Loan Processor Resume Sample
Sydnie Hilpert
482 Edyth Locks,
San Francisco,
CA
+1 (555) 805 7760
Work Experience
Loan Processor Intermediate
06/2015
-
PRESENT
Houston, TX
- Review indirect auto loans for proper documentation, calculations, regulatory requirements and underwriter approvals
- Work directly with dealers, customers, and other bank employees to resolve problems while maintaining positive business relationships
- Perform direct phone or web based verifications of employment, income, auto insurance, etc. directly related to the loan approval
- Assist with the tracking and follow up of automobile titles for loan collateral
- Identifies and refers possible fraudulent cases for supervisory review
- Ensures that work is in compliance with applicable laws, regulations and guidelines
- One year experience in a relevant financial services environment, preferably in a customer contact or loan operations position
Loan Processor
06/2010
-
12/2014
Phoenix, AZ
- Collects and reviews all conditions placed on loan by lender or underwriter
- Contacts customers to collect and review additional information needed to close the loan as necessary
- Answers phone calls in queue as well as personal line to assist customers
- Does NOT negotiate terms and conditions of loan
- CCollects and reviews all conditions placed on loan by lender or underwriter
- Answers phones on the queue as well as personal line to assist customers
- Verifies required loan documentation for approved loan applications
- Verifies all required support materials, such as, titles, and floods to ensure the files ready for closing
Junior Loan Processor
09/2007
-
12/2009
Dallas, TX
- Supporting MS’ in sales follow-ups as needed including discussing terms and negotiating rates as appropriate
- Assist branch or business center with incoming client phone calls and ensure that the proper Perfect Client Experience is being delivered to dealers and clients
- Regional Acceptance Loan Processor II Certification
- Work experience in mortgage loan processing or equivalent work experience within the mortgage industry (e.g. title, escrow, insurance)
- Contacts customer directly to obtain conditions placed by lender or underwriter
- Reviews all required support materials, such as titles, and flood certifications to prepare files for closing
- Prepares required loan documentation for approved loan applications such as disclosures
- Provides support to customers, branches and lending staff as needed
- Assists in testing new systems and documentation software
Education
Eastern University
2002 - 2007
School's Degree in Business
Professional Skills
- Strong customer service skills, communication (verbal & written), interpersonal and documentation skills
- Strong analytical skills with high attention to detail and accuracy Ability to organize and manage multiple priorities
- Excellent written and verbal communication skills, including the ability to communicate clearly and concisely while being aware of the audience
- Excellent listening, verbal and written communication skills
- Strong analytical skills, capable of successfully multi-tasking
- Excellent written and verbal communication skills in corresponding with clients and legal counsel
- Excellent follow up and organizational skills
How to write Loan Processor Resume
Loan Processor role is responsible for organizational, customer, computer, loan, analytical, word, basic, software, interpersonal, mortgage.
To write great resume for loan processor job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Loan Processor Resume
The section contact information is important in your loan processor 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 Processor Resume
The section work experience is an essential part of your loan processor 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 processor 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 processor position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Loan Processor resume experience can include:
- Demonstrates excellent product, underwriting, and compliance knowledge, combined with good problem solving skills
- Self-motivated with excellent sales/interpersonal skills
- Excellent PC skills in Word & Excel
- Good computer skills: Word, Excel, Power Point
- Good Excel and PC Skills
- Excellent technical, oral and written communication skills
Education on a Loan Processor Resume
Make sure to make education a priority on your loan processor resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your loan processor 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 Processor Resume
When listing skills on your loan processor 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 processor skills:
- 2) Effective communications skills and ability to interact with members in person, by phone and e-mail
- Excellent Office program skills
- Strong verbal/ written communication skills
- Work with Branches on assigning closing documents to ensure an excellent experience for our clients
- One (1) year of consumer lending experience or consumer loan processing experience is desired
- Accurate typing skills exceeding 35 wpm
List of Typical Experience For a Loan Processor Resume
1
Experience For Consumer Loan Processor Resume
- Strong computer skills: knowledge of Word, Excel, and basic Access
- Strong computer skills with knowledge of Word and Excel
- Experience in real estate lending and preferably experience in mortgage agency lending (FNMA & FHLMC)
- Prior experience with drafting loan documents in Word format
- Previous mortgage loan sales support and/or administrative/clerical experience or retail banking experience
- Effectively manage pipeline notes and loan sub status’s
2
Experience For Commercial Loan Processor Resume
- Effectively interact and communicate with front line staff through phone or email to resolve any issues
- Model Partnership skills
- Intermediate computer proficiency skills with MS Office, Excel and Mortgage Loan Applications/Software) Encompass 360 desired
- Takes the initiative to learn new skills and processes
- Phone skills and ability to coordinate with originator, underwriter, appraiser, customer, etc
- Work with guidance and supervision to develop analytical skills
3
Experience For SBA Loan Processor Resume
- When applicable, reviewing the CRA and HMDA data section of the Boarding worksheet and comparing it to the source document file prior to boardin
- Basic mortgage processing, finance, or banking experience
- 1) Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained at the highest possible level
- Mortgage/consumer lending (processing experience required)
- Some experience reading and interpreting loan and legal documentation required
- Ability operate a PC using Windows and Microsoft Office
4
Experience For Customer Loan Processor Resume
- Experience in the banking, financial services, or related industry
- Experience using a calculator OR 10 key
- Word processing AND spreadsheet software experience
- Previous mortgage loan processing experience
- Order appraisals, preliminaries, flood, verifications, and all other validations required by Summit Funding, Inc
5
Experience For Junior Loan Processor Resume
- One or more years previous mortgage loan processing experience
- Strong knowledge of standard mortgage closing documents, security instruments, modification documents, and title policies
- Strong organizational and attention to detail required handling large volumes of work associated with each transaction
- Previous processing experience, 1-3 years
- Intermittent to infrequent supervision required, depending on experience
- Loan processing experience
6
Experience For Problem Loan Commercial Loan Processor Resume
- 1 – 3 years of experience in a lending role in the financial services industry
- Loan servicing experience
- Experience using a calculator OR 10 key
- Two years previous bank experience and understanding of loan functions desired
- Two years previous bank experience and understanding of loan functions desired.E
- Previous supervisory experience or providing work direction to others
- Experience in commercial lending
7
Experience For Wholesale Loan Processor Resume
- Experience in Processing role
- Experience with MSP/LPS/BKFS Mortgage Servicing Platform highly desirable
- Prioritize and work on multiple projects while managing deadlines
- Team Lead Processor experience
- Mortgage loan processing experience required
- Excellent ability to interpret credit reports, verify employment and income, and deposit and asset verification
- Two (2) years of experience in a financial institution
- Monitor and implement effective controls to maintain compliance with regulatory and established corporate policies and procedures
- Demonstrated ability to nimbly transition through multiple tasks
8
Experience For Business Loan Processor Resume
- Intermediate level Microsoft Excel experience (formulas etc.)
- Mortgage experience, with a thorough ability to recognize and review basic mortgage documentation
- Use PC and operate in Microsoft and loan related programs
- Clear prior to close conditions (with signature.)
- Loan IQ experience preferable
- Min of 2 years clerical/administrative experience
- Previous experience in related field
- Establish rapport with brokers/borrowers and deliver excellent customer service
9
Experience For Cres Loan Processor Resume
- Review/research manual breach request from other departments to ensure their validity
- Review and validate items required by decision maker
- Real estate industry work experience such as
- Proven discipline to adhere to a schedule
- H.S. Diploma or equivalent required or equivalent work experience
10
Experience For Loan Processor, Operations Resume
- EXPERIENCE REQUIREMENT LISTED BELOW
- Excel in a team environment, manage multiple tasks concurrently, and prioritize
- Able to operate calculator, word processor, and related computer applications
- Direct experience required
- Telephone AND face to face customer service experience
- Experience as a loan processor
- Experience as a commerical loan processor
- Well organized with ability to prioritize and multi-task in a fast paced work environment
- Directly related experience
List of Typical Skills For a Loan Processor Resume
1
Skills For Consumer Loan Processor Resume
- Strong Project Management Skills along with strong organizational and time management skills
- Excellent command of the English language; excellent writing skills
- Demonstrate good partnership skills. Able to work as part of a team and with people of diverse backgrounds
- Prior consumer banking experience with a preference toward an individual with Assistant Management or higher experience
- Good organizational skills with an attention to detail
- Excellent communication skills with high attention to detail
- Excellent organizational and customer service skills are essential
- Good verbal public relations skills
2
Skills For Commercial Loan Processor Resume
- Experience in accounting or auditing and/or 3 – 5+ years of experience directly in installment or mortgage loan processing
- Preferably experience in commercial lending and solid understanding of small business lending market
- Assist with training and development of new and less experienced employees. Resource for lending production staff and less experienced processors
- Proficient computer skills utilizing mainframe and PC software packages
- Problem solving and able to effectively present resolutions
- Previous administrative/clerical experience or mortgage banking experience
- 5) Computer skills: Basic working knowledge of Microsoft Outlook, Word, and Excel
3
Skills For SBA Loan Processor Resume
- Computer skills including knowledge of Windows Microsoft Office applications (Word, Excel, PowerPoint, etc.)
- Proficiency in office skills and filing systems
- Demonstrated extensive experience as a senior level processor, or in an underwriting related function
- Solid experience working with multiple loan types
- Prior work experience in a business/commercial lending environment is required with knowledge of customary products,practices and policies
4
Skills For Customer Loan Processor Resume
- Grade 8 - 1 year of experience loan processing or equivalent work experience
- Grade 9 - Proven ability to handle a larger portfolio. Three or more years of commercial and/or SBA loan processing experience required
- Grade 8 – 1 year experience processing loans or equivalent work experience. Ability to learn and understand Tri Counties Bank policies and procedures
- Daily review of existing loan transaction pipeline to effectively manage turn time expectations to exceed customer and business needs
- Establish effective organization system/routine, including work prioritization, to meet or exceed performance goals
- Demonstrated ability to work independently and proven attention to detail
5
Skills For Junior Loan Processor Resume
- 1) Member service skills
- Great organizational skills and ability to multi-task
- Experience that demonstrates a basic knowledge of lending principles and financial practices
- Deal tactfully and effectively with members, credit reporting agencies, other departments and other financial institutions
- Work effectively in virtual environment where key team members and partners are in various time zones and locations
- Upfront loan process and front desk skills
- Demonstrated effective interpersonal relationships and teamwork
- Effectively communicate with partners from the point when a loan application is submitted to underwriting through final approval
6
Skills For Problem Loan Commercial Loan Processor Resume
- Proven ability to coordinate multiple tasks, prioritize workload and meet deadlines
- Reviewing the Commercial Loan File for documentation accuracy prior to loan closing
- Depending on experience moderate to high level of independent judgment and discretion related to area(s) of specialization
- Depending on experience, work with moderate to intermittent guidance and supervision
- Provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving complex customer issues
7
Skills For Wholesale Loan Processor Resume
- Experience in multi-state consumer loan processing helpful and cross-selling of banking related products and services
- Experience in using automated and/or loan processing, tracking systems
- Previous experience reading, interpreting and analyzing information quickly and accurately
- Accountable for reviewing all documentation prior to submitting loan to Underwriting for review to ensure that it meets the investor guidelines
- Sufficient banking and regulatory knowledge, organizational and technical skill for performing all required monitoring
- Previous Auto Loan Processing & Leasing experience
- 1-year residential lending procssing experience
8
Skills For Business Loan Processor Resume
- One to two years of real estate lending experience with mortgage agency lending (FNMA, FHLMC, FHA, VA) required
- Banking experience, preferably in loan servicing
- Experience reading and interpreting loan and legal documentation required
- 2) At least one year of administrative experience working in a lending department of a bank or credit union
- Prepare closing documents on portfolio consumer loan products by validating key information within the system so all documents are accurate
- Experience in a finance, accounting or loan processing role
- Operate a PC, including applicable operating software (Run DU/ LP)
- Automated processing and closing experience
9
Skills For Cres Loan Processor Resume
- Demonstrate basic understanding and knowledge of the banking and consumer loan industry
- Commercial loan processing/closing experience
- Strong background in understanding and interpreting credit policy, credit authority levels, loan structures, lien positions and entity structures
- Demonstrate basic understanding of bank policy as well as consumer loans that are originated in a retail bank setting
- Good understanding of mortgage regulatory requirements including TRID
10
Skills For Loan Processor, Operations Resume
- Mortgage loan processing or mortgage underwriting experience required. Specific emphasis in
- Five or more years’ direct experience processing and/or closing commercial real estate loans
- Proactive and recognizes priorities, adjusting workflow appropriately
- Previous loan review/ processing experience
- At least two years credit union or banking experience is helpful, but not mandatory
- O 3-years residential retail processing experience
- Experience working with broker loans is desired
List of Typical Responsibilities For a Loan Processor Resume
1
Responsibilities For Consumer Loan Processor Resume
- Pursue training and development opportunities; strive to continuously build knowledge and skills
- Communicate effectively with lender’s underwriting team to ensure timely closings
- Confirm and validate all loan and decision data upon receipt of final status and work with Bankers to collect conditional items required prior to booking
- Accounting OR cash/expense balancing experience
- Prepare closing documents on non-real estate consumer loan products by validating key information within the system so all documents are accurate
2
Responsibilities For Commercial Loan Processor Resume
- Business Delivery and Operational Effectiveness Gather all necessary documentation necessary to make a credit decision as required by underwriting
- Experience in Real Estate Operations with a focus on FHA/Affordable Housing in a commercial multifamily environment
- Experience processing loans
- Experience with a variety of servicing output formats
- Proactive with strong initiative; a self-starter who is comfortable taking on new tasks with little guidance
3
Responsibilities For SBA Loan Processor Resume
- Stacks loan packages per checklist prior to sending to Loan Center
- Commercial loan processing experience
- Operate a PC using Windows and Microsoft Office Primary
- Mortgage loan processing experience required
- Have banking experience
4
Responsibilities For Customer Loan Processor Resume
- Strong working knowledge of computer systems (i.e., LOS (Encompass), MS Office)
- Strong Communication abilities both verbal and written
- Reviewing and clearing title; and dealing with post closing issues
- Working knowledge of commercial loan documentation, loan closing processes and procedures, lending policies, compliance and lending regulations
- Gathering information and taking each file from pre-approval to closing
- Scanning All Loan Documents including Loan Denials/Withdrawns
- Preparing bank packages and CDs (using new TRID)
5
Responsibilities For Junior Loan Processor Resume
- Printing and distributing conditional items for review
- Working knowledge of Consumer Lending Policy
- Inputting proper loan information into the system for processing
- Preparing application for submittal to underwriting
- Reviewing file documentation and making sure all items needed are requested
- Communicating with the consumers, mortgage consultants and/or brokers on loan status and collecting additional documentation to clear conditions
6
Responsibilities For Problem Loan Commercial Loan Processor Resume
- Processing customer borrowing/advances
- Tracking all customer deposits and loan fees and reconciling the appropriate ledger accounts
- Gathering documentation for processing
- Reviewing mid to high level complexity loan documents
- Communicating loan and escrow requirements to customers
7
Responsibilities For Wholesale Loan Processor Resume
- Assisting the process from the inception of loans
- Corresponding with client and real estate and mortgage bankers
- Ensuring that all loan documentation is complete accurate verified and complies with company policy
- Understanding of C&I SBA, and Commercial Real Estate loan documentation
- Reviewing Title commitments and hazard insurance, HUD1 settlement statements
- Boarding of consumer and commercial loans and change in terms
- Reviewing all third party documentation such as escrow, title, Debenture documentation for accuracy and completion of file
8
Responsibilities For Business Loan Processor Resume
- Working knowledge of SBA policies and procedure
- Understanding of consumer credit and factors that impact creditworthiness
- Understanding of loan products and services
- Working knowledge of commercial entity structures and related documentation
- Processing daily Libor work
- Verifying all pre audit documentation is available with loan request
- Processing or Analysis of residential mortgage loans
9
Responsibilities For Cres Loan Processor Resume
- Working knowledge of Microsoft Excel, Word, Power-Point with dual screens, Access and Internet
- Handling 95% of emails and 5% phone calls
- Know nothing about financial services or loan processing? We offer exceptional training and ongoing developmental programs to support your career growth
- Monitor lending production and/or processing staff’s adherence to regulatory compliance by reviewing loan documents, pipeline reports and audit results
- Responsible for putting the construction loans on our servicing system and completing the draw process
- Disburse and book loans using the core banking system and document imaging program
10
Responsibilities For Loan Processor, Operations Resume
- 8) Assist with answering member calls regarding making MasterCard payments and consumer loan inquiries
- Assists with processing incoming mail including distribution to other departments
- Supports analysts and consumer lending specialist regarding processing of loan applications
- Process title and appraisal invoices, working directly with accounting as well as approved vendors to ensure timely processing
- Receives moderate instruction on filing, recording, and organizing documentation associated with a loan
- Manage the loan pipeline from date file received in processing through closing/funding
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