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loan officer assistant resume example with 3+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
  • :
Professional Summary

Diligent and resourceful financial professional skilled in client relations and loan product recommendations. Highly responsive to delivery of services and focused on customer relationship building. Achieves compliance with company policies and regulations in carrying out job functions. Organized Loan Officer Assistant bringing exceptional administrative and problem-solving skills focused on efficiently fulfilling loan requirements. Knowledgeable about checklists and disclosures, business correspondence and recordkeeping. Skilled at keeping all paperwork orderly and properly transferred. Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Skills
  • Excellent attention to details. Ability to maintain quality of work even
  • During times of high volume. Basic Knowledge of lending processes, loan principles and loan systems.
  • Ability to provide excellent customer service in person and on phone.
  • Customer Interaction
  • Document Verification
  • Contacting Borrowers
  • Community Reinvestment Act
  • Customer Satisfaction
  • Customer Proposals
  • Cash Handling
  • Program Requirements
Work History
Loan Officer Assistant, 04/2022 to 07/2022
Guaranteed Rate, Inc.Columbia, MD,
  • Worked with Loan Officer to create application profile in system and review key information at various stages within process.
  • Assisted with timely loan closing and funding activities with efficient management of task checklists.
  • Monitored key dates to obtain information by deadlines.
  • Communicated with customers daily to request information and complete paperwork.
  • Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
  • Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
  • Assembled important paperwork and disclosures for borrower.
  • Documented borrower's information in loan processing system and resolved any discrepancies.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
  • Set up files using loan officer checklist and submitted on-time for processing.
  • Answered inquiries and provided superior customer service to clients.
  • Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
  • Analyzed credit reports to assess risk and determine applicants' ability to repay loans.
  • Liaised with credit bureaus, employers and other sources to check applicants' credit and personal references.
  • Interviewed loan applicants to obtain personal and financial data to assist in completing applications.
  • Verified credit histories, personal references and employment backgrounds for each applicant.
  • Calculated, reviewed and corrected errors on interest, principal and closing costs.
  • Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
Loan Officer Assistant, 09/2021 to 03/2022
Guaranteed Rate, Inc.Columbia, MO,
  • Documented borrower's information in loan processing system and resolved any discrepancies.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
  • Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
  • Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
  • Set up files using loan officer checklist and submitted on-time for processing.
  • Assembled important paperwork and disclosures for borrower.
  • Worked with Loan Officer to create application profile in system and review key information at various stages within process.
  • Monitored key dates to obtain information by deadlines.
  • Answered inquiries and provided superior customer service to clients.
  • Provided professional advice on loan applications by interviewing applicants, reviewing applications and verifying information gathered.
  • Interviewed loan applicants to obtain personal and financial data to assist in completing applications.
  • Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
  • Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
  • Analyzed credit reports to assess risk and determine applicants' ability to repay loans.
  • Reviewed and validated details of loan applications and closing documentation.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
  • Calculated, reviewed and corrected errors on interest, principal and closing costs.
  • Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
  • Verified credit histories, personal references and employment backgrounds for each applicant.
  • Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
Assistant Loan Officer, 06/2020 to 09/2021
Guaranteed Rate, Inc.Corona, CA,
  • Calculated, reviewed and corrected errors on interest, principal and closing costs.
  • Interviewed loan applicants to obtain personal and financial data to assist in completing applications.
  • Analyzed credit reports to assess risk and determine applicants' ability to repay loans.
  • Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
  • Reviewed and validated details of loan applications and closing documentation.
  • Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
  • Provided professional advice on loan applications by interviewing applicants, reviewing applications and verifying information gathered.
  • Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
  • Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
  • Confirmed applicants met lender requirements to repay loans by reviewing applications to determine eligibility.
  • Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
  • Verified credit histories, personal references and employment backgrounds for each applicant.
Loan Officer Assistant, 01/2019 to 05/2020
Guaranteed Rate, Inc.Covina, CA,
  • Worked with Loan Officer to create application profile in system and review key information at various stages within process.
  • Assisted with timely loan closing and funding activities with efficient management of task checklists.
  • Monitored key dates to obtain information by deadlines.
  • Communicated with customers daily to request information and complete paperwork.
  • Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
  • Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
  • Assembled important paperwork and disclosures for borrower.
  • Documented borrower's information in loan processing system and resolved any discrepancies.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
  • Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
  • Answered inquiries and provided superior customer service to clients.
  • Helped loan officers in preparing repayment plans for timely processing.
  • Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
  • Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
  • Analyzed credit reports to assess risk and determine applicants' ability to repay loans.
  • Consulted with outside vendors to identify and resolve loan closing issues.
  • Reviewed and validated details of loan applications and closing documentation.
  • Liaised with credit bureaus, employers and other sources to check applicants' credit and personal references.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
  • Interviewed loan applicants to obtain personal and financial data to assist in completing applications.
  • Confirmed applicants met lender requirements to repay loans by reviewing applications to determine eligibility.
  • Corroborated on-time payments and meeting of loan terms by assessing customer accounts.
  • Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
  • Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
  • Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
  • Provided professional advice on loan applications by interviewing applicants, reviewing applications and verifying information gathered.
  • Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
  • Verified credit histories, personal references and employment backgrounds for each applicant.
  • Calculated, reviewed and corrected errors on interest, principal and closing costs.
  • Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Readied Truth-in-Lending Disclosures for loan applicants, delivering important information about loan APR and repayment terms.
Education
GED: , Expected in 05/2023 to Central Union High School - El Centro, CA
GPA:
Languages
Spanish:
Native or Bilingual
Negotiated:

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Resume Overview

School Attended

  • Central Union High School

Job Titles Held:

  • Loan Officer Assistant
  • Loan Officer Assistant
  • Assistant Loan Officer
  • Loan Officer Assistant

Degrees

  • GED

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