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mortgage loan officer assistant loan officer resume example with 7+ 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

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. Goal-oriented producer and successful loan officer successful at generating consistent business through referrals and lead prospecting. Born connector matching solutions to consumers and driving consistent sales. Expert in all facets of loan processing and closing. Assistant Officer provides backup for primary officer and deliver consistency and continuity of operations. Manage and direct programs assigned while carrying out supervision and investigatory processes. Proven to provide technical support to expedite programs and resolve problems. 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. Driven finance and banking professional effective at maximizing customer service opportunities while exceeding individual performance goals. Community reputation for industry knowledge and high levels of integrity in loan processing. Well-qualified administrative team member bringing demonstrated knowledge and abilities in loan processing. Effective at organizing paperwork, resolving discrepancies and working with third-party vendors to clear issues and completing closings. Proficient in [Area of expertise] standards and regulations. 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. Experienced loan officer with over 25 years of experience in mortgage banking. Excellent reputation for resolving problems and improving customer satisfaction. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Skills
  • Contacting Borrowers
  • Credit Verification
  • Strategic Financial Planning
  • Financial Data Collection
  • Loan Application Preparation
  • Customer Communication
  • Credit Applications
  • Lending Software System
  • Desktop Underwriter
  • Loan Product Knowledge
  • Government Lending
  • Reviewing Credit Information
  • Microsoft Excel
  • Client Support
Work History
08/2020 to 06/2022
Mortgage Loan Officer Assistant /Loan Officer Hometown Lenders City, STATE,
  • 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 with timely loan closing and funding activities with efficient management of task checklists.
  • Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
  • Scheduled meetings and appointments and maintained well-organized master calendar.
  • Liaised with clients to guide through loan closing process and skillfully handle any concerns.
  • Conferred with applicants and creditors to obtain information and resolve paperwork discrepancies.
  • Maintained referral pipeline by reaching out regularly to real estate agents, referral partners and past clients.
  • Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
  • Set up files using loan officer checklist and submitted on-time to loan processor for processing.
  • Communicated with customers daily to request information and complete paperwork.
  • Worked with Loan Officer to create application profile in system and review key information at various stages within process.
  • Assembled important paperwork and disclosures for borrower.
  • Monitored key dates to obtain information by deadlines.
  • Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base.
  • Assessed loan compliance to meet mortgage lending laws and regulations.
  • 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.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
  • Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
  • Verified credit histories, personal references and employment backgrounds for each applicant.
  • Assessed customer account histories to determine previous compliance with payment plans and loan terms.
03/2020 to 08/2020
Loan Officer Assistant/Mortgage Loan OfficerAssistant /L American Pacific Mortgage City, STATE,
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
  • Worked with Loan Officer to create application profile in system and review key information at various stages within process.
  • Documented borrower's information in loan processing system and resolved any discrepancies.
  • Assembled important paperwork and disclosures for borrower.
08/2018 to 03/2020
Loan Officer Assistant/Loan Officer Parkside Lending City, STATE,
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
  • Worked with Loan Officer to create application profile in system and review key information at various stages within process.
  • Documented borrower's information in loan processing system and resolved any discrepancies.
  • Assembled important paperwork and disclosures for borrower.
  • Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base.
04/2015 to 08/2018
Loan Officer Assistant/Loan Officer Peoples Home Equity City, STATE,
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
  • Worked with Loan Officer to create application profile in system and review key information at various stages within process.
  • Documented borrower's information in loan processing system and resolved any discrepancies.
  • Assembled important paperwork and disclosures for borrower.
Education
Expected in to to
High School Diploma:
Roosevelt High School - East Chicago, IN,
GPA:
Languages
Spanish:
Professional Working
Negotiated:

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Resume Overview

School Attended

  • Roosevelt High School

Job Titles Held:

  • Mortgage Loan Officer Assistant /Loan Officer
  • Loan Officer Assistant/Mortgage Loan OfficerAssistant /L
  • Loan Officer Assistant/Loan Officer
  • Loan Officer Assistant/Loan Officer

Degrees

  • High School Diploma

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