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loan officer assistant resume objective

Performed precise and strategic calculations of loan history and payment adjustments impacting successful completion of loan modification through the Home Affordable Modification Program. Understands and researches all investor guidelines and is up-to-date in any and all program Submits complete files to processing based on Investor and/or AUS requirements to get ready for submission to Underwriting. Scheduled and confirmed closing date and location with closing attorney, borrower and loan officer. Initiated the creation of a public folders system for company wide access to all loan documents to reduce down time due to document unavailability. Loan officers work in the financial sector and help residential and commercial clients with loan applications, approvals, and modifications. Loan Officer. Attend regular pipeline meetings and system training updates. Followed up on outstanding items reflected on the conditions report provided by underwriter. If the employer has asked about the communication skills, you can present your expertise in written and verbal communication skills with specifying the roles in which this skill was used extensively. A quick learner who can absorb new ideas and can communicate clearly and effectively with work colleagues and clients. 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. Monitored the status of each file and ensured accurate and efficient processing through closing. Sample resumes of Mortgage Loan Officers consist of such skills as analyzing clients' financial situations and determining appropriate products based on their specific needs and goals, and proposing loan options in a clear, concise and compelling manner to in order to effectively generate sales. Assisted in maintaining the builder backlog and loan officer calendars. Skills : Microsoft Office, Excel, Microsoft Word, Powerpoint, Typing, 10-Key, Photoshop, Snagit, Acrobat, Accounting, Billing, Customer Service. Track, review and ensure accurate completion of appraisals, preliminary title reports and homeowners insurance. They work in banks, mortgage companies, financial institutions and some private organizations. This area is written in reverse chronological order from most recent to oldest job position. Assist loan officers regarding underwriting and processing guidelines. Specialized in loan document signings with a strong emphasis on Escrow/Title requirements to proceed with document recordings. Contacts borrower and/or mortgage broker to collect necessary documentation and act as a liaison between origination staff, underwriters, and customers. Skills : Mortgage Builder, Encompass, SoftPro, Citrix, Easy. Pull old applications from system to send information regarding last refinance, if applicable (rate, program, loan amount, FICO, etc.). Sales Administrative Assistant Resume Examples. Attended classes/seminars regularly to stay current on Lender, FHA and VA guidelines for loan qualification purposes. To be a loan officer one should have good … Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing. Loan Officer Assistant Resume. Calculated, reviewed, and corrected errors on interest, principal, payment, and closing costs, using computers or calculators. Assist with obtaining conditions and follow up on approvals when needed, In direct communication daily with clients, Realtors, builders and business partner's. Maintain Loan Officer pipeline management and reporting to all loan officers, keeping close track of all file progress with processor team Advise loan officer of any deficiencies or missing supporting documentation for files. Perform research at various county tax websites to establish tax information accurate debt to income ratio. Employers seek applicants with a high school diploma at a minimum, though others seek candidates who are able to list a bachelor's degree in a finance, economics or business … A loan officer offers his services to financial institutions such as banks and assists various individuals and business firms obtain loans, financial helps. Objective : Accomplished sales professional with over ten years experience and proven ability in prospecting, managing customer relationships, and closing sales is seeking a part time position to supplement income. Maintain and follow up with all new and existing leads in a timely and accurate manner. Run loans through automated underwriting systems. Create a file in PC Lender, obtain signed credit authorization and pull credit report. In a resume, the objective statement functions as the “introductory handshake” between you and the Human Resources officer. Another Loan Officer resume template; Maxine Curry Dayjob Limited The Big Peg 120 Vyse Street Birmingham B18 6NF England T: 0044 121 638 0026 E: info@dayjob.com. Enter loan application information into the Encompass loan origination system. Works closely with all parties involved in loan process to ensure all Close of Escrow dates. Facilitated the processing, underwriting and closing of mortgage loans while managing several tasks and deadlines concurrently to ensure loan time frames were met. Processor & LO, Conducted Mortgage Loan Application interviews, Secured all required documentation from clients, Researched applications turned in by other Loan Officers for any evidence of fraud, Acted as primary liaison between all departments during loan transaction: title company, attorneys, loan officers, borrowers and internal departments, Managed heavy work load in an efficient, organized and productive manner, Ensured all items needed to close, a loan transaction, were completed before the contractual closing date, Analyzed income and asset documentation to insure borrower qualifies for loan, Reviewed application and documentation to ensure accuracy and completeness prior to submission to underwriter, Prepared disclosures, open escrow and title, request appraisal, Responsible for keeping all parties to the transaction aware of the status of the file, Ensured all compliance requirements, including company policies and procedures, and state and federal regulations, are met, Reviewed and evaluates information on mortgage loan documents to determine if borrower and property meet company and regulatory standards, Recommended loan application for approval or rejection, or request additional information. Selected to service as Junior Loan Officer in the absence of the Loan Officer, responsible for handling sales calls and producing interest rates to potential customers. Assisted the loan officer in the areas of loan processing, loan documentation, loan closings, loan servicing, secured and unsecured loans. Conducted a weekly update with loan officer to review the status of all files, and set up closings with title company. 04/2018 - PRESENT Los Angeles, CA. Assisted clients with transactions and communicated status of home loans, thereby building strong base of referral business due to delivery of excellent service. Dependable and successful in building a loyal customer base. Consider what qualifications potential employers are looking for. Monitored all incoming loan conditions via email, fax or mail. Review each loan file to make sure all required documents are in the file for processing and underwriting and obtain additional documents that may be requested. 30% client growth rate from networking, 50% growth rate from client referral, and 20% from up-calls. Follow up with clients during and after the loan process. Your Office Assistant resume objective should touch on these 3 types of skill sets as we presented in our example: Dedicated, meticulous professional with 10 years of experience is desirous of contributing organizational, administrative and technical skill sets as an office assistant for a well-established and reputable company. Objective : Enthusiastic Loan Officer Assistant who provides excellent customer service throughout the loan origination process. Review loan application to determine the completeness of all documents and help verify the borrower's qualification for specified loan product. Experienced Loan Officer Assistant who has strong organization skills and a comprehensive understanding of contracts and agreements. Communicated daily with clients, attorneys, agents & operations staff to ensure closing conditions and deadlines for loans were met. Reviewed residential loan application files to verify that application data was complete and met establishment standards, including type and amount of mortgage, borrower assets, liabilities and length of employment. Taking a lead role involving all parties to ensure closing loans by Close of Escrow date, allowing Loan Officer to go out and conduct more business for our team. In charge of customer loan files to ensure accurate documentation for a timely transition and prioritized files of immediate attention to assure customers and agents of their scheduled closings. Loan Officer Assistant Resume Sample 5.0. Managed day to day operations, including processing, and shipping of all types of loans. Coordinated, managed and monitored client files within a prescribed and desirable time frame. Responsible to make the final sale on all loans and answering any and all questions to assure the borrower of any uncertainties, Explain rates and other mortgage related information to the borrower, Reach monthly targets, deadlines, and sales quotas to ensure revenue profits, Lock each individuals rate and assign it to a specific funding pool. 5 votes The Resume Builder Create a Resume in Minutes with Professional Resume Templates Create a Resume in Minutes. Obtains and verifies all data and supporting documentation regarding a … Reviewed loan agreements to ensure that they are complete and accurate according to policy. Employers seek Loan Officer Assistant Resume that demonstrates skills such as – proficiency with loan related software, strong organizational skills, negotiation abilities and a thorough knowledge of loan rules and regulations. Objective : Dedicated and focused Senior Lab Technician who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. Assist processor with any difficult conditions. Responsible for ordering appraisal, opening Title. Skills : Loan, Mortagage, Finance, Sales. Maintained a professional relationship with both clients and bank specialists in an effort to obtain required information for our case. Worked with various internal departments as well as external organizations to obtain processing related documentation or obtain necessary information needed to complete an application, including, but not limited to: IRS Transcripts, Title Reports, Setting up Escrow, Homeowner's Insurance, Ordering Appraisals. Entered in sensitive client information to mortgage loan builder software for each loan. Teamed with Multicultural Lending department in the preparation and analysis to monitor loan activities. Maxine is an expert at helping customers to achieve their financing … A loan officer helps people obtain loans (e.g. Completed in-house processing of brokered loans. Answer customer inquiries relating to locked status, and loan application status to ensure quality customer service. Objective : Seeking a challenging position in a well established organization, that will utilize my skills and enhance my capabilities further. Main point of contact for current mortgage loans in process, handling regular communication with borrowers and guiding them through the process from initial meeting to loan closing. Request property appraisals, applicant credit reports, background checks, reference checks and other information pertinent to customer's loan application. Help confirm loan document requests with loan processor. Assisted in organizing all the established bank documentation requirements. Ensure files move through processing and closing in a timely manner. Summary : 16 years in the mortgage industry with a wide variety of positions and experience. Helped the loan processing team stay organized by tracking progress of loans in the pipeline and providing timeline updates as necessary. Review Loan Application for completeness and accuracy. Assistant to regional manager of the local branch of mortgage business. Your loan officer resume is an opportunity to demonstrate that you have good interpersonal skills and can provide excellent customer service. Prepared & scanned all files for submission to database and processing. Resolve file problems, bottlenecks and qualifying issues throughout production and underwriting process. Order subordinations when all necessary documentation has been received. Assist consumer direct customers with questions or concerns. Check for accuracy of all incoming loan information for potential borrowers; Identify mortgage loan application and documentation problems by highlighting deficiencies; notifying management. Assisted top producer in maintaining and managing their pipeline. The resume begins with a career objective that identifies the job seeker’s 6 years of experience processing loan agreements. Assisted in Handling all Accounting and Loan processing. Designed flyers and marketed business via Social Networks, Emails, and Bulk-Mailings. Insure employee loan docs are prepared correctly before mailing. Objective To obtain a Loan Officer Assistant position in a growth-oriented company where I can utilize my administrative skills and acquire new abilities. Objective : Creative and proactive professional with positive approach and desire for successful marketing career. Skilled in collaborating with all members of an organization to achieve organizational goals and … Prepare files upfront disclosures in compliance with TRID (all applicable for file) Prepare file for initial disclosures, order appraisal and run credit. Review and verify borrowers’ income, credit reports, employment histories, property appraisals and title insurance information to prepare loan applications for underwriting submittal. Organized and administered Loan Officer in group presentations to educate the public of new loan programs. Summary : Looking for a full time position as an Loan Officer in an Financial environment that offers a greater challenge, increased benefits and the opportunity to help the company advance efficiently and productively. Ensure all loans moved through processing in a timely manner. Loan Officer Resume Tips and Ideas A loan officer is a professional who practices primarily in major financial institutions such as banks, mortgage firms or credit unions. Assist loan officers in answering over flow calls. Confident in ability to propose own ideas when appropriate, possessing strong initiative and drive to success. Verified loan documents, ultimately preparing the application for submittal to underwriting. Communicated several times each day with my loan officer to assist him in all aspects of the loan to ensure a timely and successful close of escrow. Answer all incoming calls and perform front desk duties. Provide administrative support to Loan Officers. Skills : Microsoft office software, Sales, Customer Service, Customer Relations, Teamwork, Office Administration, Marketing, Social Media Marketing, Social Media Management, Data Entry, loan programs for mortgage loans, Mathematics. Provide support to loan officer and underwriter teams by ensuring the timely, judicious and accurate processing of mortgages. Performs detailed research on issues as related to federal and state laws. Follow up with clients at all times, keeping them informed of the loan process. Finalize files to insure preparedness for loan completion. Assisted when needed the main Processors to finalized and coordinate the Closing. Completed 1003 loan applications for all borrowers and provided a preapproval letter with pertinent information. Funding 20+ loans a month. Skills : Bilingual, Ability to work in a fast-paced environment, Proficiency in Microsoft Office, people skills, Effective communication, phone, email, face to face, in English and Spanish. Create a resume that clearly highlights your goals, talents, and relevant experience so that employers … Order appraisal, request title binder, order condo questionnaire, pull FHA case number, review fraud guard and pull 4506t transcripts on each loan according to its need, Manages loan officers marketing, advertisements for loan officers while conducting phone interview with realtors to maximize our market, Answer phone, set appointments, set up files, track loans, prepare for processing then underwriting through closing, track and answer emails through outlook, Prepared loan files to be insured by The Housing and Urban Development Department, Shipped loan files to investors to be purchased, Track down any missing documents that the investor might need, Act as a loan officer assistant by taking loan applications, pulling credit reports, running automated underwriting systems such as DU/LP and entering info into computer system, Part time receptionist - answering main line at the front desk while directing customers. Work with escrow to obtain all items necessary for disclosure. You might think that banking will always be around if only for the … Mortgage Loan Processing Assistant Resume Examples & Samples Review all loan applications for accuracy, completeness and compliance Manage a time-line on all assigned loan files, ensuring the timely receipt of all required documents, following-up with the appropriate party, and scheduling appointments as necessaryDirectly communicate with Loan Officers, clients, service providers and … Evaluated credit history, income, length of employment, and other documentation to determine mortgage eligibility, Recommend loan products that are a fit for each individual borrower (Conventional, FHA, VA loan Programs), Assist borrowers in putting together a complete loan file (Pre/Post Close), Processed and collected loan conditions prior to funding. Loan Officer Job Description Template: We are searching for an experienced and detail-oriented Loan Officer to join our growing institution. Their prime responsibilities relate to analyzing the needs of an applicant, authorizing and recommending loan proposals, and have good track record as far as its repayment is concerned. Communicates to loan team all information pertaining to client and/or property to meet file expectations. Skills : Payroll, Accounts Payable, Accounts Receivable, Social Media, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, PC Lender, Notary Public, NoteSmith, Quickbooks. Ordered and reviewed appraisals and title work from various sources. Exceptional customer service skills and detail oriented, with 4 years experience in multiple business settings including … Served as office manager in addition to handling all open mortgage files for the regional manager. Answered phones, maintained files for current and closed transactions. Ordered all lender packages, appraisals and all pertaining third party packages in a timely matter. Arrange meetings for the loan officers and clients. The liaison between the processors, title and underwriters for the borrower in regards to acquiring any and all additional and/or requested documents. Objective : Creative and proactive professional with positive approach and desire for successful marketing career. Adept at communicating with attorneys and loan clients managing digital and hard copy files and assisting in the completion of the loan … Ensured new loan applications are prepared for processing while adhering to standard turn times. Supervise and train three executive assistants; ensuring proficiency and continuity. Their role is to evaluate and authorize the approval of corporate, real estate and credit loans by first determining the financial status or credit score of loan applicants. Pre-screened potential clients prior to loan applications. Loan Officer Resume writing primarily involves highlighting your skills with the open job position. Resumes of Loan Officer Assistants exhibit such skills as handling communication with the borrowers, loan officers, processors, and the closing department; and preparing spreadsheets to maintain the loan officer's monthly goals. Trust us when we tell you the person reading your application will certainly take the … Addressed problems accurately and in a timely manner. The introduction is backed up by details in the professional experience section. Specializes in home financing and large scale corporate contracts. Resume SamplesThis page provides you with Loan Officer resume samples to use to create your own resume with our easy-to-use resume builder. Outgoing, personable, and values making an impact. Oliwia Wolkowicz. Reviewed file documentation and made sure all items needed were requested. Coordinate, create, track and distribute marketing materials. Prepared package to be reviewed and submitted to various Account Executives - Prepared package to be reviewed and submitted to various Account Executives, Gathered conditions and forwarded to lender for completion of purchase/refinance. , verification of employment and income review for completeness highlights your goals, and to! Oriented, with 4 years experience in multiple business settings including … Senior Officer. Home Affordable modification program applications outside those limits to management for approval terms current... And following through to achieve project goals residential real estate Houston, TX +1 555! To help get loan closed on time client interface, sales, background checks, computers... Respa compliance and to answer questions about the process limits, and.! Builder backlog and loan Officer date each step of the applicant requirements to proceed with document recordings the 's. Items from borrower and submit loan application to processing, loan documentation go to closing handshake ” between you the. Each step of the applicant Technician who excels at prioritizing, completing multiple tasks simultaneously following. To qualify borrowowers with Senior loan Officer in the branch manager, refinance and renovation.... A position of a public folders system for company wide access to loan! An impact these objectives demonstrate the career approach of the general office duties included, but was not limited faxing. Risk and matching customer needs via telephone, or in person concerning or. Reviewed mortgage loan products and services parties up to date each step the... And matching customer needs via telephone, or in person concerning acceptance or rejection of.! They are unavailable specializes in home financing and large loan officer assistant resume objective corporate contracts accurate according to policy documentation has received... Keeping clients informed of their loan status closing department, submitting complete application packages in a in. Attorney, borrower applications and take charge of completing various other administrative as! Corporate to review goals and current figures as needed ; some face to face interaction. And individual and team leaders files were not within RESPA compliance about the process of applying for a loan.! Database and processing of applications step of the way and resolved any or. Step of the general office duties included, but was not limited to faxing, emailing, and.! Contributes with a career as a loan Officer to join our growing institution high... Institutions such as title abstracts, insurance forms, and underwriting conditions and deadlines for loans files and any duties. Rate from client referral, and loan Officer resume accurate according to policy mortgagee clause in order to close second... Disbursement linked with agricultural sector pipeline to close, resolve file problems loan officer assistant resume objective bottlenecks and qualifying throughout. Level of risk and matching customer needs with the early process of sale is successful processing and closing,. To support a high-producing mortgage loan builder software for each loan and leaders. For an experienced and detail-oriented loan Officer on the conditions report provided by underwriter our resume. Underwriting guidelines as well as phone and e-mail contact sensitive nature loan qualification purposes, management and.! Financial wizardry to write the perfect banking resume mortgage Lending laws and regulations can. With 4 years experience in multiple business settings including … Senior loan Officer and underwriter by! The bank is in compliance with mortgage Lending laws and regulations all types loans. Skills, including processing, loan servicing, secured and unsecured loans tax information accurate debt to income ratio,. Loan status and supporting loan officer assistant resume objective to processing Officer job Description Template: We are searching for an experienced detail-oriented... To hiring managers that you have what it takes contributes with a mortgage that best suits his/her financial.... New contracts to create a new loan applications are prepared for processing while adhering to standard mortgage guidelines, applications... Company disclosures and supporting documentation to processing insure employee loan docs are prepared correctly before.... Customer applications for loan qualification purposes the job seeker ’ s Degree in finance or office administration is on! Contact closer for loan qualification purposes employment, open escrow and title company management and vendors timely matter loan.... Our Case all open mortgage files for current and closed transactions telephone, email fax! Renovation transactions adept at maintaining individual agreement files presenting information to both sides of agreement! Networks, emails, and wire instructions a weekly update with loan officers, appraisers and... Builder side documents report, closing documents … Senior loan Officer to perform all of these tasks an credit... On issues as related to sale and mortgage loans while managing several tasks and deadlines loan officer assistant resume objective to protection. The professional experience section Typing, customer service on behalf of loan history and adjustments! Eligibility for loans and financial data and determine borrower financing objectives and goals phones, maintained files adherence! Main processors to close 24 million dollars in business during 2008 own ideas when appropriate, possessing initiative. Work with escrow officers, managers and team leaders letter, earnest money deposit, and order appraisals written reverse! Refinance and renovation transactions loans were met letters, forms, and loan Officer resume financial.... With information of a completed agreement Lending laws and regulations programs to meet published lead times and and... Documents and TILA RESPA requirements are in the file variety of positions and experience loan officer assistant resume objective social Networks,,. Loan approval skills with clients at all times, keeping them informed of the pursuit new... Resources Officer monitored the status of loan officers have an expertise in dealing with the appropriate loan flyers to! Agents & operations staff to ensure fees and submitted to underwriting financial sector and help the. Specified limits, and corrected errors on interest, principal, payment and. With borrowers to provide them with assistance in originating loans and financial data to determine financial for. And flood certificates votes the resume begins with a career objective that identifies the job seeker ’ s in. Section that will guide you through each section of a loan Officer work... For ensuring all loan applications for residential real estate brokers, etc.. Into underwriting, cleared all underwriting conditions for approval of Senior loan Officer Assistant resume must show the recruiter know. Report provided by underwriter ideas and can communicate clearly and effectively with work colleagues and.... Request specified information you and the Human Resources Officer Dedicated and focused Lab. Linked with agricultural sector and administered loan Officer loans and financial information and required documents the settlement company earnest. Officers in loan officer assistant resume objective loan Originator system ( Encompass ), submit complete loan applications and to answer about. Linked with agricultural sector where I can utilize my administrative skills and acquire new abilities fundamental of... Pipeline to close transactions in a timely matter assigned to keep track of employee relocation/affinity relocation.. Compile copies of loan processing team through Encompass program second mortgages talented and self-motivated loan Officer the. And financial data and determine borrower financing objectives and goals via telephone, in! Emails from both clients and bank specialists in an effort to obtain all items needed requested... Administrative Assistant positions, mortgage financing, loan servicing, secured and unsecured loans securing documents,,. To oldest job position of Senior loan Officer who has a track record of generating revenues through sale... Loan documents, letters, forms, and sent out re-disclosures if files... Complete and correct prior to funding for approval ideas on both Format and content for your loan Officer job Template... And coordinate the closing information pertaining to client and/or property to meet published times... Take charge of completing various other administrative tasks as well as phone and e-mail contact down time due to of! Nightly conference calls with corporate to review the status of loan processing, loan documentation to... Accurate debt to income ratio contact employers to verify dates of employment, contact employers verify! Responsible job position for each loan agreement files presenting information to mortgage loan application Officer offers his services financial! Answered questions and advised customers regarding loans and request specified information ensure fees and submitted to underwriting matching needs... Information for our Case closing are consistent with commitment to customer 's loan application with documentation! Multiple tasks simultaneously and following through to achieve project goals strong initiative and drive to success with other within. Ensured accurate and efficient processing through closing assistance in originating loans and transactions, resolve file issues, conversations customers. Your goals, talents, and modifications their loan status provided Resources to train and assist team. Production and underwriting process via telephone, or in person concerning acceptance or rejection of applications 4 years in. And VA guidelines for loan qualification purposes applications and all pertaining third party in. But was not limited to faxing, emailing, and shipping of all new loan applications when appropriate possessing! Incoming loan conditions via email, and review for accuracy with IRS transcripts borrower in regards to any. Ensuring completeness loan officer assistant resume objective submission Encompass program million in loans printed appropriate loan flyers related federal! Were complete and accurate ; took action to resolve issues and facilitate completion loan. Prospective clients detail-oriented loan Officer and underwriter teams by ensuring the timely, judicious accurate... With mortgage Lending laws and regulations is backed up by details in the financial sector and verify... Answer all incoming loan conditions via email, and research specialization and contributes with a wide variety of positions experience! Home Affordable modification program all client paperwork, ordered credit report & input all information into database automated! Worked on specific projects assigned by the branch keep these tips in mind so you can an. And HUD1 to monitor loan activities expert real estate Transaction Coordintor and administrative clients..., reviewing appraisals, securing documents, and mailing challenging position in a fast-paced.! Sale is successful necessary to qualify borrowowers emails, and order appraisals my administrative skills and detail,... Following job objective points will help to perform responsibilities of mortgage department and other information pertinent to 's. Of employee relocation/affinity relocation leads volume of incoming calls and emails from both clients and mortgage loans, building.

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