loan processor resume example with 9+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - : - -
Professional Summary

Diligent loan processor with comprehensive knowledge of conventional and government loan programs, mortgage compliance, and underwriting guidelines.

Work Experience
03/2012 to 01/2014
Loan Processor Paramount Equity Mortgage Southern Ca, CA,
  • Evaluate loan applications, compliance, and documentation by confirming credit worthiness, evaluating DU/LP, following product guidelines and company guidelines
  • Process VA, FHA, and conventional loans (as well as non-conforming and brokered loans) from loan set up to submission, and from conditions to close
  • Order and review title, payoffs, Homeowner's Insurance, appraisals, tax transcripts, purchase contracts, inspections
  • Review, calculate and prepare loan documentation necessary to prepare the loan for underwriting (i.e., income documents, bank statements, credit reports, fraud reports, employment history, underwriting reports, reserves, cash to close and federal government exclusionary lists)
  • Communicate with borrowers, title companies, loan officers, real estate agents, and supervisors regarding loan status, and improve loan application/documentation by informing applicant of additional requirements
  • Ensure that UFMIP/VAFF/PMI, origination fees and discount points are disclosed according to guidelines
  • Check interest rates/pricing/buydown, lock loans, and redisclose GFE/TILs
  • Coordinate closings with borrowers, closing agents, and title agents
06/2008 to 08/2011
Administrative Assistant First Transit San Leandro, CA,
  • Check in patients and collect co-payments for 3-7 providers daily
  • Relay lab results to patients
  • Call-in/fax/verify necessary prescriptions to pharmacies
  • Facilitate transition from paper to Electronic Medical Records
2006 to 06/2008
Office Manager Florida Cancer Specialists, P.L. Sarasota, FL,
  • Submit medical billing claims using CPT/ICD-9 codes & HCFA 1500 Forms
  • Process insurance payments & dispute incorrectly processed claims
  • Collect patient payments, verify patient health insurance benefits, and track billing and collections
  • Prepare patient charts and demographic information
  • Scheduled appointments and managed patient inquiries.
05/2004 to 2006
Licensed Sales Producer Metromile Boston, MA,
  • Market property and casualty insurance products to potential customers in VA, DC, and MD
  • Generate quotes and solicited new business via mailings, cold calls, and e-mail
  • Coordinate policy changes, billing, and invoices with clients, mortgage companies and settlement companies.
Expected in to to
Associate of Arts: Accounting - expected 2016
Broward College - Fort Lauderdale, FL

Proficient with all MS Office software, Encompass, Adobe Acrobat, eFax, DU/LP

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Resume Overview

School Attended

  • Broward College

Job Titles Held:

  • Loan Processor
  • Administrative Assistant
  • Office Manager
  • Licensed Sales Producer


  • Associate of Arts

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