Loan Assistant Resume Samples
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Loan Assistant Resume Samples
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EM
E Mayer
Ezra
Mayer
78169 Wilderman Union
Boston
MA
+1 (555) 560 3180
78169 Wilderman Union
Boston
MA
Phone
p
+1 (555) 560 3180
Experience
Experience
Chicago, IL
Loan Assistant
Chicago, IL
Ziemann LLC
Chicago, IL
Loan Assistant
- Making, servicing, and supervising loans
- Providing technical advice, guidance, and credit counseling to loan applicants and borrowers
- Performs other duties and responsibilities as assigned
- Has knowledge of the technicalities of farm financing and credit, financial management concepts and practices, farm operations, land use and value, production and marketing of various crops and livestock, and prices and markets in the serviced farming areas
- Assist the lending team in developing and maintaining relationships with borrowers, realtors, builders, financial planners, and other referral sources
- General office support including; receptionist relief, notarizing documents, ordering supplies and fax/copy/scan duties
- Assists loan officer in managing the portfolio by requesting/gathering information and working with exceptions
Chicago, IL
Mortgage Loan Assistant
Chicago, IL
Balistreri, Sanford and Waelchi
Chicago, IL
Mortgage Loan Assistant
- Assist loan officer/processing staff in the processing and closing of real estate mortgage loans
- Break down bills from all vendors and send to finance for payment. This duty is performed daily, about 20% of the time
- Assist in preparing loan packages
- Develop marketing materials to promote NVR Mortgage services and offerings
- Identify cross selling opportunities. This duty is performed daily, about 5% of the time
- Assist assigned loan officers with loan submissions and document follow up
- Other duties as assigned. This duty is performed daily, about 10% of the time
present
Los Angeles, CA
Senior Loan Assistant
Los Angeles, CA
Hessel-Moen
present
Los Angeles, CA
Senior Loan Assistant
present
- Works with Loan Analysis Department in developing analytical work-ups on credits
- Assists with Working Exceptions and Elimination of Same
- Assists Credit Analysts with the completion of loan documents and proofs the loan documents for signatures
- Sets up and coordinates meetings and makes travel arrangements
- Prepares loan memos and correspondence
- Releases collateral on paid-off loans
- Updates/Prints loan volumes on a monthly basis
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Syracuse University
Bachelor’s Degree in Finance
Skills
Skills
- Detail oriented with excellent organization skills, and the ability to handle multiple priorities simultaneously
- Excellent organizational and communication skills, strong multitasking ability and
- Basic knowledge of consumer, real estate and commercial loans
- Strong attention to detail
- Good knowledge of Commercial documentation & conventional procedures
- Ability to succeed in a team environment
- Ability to analyze complex loan structuring to maximize Loan Officer productivity and loan closing volume
- Ability to analyze borrowers credit and read income documents
- Ability to complete work in a timely manner and perform in a fast paced, high production environment
- Demonstrate the ability to be proactive in judgment, multi-task, and be punctual and timely in performing tasks
10 Loan Assistant resume templates
Read our complete resume writing guides
1
Loan Assistant Resume Examples & Samples
- Requests, orders and compiles supporting documentation for the processing of loan applications. This includes information from the customer such as updated financial, tax and income information, as well as ordering records such as appraisals, title searches, flood determinations and credit reports
- Acts as a liaison between parties involved in the lending process such as title companies, appraisers, attorneys, and lending personnel
- Coordinates the closing process; prepares final loan documents and processes loan files to ensure documents are recorded properly
- Monitors and assists with overdrafts, past due loan and tax collection and clearing loan collateral and credit exceptions
- Assists customers with information and service requests regarding loan products and their accounts
- Services wire transfers, draw requests and line of credit advances
- Provides administrative support for assigned Commercial Lending Management, such as preparing and reviewing reports, maintaining files, and calendar management; may also provide general office management support such as ordering supplies, meeting planning, and maintaining kitchen and office equipment
- Assists with other branch administrative and banking services as needed, such as notary, medallion signature stamp and teller services
- Performs other job related duties or special projects as assigned
- Proficiency with Microsoft Office (Excel, Word, Outlook, SharePoint) and ability to navigate financial software applications (Mozart, Bancline) and related websites
- Excellent organizational skills with the ability to prioritize workload and multitask in a fast pace environment while maintaining attention to detail
- Good understanding of financial institution products and services
- 1-3 years experience in a commercial lending environment with a demonstrated understanding of commercial lending processes including loan documentation
2
Loan Assistant Resume Examples & Samples
- Provide technical advice, guidance, and credit counseling to loan applicants and borrowers
- Has delegated loan approval authority to approve loans within a specific limit
- Superior Academic Achievement: A bachelor's degree in finance, business administration, economics, accounting, engineering, mathematics, banking and credit, law, statistics, or another field related to the position, such as agriculture, agricultural economics, farm, livestock or ranch management, or rural sociology from an accredited college or university with either: 1) a grade point average (GPA) of 3.0 based on a 4.0 scale; 2) a 3.5 GPA based on a 4.0 scale for required courses completed in a major field of study during the last two years of undergraduate study; 3) class standing of upper third of the graduating class in the college, university, or major subdivision of the college; 4) membership in a National Scholastic Honor Society certified by the Association of College Honor Societies, excluding freshman honor societies; OR
- One year of specialized experience equivalent in difficulty and responsibility to the GS-5 level in the Federal service that demonstrates basic knowledge of loan examining and/or servicing principles, procedures and techniques as they apply to investigation, analysis, and evaluation of financial factors and credit risks in relation to granting and servicing of agricultural loans. Experience may have been gained in such work as assisting in reviewing and passing upon applications for agricultural loans; servicing an agricultural loan portfolio of a bank or other loan association; or similar work. In addition, this experience must demonstrate basic knowledge of farm operations, land use and value, production of various crops and livestock, and prices and markets in the farming area where loans are made and serviced; OR
- One year of graduate education from an accredited college or university with a major in finance, business administration, economics, accounting, engineering, mathematics, banking and credit, law, statistics, or another field related to the position, such as agriculture, agricultural economics, farm, livestock or ranch management, or rural sociology; OR
- A combination of graduate education and experience as listed above
3
Loan Assistant Resume Examples & Samples
- Election to membership in a national scholastic honor society
- To be eligible for appointment to this position, the new hire must be cleared to come on board once the results of the fingerprint check, review of the OF-306, Declaration for Federal Employment, and the candidate’s Electronic Questionnaires for Investigations Processing (eQIP) entries have been reviewed and determined to be satisfactory. This position requires a favorable credit check as part of the background investigation
- Selectee must be able to obtain and maintain a security clearance. If selected you may be subject to a National Agency Check and Inquiry (NACI) and a credit report inquiry
4
Loan Assistant Resume Examples & Samples
- Assist the lending team in developing and maintaining relationships with borrowers, realtors, builders, financial planners, and other referral sources
- Meet with borrowers when requested to collect and analyze their information regarding income, assets, investments and/or debt in order to advise borrowers regarding different and detailed loan programs
- Assist in evaluating possible loan scenarios and determine which financial products meet the borrower's unique needs and financial situation
- Ensure that all necessary disclosures (state, federal, and company specific) are provided to client as required
- Liaison with processing department to obtain documentation necessary for loan approval
- Provide continuing counsel and customer service to borrower throughout the entire loan process
- Comprehend all functions of a real estate transaction in order to advise borrower regarding the same
- Comprehend financial markets and stay informed of changes relevant to the mortgage industry, including local housing trends, markets and interest rates
5
Loan Assistant Resume Examples & Samples
- Providing technical advice, guidance, and credit counseling to loan applicants and borrowers
- Up to 25%
- Three (3) years of progressively responsible general experience, 1 year of which was equivalent to at least the GS-4, that required (1) gathering and analyzing facts and figures, and presenting the information or conclusions in clear oral and written language; or (2) that provided a knowledge of the principles of financial analysis or of insurance laws, such as contract, property, life, casualty, or marine insurance; OR
- One year of specialized experience equivalent in difficulty and responsibility to the GS-5 level in the Federal service or private sector equivalent that demonstrates basic knowledge of loan examining and/or servicing principles, procedures and techniques as they apply to investigation, analysis, and evaluation of financial factors and credit risks in relation to granting and servicing of agricultural loans. Experience may have been gained in such work as assisting in reviewing and passing upon applications for agricultural loans; servicing an agricultural loan portfolio of a bank or other loan association; or similar work. In addition, this experience must demonstrate basic knowledge of farm operations, land use and value, production of various crops and livestock, and prices and markets in the farming area where loans are made and serviced; OR
6
Loan Assistant Resume Examples & Samples
- Reviews and analyzes pre-application, applications and all supporting documents to determine loan or grant eligibility and inputs data into appropriate automated database system
- Prepares written loan/grant recommendations and submits to supervisor for review
- Reviews file for completeness and compliance with all prescribed regulations and practices before loan closing
- Performs comprehensive review and in-depth analyses of financial data and operational documents germane to the Multi-Family Housing (MFH) program to determine the feasibility of loan applications, servicing actions, project rehabilitation, and project viability within assigned loan portfolio(s)
- Performs loan making and servicing actions including underwriting; site visits to MFH projects to determine conformance with loan requirements; monitoring civil rights compliance; project rehabilitation, etc
- Works with program specialist and/or supervisor in the development and implementation of an outreach and marketing program for the servicing area
7
Loan Assistant Resume Examples & Samples
- Reviews and analyzes loan and grant applications, pre-applications and all supporting documents for completeness and conformance with Rural Developments statutory regulations, policies, procedures and practices and inputs data into appropriate automated database systems
- Performs servicing actions to include site visits to determine a projects conformance with loan requirements; monitor civil rights compliance; valuable/mitigate and/or prepare environmental assessments; and review key data to ensure multi-year forecasts are realistic
- Works with supervisor to develop and implement an outreach and marketing program for assigned loan portfolio(s)
8
Loan Assistant Resume Examples & Samples
- Facilitates and maintains communication between loan officer, client, real estate agents, branch staff, insurance agents, closing agents and outside vendors to ensure timely processing of the loan file
- Manages pipeline schedules and deadline times on all loans
- Assists in mailings and other marketing projects
- Answer phones as backup as needed for loan officer
- Run pipeline and closed loan summary reports
- Follow up on "items needed" list for borrower
- Enter loan applicants’ data into processing software
- Pull credit per loan officer requests
- Maintain and update client data base information
- Maintains comprehensive knowledge of loan programs, procedures, lending guidelines and technological resources
- Performs other clerical duties as needed, such as filing, photocopying and collating
- Detail oriented with excellent organization skills, and the ability to handle multiple priorities simultaneously
- Proficient with automated underwriting systems
- Proficient use of Microsoft Office applications, including Word, Excel and Outlook
- Knowledge needed such as office routines, intermediate accounting procedures, operation of equipment such as multi function copier/scanner, ten-key, on-line computer terminal and personal computer
- Basic math and analytical skills
- Must be detail oriented with the ability to meet deadlines under pressure
- Prior work experience in residential environment preferred
- Ability to analyze complex loan structuring to maximize Loan Officer productivity and loan closing volume
- Ability to analyze borrowers credit and read income documents
- Ability to complete work in a timely manner and perform in a fast paced, high production environment
- Five years experience in mortgage loan processing and/or underwriting (Conventional and Government, purchase and refinance)
- Current knowledge of industry specific guidelines and procedures including in depth understanding of loan processing
- Working knowledge of FNMA, FHLMC and governmental guidelines
- Government loan (FHA/VA/USDA) experience required
- Occasionally lift up to 10 pounds
9
Mortgage Loan Assistant Resume Examples & Samples
- Assists in developing and maintaining new business through contacts with realtors, builders and branch referrals
- Participates in related business development community activities in the assigned market
- Coordinates all related communications with processing, closing, realtors, builders related to moving a loan thru the system to completion
- Manages files for lender and request documentation from the appropriate source, including customers, operations staff or any other source necessary
- Works with managers and marketing coordinators on an ongoing basis designed to enhance success
- Demonstrates a complete understanding of products offered by Chemical Bank and its primary investors
- Continually develops knowledge of current industry trends, compliance and training requirements, and overall mortgage knowledge
- Enthusiasm and commitment to customer service and sales
- Effective communication skills both in person and by telephone
- Demonstrated learning agility in order to learn about mortgage products and loan documentation in an ever changing industry
- Proficient with personal computer and the Microsoft Word and Excel, Mortgage origination software and the internet
- Highly motivated and self starter
10
Mortgage Loan Assistant Resume Examples & Samples
- Assists in developing and maintaining new business through contacts with realtors, builders and branch referrals
- Coordinates all related communications with processing, closing, realtors, builders related to moving a loan thru the system to completion
- Manages files for lender and request documentation from the appropriate source, including customers, operations staff or any other source necessary
- Works with managers and marketing coordinators on an ongoing basis designed to enhance success
- Demonstrates a complete understanding of products offered by Chemical Bank and its primary investors
- Continually develops knowledge of current industry trends, compliance and training requirements, and overall mortgage knowledge
- Enthusiasm and commitment to customer service and sales
- Effective communication skills both in person and by telephone
- Demonstrated learning agility in order to learn about mortgage products and loan documentation in an ever changing industry
- Proficient with personal computer and the Microsoft Word and Excel, Mortgage origination software and the internet
- Highly motivated and self starter
11
Loan Assistant Resume Examples & Samples
- Conducts interviews with loan applicants, reviews loan applications and makes preliminary inquires to assess the eligibility of applicants
- Analyze farm, home, family and community situations and provides technical advice to applicant and borrowers
- Exercises loan approval authority within delegated amounts
12
Loan Assistant Resume Examples & Samples
- Serve as first point of contact for all internal and external calls to the department
- Prepare and mail Adverse Action Notices to declined applicants as required by law
- Assemble loan files for Credit Administration/Loan Review
- Document and request monthly disbursement of dealer reserve accounts
- Serve as liaison to ensure the bank is meeting the customers’ needs and to maximize the customer/bank relationship
- Maintain good punctuality and attendance to work
- Excellent computer Skills including Microsoft office
- Ability to perform under general supervision
- Knowledge of basic elements required to close a loan
- Problem solving ability
- Ability to provide exceptional customer service
- Ability to produce time sensitive work, consistently meeting deadlines
- Decision making
- 1 year experience with computers, including experience with Microsoft Word and Excel
13
Loan Assistant Resume Examples & Samples
- Equipment Used in Job Performance/Working Environment
- Computer
- Calculator/amortization programs
- Photocopy machine
- Facsimile
14
Loan Assistant Resume Examples & Samples
- Review completed LOM for accuracy. This duty is performed daily, about 5% of the time
- Order supporting documentation. This duty is performed daily, about 10% of the time
- Submit LOM to loan ops. This duty is performed daily, about 10% of the time
- Perform pre-funding review. This duty is performed daily, about 15% of the time
- Close loan if needed / Fund Loan. This duty is performed daily, about 10% of the time
- Prepare loan package for shipping and booking. This duty is performed daily, about 15% of the time
- Pull maturity and past due reports. This duty is performed daily, about 5% of the time
- Inform officer of required documentation for loan renewals. This duty is performed daily, about 5% of the time
- Prepare basic Loan Offering Memorandum. This duty is performed daily, about 5% of the time
- Assist in clearing collateral / credit exceptions. This duty is performed daily, about 5% of the time
- Process draw requests / loan payments / transfers. This duty is performed daily, about 5% of the time
- Handle loan research issues / questions. This duty is performed daily, about 5% of the time
- Forward documents to loan ops for scanning. This duty is performed daily, about 5% of the time
15
Mortgage Loan Assistant Resume Examples & Samples
- Answer incoming calls and answer customer questions or forward to appropriate party. This duty is performed daily, about 20% of the time
- Break down bills from all vendors and send to finance for payment. This duty is performed daily, about 20% of the time
- Pull files for QC audits and get results. This duty is performed daily, about 10% of the time
- Pull reports as necessary. This duty is performed daily, about 5% of the time
- Prepare recertification to investors annually. This duty is performed annually
- Prepare HMDA packages and send to loan operations. This duty is performed daily, about 5% of the time
- Ship loan packages to investors. This duty is performed daily, about 20% of the time
- Other duties as assigned. This duty is performed daily, about 10% of the time
16
Loan Assistant Resume Examples & Samples
- Set-up and track/maintain construction loan information, in Excel. This duty is performed daily, about 10% of the time
- Prepare basic loan offering Memo and order supporting documentation, including appraisals. This duty is performed daily, about 15% of the time
- Request and receive inspection information with our inspectors, throughout the construction term. This duty is performed daily, about 15% of the time
- Request and submit draws for approval in accordance with the loan documentation system. This duty is performed daily, about 10% of the time
- Utilize reports in Excel to monitor the status of the loans. This duty is performed weekly, about 10% of the time
- Obtain insurance information and foundation surveys. This duty is performed as needed, about 5% of the time
- Assist processors with review of surveys, plans, and specs. This duty is performed as needed, about 5% of the time
- Process draw requests, loan payments, and transfers. This duty is performed daily, about 5% of the time
- Assist clients and builders with inquiries. This duty is performed as needed, about 5% of the time
- Complete required BSA/AML training and other compliance training as assigned. This duty is performed annually
17
Loan Assistant Resume Examples & Samples
- Scan and upload loan documents to Vision Content
- Organize credit files and collateral files
- Follow up for insurance certificates
- Education: Minimum high school diploma. College degree in accounting or finance preferred, but not required
- Experience: Some experience in banking preferred, but not required
- Skills/Ability: Proficient with Microsoft applications; Proficient in verbal and written communication skills in English; Bilingual in English and Chinese a plus
18
Loan Assistant Resume Examples & Samples
- Assist Loan Officer in loan processing, underwriting, monitoring, and servicing
- Spread financial statements and/or covenant checklist
- Answer customer inquiries
- Process loan closing, funding, and post funding as assigned
- Prepare and distribute loan servicing routine reports
- Maintain loan application log
- Cross sell and promote Bank services and products
- Education: College degree in accounting or business preferred but not mandatory
- Experience: 1-2 years experience in loan administration preferably in commercial lending and real estate loans
- Skills/Ability: PC proficient and detail oriented. Strong verbal and written communication skills. Bilingual (English/ Mandarin or Cantonese) is a plus
19
Mortgage Loan Assistant Resume Examples & Samples
- Assist assigned loan officers with loan submissions and document follow up
- Administrative copying, scanning, and filing of loan documentation
- Gain exposure to the loan process (applications, credit reports, disclosures, transcripts, loan programs, etc.)
- Develop marketing materials to promote NVR Mortgage services and offerings
- Ability to multi-task in an environment where priorities and needs change quickly
- Strong problem-solving, communication, and organizational skills
- Experience with Microsoft applications, DocVelocity, FiServ, Hyperion, and DART
- Good interpersonal skills and a proven ability to interact effectively with a team
- Prior customer service or mortgage banking experience is a plus
20
Loan Assistant Resume Examples & Samples
- Provides administrative support to loan officers, including processing and closing of consumer, commercial and/or agricultural loans
- Maintains and updates documentation and loan files from opening to closing adhering to all corporate policies/procedures and federal regulations
- Assists loan officer in managing the portfolio by requesting/gathering information and working with exceptions
- Understands loan and title concepts and terminology
- Generates reports as requested
- Provides assistance in a friendly and professional manner to customers, internal staff, external agencies/staff including, but not limited to title companies, attorneys or other agencies participating in the loan process
- Self-starter, ability to work independently
- Demonstrate the ability to be proactive in judgment, multi-task, and be punctual and timely in performing tasks
- Ability to read, write, analyze and comprehend simple instructions, routine business correspondence, financial reports and/or legal documents
- Ability to manage problematic situations in a diplomatic manner
21
Senior Loan Assistant Resume Examples & Samples
- Monitors and reports on loan payments, payments that are past dues, overdrawn accounts, and NSF’s on a daily basis
- Prepares, indexes, and maintains customer files and documents
- Obtains collateral documents to be utilized as security on loans. Delivers completed collateral packages to collateral department and assists collateral department in correcting ongoing collateral deficiencies. Works with the Loan Officers in approving the release, substitution or collateral in accordance with loan policy
- Assists with Working Exceptions and Elimination of Same
- Sets up and coordinates meetings and makes travel arrangements
- Assists Credit Analysts with the completion of loan documents and proofs the loan documents for signatures
- Coordinates and posts inspections on a weekly basis
- Types checks for FBO accounts and publishes on a weekly basis
- Prepares expense account reimbursement forms as necessary
- Works with Loan Analysis Department in developing analytical work-ups on credits
- General office support including; receptionist relief, notarizing documents, ordering supplies and fax/copy/scan duties
- High school diploma, general education degree (GED) or equivalent required; Bachelor’s degree in Business or related field preferred
- 7+ years of experience in related field of expertise
- Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and system
22
Loan Assistant Resume Examples & Samples
- Handles customer needs including inquiries, debit/credit accounts, and wire transfers
- Updates/Prints loan volumes on a monthly basis
- Prepares loan memos and correspondence
- Releases collateral on paid-off loans
23
Loan Assistant Resume Examples & Samples
- Maintain compliant credit and legal files including tracking and following up on delinquent financial statements and tax returns
- Assist in loan closings and loan documentation review (work with CLPM, outside attorneys, Loan Review, Credit Administration)
- Loan imaging of loan documents
- Adherence to all compliance and bank regulations
- Assist in production of all loan reports
- Experience: 1-2 years’ experience in loan administration preferably in commercial lending
- Skills/Ability: PC proficient and detail oriented. Strong verbal and written communication skills
24
Loan Assistant Resume Examples & Samples
- Order reports including appraisal, EPA, credit search, and other related reports as required
- Assist with preparation of loan packages including new loans, renewals, and amendments
- Create and set up deals in CLX while scanning and uploading necessary information
- Assist Relationship Manager and Portfolio Manager in preparing credit memos and credit reports for approval
- Prepare and distribute routine reports
- Assist Account Monitoring
- Assist Relationship Manager and Portfolio Manager with prospecting
- Perform other duties as assigned by the manager
- Education: College graduate with major in accounting or business preferred
- Skills/Ability: PC Proficient. Strong verbal and written communication skills. Bilingual (English and Mandarin, Cantonese, Hindi, Spanish, Vietnamese or Urdu) a plus. Organized and detail oriented
25
Loan Assistant Resume Examples & Samples
- Follow-up with customers on required financial information
- Assist Loan Officers with managing loan portfolio
- Prepare loan package for underwriting, loan closing, and credit file upload
- Assist with preparation of various lending reports
- Education: College degree in accounting or finance preferred, but not required
- Experience: Experience in a lending or banking preferred, but not required
26
Senior Loan Assistant Resume Examples & Samples
- Prepare new and renewed underwriting packages
- Underwrite new and renewed loans under $1 million dollars
- Assist Loan Officers with credit modifications and amendments
- Maintain loan application log and loan files
- Experience: 2–4 years in commercial lending environment with working knowledge of CB SPM
- Skills/Ability: PC Proficient and detail oriented. Strong verbal and written communication skills. Bilingual (English/ Mandarin or Cantonese) is a plus. Ability to effectively interact with customers and all levels of management. Notary public license preferred
27
Loan Assistant Resume Examples & Samples
- Performs various duties to coordinate loan documentation and loan closing on approved credits
- Updates and maintains various ticklers to ensure borrowers are in compliance with Bank covenants
- Assist Loan Officers with various reports and customer relations
- Assists customers/clients with initial loan inquiries, and the completion of loan applications
- Helps loan officers request and collect customers business and personal financial statements and/or tax returns
- Spreads financial statements and/or tax returns to help with credit analysis
- Prepares various loan-related reports
- Sets up and images loan files
- Sets up new loans/renewals/amendments/modifications on CLX loan origination system
- Coordinates loan closings with title companies, escrow companies and Corporate Loan Portfolio Management Department
- Provides excellent service to customers and maintains good business relationships
- Ensures compliance with Bank’s policies and procedures
- College degree in accounting or finance preferred but not mandatory
- Minimum 1-2 years of banking experience preferably in commercial loans and/or branch operations
- Excellent customer service skills; good verbal and written communication skills; good organization skills; detail-oriented; proficiency in MS Word and MS Excel; bilingual (English/Chinese) is a plus
28
Trade Loan Assistant Manager Resume Examples & Samples
- Ensure compliance with the company’s Trade Loan policy, the Group Credit Standard and authorities; liaise with the Embedded Finance Team to report on compliance and performance management
- Assist in recovery of Trade Loan bad debts
- Minimum of 5 - 6 years of experience in credit risk evaluation and management, analytical reporting or relevant experience
29
Loan Assistant / Senior Loan Assistant Resume Examples & Samples
- Oversees and directs the review of loan application to include ordering of credit, financials and/or documents required for loan approval, and customer follow-up
- Monitors loans and ensures that tickler information including financials, guarantor information, and tax returns are obtained. Partners with loan officer to discuss past due ticklers and records documenation. Contacts clients to request financials on past due loans. Forwards financials to Analyst to spread
- May assist the Lender with closings. Conducts a pre-closing and a post-closing file review and forwards the file to Central Loans for booking, scanning and filing
- Completes daily, weekly, and monthly reports
- Ability to effectively communicate with prospective customers and existing customers and banking associates Ability to handle multiple tasks simultaneously in a fast paced, diverse and growth-oriented environment
- Ability to maintain a high degree of confidentiality
- Personal computer skills to include various software packages, including word processing, spreadsheet, electronic mail and presentation, and banking systems
- 5-10 years commercial loan processing and/or loan documentation experience preferred
30
Loan Assistant Resume Examples & Samples
- Gathering all types of financial and other information from members and outside agencies for analysis, underwriting, and origination of loans
- Order appraisals, title commitments, payoff statements, UCC searches, Business Entity searches, environmental, credit and other reports as requested
- Review credit Files and evaluate for completeness
- Reviews loan documents and ensures that all loan documents necessary for loan closing have been prepared and are included in a final loan closing packet
- Create loan files by obtaining documents from officers, members, accountants, insurance agencies. Perform periodic reviews on all loan files ensuring accuracy and completeness. Follow up on loan document exceptions and correct any issues
- Call on members when requested by officers and follows up on pending requirements and gathers credit and related information for use by lending officers and analysts
- Greet members and visitors, answer member questions and research any problems. Answer incoming calls, direct to appropriate person, answer or takes messages and coordinate appointments for officers
- Scans and files all financial information and loan documents
- Assist in preparation of internal documents and reports as needed
- Type meeting minutes
- 3-5 years banking experience, preferably in a commercial lending environment
- Basic knowledge of consumer, real estate and commercial loans
- Prior experience using Credit Quest preferred
- Excellent organizational and communication skills, strong multitasking ability and
31
SBA Loan Assistant Resume Examples & Samples
- Assist with project work in the department
- Prepare and process invoice payments and expense reports
- Assist with Decline and Withdrawn file tracking
- Prepare loan files for booking by scanning loan docs
- Ensure Insurance tracking is up to date
- Assist with follow up on Life Insurance Assignments
- Assist with follow up on all pending items
- Assist with ordering
- 2 years of experience of clerical experience
- Good Word, Excel and PowerPoint skills
- Excellent communication skills both verbal and written to maintain a heavy volume of correspondence, personal contact, and telephone communication
- Ability to maintain strict confidentiality
- Ability to multi-task and handle complex tasks efficiently
- Prior experience in a lending department
32
Loan Assistant Resume Examples & Samples
- Oversees the loan documentation pipeline by updating officer and borrower on loan status, ensuring timely preparation of the loan process
- Ensures compliance with banking policies, lending practices and regulatory process statutes, such as Patriot's Act
- Maintains knowledge of banking products and services, as well as knowledge of the industries or market areas served. Keeps abreast of current developments and market trends, to further identify and service the customers needs
- Thorough knowledge of and experience in lending techniques and practices
- Thorough knowledge of loan documentation
- Thorough knowledge of compliance with federal and state regulations pertaining to the banking industry
- Thorough knowledge of lending products and services
- Strong communication, interpersonal, consultative sales and presentation skills
- Will apply sound judgment and autonomous decision making as needed
33
Senior Loan Assistant Resume Examples & Samples
- Communicates with loan officers on pipeline reports to ensure timely completion of the loan process
- Assists with collection of application items, which may include ordering credit reports, requesting financials and/or other documents required for loan approval, customer follow up, and application tracking
- Directs customers, loan officers, and lending services through loan process, often working with complex loan relationships
- Communicates with attorney on document preparation and title work
- Gathers applicable due diligence required attorney documented loans which may include ordering title work, flood certificates, appraisal and environmental reports, UCC searches, good standings, etc
- Submits attorney prepared loan documents for review through Lending Services
- Assists in reviewing final loan documents for accuracy and assists the loan officer with loan closings
- Assists in reviewing loan and initial tickler set ups
- Images credit files into Bank's central repository system
- Monitors loans and ensures that tickler information including, financials, guarantor information, tax returns, etc. are obtained. Partners with loan officers to discuss past due ticklers. Contacts clients to request tickler items
- Pulls daily, weekly, monthly reports and communication with loan office, reports may include overdrafts, matured/maturing loans, annual reviews
- Leads a variety of customer services activities including responding to requests, researching discrepancies, and resolving issues
- Responsible for the servicing of loans, i.e. payments, insurance, etc. Requests payoff quotes from lending services and forwards to loan officers and/or client
- Assists with checking and decisioning overdrafts for loan officers
- Assists with special projects and participate in enterprise lending activities
- Ensures compliance with banking policies, lending practices and regulatory process statutes, such as Patriot Act, Reg B, HMDA, etc
- Maintains knowledge of banking products and services, as well as knowledge of the industries or market areas served. Keeps abreast of current developments and market trends, to further identify and service the customers' needs
- Assists in training of new lending assistant staff and mentoring of existing lending assistant staff. Acts as a main point of contact on daily operational questions for lending assistant team
- Assists with additional duties as assigned
- Complies with all related Federal, State and Industry laws and regulations pertaining to Banking
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Loan Assistant Resume Examples & Samples
- One year pervious clerical experience
- Strong organizational skills & attention to detail
- Excellent customer service
- Working knowledge of word and excel
- Act as liaison between the company, the processor/originator and the customer to ensure timely closing of the loan, accurate completion of all loan documents, proper and complete signatures, and coordination of closing process
- Set up loan applications upon receipt
- Responsible for ordering employment and deposit verifications, background checks off government lists and property and other 3rd party checks. Track and follow up on maintenance of files including: rate and payment changes, insurance, UCC renewals, financial statements and tax returns, corporate verification of status, inspections, etc
- Respond to inquiries concerning consumer loan matters, referring more complex questions or problems to the appropriate person for follow up
- May enter loans on in-house computer system and be responsible for automated underwriting submissions and the review of loan files for alerts and accuracy
- Assist as needed with follow up on missing or incomplete loan documentation
- Perform secretarial/clerical duties such as answering telephones, typing correspondence, and reports
- Minimum 1 years clerical experience
- Ability to multi-task and handle complex tasks efficiently. Strong organizational skills
- Excellent customer service experience
- Working knowledge of Word and Excel
- Good knowledge of Commercial documentation & conventional procedures
- Ability to learn additional computer applications
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Senior Loan Assistant Resume Examples & Samples
- May assist Lender in the preparation/creation of the loan submission form
- Directs contact with customers, Lender and Loan Operations through loan process. Leads a variety of customer service activities including responding to requests, researching discrepancies and resolving issues
- Monitors loans and ensures that tickler information including financials, guarantor information, and tax returns are obtained. Partners with loan officer to discuss past due ticklers and records documentation. Contacts clients to request financials on past due loans. Forwards financials to Analyst to spread
- May communicate with attorney, if necessary, on document preparation and title work
- Orders loan documentation though Loan Operations, reviews the final documents noting proper rates, terms and conditions of the loan, ensures appropriate approvals and actions are taken for a successful loan closing
- May gather data from various sources and prepares reports and/or correspondence as appropriate; orders appropriate reports which may include title search, title work, flood certificate, environmental reports, survey's, etc. May order appraisal directly or send request for appraisal to Credit Analyst
- Responsible for the servicing of loans, ie, payments, insurance, etc. Prepares payoff quotes and forwards to lenders and/or client
- May coordinate loan operation activity to include training, mentoring or process oversight
- Works independently and with little supervision
- Strong organizational, problem solving and analysis skills
- Ability to effectively communicate with prospective customers and existing
- Customers and banking associates Ability to handle multiple tasks simultaneously in a fast paced, diverse and growth-oriented environment
- 5 -10 years commercial loan processing and/or loan documentation experience preferred
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Loan Assistant, Senior Resume Examples & Samples
- Working with Loan officers, customers and others to obtain required information and documentation necessary to properly analyze commercial credit requests. This duty is performed daily, about 20% of the time
- Working closely with the Loan Operations Staff to insure efficient, thorough and accurate preparation of loan documentation. This duty is performed daily, about 20% of the time
- Assisting Loan Officers with the data entry into various spreadsheets, analytical software and bank data systems. This duty is performed daily, about 10% of the time
- May prepare lien perfection documents, loan exhibits and other forms and ancillary loan documents and proofreads all loan documents for accuracy. This duty is performed daily, about 10% of the time
- Coordinates loan closings with loan processing and clients and checks documents for proper signatures, authorities, dates, and verifies accuracy of closing statements. This duty is performed daily, about 10% of the time
- Prepares and maintains credit files for assigned areas. This duty is performed daily, about 5% of the time
- Assisting in the preparation and proper documentation of draw requests. This duty is performed daily, about 5% of the time
- Answering phone and written inquiries concerning loan processing, servicing and information or file maintenance. This duty is performed daily, about 5% of the time
- Assisting in the timely obtaining of all tracked/required information required from clients and regularly reviews document exception reports to insure timely elimination of items. This duty is performed daily, about 5% of the time
- Completes required BSA/AML training and other compliance training as assigned. This duty is performed monthly, about 5% of the time
- Performs other duties as assigned by management. This duty is performed daily, about 5% of the time
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Loan Assistant Resume Examples & Samples
- Outstanding customer service is required!
- Will be following up with clients for loan officers
- Prepare paperwork and correspondence for purchasing
- Desire to learn from, and assist, a highly successful Loan Officer Sales Team!
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Loan Assistant Resume Examples & Samples
- Provides administrative support to loan officers, including processing and closing of loans
- HS Diploma or equivalent required
- One to two years clerical, administrative support or general office experience
- Prior loan experience preferred
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Mortgage Loan Assistant Resume Examples & Samples
- Working knowledge of lending processes, loan principles, loan systems
- Must have good organizational and customer service skills
- Ability to complete processes and meet deadlines
- Knowledge of common office software systems and applications
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Loan Assistant / CSR Resume Examples & Samples
- Coordinate with lenders all applications received via fax and electronic submission
- Handle dealer applications and manage the funding process
- Produce reports, including monthly usage reports, multiple reports documenting daily, weekly, and monthly results, and credit reports as needed
- Reconcile monthly reports to lenders’ monthly application/funding results
- Provide back up support as needed for commercial lending
- Ability to succeed in a team environment
- Successfully managing multiple priorities
- 1 year experience with computer skills including Microsoft Word, Excel and PowerPoint
- Minimum one (1) year administrative/clerical experience
- Minimum six (6) months customer service experience and/or teller experience
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Mortgage Loan Assistant Resume Examples & Samples
- Understanding of the format and documentation used in processing transactions in the mortgage division
- Basic understanding of Loan Products preferred
- Basic understanding of the loan process preferred
- Exposure to sales activities and/or real estate sales and lending preferred
