education to Associates Degree : 2016
    Continuing Education to Associate Degree : 2012

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