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Loan Partner Resume Example

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SR
LOAN PARTNER
Professional Summary

Enthusiastic Loan Partner, eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of Finance and Mortgage Loans and training for NMLS. Motivated to learn, grow and excel in the Finance Industry.

Skills
  • Processing loan applications
  • Corporate partnerships
  • Partner relationship development
  • Partnership support
  • Loan Document Packages
  • Loan application expertise
  • Home loan process explanation
Work History
01/2017 to 07/2019Loan Partner Company Name | City, State
  • Liaised with clients to guide through loan closing process and skillfully handle any concerns.
  • Maintained referral pipeline by reaching out regularly to real estate agents, referral partners and past clients.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
  • Scheduled meetings and appointments and maintained well-organized master calendar.
  • Managed event planning and execution for learning lunches and other business-centered gatherings.
  • Assisted with timely loan closing and funding activities with efficient management of task checklists.
  • Assembled important paperwork and disclosures for borrower.
  • Conferred with applicants and creditors to obtain information and resolve paperwork discrepancies.
  • Monitored key dates to obtain information by deadlines.
  • Worked with Loan Officer to create application profile in system and review key information at various stages within process.
  • Communicated with customers daily to request information and complete paperwork.
  • Produced and submitted completed loan packages to title and escrow professionals.
  • Verified credit histories, personal references and employment backgrounds for each applicant.
  • Consulted with outside vendors to identify and resolve loan closing issues.
05/2016 to 12/2016Administrative AssistantCompany Name | City, State
  • Handled high volume calls for each CPA Partner to address customer inquiries and concerns.
  • Organized office systems to maximize efficiency and completeness of records.
  • Provided clerical support to all accounting professionals in department.
  • Typed up professional business correspondence, emails and official documents.
  • Produced and distributed invoices and financial documents.
  • Helped prepare month-end, quarterly and year-end closings.
  • Greeted and assisted visitors, taking messages and directing to appropriate personnel.
06/2014 to 06/2015Financial Advisor Company Name | City, State
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Advised students individually and in groups on academic programs with cost for individual interests.
  • Provided counseling program services to all students.
  • Maintained excellent attendance record, consistently arriving to work on time.
  • Presented financial aid workshops to help groups of students and parents navigate process.
  • Reviewed financial aid appeals, issuing secondary and final judgments on award packages.
  • Provided financial aid counseling to enrolled and prospective students.
  • Authored presentations and documentation for distribution to current and prospective students.
  • Reviewed initial financial aid applications for accuracy and compliance with reporting standards.
  • Designed financial aid reward packages, aligning contents with individuals' monetary and logistical needs.
  • Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Explained very technical financial information to applicants in easy to understand language.
06/2009 to 12/2012Shift ManagerCompany Name | City, State
  • Trained and mentored new employees to maximize team performance.
  • Modernized and improved operational procedures to increase efficiency and profitability while tightly controlling costs such as labor and preventing waste.
  • Tracked receipts, employee hours and inventory movements.
  • Adhered to company standards and compliance requirements for operations and cleanliness of all areas.
  • Devised new promotional approaches to boost customer numbers and market penetration while enhancing engagement and driving growth.
  • Consistently exhibited calm demeanor during periods of high volume or unusual events to keep store operating smoothly and set positive example for shift team.
  • Cooperated with coworkers to improve customer experience and manage storefront.
  • Supervised employees and oversaw quality compliance with company standards for food and services.
  • Exercised composure under pressure and in escalated customer service scenarios.
  • Advised new employees on company procedures and policies to facilitate daily tasks and responsibilities.
Education
09/2012Certificate | Business Office Administration Uei College , City
  • Received Honor Roll
  • Perfect Attendance
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Resume Overview

School Attended

  • Uei College

Job Titles Held:

  • Loan Partner
  • Administrative Assistant
  • Financial Advisor
  • Shift Manager

Degrees

  • 09/2012 Certificate | Business Office Administration

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