Loan Officer Assistant Resume Sample
Catharine King
461 Kuhlman Brooks,
Houston,
TX
+1 (555) 244 5168
Work Experience
Loan Officer Assistant / Receptionist
04/2018
-
PRESENT
Los Angeles, CA
- Obtains and verifies all data and supporting documentation regarding a customer’s income, assets and liabilities
- Handles customer calls as needed and follows through to obtain any missing information supporting the customer’s application
- Analyzing customer’s credit and financial scenario, determining appropriate loan product(s), and obtaining accurate AUS findings
- Assist originator in appointment setting with prospective and new applicants
- Provide new lead call backs within 20 minutes and maintain a 35% conversion rate from lead to appointment
- Set and confirm appointments for originator and manage calendar
- Provide administrative support managing various client databases (lead tracker, MyCircle, Zillow, etc.). Send new clients online pre-qualification link on behalf of originator
- Assist the originator with obtaining an accurate and thorough 1003
- Analyze customer’s credit and financial scenario and determining appropriate loan product(s)
Commercial Loan Officer Assistant
12/2011
-
12/2017
Detroit, MI
- Run credit on loans assigned to an originator
- Run AUS findings and prepare the Initial Fee Worksheet
- Request status updates from pre-approved clients and referral sources (weekly TBD calls)
- Keep up to date with company approved programs and software systems; implement and execute new systems for team and clients
- Provide marketing support by coordinating, creating, obtaining compliance approval, tracking, and distributing advertising materials as needed
- Manage monthly compliance-approved email marketing to realtors
- Send loan forms, disclosures agreements, and other supporting documentation to customers for completion and signature; manage the collection of completed documents accordingly
- Manage assigned originator's database; tracking active loan(s) and entering data as needed
- Maintain customer contact to ensure follow-up of loan application and answer basic customer inquiries while providing quality customer service
Loan Officer Assistant
01/2005
-
08/2011
Los Angeles, CA
- Protect Company’s reputation and image by maintaining Borrower confidence, deliver a high level of customer service and by keeping mortgage loan information confidential
- Perform other support/administrative tasks as requested.
- Identifies mortgage loan application and documents problems by highlighting deficiencies and notifying the Loan Officer – orders verifications, appraisal, title and survey. Runs credit report as requested
- Prepare loans for processing, make tickets for each loan, request appraisals, remove paid out loans from file, update UCCI’s, and correct non-post loan items
- Answer overflow calls for loan officers and neighboring employee’s calls
- Be familiar with bank products and services and look for opportunities to develop new customer relationships and strengthen existing customer relationships using United’s need-based sales approach
- Act as a role model of the company’s values, acting in an ethical and professional manner at all times
Education
Western International University
1999 - 2004
Bachelor's Degree in Marketing
Professional Skills
- Position requires the following physical activities; sitting, standing, walking, speaking on a telephone, active listening, typing on computer, and moderate lifting
- Strong PC skills, including Power Point, Excel, Word and Outlook
- 2-year lending origination experience
- 3-year lending origination experience
- Communicate effectively to customers and internal business partners
- Assisting high producing loan officers in the smooth and timely completion of loan applications
- Scheduling call backs via the Lead Disposition System and Microsoft Outlook
How to write Loan Officer Assistant Resume
Loan Officer Assistant role is responsible for outlook, general, customer, organization, database, mainframe, retail, credit, training, compensation.
To write great resume for loan officer assistant job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Loan Officer Assistant Resume
The section contact information is important in your loan officer 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 Officer Assistant Resume
The section work experience is an essential part of your loan officer 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 officer 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 officer assistant position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Loan Officer Assistant resume experience can include:
- Looking for someone with mortgage experience (any type of experience)
- Effectively listen and respond to customers’ needs
- Superior customer service skills are required
- Able to work effectively as part of a team and with minimal direct supervision
- Learn quickly and effectively
- Experience as a L3 LO Assistant OR 1 year of equivalent experience in mortgage, financial services, or real estate field required
Education on a Loan Officer Assistant Resume
Make sure to make education a priority on your loan officer 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 officer 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 Officer Assistant Resume
When listing skills on your loan officer 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 officer assistant skills:
- Excellent Excel, Word, Outlook and general computer skills
- Excellent Excel, Word, Outlook & general computer skills
- Proven experience as a L1 LO Assistant or equivalent experience required
- Strong organization skills, great customer service
- Great organization skills and ability to prioritize
- An ability to operate effectively in environments of change and transformation
List of Typical Experience For a Loan Officer Assistant Resume
1
Experience For Loan Officer Assistant / Receptionist Resume
- Demonstrated abilities in organization, accuracy, and thoroughness required
- Firm borrower advocate with a deep commitment to go above and beyond to ensure that the mortgage origination experience is consistently best in class required
- Quoting rates and making commitments regarding locking to customer
- Pricing loan in accordance with Guild’s policies and communicating fees to operations team
- Properly prepare files for submission to processing
- Order out 4506T, SSA, Credit Supplements, AccountCheck and Work Number as needed
- Answer customer inquiries related to active loan, and/or loan application status
- Promptly respond to clients questions and concerns
2
Experience For Loan Officer Assistant Midwest Resume
- Successfully manage a pipeline of 20-50 files in various stages of completion
- Acting as a primary point of contact for the customer, and keeping the customer informed throughout the process, subject to the limitations as set forth in Guild’s SAFE Act and Consumer Privacy/Safeguarding in Information policies
- Maintain referral source relationships through quick response time and excellent custom service
- Discuss product features with customer
- Per GUILD company policy and in accordance with investor underwriting guidelines, this role is prohibited from submitting documents to underwriting and ordering written (non-third party) employment, income, deposit, mortgage or rental verifications under any circumstances
- Maintain a positive sales environment by educating potential borrowers, Real Estate Agents and Homebuilder sales representatives on the Company’s products and services; create and deliver presentations when necessary
3
Experience For Commercial Loan Officer Assistant Resume
- Perform prequalification assessment and analysis of financial condition and risk of financing requests within the Company’s credit policies and programs, as well as all state and federal lending regulations (FHA, VA, Fannie Mae, Freddie Mac, Conventional, Conforming, Rural Housing Development, Bond and Portfolio)
- Assist with, and solve, issues relating to processing, underwriting and closing of loans within employee’s loan pipeline
- Represent the Company in various community and civic functions to enhance the Company’s image and develop additional business
- Seek out new and creative ways to provide solutions to the customer’s needs
- Promptly respond to client’s questions and concerns
- Able to work independently - able to multitask and take ownership of responsibilities
- Able to deal with clients professionally - able to coordinate with multiple people
- Microsoft Office Suite, specifically Microsoft Excel required
- Set up loan files and collect and review documents related to applicant’s financial status, credit and property evaluation prior to submission to processor/underwriter for verification and recommendation
4
Experience For CRA Loan Officer Assistant, Milwaukee Resume
- Request property appraisals, applicant credit reports, background checks, reference checks and other information pertinent to customer’s loan application
- Assist with and run scenarios through NYLX for pricing and programs for Loan Officer. Also pull guides for jumbos to check LTV / FICO requirements and qualifying during time of application
- Lock loans both old clients, new clients and purchase transactions into NYLX
- Relock loans per Loan Officer instruction if borrower would like to change program, rate, etc
- Review pricing as loans are cleared to close and advise Loan Officer of any changes to pricing. Also, review of current pricing for possible renegotiation or float down based on Loan Officer guidance
- 1) Collect all Loan Conditions
- Collect all Loan Conditions
- Manage 80% of pipeline issues
- Teamwork: Attend daily team meeting to prioritize tasks; coordinate with Preapproval specialist and Senior processing staff to maintain on-time preapprovals and loan closings
5
Experience For Originating Loan Officer Assistant Resume
- Lead management and response: respond to and track incoming client calls and emails, schedule follow up appointments, and provide initial intake packet to new clients
- Manage and maintain accurate and up-to-date information about clients and referral partners in customer CRM. Generate marketing materials and reports from CRM about weekly activity
- Client care: responsive to client questions, needs, requests for information and appointments, and welcoming clients and referral partners into the office for in-person meetings. Receive, copy, scan and upload client documentation for initial loan application
- Communications/Schedule Management: Answer phone, monitor email & maintain calendar, prioritize responses and actions required, and confirm all appointments 1 day prior to meetings
- Event planning & support: manage planning, guest list/RSVP and hosting weekly educational seminars for prospective clients and referral partners. Schedule and co-host/attend monthly happy hour and client appreciation events
- Organized and able to prioritize tasks, maintain focus + poise in a deadline driven environment
- Measurement: Loan Consultant spends 5+ hours per day taking loan applications or meeting referral sources in person
- Professional demeanor and an ability to interact with a wide variety of people
6
Experience For Loan Officer Assistant Axiom Resume
- Measurement: 90% of purchase loans close on time
- Measurement: Loan surveys come back with 8+ average scores
- Be able to quote interest rates and lock loans
- Face to face meetings with clients when Loan Officer cannot attend
- Attend loan closings if Loan Officer cannot
- Track, maintain and follow-up on loan applications
- Answer customer inquiries and manage client and referral databases
7
Experience For Loan Officer Assistant / Processor Resume
- Resolve any file issues throughout file process
- Communicates and builds good rapport with clients/borrowers, assisting them with resolving issues and answering questions that help build relationships. Communicates contact information and expectations with borrower
- Mortgage Loan Compliance & Guidelines
- Mortgage Loan Officer Pipeline Management
- Make copies of important documents
- Accurately obtain & review applicant’s credit history
8
Experience For Mortgage Origination Loan Officer Assistant Resume
- Stay acquainted with assigned Loan Officer’s daily schedule
- Proficiently assist in the development of financial objectives in association with present data
- Proficient in Microsoft Office and capability to utilize office equipment
- General knowledge of loan products and process
- Assist loan officers where needed with administrative tasks
- Follow up with borrowers and realtors
- Proven excellent telephone interaction and communication (written and verbal) and influence skills required in order to work tactfully and effectively with all levels of team members and leaders
9
Experience For Loan Officer Assistant RMR Resume
- Serve as the administrative point of contact for the Private Wealth Client Advisor throughout the mortgage origination process
- Manage customer contact and communication as needed or instructed by the Private Wealth Client Advisor
- Work with the credit and deal teams to prepare a complete mortgage file document package and thorough borrower application for submission
- Interface with the Operations team to monitor pipeline activity and ensure a seamless loan fulfillment process
- NMLS licensure under Texas Capital Bank’s charter upon employment required (Federal background check required)
- Knowledge of all applicable consumer mortgage regulations and the origination workflow process required
10
Experience For Loan Officer Assistant Sunbelt Resume
- A team player with the flexibility to receive constructive professional feedback when appropriate
- Maintains daily work flow prioritization, and communicates accordingly, to ensure all urgent matters are dealt with, and purchase transactions do not carry beyond target close dates
- Understands compliance throughout the loan process: TRID, Loan Officer Compensation Rules, Home Ownership and Equity Protection Act (HOEPA), all applicable predatory lending tests, Mortgage Disclosure Improvement Act (MDIA) and Appraiser independence requirements
- Assisting with the Mortgage Loan Life Cycle
- Performs closing confirmation calls with Loan Officers on an as needed basis
- Fluent in Tagalog and English
List of Typical Skills For a Loan Officer Assistant Resume
1
Skills For Loan Officer Assistant / Receptionist Resume
- Level 2 LO Assistant experience or equivalent experience required
- Work to resolve any issues in a prompt and professional manner recognizing the objective of delivering a stellar customer experience throughout the process
- Assist Loan Officer with call backs to prospects that need a phone consult prior to a face to face meeting
- Experience in Mortgage lending or related field
- Be deadline sensitive and able to juggle multiple priorities to meet commitments without sacrificing quality
- Strong working knowledge of the Microsoft Office suite of products required
- Mortgage experience
- 203k and Homestyle Renovation Loan Experience
- Experience in a support position or in a production based position is required
2
Skills For Loan Officer Assistant Midwest Resume
- Reviewing CD to ensure fees and cash at closing are consistent with commitment to customer
- Assist Loan Officer with putting scenarios together for prospective clients (researching client scenarios with underwriting and investor guidelines)
- Assist the originators with scheduling appointments and following up on pending items with prospective customers
- Assist LO during loan applications, making copies, preparing any LOX’s for signatures, etc
- Assist LPI with putting scenarios together for prospective clients (researching client scenarios with underwriting and investor guidelines)
- Provide administrative support inn gathering and preparation of submitting loan application and supporting documents
- Assist in the coordination, creating, tracking and distribution of marketing materials
- Provide support in the collection and preparation of submitting loan application with supporting documentation to processing
3
Skills For Commercial Loan Officer Assistant Resume
- Proficient with major correspondent and wholesale channels and their guidelines, including their websites and pricing engines
- Manage Summit Funding’s “Sales Fuel” marketing campaign
- Assist realtors with monthly marketing campaigns; compile all paperwork and files and prepare diligent and accurate information meeting all deadlines
- Reviews loans to identify outstanding items or questions that could cause closing delays. Communicates and escalates as needed
- Discusses pricing and Lock of Loan (initial) and other conditions dictated by Underwriters and policies, ensuring borrower understands what is required
- Prequalifies clients to include discussing, rates, terms and/or financing options, call and obtain conditions from borrowers and Realtors
- Someone looking for a career opportunity and looking to support two fast paced high earners
- Accurately analyze and resolve problems while understanding risk and mitigating risk to both the customer and MB Financial
4
Skills For CRA Loan Officer Assistant, Milwaukee Resume
- Collect supporting documentation from customer, gathering necessary documentation for pre-approval
- Follow established scripting
- Maintain lead tracking through Excel spreadsheets
- Organize and maintain database of current loan pipeline and track loan status as well as appraisal, loan conditions and closing deadlines
- Prequalifies clients to include discussing, rates, terms and/or financial options
- Communicates with your team all information pertaining to client and/or property to meet file expectations
- Communicates loan approval by sending pre-approval/commitment letters to all parties involved in transaction
- Submits complete files to processing based on Investor and/or AUS requirements
- Review all closing statements and compare to signed LE before signings and correct discrepancies
5
Skills For Originating Loan Officer Assistant Resume
- Specific training requirement needed
- Specific licensing requirements to be met
- Check incoming web applications, pull credit reports and AUS findings
- Track all incoming loans in database, order out 456T, SSA, Credit Reports, Work Numbers etc
- Quote rates and act as primary point of contact for Customers, all staying within company guidelines and procedures
- Support branding for branch through external communications on a variety of platforms
6
Skills For Loan Officer Assistant Axiom Resume
- Provides support to our Senior Loan Officer as well as building a relationship with the borrower
- Assist in marketing Realtors, Builders, and 3rd party referral sources with their assigned LO or on the LO’s behalf to increase production
- Solve escrow issues without involving loan officer
- Obtain 3 current client referrals that go to closing each month
- Distribute and collect 1003, disclosures and supporting documents from client from completion and signatures
- Rapid decision making abilities
- Use sound independent judgment in making immediate sound decisions that impact client relationships
- Take borrower loan application (1003) and obtain necessary underwriting documents
- Provide any necessary assistance through production and underwriting process
7
Skills For Loan Officer Assistant / Processor Resume
- Provide status updates to referral sources on active loans, subject to Guild’s policies on Consumer Privacy and Safeguarding of Information
- Set-up data from new loan application that is required for Borrower approval through use of loan software, includes running credit report
- Act as a point of contact for the customer and referral source, keeping them informed throughout the process
- 3) Perform all update calls
- Perform all update calls
8
Skills For Mortgage Origination Loan Officer Assistant Resume
- Take inbound calls and route them to the appropriate parties (Loan Officers and/or Loan Processors)
- Upload documentations into the system timely and accurately and notify the Loan Officers and/or Loan Processors when completed
- Help prepare and send out the disclosure package as needed
- Set proper expectations for the completion of assigned tasks
- Coordinate with cross functional teams to successfully complete assigned tasks
- Provide a variety of basic support administrative/clerical functions for an individual Loan Officer or for multiple LO’s
- Perform basic office functions including answering the phone, faxing and copying documents, shredding files, ordering office supplies and submitting LO Travel and Entertainment expense reports for reimbursement
- Respond to basic frequently asked questions from real estate agents, other internal departments, or borrowers
- Monitor the loan process and communicate loan status as needed
9
Skills For Loan Officer Assistant RMR Resume
- Assist LO with maintaining promoting PHH and high visibility in assigned offices in order to build confidence and trust with real estate agents and office management
- Maintain appropriate work schedule, possibly in multiple work locations, as directed by LO to insure real estate agents are aware of availability
- Respond to moderate questions, concerns or issues that arise in assigned offices. Work with Office Managers, real estate agents (agents), borrowers, and internal team players/departments to resolve problems and issues as they occur
- Maintain effective communication with agents and customers to obtain timely receipt of loan packages, executed Agreement of Sale, and all trailing loan documents. Monitor the loan process and communicate loan status as needed
- Input application information into Loanspan once LO(s) meet with borrowers. Speak to customer to confirm information, pull rates and pull credit for LO (L3 can’t qualify the lead, register the loan, or discuss product/programs with customers)
- Attends all functions with Loan Officer when required
- Complete LPII checklist on all files and adhere to company time frames
- Call and obtain conditions from borrowers and Realtors
10
Skills For Loan Officer Assistant Sunbelt Resume
- Meets with clients to sign Loan Application and Disclosures
- With new contracts, facilitate the introduction to Realtors via e-mail and facilitate a call from the Loan Officer to ensure positive customer service for our new clients
- All files turned into processing within 24 hours of meeting with the borrower
- Understands and research’s all investor guidelines and is up to date in any and all program changes that effect the processing or originating of loans in pipeline
- Submits complete files to processing based on Investor and/or AUS requirements to get ready for submission to Mother Ship
- Clears any conditions that require communication to the clients
- Tracks and manages new leads and follows up on referral business
- Proficient in DU/DO, LP, & major Origination systems
List of Typical Responsibilities For a Loan Officer Assistant Resume
1
Responsibilities For Loan Officer Assistant / Receptionist Resume
- No direct or indirect reports
- Assist a team of originators with all paperwork and processes in a deadline, sales, driven environment
- Call leads, set appointments for the LO’s, confirm availability and utilize outlook to manage calendars
- Run credit on loans; fill out initial fee worksheets; obtain accurate and thorough 1033
- Design, create, and distribute collateral
- Resolves problems and questions with Underwriters and other internal teams as needed
- Our Loan Partners work closely with the borrower from contract to close
2
Responsibilities For Loan Officer Assistant Midwest Resume
- Consistently exceed borrower expectations and Realtor/Builder expectations
- Keep Team Leader’s desk spotless
- Background Check Requirements
- Bilingual, Spanish required
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