Finalize files to insure preparedness for loan completion. Follow up on packages, appraisals, trailing docs, etc. Order appraisals and review completed appraisals for accuracy and submit any necessary revisions. Reviewed all company disclosures and 1003 prior uploading full file to the processing department. Loan Officer. Mortgage Assistants are responsible for approving or denying loans secured by property or real estate. 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. Review loan application to determine the completeness of all documents and help verify the borrower's qualification for specified loan product. Review loans for accuracy of completion and proper documentation. Assigned to keep track of employee relocation/affinity relocation leads. Coordinate, create, track and distribute marketing materials. Ensured file compliance, notified Loan Officer and management of non-compliance. Properly used training materials, reference tools and other resources to provide accurate and up-to-date loan program/policy information to both external customers and internal business partners, Excellent time management skills including the ability to organize, prioritize, and perform multiple tasks simultaneously. Responsible for once-a-week follow up calls/status calls to all parties involved in transaction (Clients, Realtors, Builder, etc). 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. Pull old applications from system to send information regarding last refinance, if applicable (rate, program, loan amount, FICO, etc.). Headline : An organized, proficient, and detail-oriented professional with more than 6 years of combined experience in mortgage and finance. Assisted when needed the main Processors to finalized and coordinate the Closing. Skills : Microsoft Office, detail oriented, team player, quick learner, self motivated, administrative experience, great customer service skills, great conflict resolution skills. Coordinated transactions related to sale and mortgage loans, including FHA and conventional loans. … Evaluate customer credit and financial data to determine eligibility and financing options. Thrives on interacting with others and successfully meeting company needs. Assembled and compiled documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts. 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. Follow up with clients during and after the loan process. 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. Exceptional customer service skills and detail oriented, with 4 years experience in multiple business settings including … Handled customer questions and inquiries; took action to resolve any issues. Completed in-house processing of brokered loans. Conducted a weekly update with loan officer to review the status of all files, and set up closings with title company. Obtained borrower applications and pre-qualified applicants - presented and reviewed with senior loan officer. Sales Administrative Assistant Resume Examples. A loan officer helps people obtain loans (e.g. Assists with the collection of documentation and processing of customer applications for residential real estate loans. Facilitated the processing, underwriting and closing of mortgage loans while managing several tasks and deadlines concurrently to ensure loan time frames were met. Monitored the status of each file and ensured accurate and efficient processing through closing. Refer to the credit officer CV example to get ideas on both format and content for your own professional document. Skills : Microsoft Word, Microsoft Outlook, Softdent. Run loans through automated underwriting systems. Reviewed mortgage loan products and terms with current and prospective clients. with LO and team members. Applies guidelines to specific loan programs to meet underwriting requirements. Highly motivated to maintain customer satisfaction and compliance. Clear conditions required by the underwriter, Prepare file to submit to closing, which consists of submitting a fee sheet and any conditions that need to be sent to closing. Estimated fee's, preliminary title report, closing protection letter, earnest money deposit, and wire instructions. Objective : Seeking a challenging position in a well established organization, that will utilize my skills and enhance my capabilities further. Review and verify borrowers’ income, credit reports, employment histories, property appraisals and title insurance information to prepare loan applications for underwriting submittal. Answered questions and advised customers regarding loans and transactions. Prepared and typed loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers. Locked loans in the Loan Originator System (Encompass), and sent out re-disclosures if the files were not within RESPA compliance. Skills : Payroll, Accounts Payable, Accounts Receivable, Social Media, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, PC Lender, Notary Public, NoteSmith, Quickbooks. Completed and reviewed required forms with borrower - collected documentation and fees and submitted to underwriting. 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. Loan Officer Assistants work below the Loan Officer, assisting the Loan Officer with anything he or she needs in the preparation of loan documentation. Served as the primary point of contact and liaison between customers, management and vendors. Answered phones, maintained files for current and closed transactions. Responsible for gathering appropriate documentation from each applicant as well as delivers loan package in the time frames set by the management, Pre-processed files for potential borrowers in the pre-qualifying stage for a mortgage loan, Assisted assigned loan officer in completing, testing, and analyzing residential mortgage loan applications, Assistant to top producing Loan Officer/Assistant Vice President, Received/Reviewed homeowner loan packages. Skills : Mortgage, Lending, Microsoft Office, Calynx Point, Accounting AP, Sales, Marketing, Finance, Custumer Service. Adept at maintaining individual agreement files presenting information to both sides of an agreement and assisting in the filing of a completed agreement. Called specified companies to obtain property abstract, survey and appraisal. Provide support for two top-performing Loan Officers with average funded sales of over $4.5 MM per month, Pre-qualify customers for appropriate financing options to suit their needs, Obtain signed disclosures and supporting loan documentation to submit to processing within 5 days of application, Collect application fees and provide GFE & TIL within appropriate timeframes, Oversee loan process from initial application through funding. Maintained a professional relationship with both clients and bank specialists in an effort to obtain required information for our case. Facilitated application process by interfacing with customer in completing the process. Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing. Outgoing, personable, and values making an impact. PERSONAL SUMMARY. Objective : Dedicated and focused Senior Lab Technician who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. 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. Worked with other departments within the company to ensure paperwork was in order. Experienced Loan Officer Assistant who has strong organization skills and a comprehensive understanding of contracts and agreements. Assisted in Handling all Accounting and Loan processing. Coordinated and managed marketing to buyers, sellers, realtors and builders. Objective : Creative and proactive professional with positive approach and desire for successful marketing career. Create a resume that clearly highlights your goals, talents, and relevant experience so that employers … Identified potential problems. 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. Ordered appraisals, worked with escrow and title company to help get loan closed on time. Filled-in, when possible, for the Loan Officer when they are unavailable. Strong knowledge of government loan guidelines. Attend regular pipeline meetings and system training updates. Prepares pre-qualification/pre-approval/commitment letters. 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. Mortgage Assistant Resume Examples. Office Assistant Resume Objective Office assistants are responsible for performing numerous clerical and administrative duties, including answering phones, filing, entering data, and arranging schedules, to keep an office running smoothly. Speak with applicants to determine financial eligibility for loans and request specified information. Loan Officer Assistant / Receptionist. Provided support with all new loan applications. Analyze potential loan markets to find opportunities to promote loans and financial services. Loan Processor, 2014-Present . Supervise and train three executive assistants; ensuring proficiency and continuity. Generated residential mortgage loan applications and offers/negotiates terms of residential mortgage loans for compensation or gain, Assistant to Sales Manager/Vice President; managed calendar, coordinated travel and maintained expense report, Identified clients' preferences for residential property, located appropriate homes for sale, and conducted showing, resulting in signed contracts, Organized and tracked all active Home loans from beginning to end. Set up and reviewed mortgage loan files to ensure completeness and accuracy of information on forms/applications prior to submitting for processing. Objective : Enthusiastic Loan Officer Assistant who provides excellent customer service throughout the loan origination process. Ordered and reviewed appraisals and title work from various sources. Verify and examine information and accuracy of loan application, closing documents and HUD1. Submitted applications to credit analysts for verification and recommendation. Worked closely with internal loan officer and communicated with borrowers, processor, title companies, and underwriting. Skills : Loan, Mortagage, Finance, Sales. The writer states that the candidate is seeking a position of Senior Loan Officer. Maintain 100% accountability for over $64K in equipment and office supplies. Monitored the status of each loan file. Review loan documentation with potential borrowers to provide them with a mortgage that best suits his/her financial objectives. Pre underwrite loan file make sure all loan documents and TILA RESPA requirements are in the file. Keep these tips in mind so you can build an outstanding credit officer CV of your own: Objective statements are often considered unnecessary. Communicate to client's documentation needed to apply, scan files in to system, acts as a liaison between the processor and the prospective borrower. Correspond with or interview customers and/or creditors to resolve questions regarding application information. Assisted clients with the early process of applying for a loan. 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. Some of the general office duties included, but was not limited to faxing, emailing, and copying. Assist consumer direct customers with questions or concerns. A career as a Loan officer is considered very promising and challenging. The best examples from thousands of real-world resumes, Handpicked by resume experts based on rigorous standards, Tailored for various backgrounds and experience levels, Business Administration And Project Management. Scheduled and confirmed closing date and location with closing attorney, borrower and loan officer. Agricultural loan officers have an expertise in dealing with the loan disbursement linked with agricultural sector. 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. Managed individual order queue to meet published lead times and individual and team revenue targets. Obtained updated bank statements, flood certificates, and hazard insurance. Designed and implemented an e-mail template to correspond with the client, realtor, appraiser and title company any pertinent information regarding the file in process. Agricultural Loan Officer Resume. Assist loan officers in answering over flow calls. 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