Loan Assistant Resume Sample
Malvina Renner
58604 Fern Radial,
San Francisco,
CA
+1 (555) 379 4846
Work Experience
Senior Loan Assistant
08/2017
-
PRESENT
San Francisco, CA
- Reconcile monthly reports to lenders’ monthly application/funding results
- Serve as liaison to ensure the bank is meeting the customers’ needs and to maximize the customer/bank relationship
- Become familiar with bank products and services to have the ability to cross sell
- Ensures compliance with Bank’s policies and procedures
- Thorough knowledge of commercial loan documentation
- Sound judgment and autonomous decision making ability
- Effectively communicate with prospective customers and existing customers and banking associates
Loan Assistant, Senior
06/2014
-
03/2017
Los Angeles, CA
- Maintains the calendar for the meeting spaces
- Makes sure meeting spaces are set up prior to a meeting and cleared after a meeting
- Maintains knowledge of bank products and services to have the ability to cross sell
- Provides back up support as needed for MA-MMCRE Closing Department
- Order and/or update the appraisal report, title premium or date down, environmental report, and field audit request prior to new loan entry to CLX or line renewal/amendment
- Collect and input data, loan structures, covenants, and borrower’s information to CLX for new loan/renewal/annual review/amendment/modification as assigned by the Account Officer before circulating to CAD for underwriting
- Prepare routine portfolio or other reports for the designated officer
- Assist with various account monitoring activities including following up on financial reporting, exception items, and past due loan collection with borrowers
Loan Assistant
07/2010
-
05/2014
Detroit, MI
- Experience in related field of expertise
- Assist in CRE underwriting and CLX preparation
- Enter loan applicants’ data into processing software
- Serves as first point of contact for all internal and external calls and visitors to the department
- Produces, maintains, and issues reports as needed for the department
- Assembles loan files for Loan Booking, Credit Administration, Loan Retention and Loan Review
- Serves as liaison to ensure The Bank is meeting the customers’ needs and to maximize the customer/bank relationship
- Works on special projects for the department as needed
- Orders and maintains office supplies for the department
Education
University of Connecticut School of Business
2005 - 2010
School's Degree in Finance
Professional Skills
- Skills/Ability: Basic Microsft Word, Excel & Access knowledge and basic PC skills; accounting skills; Notary desired but not required
- Math aptitude, typing skills (45-50 wpm), 10-key, filing; organized, and excellent communication skills
- Detail oriented with excellent organization skills, the ability to handle multiple priorities simultaneously and the ability to meet deadlines under pressure
- Strong organization skills, able to prioritize work
- Experience: 1-2 years’ experience in loan administration preferably in commercial lending. Some underwriting experience
- Outstanding customer service skills, in accordance with Washington Federal's quality standards, are required
- Experience: 1-2 years’ experience in loan administration preferably in commercial lending
How to write Loan Assistant Resume
Loan Assistant role is responsible for excel, word, basic, microsoft, typing, training, accounting, research, access, finance.
To write great resume for loan assistant job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Loan Assistant Resume
The section contact information is important in your loan assistant resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Loan Assistant Resume
The section work experience is an essential part of your loan assistant resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous loan assistant responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular loan assistant position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Loan Assistant resume experience can include:
- Promote a positive team work environment through the sharing of knowledge and skills
- 1-year experience with computers, including experience with Microsoft Word and Excel
- Responsible for providing effective support for all phases of loan processing activities and promotions
- Mortgage lending procedures, loan processing, or other directly related experience
- Experience in mortgage loan processing and/or underwriting (Conventional and Government, purchase and refinance)
- Demonstrate an understanding of loan product features and recommend appropriate products to consumers
Education on a Loan Assistant Resume
Make sure to make education a priority on your loan assistant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your loan assistant experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Loan Assistant Resume
When listing skills on your loan assistant resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical loan assistant skills:
- Effective verbal and written communication skills both in person and by telephone
- Prior lending experience required
- Experience: 1-2 years’ experience in loan administration preferably in commercial lending and real estate loans
- Communicate orally clearly concisely and effectively with individuals representing a variety of backgrounds
- Three years loan experience or equivalent related work experience
- Prior loan experience required
List of Typical Experience For a Loan Assistant Resume
1
Experience For Mortgage Loan Assistant Resume
- Knowledge of loan policies and procedures (2 to 4 years of loan preparation and processing experience)
- Related experience
- Assist the supervisor in loan processing, underwriting, monitoring, and servicing
- Process loan closing, funding, and post funding assignments
- If applicable, create escrow closing instruction and pre-closing conditions and any other conditions required for Lender/Borrower information
- Remain knowledgeable of all State and Federal lending and documentation regulations as well as Bank policies and guidelines ensuring compliance
- High volume of copy/pasting/moving of electronic documents
- Process payments for loan closing fees to third parties (appraisers, attorneys, filing fees, etc)
2
Experience For Senior Loan Assistant Resume
- Assist customers by answering questions, researching transactions, etc
- Image documents to Vision Content and follow-up to ensure the legal documents have been uploaded correctly by “Imaging Department”
- All loan files are set up accurately within two days of receiving application from underwriter-lender
- Order reports including appraisal, environmental, credit search and other related reports as required
- Assist with preparation of loan package including new loans, renewals and amendments
- Assist loan officers in preparing credit memo and credit reports for approval
- Assist with various account monitoring activities
3
Experience For SBA Loan Assistant Resume
- Assist in mailings and other marketing projects
- Image documents to Vision Content; confirm the Imaging Department has uploaded legal documents correctly
- Able to work in a fast pace environment while maintaining a high level of accuracy
- Works with Credit Analysis Department in developing analytical work-ups on credits
- Prepare documentation sheet checking off all items as they are received to ensure files are completed in a timely manner
- Order and review loan documents; ensure proper vesting, legal descriptions, dates, signatures, etc
- Assist as needed with follow up on pending items/documentation from customers, institutions and vendors
- Sort and distribute mail and loan notices, help with filing
- Approve the disbursement of closing funds and issues loan proceeds checks and wires
4
Experience For Loan Assistant, Senior Resume
- Review Past Due reports, Balance Summary reports, Closed Account reports and alert Banker to any material changes or upcoming deadlines
- Perform loan closing on occasion when loan officer is not available
- Remit Deeds, UCC’s, and titles for recording
- Pay close attention to detail when multi-tasking
- Assist processor and underwriter to address any underwriting issues necessary to close the loan
- Serve as back-up to coordinate and circulate line-sheet exception to AO, Team Manager and/or senior management for approval
- Coordinate past due insurance tracking and follow-up with insurance agent for renewal. Upon receipt of the updated insurance, circulate to CLPM and LSD for record
- All loans applicable are processed with necessary documents in order in a timely manner and prepared so they are ready to close within the timeframe allotted by everyone involved
5
Experience For Loan Assistant / CSR Resume
- Closing documents are prepared and reviewed to be complete, accurate and ready for the title company the day prior to the loan closing
- Laser Pro documents are presented to loan officer, funds are disbursed and copies forwarded to main office within prescribed time frame
- Follow-up on all items for closed loans such as insurance, liens, etc. is acted upon
- Paid-off loans are processed within prescribed time frame. Loan officer is kept informed of the status of the loan
- Strives for accuracy and carefulness of work. Rechecks work or proof reads when applicable. Little time is needed in correcting errors. Provide notary services for customers
6
Experience For Loan Assistant / Senior Loan Assistant Resume
- All New Account functions are shared daily
- Track insurance and collateral
- Review and document all standard (non-complex, i.e. HELOC, Smart Capital) commercial or consumer loans as assigned
- Validate the receipt of the loan and borrower supporting documentation and that the request is in compliance with loan committee approval conditions and Bank's policies and procedures
- Communicate and resolve any supporting documentation issues or questions/clarification on the CCR conditions/wording with Lending Unit and/or Cathay legal counsel
- Create LaserPro documentation based upon loan CCR conditions and in compliance with loan committee approval conditions and Bank's policies and procedures
- Receive signed loan documents and perform closing and funding activities including wire request, account funding, remit funds to pay off other lender, order tax contracts, UCC filing, pay service invoices, set up and maintain tickler and monitoring databases (such as Stucky, CASH OnTrack and Trade Innovation, etc.)
- Login Trailing documents (such as Deed of Trust and Title policy, etc.)
7
Experience For Trade Loan Assistant Manager Resume
- Receive and process request for Loan Extension Agreement and Modification of Note
- File bank-wide UCC continuation
- Process bank-wide invoice of UCC activities
- Prepare monthly bank control account certification
- Provide notary services if licensed
8
Experience For Loan Assistant Resume
- Facilitate and maintain communication between loan officer, client, real estate agents, branch staff, insurance agents, closing agents and outside vendors to ensure timely processing of the loan file
- Previous loan or loan documentation experience
- Manage pipeline schedules and deadline times on all loans
- Follow up on “items needed” list for borrower
- Coordinate and circulate linesheet exception to AO, team manager and/or senior management for approval
- Follow-up on fire insurance
- PC literate, proficiency with MS Office
- Receive signed loan documents and perform closing and funding activities including wire request, account funding, remit funds to pay off other lender, order tax contracts, UCC filing, pay service invoices, set up and maintain tickler and monitoring databases (such as Stucky, CASH OnTrack and Trade Innovation etc.)
- Login Trailing documents (such as Deed of Trust and Title policy etc.)
9
Experience For Mortgage Loan Assistant Resume
- Handle daily loan transactions & outgoing wire transfers
- Prepare and distribute CRA data
- Set up LDD files for loan documentation request
- Upload the credit files into Vision Content
- Respond to customers' inquiries
- Order Credit reports, OFAC & UCC lien searches
- Maintain a tickler system to follow-up on covenants required by the loan agreement
10
Experience For Senior Loan Assistant Resume
- Work with Title Company to ensure our lien is recorded timely and accurately
- Track and follow up on maintenance of files including but not limited to: rate and payment changes, automatic payment, online banking, insurance, UCC renewals, financial statements and tax returns, corporate verification of status, inspections, etc
- Good computer sills (Microsoft Word, Microsoft Excel)
- Monitor loans serviced through loan servicing to ensure that required changes are made and are accurate; work as liaison with other departments
- Refer likely candidates for the Bank products and services to the appropriate person for follow up and close of sale
- Provide clerical assistance as needed, answering telephones, taking messages, etc. Assist customers and branch personnel with questions or problems concerning loans
- Recommends appropriate lending action per lending policies
- Help department on marketing as needed
List of Typical Skills For a Loan Assistant Resume
1
Skills For Mortgage Loan Assistant Resume
- Effectively handles frequent contact with inter-organizational managers, employees, and external clients on non-routine, sensitive, and/or high-level matters
- Possesses a strong working knowledge of products offered by Chemical Bank and its primary investors
- Experience in lending assistant role or related field of expertise
- Work independently, including the ability to organize work, establish priorities, meet deadlines
- Banking experience required
- Previous experience in consumer lending
2
Skills For Senior Loan Assistant Resume
- Organize and prioritize multiple projects, multi-task, and work in stressful situations without direct supervision from time to time
- Provides excellent customer service via phone and email at all times
- Any professional sales experience
- Tracking/Creating/Mailing all compliance letters including
- Marketing and Outreach: Assists in development and implementation of an outreach and marketing program for the servicing area
- Assisting other team members and department manager as needed with filing/sorting of documents
- Creating daily report of all loans requiring compliance letters
3
Skills For SBA Loan Assistant Resume
- Researching and resolving simple internal problems
- Indexing and filing bulk loan items in electronic database
- Researching and resolving discrepancies
- Working knowledge of Microsoft Word, Power Point, Excel and Outlook
- Scan and upload documents to the correct categories of the imaging system in preparation for assignment to loan underwriting and loan processing
4
Skills For Loan Assistant, Senior Resume
- Maintains and updates documentation and loan files from opening to closing, adhering to all corporate policies/procedures and federal regulations
- Assists in developing and maintaining new business through contacts with realtors, builders, branch referrals and applicable marketing responsibilities
- Provides assistance to multiple Relationship Managers in providing a variety of loan services to new and existing customer
- Provides assistance to multiple Relationship Managers in providing a variety of loan services to new and existing customers
- Perform loan accounting functions using multiple loan systems i.e. Automated Financial Systems (AFS)
- Communicate with the Banks Loan Admins, lenders and agent banks regarding the borrower’s funding or repayment status
- Advance member lines of credit, including filling out journal tickets, waiver of lien forms and construction draw requests
- Daily activities includes indexing and uploading loan documentation in to the system of record
5
Skills For Loan Assistant / CSR Resume
- Current knowledge of conventional, jumbo, and government lending guidelines
- Read and listen, understand and communicate information and ideas in a clear and concise manner, both orally and in writing
- Read, interpret, and apply existing laws, regulations, procedures, and financial data pertinent to the VA home program
- Communicate clearly and concisely in writing with people from a variety of backgrounds
- Knowledge of agricultural production, marketing and farm/ranch management practices to service customers
- Real Estate Banking Loan workflow and Bank Loan Documentation required
- Work well under pressure while meeting deadlines
- Assists developing strategies to meet the needs of the customer
6
Skills For Loan Assistant / Senior Loan Assistant Resume
- Assists in developing strategies to meet the needs of the customer
- Monitors maturing loan reports; prepares documents for renewal and ensures documents are current; requests information, tracks compliance and analyzes data
- Completes research as needed, following each issue through to timely resolution
- Conducts training for lenders
- Provides financial guidance and counseling
- Interpret requests for servicing MUB syndicate agent and member loans
- Adhere to processing deadlines established to ensure compliance with the department’s service level commitment
- Prepares marketing and outreach activity reports as required
7
Skills For Trade Loan Assistant Manager Resume
- Prepare checks, journal tickets, etc. for loan processing
- The ability and willingness to work with a variety of general office equipment including Excel, Word and Vision software; as well as typing, keyboarding and 10- key skills
- Operate computer keyboard, 10 key, multi function copier/scanner, and other office equipment
- Experience in related field of expertise
- Reliable transportation as meetings can occasionally take place at a different location
- Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as the ability to learn and use custom applications and system
- Ensure compliance with the company’s Trade Loan policy, the Group Credit Standard and authorities; liaise with the Embedded Finance Team to report on compliance and performance management
- Intermediate Microsoft Office skills: Outlook, PowerPoint, Word and Excel
- Demonstrate the ability to be proactive in judgment, multi-task, and be punctual and timely in performing task
8
Skills For Loan Assistant Resume
- Skill in negotiation and conflict management
- Be innovative and demonstrate creativity
- Demonstrate the ability to be proactive in judgment, multi-task, and be punctual and timely in performance of tasks
- Clerical/administrative experience
- Two to four years clerical, administrative support or general office experience
- Four to six years clerical, administrative support or general office experience
- Provides excellent customer service at all times
- Occasionally lifts and carries up to 20 lbs
- Has knowledge of the technicalities of farm financing and credit, financial management concepts and practices, farm operations, land use and value, production and marketing of various crops and livestock, prices and markets in the serviced farming areas
9
Skills For Mortgage Loan Assistant Resume
- Strong knowledge of accounting and complex financial statements
- Working knowledge of SBA loans
- Research, interpret and apply agricultural or lending regulations, policies and procedures to attain objectives
- Advanced use of Word and Excel software
- Knowledge of credit principles, farm loan program policies and regulations to make and service loans
- Knowledge of agricultural production practices to service customers
- Basic computer proficiency in Microsoft Office applications (Word, Excel, and Outlook) and internet usage are necessary
- Excellent time management skills with a demonstrated ability to multi-task, follow through on commitments, meet deadlines and drive results. Effectively conduct research and inquiries
10
Skills For Senior Loan Assistant Resume
- Demonstrated ability to work in fast-paced, rapidly changing banking environment which requires a flexible and adaptable style
- Work well under pressure and within tight time constraints, including the ability to work overtime if required
- Understand and adhere to strict confidentiality rules and regulations regarding customer information
- Permanent Employment: Many of Addison’s Administrative & HR job openings lead to potential permanent employment
- Knowledge: Good interpersonal skills, good computer skills, ability to manage multiple projects with multiple deadlines, Strong organizational skills, Strong attention to detail
- Certifications and Licenses: S.A.F.E. NMLS
- Basic knowledge of consumer, real estate and commercial loan required
- Knowledge of Mountain West Bank’s products and services
- Proficient knowledge of Microsoft Office, Excel and Word is required
List of Typical Responsibilities For a Loan Assistant Resume
1
Responsibilities For Mortgage Loan Assistant Resume
- Strong verbal and written communication and conflict resolution skills
- Strong analytic and organizational skillsSearch Jobs US
- Experience that supports proficiency in heavy clerical or file management/audit role combined with customer telephone interaction and follow up
- Responding to internal inquiries via telephone and written correspondence
- Processing eligibility, assumption, release of liability and substitution of entitlement requests
2
Responsibilities For Senior Loan Assistant Resume
- Processing a variety of inquiries related to the Loan Guaranty program in a multi-state jurisdiction
- Printing early disclosures and mail them to applicant(s)
- Working knowledge of Word, Excel, and other basic office equipment
- Provides customer service to existing customers and potential prospects by answering questions, timely returning inquiries and resolving customer complaints
- Perform loan accounting functions using multiple loan systems i.e. Automated Financial System (AFS), RPI/MTX
3
Responsibilities For SBA Loan Assistant Resume
- Work with Loan Ops for funding and post closing requirements
- Rile maintenance; preparing collateral and loan file information within Bank and regulatory guidelines
- Maintain and keep daily logs of individual work along with incoming mail
- File maintenance; preparing collateral and loan file information within Bank and regulatory guidelines
- Supports Commercial Lending Operations
- Need to have a background in identifying loan and credit documentation
4
Responsibilities For Loan Assistant, Senior Resume
- Manages files for lenders and requests documentation from the appropriate source, including customers, operations staff or any other source necessary
- Interpret requests for processing loan transactions
- Coordinate meetings for Mortgage Loan Originators; prepare internal documents and reports; type letters and meeting minutes
- Follow up on issues relating to debit/credits to Member accounts as requested by the customer or the responsible Mortgage Loan Originator
- Assist the Loan Officer in obtaining documentation from customers
- Assist the Loan Officer in marketing efforts
5
Responsibilities For Loan Assistant / CSR Resume
- Facilitate and maintain communication between loan officer, customers, branch staff, outside vendors, title company closing agents and insurance companies
- Oversee loan officer(s) pipeline schedules and deadlines while managing calendar
- Monitors maturing loan reports; prepares documents for renewal and ensures documents are current, requests information, tracks compliance and analyzes data
- Monitors and reports on loan payments, payments that are past dues, overdrawn accounts, and NSF’s on a daily basis
- Issues certificate of eligibility
6
Responsibilities For Loan Assistant / Senior Loan Assistant Resume
- Success driven mindset, room for bonuses upon permanency!
- Ensure transaction codes are processed accurately to maintain optimum data integrity
- Perform multiple tasks to service and diverse group of borrowers
- Performs licensed sales related activities as assigned by the MLO. Offers, negotiates, and/or counsels consumers on loan rates or terms
- Individual state loan originator license(s) necessary for specific states in which the employee engages in any mortgage loan origination activity
7
Responsibilities For Trade Loan Assistant Manager Resume
- Perform loan accounting functions using multiple loan systems i.e. Automated Financial Systems (AFS). Interpret requests for servicing MUB syndicate agent and member loans
- Develop relationship with customers in order to handle routine tasks and request and anticipate loan requirements
- Provide administrative support to supervisor and loan officers in handling routine tasks such as mail, telephone, correspondence, facsimile transmissions, and copying
- Review files to be sure all documents needed are in the file in the appropriate order
- Reach out to the brokers as needed to gather required items
- Data entry of detailed documentation in their system
8
Responsibilities For Loan Assistant Resume
- Need to be fast paced
- Maintain adequate timings and track of all packages received
- PC literate and knowledge of Microsoft office programs: Word, Excel etc
- Have some knowledge of bank rules and regulations
- Identify applicable options and communicate options to borrowers
- Prepare all income/expense calculations and ensure compliance with agreed upon standards, and verify as needed
9
Responsibilities For Mortgage Loan Assistant Resume
- Maintain regular communications with borrowers; explore, analyze, and respond to issues and concerns via phone, email, and through written correspondence
- Provide superior customer service to borrowers and all internal and external employees
- Willingness to learn and grow with an organization
- Handle multiple tasks simultaneously and meet assigned project deadlines in a timely manner
- Supports the Residential Mortgage Loan Originator assigned by answering phones, scheduling meetings/appointments/calendars, entering and maintaining paper and computerized files, files, scans and stores documents for quick retrieval
10
Responsibilities For Senior Loan Assistant Resume
- Assists in obtaining and organizing all loan documents and supporting paperwork
- Under direct guidance, forwards documents as necessary to clients, internal departments and outside agencies
- Review and financial analysis of the GI loan applications
- Review and completion of quality audits
- Take loan applications from customers
- Input loan information for new loans or renewals into the Platform System. (Majority of loans are input to Platform by the Senior Loan Administrative Assistant)
- Assist in the preparation of loan documents
- Review loan documents for errors and compliance issues
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