Loan Originator Resume Samples

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LF
L Flatley
Lawrence
Flatley
98129 Jaskolski Mission
New York
NY
+1 (555) 151 8215
98129 Jaskolski Mission
New York
NY
Phone
p +1 (555) 151 8215
Experience Experience
Chicago, IL
Loan Originator Assistant
Chicago, IL
Hagenes LLC
Chicago, IL
Loan Originator Assistant
  • Responsible for the development of leads for a specific loan originator
  • Create, maintain, and enter information into databases
  • Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as attendance records, correspondence, or other material
  • Assist in gathering loan material for assigned loans files
  • Any additional duties that may be assigned by the Branch Manager
  • Prospect for new loan applications by meeting with and presenting products to potential referral sources such as realtors, CPAs, financial planners and past clients
  • Primary duty may be to become a licensed loan originator for assigned branch
Phoenix, AZ
Loan Originator
Phoenix, AZ
Powlowski-Feil
Phoenix, AZ
Loan Originator
  • Perform other administrative function as assigned by the Branch Manager
  • Establishes and maintains relationships with realtors, builders and new home sales representatives in order to develop and retain existing business
  • Develop referrals from internal and external sources. Maintain relationships with realtors by providing superior service
  • Ensure all marketing is performed in a manner that is compliant
  • Ensure maintenance of a current license to perform Loan Originator duties within their assigned branch
  • Assist with loan files
  • Use computers for various applications, such as database management or word processing
present
Boston, MA
Mtg Loan Originator
Boston, MA
Rice LLC
present
Boston, MA
Mtg Loan Originator
present
  • Makes sales calls on potential or existing customers as established in marketing plan to develop new business or retain existing business
  • Makes sales calls on potential or existing customers as established in Regions marketing plan to develop new business or retain existing business
  • Networks through professional, business and community organizations and activities to promote and market loan products
  • May participate in networking through professional, business and community organizations and activities to promote and market loan products
  • Cross-sells other bank products and services
  • Completes mortgage applications for submission to the loan processing and underwriting departments
  • Prepares files for underwriting, loan committee, private mortgage insurance company and investor including preparation of loan approval sheet
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
University of Central Florida
Bachelor’s Degree in Finance
Skills Skills
  • Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
  • Professional and effective interpersonal skills
  • Ability to analyze and comprehend complex financial data and provide financial alternatives
  • Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences
  • Familiar with FHA, VA, USDA guidelines
  • Strong computer skills including MS applications and previous experience utilizing laptop technology for communication purposes including assessing rate, credit and loan status information
  • The Mortgage Loan Originator (MLO) proactively solicits new residential mortgage business and sells United Community Bank mortgage products to meet established loan quality and production goals
  • The Mortgage Loan Originator continually identifies, develops and maintains a quality network of business relationships that serves as a recurring source of referrals for new mortgage lending opportunities
  • A Mortgage Loan Originator’s network may consist of bank referrals, real estate professionals, builders, professional and personal contacts, as well as other valuable referral sources, and is enhanced by the Mortgage Loan Originator’s regular participation in business related development opportunities, community efforts to promote homeownership and professional organizations
  • The MLO responds to customer inquiries and referrals that are generated from both their own contacts and from other United Community Bank business channels
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8 Loan Originator resume templates

1

Commercial Real Estate Loan Originator Resume Examples & Samples

  • Own all aspects of originating term loans on stabilized multi-family properties
  • Effectively communicate the advantages of Chase loan programs to clients
  • Manage and execute transactions by navigating the client from pre-approval to the funding of a loan
  • Lead sales team (Client Associate and Client Specialist) in loan production within credit standards and maintain portfolio
  • Leverage personal real estate network of clients and brokers to drive new business
  • Screen opportunities by analyzing market data, property and clients financials
  • Five plus years proven commercial multi-family real estate income property lending experience
  • Strong marketing and business development experience with a proven track record of originating term loans on commercial multi-family real estate properties
2

Loan Originator Resume Examples & Samples

  • Procure new loan applications that result in funded loans
  • Monitor the process and communicate effectively with the borrower and all other parties to the transaction on the status of the loan
  • Present complete and accurate files to the Processor
  • Stay current with required continuing education, new products, Freddie Mac and Fannie Mae guidelines, Envoy guidelines and overlays, and HUD guidelines
  • Ensure maintenance of a current license to perform Loan Originator duties within their assigned branch
  • Conduct business in an ethical manner and in the best interest of Envoy, with Envoy's core values in mind
  • Satisfactorily pass background check
3

Loan Originator Assistant Resume Examples & Samples

  • Communicate with clients regarding the loan process and keeping clients informed of their loan status
  • Follow up with clients during and after the loan process
  • Gather needed material for loans files and any other duties as assigned by the Branch Manager
  • Ability to learn, or have past in-depth experience, in the mortgage banking process, with a preference in residential mortgage banking
  • Ability to process, organize and interpret large amounts of data, which reflects loan files
4

Loan Originator Assistant Resume Examples & Samples

  • Primary duty may be to become a licensed loan originator for assigned branch
  • Assist in gathering loan material for assigned loans files
  • Responsible for the development of leads for a specific loan originator
  • Become familiar with Envoy's process, policies and procedures
  • Ability to learn, or have past in-depth experience, in mortgage banking process, with a preference in residential mortgage banking
  • 3-5 years of experience in the mortgage banking process, with a preference in residential mortgage banking,
  • Superior communication, organizational and computer skills
  • Ability to learn and have complete knowledge of Envoy's products, systems and competitive advantages
5

Loan Originator Assistant Resume Examples & Samples

  • Take a file from Contract to Close
  • Lead the whole loan process to ensure a smooth transaction
  • Must be a team player, have a positive attitude and have fun while working hard
  • Five to seven years related mortgage experience
  • Experience as a loan originator, processor or related loan originator assistant preferred
  • Self-starter with the ability to prioritize tasks while maintaining an attention to detail
  • Working knowledge of industry guidelines (Fannie Mae, Freddie Mac, VA, FHA, etc.)
  • Proficiency in various technologies including some loan origination, processing or underwriting systems
  • Strong written and organizational skills
  • Professional, reliable, creative, and results-oriented with excellent interpersonal skills
  • Energetic, enthusiastic, loyal and committed to the team
  • Some nights and weekends, it’s the nature of the industry and we all share in the task
  • A great work environment. Think monthly themed potlucks, quarterly team building events, team member recognition and more
  • To be personally vested in our success and growth
  • The ability to learn from one of the industry’s top producers
  • Competitive pay with great growth potential
  • A fun team of people that love what they do
6

Loan Originator Resume Examples & Samples

  • Maintain contact with past clients to promote Envoy’s products
  • Conduct business in an ethical manner and in the best interest of Envoy, with Envoy’s core values in mind
  • Must hold State NMLS or obtain applicable State license within XXX days of employment or employment will be terminated
7

Mortg Loan Originator Nmls-schaumburg Resume Examples & Samples

  • Minimum one year of mortgage loan origination or equivalent sales and/or lending experience
  • Thorough knowledge of pricing and underwriting requirements of various mortgage insurance companies
  • Familiar with local, state and national laws (e.g. zoning ordinances, Truth-in Lending, RESPA, energy audit requirements, etc.)
  • Strong sales ability
8

Home Equity Loan Originator Resume Examples & Samples

  • Ability to work independently and successfully in a team environment
  • Experience working in a call center environment
  • Superior organization and time management skills
  • Capable of delivering results within specified timeframe
9

Loan Originator Ast Unlicensed Resume Examples & Samples

  • Track outstanding applications and loan documents and call customers to follow up on those documents
  • Assist the MLO in converting prequalification to applications in the LOS. This is strictly handling the administrative side of setting up the electronic loan package. The MLO should select product, loan terms, etc. and it should be in the MLO’s name in the LOS
  • Monitor pipeline reports daily for status of applications and communicate with processors weekly/daily to make sure all loans are moving through the approval process
  • Occasionally provide initial “set up” of the file. i.e., order appraisal, title, verifications etc
10

Mtg Loan Originator Resume Examples & Samples

  • Completes mortgage applications for submission to the loan processing and underwriting departments
  • Establishes detailed marketing/business plan including names of potential and existing loan customers, realtors, builders, developers, etc and frequency of contact
  • Answers customer calls and walks in customers to discuss various loan products and qualification information
  • Makes sales calls on potential or existing customers as established in marketing plan to develop new business or retain existing business
  • Prepares and distributes approved promotional flyers and materials
  • Establishes and implements such other marketing strategies as may be required, including, but not limited to First Time Buyer seminars, First Sale by Owner contacts, letters to past customers, financing seminars
  • Networks through professional, business and community organizations and activities to promote and market loan products
  • Evaluates loan requests, analyze financial data, and determines qualification of collateral and customer credit history
  • Structures loan to comply with acceptable lending practices and Federal regulations
  • Cross-sells other bank products and services
  • Prepares files for underwriting, loan committee, private mortgage insurance company and investor including preparation of loan approval sheet
  • Reads surveys and appraisals, and takes necessary steps to correct encroachments and violations
  • Qualifies loan for final approval by Loan Committee
  • Maintains contact with loan customer, communicating progress of loan and obtaining any required documentation
  • Participates in worthwhile community activities to promote and enhances the Regions integrity in the community
  • Compensation is Commission based
11

Community Loan Originator Resume Examples & Samples

  • Reviews and evaluates current loans to ensure compliance with terms; coordinates lending activities with others in the company
  • Recommends changes and improvements to management in order to improve specialized lending programs for low to moderate income borrowers
  • Provide input to marketing and advertising programs to ensure market awareness of the products and services available to low to moderate income borrowers
  • Represents the company in various community development/outreach functions such as Homebuyer training classes, home buyer fairs and other events
  • Attend meetings sponsored by government and city municipalities that offer assistance to low to moderate income and first time homebuyers
  • Keeping abreast of changes in federal and state banking regulations and ensuring that changes are implemented in a timely fashion
  • Specialize in Bond Programs, Fha loans and down payment and closing cost assistance programs available to low to moderate income borrowers
  • Performs other related job duties and special projects as assigned
  • Incumbent is required to comply with all applicable federal, state and local banking and industry related laws and regulations including but not limited to the bank Secrecy Act
  • Incumbent is responsible for organizational integrity and business ethics as it relates to this position, and communicating this commitment to any applicable subordinates
  • Incumbent may have access to cash, customer accounts and/or sensitive and confidential information
  • Develop and maintain ongoing relationships with Non Profit Housing groups, realtors and other community organizations that support First Time Homebuyers and low to moderate income borrowers
  • Stays current with and ensures changes are implemented timely for
  • Ability to communicate effectively orally and in writing using the English language
  • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals
  • Ability to write routine reports and correspondence
  • Ability to speak effectively before groups of customers or employees of organization
  • Ability to apply concepts of basic algebra and geometry
  • Ability to learn, or knowledge of, Microsoft Office products to include Word, Excel, Access, Powerpoint and Outlook
  • Ability to coordinate many programs at one time
  • Ability to travel if required in order to perform the essential job functions
12

Mort Loan Originator Resume Examples & Samples

  • Work with assigned branch office to ensure awareness of home loan products
  • Handle referrals from branch office and provide appropriate follow-up
  • Develop referral contacts (realtors, builders, professional and personal contacts)
  • Analyze financial data to determine creditworthiness
  • Maintain knowledge of available loan products, processing procedures and underwriting guidelines
  • Take borrower applications
  • Utilize communication and access of daily rates, credit reports and DU responses and transmitting to processor
  • Collect appropriate documentation from each applicant and deliver loan package to processor in a timely manner
  • Maintain high levels of customer service while managing each applicant's and support staff's expectations
  • Attend and participate in all lending meetings as required
  • Complete BSA/AML training and other compliance training as necessary
13

Loan Originator Resume Examples & Samples

  • Markets and promotes Supreme Lending's financial products
  • Originates a minimum average of two transactions per month, by taking complete and accurate loan applications, using Supreme Lending's product set
  • Establishes and maintains relationships with realtors, builders and new home sales representatives in order to develop and retain existing business
  • Collects and analyzes information regarding the customer's income, assets, investments or debts
  • Evaluates Supreme Lending's loan products and services and determines which financial products best meet the customer's needs and financial circumstances
  • Services existing customers and obtains all necessary support documents along with the appropriate fees and lock in information
  • Oversees the loan process by monitoring loan status and ensures conformity with terms
  • Negotiates terms and conditions of loans with customers
14

Loan Originator Resume Examples & Samples

  • Provide guidance for loan inquiries related to pricing, product information, documentation requirements, payments, closing costs and qualifying requirements
  • Complete applications and gather documents as needed to meet the parameters of the loan type, i.e., FHA, VA, Conventional, portfolio, etc
  • Develop referrals from internal and external sources. Maintain relationships with realtors by providing superior service
  • Interact daily with loan processor to ensure that all documentation and loan requirements are met prior to submission to underwriting. Assist with any follow-up to obtain approvals
  • Thorough knowledge of government and conventional mortgage loan guidelines and requirements
  • Extensive knowledge of the qualifying variables between mortgage loan products
  • Ability to analyze all documentation to determine accuracy and acceptability for agency requirements
  • Knowledge of appraisal standards and acceptability
  • Ability to produce tax return analysis as required by conforming loan guidelines
  • Must know how to fully disclose and handle all applications according to compliance regulations
  • Interpersonal and sales skills
  • Minimum of junior college/Two-year college training
  • Eligible for NMLS certification
  • Minimum of 2 years’ experience originating agency eligible mortgage loans or equivalent experience in underwriting or processing of agency eligible mortgage loan products
  • Proven track record of consistent loan production in excess of $500,000 per month
15

Loan Originator Resume Examples & Samples

  • Provide information on products
  • Complete applications and gather documents
  • Make sales calls to solicit referrals
  • Assist with processing and submission for approvals
  • Junior college/Two-year college training
  • Thorough knowledge of government and conventional mortgage loan guidelines
  • Extensive product knowledge required
16

Senior Commercial Real Estate Loan Originator Resume Examples & Samples

  • Minimum 15 years of commercial real estate lending required
  • Formal credit training preferred
  • BA or BS required, advanced degree preferred
  • Possess strong management skills
  • Able to work in demanding, fast paced environment
  • Ability to tactfully and professionally decline transactions while maintaining Financial Advisor and client relationships
  • Strong Excel, Word and PowerPoint skills. Baker Hill and/or MISYS system knowledge a plus
17

Customer Care Center Loan Originator Resume Examples & Samples

  • Manage an integrated prospect experience leveraging inbound/outbound tactics, including email / SMS marketing and messaging
  • Learn the operations behind email/SMS service provider(s) and act as single point of contact for all email /SMS matters
  • Be subject matter expert for email /SMS marketing and champion best practices within the organization
  • Design and execute email lead nurturing campaigns from idea creation, creative, copy, design, deployment, scheduling, segmentation, production, A/B testing, and optimization
  • Execute, report on and continuously optimize email marketing campaigns
  • De-construct competitive best practices in email marketing from leading brands
  • Navigate effectively from high level strategy down to tactical, email channel optimization with a focus on personalization/customization
  • Develop contact management strategy to influence customer experience and relationship deepening
  • Manage messaging stream, cadence & strategy across marketing/deepening, and account servicing emails with an understanding of impact to lifetime value
  • Partner with creative teams to define creative needs (e.g. write creative briefs, partner to develop effective and efficient creative templates, streamline creative development processes, etc.)
  • Ensure campaign objectives align to business priorities across marketing channels and deliver on financial goals
  • Utilize quality assurance reviews to improve email deployments and maintain health of ESP(s)
  • Manage multiple work streams, project manage to ensure timely delivery on objectives, and handle a very fast-paced timeline-driven environment
  • Manage email marketing budget with a focus on delivering optimal outcomes at efficient levels of marketing spend (CPM, CPA, MROI)
  • Continuous use of A/B and multivariate testing (test, learn, apply, optimize) methodology to optimize email marketing activity
  • Measure performance of email marketing activity with KPI's including deliverability, open, click, revenue contribution at campaign level and present to senior leadership
  • 10+ years' experience in a business related role; minimum 5+ years' experience in digital marketing (prefer a focus on integrated demand generation)
  • Financial services experience is a plus and/or experience in regulated industries
  • Understand marketing technologies and methodologies
  • Demonstrable experience leading and managing email marketing and marketing database segmentation
  • Experience in identifying target audiences and driving qualified traffic through email / SMS campaigns that engage, inform and motivate
  • Passionate/knowledgeable about optimized design and user experience
  • Strong analytical skills and data-driven thinking
  • Comfortable presenting ideas to stakeholder groups and leadership -- strong written and presentation skills
  • Experience with A/B and multivariate tools/techniques
  • Experience managing and forecasting budgets and performance across marketing channels
  • Demonstrated ability to work with external agencies and manage day to day interactions
  • Innovative thinker -- willing to consider novel approaches to solving difficult problems
  • Energetic -- high energy, willing to work hard and enjoy success and willing take risks
  • Self-starter -- driven to get results, needing little or no management oversight
  • Passionate -- always strive for excellence and have pride in your work
  • Bachelor's Degree required, MBA preferred
  • LI-LT1
18

Loan Originator Asst Licensed Resume Examples & Samples

  • Communicate with parties to the transaction to update them on loan status
  • Assist MLO in returning phone calls when appropriate
  • Occasionally originate personal production at the direction/discretion of the manager
  • Assist MLO in origination activities as directed by MLO/BM/BSM
  • High school diploma or general education degree (GED); or six months to one year related experience and/or training; or equivalent combination of education and experience
19

Commercial Real Estate Loan Originator Resume Examples & Samples

  • Review, structure and propose commercial real estate loans for high net worth clients
  • Prefer a minimum of 5 years of commercial real estate lending or brokerage experience
  • Dealing with third parties intermediaries (brokers, etc.) experience desired
  • Formal credit training preferred, but not required
  • Demonstrate creativity and thoughtful solutions in framing middle market CRE transactions
  • Possess excellent verbal and written communication skills and presentation skills
  • Good collaboration skills in a team oriented environment
20

Loan Originator Resume Examples & Samples

  • Actively recruit and hire successful candidates for Originator roles
  • Supervise and mentor Originators in the Branch
  • Promote Envoy's products to Real Estate Agents, Home Buyers, other lead sources and all referral sources
  • Procure new loan applications that result in funded loans
  • Present complete and accurate files to the Processor
  • Coordinate the flow of information to all concerned parties
  • Prospect for new loan applications by meeting with and presenting products to
  • Ensure all marketing is performed in a manner that is compliant
  • Ensure maintenance of a current license to perform Loan Originator duties within their assigned branch
  • Comply with local, state and federal laws regarding position
  • Conduct business in an ethical manner and in the best interest of Envoy, with Envoy's
  • core values in mind
  • Bachelor Degree or higher preferred
  • One to three years related Branch Management experience
  • Strong organizational, problem solving and analytical skills
  • Ability to manage priorities and workflow
  • Proven leadership skills
  • Ability to communicate professionally and effectively in person/phone
  • Satisfactorily pass background check
21

Loan Originator Assistant Unlic Resume Examples & Samples

  • Request and gather relevant information/documents from the borrower to complete the application, its structure and all loan disclosures. This must be done in coordination with processing as well as underwriting
  • Stay current on personal finance principles in order to offer comprehensive mortgage advice to clients
  • Coordinate the flow of information to all concerned parties
22

Loan Originator Resume Examples & Samples

  • Responsible for all lending functions, which may include sales, funding, processing, and closing
  • Responsible for the productivity and budgetary performance of the operations department
  • Ensures efficient delivery of products and services to clients
  • Develops and implements policies and procedures
  • Requires a bachelor's degree or its equivalent with at least 7 years' experience in the field or in a related area
  • Familiar with a variety of the field's concepts, practices, and procedures
  • Relies on experience and judgment to plan and accomplish goals
  • Performs a variety of complicated tasks
  • A wide degree of creativity and latitude is expected. Leads and directs the work of others
23

Loan Originator Resume Examples & Samples

  • Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as attendance records, correspondence, or other material
  • Maintain scheduling and event calendars
  • Complete forms in accordance with company procedures
  • Make copies of correspondence or other printed material
  • Knowledge of Microsoft Excel, Word and Outlook
  • A Bachelor's degree is preferred
  • Excellent customer service skills and working in a team environment
  • Excellent interpersonal, verbal and written skills are a must
  • Must be a self-starter who is reliable, detail oriented and the ability to resolve issues
  • Strong relationship building a must, along with strong written and verbal communication skills
24

Loan Originator Assistant Resume Examples & Samples

  • Adhere to all Envoy standards, including, but not limited to production minimums and customer service
  • Educate borrowers on current offerings and programs for which they qualify
  • Prospect for new loan applications by meeting with and presenting products to potential referral sources such as realtors, CPAs, financial planners and past clients
  • Maintain contact with past clients to promote Envoy's products
  • Comply with local, state and federal laws regarding position
  • Must hold State NMLS or obtain applicable State license within XX days of employment or employment will be terminated
25

Loan Originator Resume Examples & Samples

  • Assist with loan files
  • Execution of all activities related to marketing communications for a specific loan originator as needed
  • Perform other administrative function as assigned by the Branch Manager
  • Complete knowledge of Envoy's products, systems and competitive advantages
  • Superior ability with required communication, organizational and computer skills
26

Loan Originator Resume Examples & Samples

  • Promote Envoy's products to Real Estate Agents, Home Buyers, other lead sources and all referral sources
  • Prospect for new loan applications by meeting with and presenting products topotential referral sources such as realtors, CPAs, financial planners and past clients
  • Must hold State NMLS or obtain applicable State license within 90 days of employment or employment will be terminated
27

Loan Originator Assistant Resume Examples & Samples

  • Quoting rates
  • Offering or negotiating the terms of a mortgage loan
  • Taking a mortgage loan application
  • Any other activities that require a Loan Originator License
28

Loan Originator Assistant Resume Examples & Samples

  • Primary duty may be to become a licensed loan originator for assigned branch
  • Assist in gathering loan material for assigned loans files
  • Responsible for the development of leads for a specific loan originator
  • Become familiar with Envoy's process, policies and procedures
  • Ability to learn, or have past in-depth experience, in mortgage banking process, with a preference in residential mortgage banking
29

Mtg Loan Originator Resume Examples & Samples

  • Familiar with FHA, VA, USDA guidelines
  • Strong computer skills including MS applications and previous experience utilizing laptop technology for communication purposes including assessing rate, credit and loan status information
  • The Mortgage Loan Originator (MLO) proactively solicits new residential mortgage business and sells United Community Bank mortgage products to meet established loan quality and production goals
  • The Mortgage Loan Originator continually identifies, develops and maintains a quality network of business relationships that serves as a recurring source of referrals for new mortgage lending opportunities
  • A Mortgage Loan Originator’s network may consist of bank referrals, real estate professionals, builders, professional and personal contacts, as well as other valuable referral sources, and is enhanced by the Mortgage Loan Originator’s regular participation in business related development opportunities, community efforts to promote homeownership and professional organizations
  • The MLO responds to customer inquiries and referrals that are generated from both their own contacts and from other United Community Bank business channels
  • The MLO conducts interviews with prospective borrowers in order to analyse financial and credit data, determine customer financing objectives, advise customers of product/pricing policies and guidelines, and gather any additional required information
  • The MLO ensures exceptional customer service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics, complying with all Federal and State compliance policies and adhering to HMDA requirements
30

Mtg Loan Originator Resume Examples & Samples

  • Answers customer calls and walk- in customers to discuss various loan products and qualification information
  • Makes sales calls on potential or existing customers as established in Regions marketing plan to develop new business or retain existing business
  • May participate in networking through professional, business and community organizations and activities to promote and market loan products
31

Loan Originator Assistant Resume Examples & Samples

  • Use computers for various applications, such as database management or word processing
  • Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals
  • Create, maintain, and enter information into databases
  • Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions
  • Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs
  • Schedule and confirm appointments for clients, customers, or supervisors
32

Loan Originator Asst Unlicensed Resume Examples & Samples

  • Scheduling appointments for the MLO
  • Prepare application documents based on web applications and faxed applications
  • Prepare new loan applications for processing
  • Take applications when directed by the MLO
  • Licensed mortgage loan originator as required by state
33

Loan Originator Resume Examples & Samples

  • Markets and promotes PrimeLending’s financial products
  • Originators are expected to meet the Company’s minimum production standards of 3 funded units per month on an ongoing basis, by taking complete and accurate loan applications, using PrimeLending’s product set
  • Establishes and maintains relationships with realtors, bank officers, builders and new home sales representatives in order to develop and retain existing business; and by visiting subdivisions as required
  • Collects and analyzes information regarding the customer’s income, assets, investments or debts
34

Loan Originator Assistant Unlic Resume Examples & Samples

  • Ability to learn, or have past in-depth experience, in the mortgage banking process, with a preference in residential mortgage banking
  • Complete knowledge of Envoy's products, systems and competitive advantages
  • Superior ability with required communication, organizational and computer skills
  • Ability to process, organize and interpret large amounts of data, which reflects loan files
35

Senior Loan Originator Resume Examples & Samples

  • Leading business development through proactive calling of prospective mortgage brokers, sponsors and real estate professionals
  • Managing marketing and sales activities, as well as project work flow
  • Pre-screening and high-level underwriting of inbound deal flow
  • Structuring deals to isolate and mitigate risks while at the same time offer creative solutions to the sponsor’s financing situation
  • Using CoStar, Excel and other sources to derive market information, property values, analyze cash flows, and calculate DSCR, debt yield and LTV
  • Discussing/presenting deals to the lending team and investment committee
  • Writing investment memorandums and term sheets
  • Bachelor’s degree in finance, commercial real estate, or a related area
  • Solid knowledge and understanding of commercial real estate and lending fundamentals
  • Minimum of 5 years’ directly-related loan origination experience
  • Proven ability to develop and close warm and cold leads with integrity and unsurpassed customer satisfaction
  • Excellent interpersonal, time management, written and verbal communication skills
  • Proven track record of minimum $50M per year in closings, for the previous 3 years
  • Strong analytical and computer skills including Microsoft Excel, Word, PowerPoint and Outlook
36

Internal Loan Originator Resume Examples & Samples

  • 1) Analysis - Assists in determining refinance target criteria and creating call report (pipeline)
  • 2) Marketing – Communication with borrowers and departments
  • Assists in determining refinance target criteria and creating call report (pipeline)
  • Pull pipeline report based on specific target criteria
  • Prequalifies clients to include discussing rates, terms and/or financial options
  • Intake of loan application and collecting all loan conditions for submission
  • Perform various auditing by reviewing spreadsheets and checking files
  • Check and review each files by completing the Loan Officer checklist
  • Pull and review any necessary loan documents to ensure they comply with the program requirements and/or if any documents are missing
  • Submits complete file to corporate processing based on investor and/or AUS requirements
  • Communicates with borrower regarding refinance needs, loan conditions, and loan approval
  • Coordinate closing details with client – final payment, rate, cash to close, etc
  • Communicate loan approval by sending pre-approval/commitment letters to all parties involved in transaction
  • Responsible for once a week status calls to all parties involved in transaction (Clients, Realtors, Builder, etc.)
  • Set up file using the loan officer checklist and turn into processing
  • Re disclose all new loans when there is a change of circumstance
37

Commercial Loan Originator Resume Examples & Samples

  • Networking with potential clients and referral sources
  • Researching properties/clients and maintaining an active marketing database
  • Coordinating with clients, brokers, lenders and all 3rd Parties involved in the loan process
  • Review of loan documents, surveys (phase 1&2), financial statements and leases
  • Pipeline management from origination through close
38

Bridge Loan Originator Resume Examples & Samples

  • Leading business development through establishing relationships with prospective mortgage brokers, sponsors and other real estate professionals
  • Growing and managing referral relationships
  • Pre-screening of inbound deal flow
  • Facilitating client interaction to drive the loan to a successful close
  • Minimum of 3 years' loan origination experience
  • Proven ability to develop and close warm and cold leads
  • Ability to effectively work as an individual and as part of a team
  • Ability to multi-task with an attention to detail in an efficient and timely manner
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Loan Originator NE Resume Examples & Samples

  • Monitors overall customer interaction and interfaces with all parties involved on each individual loan from application to closing, including but not limited to counseling and pre-qualifying potential home buyers
  • Evaluates PrimeLending’s and other loan products and services and determines which financial products best meet the customer’s needs and financial circumstances
  • Advises the customer regarding the advantages and disadvantages of different loan products
  • Communicates loan status to all interested parties, and obtains loan documentation after closing
  • Stays abreast of trends and developments in the local real estate market and competitive environment, as well as, changes in rules and regulations pertaining to private and government insured mortgages
  • May supervise and direct the activities of other loan officer(s), loan officer assistant(s), or loan processor(s)