Loan Document Specialist Resume Sample
Delmer Balistreri
864 Justice Points,
Houston,
TX
+1 (555) 236 3525
Work Experience
Loan Document Specialist
02/2017
-
PRESENT
San Francisco, CA
- Coordinates collection of Team’s supply orders for RECS Tiedeman contact
- Lift 60 70 pounds
- Keen eye for detail while filing loan documentation MARGINAL OR PERIPHERAL FUNCTIONS
- Background in Collateral Line Processing and/or Commercial and Consumer Paids process aplus to have!
- Responsible for loading and updating information and continued monitoring regarding UCC’s in LoanIQ to maintain KeyBank’s lien position
- Provide support and assistance with departmental objectives
- Assist in mail distribution and other administrative tasks as needed
- Not a suit & tie environment, think jeans and sneakers
Business Loan Document Specialist
04/2013
-
10/2016
Chicago, IL
- Flexible work hours with shifts that include days, evenings, and weekends
- Pleasant office environment
- Direction provided by supervisor
- Numerous distractions and disruptions due to incoming communication
- Audit variety of critical financial documents for completeness and accuracy; noting or resolving errors or deficiencies
- Analyze financial information and documents to determine proper action
- Act as a liaison between lenders and other internal departments or external vendors through phone and email correspondence
- Work collaboratively with external vendors to quickly obtain missing or required documentation
- Perform research to gather necessary information or documents to input into appropriate systems, while meeting critical deadlines to ensure timely and accurate processing
Loan Document Management Specialist
08/2009
-
01/2013
Philadelphia, PA
- Kneel (Bending legs at knee to come to a rest on knee or knees)
- Push (Using upper extremities to press against something with steady force in order to thrust forward, downward or outward)
- Pull (Using upper extremities to exert force in order to draw, haul or tug objects in a sustained motion)
- One year of related banking work experience
- Work in a fast paced, deadline-oriented environment and a team player
- One year banking work experience
- Basic knowledge of consumer loan documentation
- Detail oriented and ability to work in a fast-paced production environment
Education
Columbia International University
2005 - 2009
School's Degree in Communication
Professional Skills
- Proven customer service skills and effective team skills
- Strong organizational skills, communication skills and team player attitude
- Additional qualifications required include a solid commitment to customer and employee service, outstanding interpersonal and problem-solving skills
- Prior Bank of America Private Bank or Commercial loan documentation experience
- Analytical, organizational and interpersonal skills
- Mortgage experience with knowledge of the mortgage servicing/mortgage banking industry - specifically to origination documents
- Experience using AFS (Automated Financial Systems), Action and Stats at Bank of America
How to write Loan Document Specialist Resume
Loan Document Specialist role is responsible for insurance, software, credit, training, database, mac, auditing, printing, security, reporting.
To write great resume for loan document specialist job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Loan Document Specialist Resume
The section contact information is important in your loan document specialist 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 Document Specialist Resume
The section work experience is an essential part of your loan document specialist 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 document specialist 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 document specialist position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Loan Document Specialist resume experience can include:
- Prior consumer and commercial loan documentation knowledge
- Establish and maintain strong customer relationships
- The ability to manage time, multi-task, prioritizes work in a high paced environment with heavy volume of transactions and limited direction
- Intermediate experience with the Microsoft Office Suite
- Sending and receiving documents via mail to corresponding teams
- Receiving and running updated reports through internal system
Education on a Loan Document Specialist Resume
Make sure to make education a priority on your loan document specialist resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your loan document specialist 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 Document Specialist Resume
When listing skills on your loan document specialist 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 document specialist skills:
- Six months to two years of similar or related experience, including time spent in preparatory positions
- Ability and experience handling deadlines
- Work experience with consumer loan documentation
- Three or more years of experience
- Analyze and verify documents for contractual compliance per AFC’s guidelines. Determine the validity of the
- Effective verbal and written communication
List of Typical Skills For a Loan Document Specialist Resume
1
Skills For Business Loan Document Specialist Resume
- Strong technical aptitude: Proficient with MS Office products and able to learn/apply new software efficiently
- Updating and printing off document notes
- Fulfilling outstanding document requests with subservicers, sellers and Investors
- Knowledge of real estate and documentation within the area of loan origination, processing and servicing
- Utilize computer technology and a wide variety of software including word processing, spreadsheet and database applications
2
Skills For Senior CBG Loan Document Review Specialist Resume
- Develops a thorough understanding of AFC policies, processes, and procedures related to processing of
- Flexible and adaptable to changing work demands, volumes or evolving processes
- Ensure compliance with all Freddie Mac and Fannie Mae guidelines relating to origination files and trailing documents
- Loan documentation using HotDocs platform
- Knowledge of basic consumer lending laws
3
Skills For Loan Document Management Specialist Resume
- Are comfortable working on two monitors
- Reviews Consumer Loan Documents to determine adequacy of loan documentation, adherence to loan policy, and lending regulations
- Printer/fax maintenance and supply ordering and delivery
- Manage Seller relationships regarding documents
- Reviews applicable loan fees and disclosure requirements for accuracy. Prepares applicable closing documents related to purpose and collateral types
4
Skills For Consumer Loan Document Review Specialist Resume
- Use spreadsheet and other automated or manual processes to compile required documentation and reports
- Be knowledgeable about the financial services industry and Key’s competition
- Understand the value proposition of the business and how it contributes to Key’s business strategy
- Understand and apply Key’s risk management philosophy in day-to-day interactions
- Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions
- Loan/Escrow experience required, 3 months+
5
Skills For Temporary Loan Document Specialist Resume
- Pre-closing Loan Doc Prep (Reg B, RESPA)
- Pre-closing Loan Documentation Creation
- Interact with underwriting, in-house legal counsel and sales to ensure world class documentation accuracy
- Familiarity with load documents and security instruments
- Work well under pressure and multi-task in a fast-paced environment
- Loan Doc Exceptions (Consumer & Commercial)
- Create dealer contract terms in cosmos
6
Skills For Loan Document / Prefunding Specialist Resume
- Independently prepare standard to highly complex loan documents for Private Bank clients in accordance with Bank of America's policies and procedures
- Review outside counsel prepared documentation to ensure accuracy and compliance with credit approval
- Reviews documents to ensure that the loan has been booked correctly
- Ensure that all documents match what is listed in the system
- Assist as needed with special projects and cross-train in other areas within the department
- Prepares documentation for all types of loans, to include new and renewed
- Reviews all loan requests for appropriate authorization, compliance and company policy standards
7
Skills For Loan Document Specialist, Nreg Resume
- Verifies that proper legal compliance requirements have been followed
- Prepare weekly and monthly management reports
- Prepare and maintain all departmental Policies and Procedures
- Manage under moderate to low supervision
- Exceptional attention to detail with the ability to consistently produce accurate work,
- Scans loan documents and saves files in the appropriate computer systems
- Monitors applicable workflow systems / loan queues to ensure all loans submitted are processed within required response time
8
Skills For Home Loan Document Specialist Resume
- Verifies rate/terms to consumer scoring form to application and setup sheets. Reviews consumer data from loan set-up sheet within workflow tracking system and enters info applicable document processing system
- Forwards all applicable closing documents to Lender, including closing instructions. Updates applicable workflow system with loan growth tracking information. Performs quality control activities by verifying data entered in systems using quality review checklist
- Entering all loan information into database
- Securing client signatures
- Responsible preparing loan documents for review
- Maintain all outbound/inbound documents
- Commercial Doc Review
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