Loan Specialist Resume Samples

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CL
C Lindgren
Christiana
Lindgren
211 Kilback Extensions
Chicago
IL
+1 (555) 132 4698
211 Kilback Extensions
Chicago
IL
Phone
p +1 (555) 132 4698
Experience Experience
Philadelphia, PA
Loan Specialist
Philadelphia, PA
Johnston, Torp and Von
Philadelphia, PA
Loan Specialist
  • Works with supervisor to develop and implement an outreach and marketing program for assigned loan portfolio(s)
  • Assist Loan Consultant / Sales Manager with identified CRM activities
  • Assists with application packaging for bankers and manager
  • Meet externally with realtors and builders to develop business for assigned Loan Consultant/Sales Manager
  • Provide estimated worksheets and rate quotes to prospective borrowers
  • Assist with releasing the loans in workflow
  • Performs review of loan and collateral documents and loan packages to insure bank's security interest and adherence to established policies and procedures
Detroit, MI
Mortgage Loan Specialist
Detroit, MI
Padberg LLC
Detroit, MI
Mortgage Loan Specialist
  • Medical, Dental, and Vision Plans
  • Retirement Plan – 401k with matching
  • Technical proficiency to learn and operate multiple data processing platforms
  • Time away from work – vacations and holidays
  • Professional development - SunTrust University, an in-house career growth and employee development program
  • Basic familiarity with real estate procedures and related regulations
  • Analyzes real estate appraisals to ensure adequate security is being used as collateral
present
San Francisco, CA
Consumer Loan Specialist
San Francisco, CA
Ward-Wiegand
present
San Francisco, CA
Consumer Loan Specialist
present
  • Provide back-up lending coverage for absent workers or vacant positions to ensure workload is adequately managed
  • Set expectations, provide timely status updates, and establish deadlines for customers on returning conditions
  • Perform daily proactive pipeline management
  • Provides weekly pipeline information and also closed loans for the week by attending Team Sales Meetings and Pipeline Management meeting
  • Effectively manage and own your work queue ensuring queues and activity timelines are met
  • Works with regional consumer loan management on pricing and credit exceptions
  • Works with Consumer Lending Center on loan decisions for portfolio applications
Education Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Temple University
Bachelor’s Degree in Business
Skills Skills
  • Ability to deliver professional, responsive customer service
  • Knowledge of basic accounting principles
  • Good problem solving and decision making ability
  • Strong interpersonal skills, with a demonstrated ability to work within a team structure
  • Strong working knowledge of Hazard and Flood insurance coverage, regulations, and policies
  • Be proficient and professional in written correspondence
  • Good customer service skills with knowledge if Microsoft word and Excel
  • Basic knowledge of any file based record keeping or filing systems
  • Strong comprehensive understanding of attorney prepared loan documents
  • Knowledge of accounting principles
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15 Loan Specialist resume templates

1

Loan Specialist Resume Examples & Samples

  • Obtains required documentation and processes more complex loan applications
  • Orders credit verifications and third party services
  • Follows up on missing documentation
  • Prepares or reviews for accuracy, Good Faith Estimates of Closing Costs, Regulation Z disclosures, and other disclosures required by consumer regulation
  • Prepares compliance and accounting records and reports, as required by management and regulatory agencies
  • Performs pre-closing, post-closing, or whole loan due diligence review of legal agreements and other closing documents to terms of loan commitment
  • Maintains currency in loan processing policies and procedures
  • Intermediate level concepts, practices and procedures of commercial and retail loan processing and documentation
  • Fannie Mae and Freddie Mac Underwriting guidelines
  • Preparing loan closing packages
  • Preparing records and reports
  • Performing routine loan calculations
  • Maintain currency in loan processing policies and procedures
  • Priority will be given to protected veterans
  • For more information, contact: Tammy Hearns at Tammy.Hearns@raymondjames.com
2

Loan Specialist Resume Examples & Samples

  • Bachelor's degree preferred or 6 - 10 years job-related experience
  • Proficient with Microsoft Office (including Excel, Word and Outlook
  • Experience with AFS, Stucky, Paralender, Deposit System preferred
  • Strong professional communication skills (verbal and written)
  • Commercial loan system processing experience
  • Knowledge of commercial banking including asset based lending and/or syndications
  • Strong comprehensive understanding of attorney prepared loan documents related to federal regulations, compliance, audit and credit policies
  • Ability to work within established procedures and regulatory guidelines and use judgment to identify and escalate any inconsistencies while providing support and guidance to other processing staff
  • Knowledge and experience with large commercial loans
  • Organizational skills, highly motivated, teamwork, strong professional written and verbal communication skills
3

Loan Specialist Resume Examples & Samples

  • Obtains required documentation and processes less complex loan applications
  • Prepares and compiles documents for review and approval
  • Performs basic loan calculations
  • Performs pre-closing due diligence review of legal agreements and other closing documents to terms of loan commitment
  • Prepares and mails documentation confirming original or amended loan terms to customers
  • Processing less complex loan applications
  • Verifying information for accuracy and completeness
  • Preparing loan approval packages
  • High School diploma or an equivalent combination of education, training or experience
4

Mortgage Loan Specialist Resume Examples & Samples

  • Must have a minimum of 12-18 months mortgage sellingexperience. Experience of self sourced business
  • Demonstrated ability to coach others
  • Ability to work as part of a team, lead and influenceteammates on mortgage business priorities
  • Strong computer skills including a fundamentalunderstanding of standard office applications
  • Solid time management skills and the ability toorganize, prioritize and perform multiple tasks simultaneously
  • Ability to communicate clearly and effectively, bothverbally and in writing, across a variety of audiences
  • Ability to analyze and comprehend complex financialdata and provide financial alternatives
  • Demonstrated ability to navigate successfully in anhighly complex and matrix environment
5

DLS Cons Loan Specialist Resume Examples & Samples

  • Audits, funds, and boards Indirect Loan and Lease packages
  • Provides a high level of quality customer service to both internal and external customers
  • Communicate with the dealer regarding funding package documentation problems and offer/provide assistance in resolving problems
  • Ensure adherence to all Bank, state, and federal regulations (example: Regulation Z, Regulation B, Fair Credit Reporting Act)
  • High School Diploma or GED required Required Experience
  • Supports other areas of Indirect Lending Operations group as needed
  • Flexibility as a team player
  • Flexibility with assignments and scheduling
6

Cbna-gcg-loan Specialist Resume Examples & Samples

  • Keeps up to date with products their features, benefits and costs
  • IT skills such as Microsoft Office (Excel, Word), email
  • Numerical skills such as understanding figures and financial data
  • Verbal skills such as understanding written information, e.g., reports
  • Abstract reasoning skills such as identifying links between component parts; seeing how something fits into a wider system (e.g., identifying cross-selling opportunities)
7

Mortgage Loan Specialist Resume Examples & Samples

  • Two to three years of experience in a loan originationexperience Knowledge of conventional and/or government guidelines Knowledge of processing underwriting and/or closingprocedures/federal lending regulations governing real estate lending Ability to manage a heavy pipeline of 50 plus loans Strong written and verbal communications skills Teamwork and customer service skills a must Self-motivated and highly organized
  • Ability to prioritize multiplecompeting task
  • Familiar with FHA and HUD guidelines Strong computer skills including MS applications andprevious experience utilizing laptop technology for communication purposesincluding accessing rate, credit and loan status information. Solid time management skills and the ability to organize,prioritize and perform multiple tasks simultaneously Ability to communicate clearly and effectively, bothverbally and in writing, across a variety of audiences Ability to analyze and comprehend complex financial data andprovide financial alternatives
  • Professional and effectiveinterpersonal skills
8

Senior Loan Specialist Resume Examples & Samples

  • High School Diploma or equivalent
  • Proficiency with Fannie, Freddie, HUD, and CitiMortgage Guidelines
  • Also must be proficient with RESPA / TIL and other regulatory procedures and practices
  • Comprehensive knowledge of processing, closing, mortgage origination guidelines, and familiarity with all documents involved in a closed loan
  • Experience or knowledge working with pricing and CMI systems, including LRS, is a plus
  • High level of understanding of the mortgage business so that the escalated issues can be resolved without direction from management
  • Many of these issue require extensive research and a full knowledge of CMI's operations process from start to finish
  • Advanced level of industry knowledge - Processing, Closing, and Underwriting
  • Three + years experience in the mortgage industry preferred Must demonstrate good listening, analytical, and problem solving skills
  • Must come across as knowledgeable and confident
  • Verbal and written communication skills must be very polished
  • No relocation
9

Loan Specialist Resume Examples & Samples

  • .High School Diploma or GED required
  • .Minimum 4 years of experience in a project role
  • .Minimum 4 years of basic computer experience required (e.g. MS Word
10

Loan Specialist Resume Examples & Samples

  • Have the ability to Interpret complex loan documents
  • Be highly efficient in processing transactions in AFS, Vision, Stucky and other bank applications
  • Be able to effectively review and research requests and be able to process all maintenance transactions needed
  • Have the ability to work with both internal and external customers directly
  • Be able to problem solve and articulate resolutions to both internal and external clients
  • Have a financial services background and an understanding of DB/CR entries
  • Be proficient and professional in written correspondence
11

Senior Loan Specialist Resume Examples & Samples

  • Comprehensive knowledge of processing, closing, mortgage origination guidelines, and familiarity with all documents involved in a closed loan. Experience or knowledge working with pricing and CMI systems, including LRS, is a plus
  • Advanced level of industry knowledge - Processing, Closing, and Underwriting. Three + years experience in the mortgage industry preferred
  • Must demonstrate good listening, analytical, and problem solving skills
  • No relocation available
12

Consumer Loan Specialist Resume Examples & Samples

  • 2+ years experience in mortgage loan servicing
  • Extensive experience reviewing mortgage documentation to include both Servicing and Origination documents
  • Excellent attention to detail with strong analytical skills
  • Strong PC skills required including Microsoft Office products and using database Software
  • Proficiency with Chase mortgage loan servicing and documentation platforms; MSP and I-vault/Federated preferred
  • Ability to work with all levels
13

Loan Specialist Resume Examples & Samples

  • Consult with customers about their financial and personal objectives and offer loan solutions to help them achieve their goals
  • Effectively identify customer credit needs and provide appropriate loan solutions
  • Build strong, trusting relationships with new and existing customers
  • Provide exceptional service to ensure customer satisfaction and a continued relationship with OneMain Financial
  • Work as an individual contributor and as part of a team to achieve business/organizational goals
  • Work directly with customers through the entire lending cycle from loan application to loan closing
  • Ensure that all lending documents and processes are completed per internal policies /processes
  • Manage collection activities including processing payments and consulting with customers on loan payments for past due accounts
  • To work for OneMain Financial you must be 18 years of age or older
  • Sales experience preferred
  • Customer service experience preferred
  • Strong communication and customer relationship skills
  • Willingness to work flexible hours. Typical office hours are Mon, Wed and Fri – 8:30AM to 5:30PM, Tues and Thurs – 10:00AM – 7:00PM and up to 2 Saturdays per month – 9:00AM -12:00PM
  • Experience working in a goal oriented sales environment
  • Knowledge of Microsoft Word, Outlook, Excel, Power Point
  • Ability to perform individually as well as contribute positively to the Branch Team environment
  • NOTE** The information listed within this Description summary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, and/or minimum qualifications required of an employee assigned to this position. Job grade and job level may vary based on work experience and qualifications
14

Coml Loan Specialist Resume Examples & Samples

  • Responsible for ensuring complex loan transactions are complete and accurate and are in keeping with the terms and conditions approved by the appropriate authority
  • Contacts relevant parties to collect necessary documentation and may act as a liaison between Bank personnel, and customers
  • Reviews loan transactions for any changes/exceptions; requests additional documentation and/or supporting documents, if needed
  • Ensures loan system accuracy and adherence to policies and procedures
  • Maintains an in depth understanding of loan portfolios to ensure quality customer service while protecting the Bank
  • Complete knowledge of the products, policies and processes that relate to unit assigned
  • Complete knowledge of banking operations
15

Loan Specialist Resume Examples & Samples

  • 2-3 Banking experience, AFS experience is a plus
  • Must demonstrate proficiency with Office programs (Excel and Word)
  • Ability to manager time effectively
  • Ability to work independent of supervision
  • Solid communications skills (verbal and written)
  • Must be able to work effectively in a fast pace environment
  • High School Diploma or higher
16

Loan Specialist Resume Examples & Samples

  • 2-3 Banking experience; AFS experience is a plus
  • Must demonstrate proficiency Excel & Word
  • Must be proficient in Office Programs (Excel and Word)
  • Ability to manage time effectively
17

Loan Specialist Resume Examples & Samples

  • High School graduate; some college preferred
  • Minimum of one year experience in data entry or related field
  • Banking experience preferred
  • Recognition and knowledge of loan documents required
  • Proficient at ten key by touch
  • Minimum of 45 wpm accurate typing
  • Must be able to perform at a fast past in a high production environmen
  • Must be flexible at performing different functions within the department
  • Exhibits attention to detail
18

Loan Specialist Resume Examples & Samples

  • Three or more years working with loan documentation and the relationship to collateral
  • Knowledge of securing collateral and perfecting liens
  • Strong working knowledge of Hazard and Flood insurance coverage, regulations, and policies
  • Some experience with multiple perils and types of insurance exposures
  • Must use Word and Excel programs effectively
  • Ability to multi-task required
  • Must have the ability to work effectively and professionally with relationships internal as well as external to Citi
  • Must be able to work collaboratively with other departments to meet goals
19

Loan Specialist Resume Examples & Samples

  • Marrying of all documentation submitted by the customer with the request entered in by the field for the researcher to review when working the requests
  • Entry of all mailed correspondence into the Loan Research and Maintenance Database for tracking purposes
  • Reassignment of requests from queue to queue as needed
  • Entry of Administrative Fees
  • Pull statements, copies of histories, copies of transactions, and provide interest paid letters to customers as needed
  • Process Auto/Boat/Plane Lien Releases
  • Pull copies of duplicate 1098s
  • Prepare principal paid letters
  • At least one year prior experience in a customer service oriented and/or bank operations environment
  • Must have excellent customer service, analytical, and follow-up skills
  • Must demonstrate the ability to identify the customer’s needs and implement an effective solution in a rapid growth environment
  • Must have good organizational and time management skills
  • Alnova loan knowledge a plus
20

Loan Specialist Resume Examples & Samples

  • Excellent adding/subtracting skills
  • Loan system knowledge
  • Documentation knowledge
  • Experience with perfecting the lien on collateral
  • Experience with title policies/mortgages
  • Ability to use discretion when needed
  • Exhibit analytical skills
  • Ability to adhere to established production and performance goals
  • Alpha and numeric data entry skills
  • Loan system knowledgeAbility to meet deadlines
21

Loan Specialist Resume Examples & Samples

  • 4 - 5 years experience working with an imaging system
  • 4 – 5 years experience working with loan documents
  • Must be able to perform at a fast pace in a high production environment
  • Must be flexible with performing different functions within the department
  • Must be self reliant
22

Loan Specialist Resume Examples & Samples

  • Requires a High School degree or equivalent and 5+ years of lending support experience or other directly related experience
  • Proficient knowledge of bank products, lending policies, procedures and practices
  • Must have solid organizational and customer service skills
  • Solid written and verbal communications skills
  • Proficient knowledge pc's and various word processing, spreadsheet or related software
23

Coml Loan Specialist Resume Examples & Samples

  • Coordinates, compiles, processes, and reviews loan files and/or transactions
  • May be responsible for loan files and/or transactions from any or all points from application through processing and closing
  • Ensures loan documents are complete and accurate and are in keeping with the terms and conditions approved by the appropriate authority
  • Reviews loan packages and/transactions for any changes/exceptions; requests additional documentation and/or supporting documents, if needed
  • At least one year in a similar function and/or environment
  • Basic knowledge of the products, policies and processes that related to unit assigned
  • Basic knowledge of banking operations
24

Home Loan Specialist Resume Examples & Samples

  • Increasing the growth and managing the retention of a consumer lending portfolio
  • Connecting with customers & providing advice on home lending options
  • Delivering an outstanding customer experience
  • Developing and increasing your referral channels and sales pipeline
  • Supporting & serving your local community
25

Loan Specialist Resume Examples & Samples

  • Develops new lending reports and tracking methods to help ensure achievement of branch lending goals
  • Researches and resolves lending inquires and issues
  • Reviews loan documentation for completeness and requests additional information as required
  • Creates new pipeline and sales reports
  • Monitors sales progress
  • Assists in development of telemarketing lists and the distribution of marketing materials to prospective customers
  • Position will involve ongoing data input and data tracking responsibilities
  • Reviews loan documentation, requests additional information as required; reviews and administers loans in accordance with approval conditions, prepares loan documentation; reviews, analyzes and makes loan disbursements including construction draws
  • Performs maintenance of balanced ledgers and change orders
  • Intermediate level Word, Excel and Power Point skills
26

Loan Specialist Resume Examples & Samples

  • Assists with lending activities for consumer and commercial loans
  • Reviews loan documentation, requests additional information as required; reviews and administers loans in accordance with approval conditions, prepares loan documentation; reviews, analyzes and makes loan disbursements including construction draws, Performs maintenance of balanced ledgers and change orders
  • Performs special projects as assigned
  • Typically requires a High School degree or equivalent and 5 years of lending support experience
  • Advanced knowledge of CBT products, lending policies, procedures and practices
  • Contributes to the development of new lending procedures
27

Loan Specialist Resume Examples & Samples

  • Excellent oral and written skills are a must
  • Knowledge of perfecting our lien for auto/boat secured loans
  • Experience with processing title work
28

Consumer Loan Specialist Resume Examples & Samples

  • Review pre/post closing mortgage documents and system notes to determine events that transpired through the loan servicing process
  • Construct a written summary responding to fee related charges from investors
  • Review origination and servicing mortgage documents to determine relevance to the mortgage loan file
  • Ability to express research through both written and communicative methods
  • Must demonstrate a professional behavior and be able to work in both individual and team environments
  • Requires High School Diploma or equivalent
  • 3+ years experience in mortgage loan servicing with emphasis in default functions is strongly preferred
  • General knowledge of mortgage documentation to include both servicing and origination documents
  • Strong PC skills required including Microsoft Office products and using database software
  • MSP or LPS Desktop applications strongly preferred
29

Consumer Loan Specialist Resume Examples & Samples

  • 2+ years experience in default mortgage loan servicing
  • Strong PC skills including intermediate to advanced knowledge of Microsoft Office Suites, with emphasis in Excel, required
  • Basic knowledge of MSP and SRW preferred
  • Strong prioritization and time-management skills
30

Senior DLS Cons Loan Specialist Resume Examples & Samples

  • Analyze, review and approve Indirect Loans and Leases submitted under the Bank's pre-approval programs. Make recommendations on requests which exceed Operational Lending Authority
  • Minimize risk of loss to the Bank by ensuring the completeness, accuracy and compliance of retail consumer credit documentation through the audit, funding and boarding process
  • Verify customer identity through conducting customer interviews or other sources as needed
  • Supports other areas of Indirect Lending Operations as needed
  • 1-2 years consumer loan processing experience
  • Previous experience in a high volume/production environment preferred
  • Proven clerical and/or data entry experience
  • Type 45 wpm
31

Loan Specialist, Securities Based Lending Resume Examples & Samples

  • Tracks receipt of and reviews post closing legal documents
  • Verifies loan applications and supporting documents for accuracy and completeness
  • Prepares and compiles documents for loan closing
  • Performs initial credit analysis submission via automated underwriting, as requested
  • Schedules, coordinates loan closings, and clears for disbursement of loan proceeds
  • Performs routine loan calculations
  • Assists customers with moderately complex inquires or problems
  • Basic principles of banking and finance
  • Processing more complex loan applications
32

Loan Specialist Resume Examples & Samples

  • Ability to interact with and manage multiple computer systems to access client information
  • Basic understanding of privacy regulations and the need to authenticate customers prior to discussing account information
  • Experience interacting with customers
  • Demonstrated strong communication and interpersonal skills
  • Knowledge of Mainframe, FDR, Hogan ClientLink, Shaw systems
  • Experience interacting with customers via the telephone
  • Demonstrated ability to turn difficult customer situations into positive interactions
  • Success working in a team environment
33

Loan Specialist Resume Examples & Samples

  • Reviews loan applications and documentation for completeness and requests additional information as required
  • Inputs commercial loan information and Reg B compliance information into the Credit LEAD workflow system
  • Performs quality control reviews
  • Routes loan requests to the appropriate central underwriting group for processing
  • Researches and resolves lending inquiries and issues. May assist with commercial loan questions, payments and advances
34

Loan Specialist Resume Examples & Samples

  • High School Diploma or GED some college coursework in Business preferred
  • At least 3-5 years commercial loan operations experience
  • Knowledge of AFS Level III loan system strongly preferred
  • Must be able to work in a high volume production environment
  • Must be detail oriented and have the ability to multi-task and meet multiple deadlines
  • Must be able to interpret Commercial verbiage accurately
  • Must demonstrate the ability to problem solve, comprehend and retain knowledge concerning Loan Operations procedures
  • Must be a self starter and team oriented
  • Must have strong Commercial loan documentation knowledge
  • Must have Knowledge of debits and credits and previous experience in balancing transactions strongly preferred
35

RJ Bank-loan Specialist Resume Examples & Samples

  • Prepares or reviews for accuracy, TRID Disclosures, Regulation Z disclosures, and other disclosures required by consumer regulation
  • Performs other duties and responsibilities as assigned
  • Financial markets and products
  • Multi-state real estate, closing, and title practices
  • Federal and State lending laws
  • Loan origination software packages
  • Verifying loan applications and supporting documents
  • Reviewing and interpreting commercial loan documentation and terms
  • Reviewing and interpreting residential and consumer documentation and terms
  • Reviewing and personal financial statements and supporting documents
  • Read, interpret, analyze and apply information from loan application documents
  • Interpret and apply policies
  • For more information, contact: Lindsay Silverman at Lindsay.Silverman@RaymondJames.com
36

SBA Loan Specialist Resume Examples & Samples

  • 1 year in Commercial Real Estate/SBA lending or Commercial lending, or
  • 1 year in commercial construction industry to include accounts receivable/ accounts payable, journal entry transactions, construction management
  • Review/balance the project budget to include loan funds and equity
  • Review loan advance requests for accuracy and completion, to include borrower budget, AIA G702/G703, lien waivers, and numerous industry standard construction documents
  • Order date down endorsements from title
  • Order third party reports as needed
  • Review all due diligence items as they come in for accuracy and sufficiency, according to Bank policy
  • Timely follow up and management of incoming items from the borrower, contractors, attorney, and relationship manager
  • Review title policies, surveys, appraisals, and any third party report that relates to the transaction
  • Accurately post advance requests and disbursed loan proceeds utilizing Loan Manager
  • Schedule and attend welcome calls with the borrower, contractors, third party vendors
  • Assist funders and funding supervisor with special projects as needed
  • Assist funding manager with monthly reports
  • Assist funding department with reporting and reconciliation activities
37

Consumer Loan Specialist Resume Examples & Samples

  • 3+ years mortgage processing and/or closing experience with high profile applicants, or 2+ years first mortgage or home equity underwriting experience (no designations)
  • Demonstrated credit evaluation skills that include the ability to analyze credit bureau reports, title commitments, appraisals, W-2s, paystubs, tax returns, flood determinations and other documentation
  • Must be detail oriented and have superior verbal and written communication skills and be able to multi-task
38

DLS Cons Loan Specialist, Senior Resume Examples & Samples

  • Audits, funds and boards Indirect Loan and Lease packages. Ability to review and audit multiple products
  • Ensure predefined timeline for turnaround is met
  • Ensure the quality of applicant and contract information. This information will autoboard to the Bank's accounting system and ultimately be used as the Bank's primary reporting tool in determining risk, profitability, collateral and customer location information
  • Maintains working knowledge of standards and procedures. Maintains knowledge of systems and applications
  • 1-2 years of DLS experience
  • Works extensively and proficiently on keyboard
39

Post Closing Loan Specialist Resume Examples & Samples

  • Computer literate in Microsoft Word, Excel and Outlook
  • Capable of working independently with minimal management oversight
  • Must be highly organized and capable of prioritizing numerous time sensitive and business critical activities
  • Ability to multi-task and meet deadlines
  • Work effectively with business partners and clients toward a common goal
  • Proficient knowledge of loan documentation and collateral perfection
  • Systems/Applications: AFS, Everest, Action, Boss, Tradeline, GUS, CT Lien Solutions, Virtual Vault and GFS
  • Minimum of High School Diploma, although some level of college education preferred
40

Senior Loan Specialist Resume Examples & Samples

  • Review set-up loan files for completeness and identify and missing documentation or potential problems
  • Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance
  • Underwrite income source(s), collateral, and credit quality of commercial property and multi-family property loan applications. This is includes analysis of personal & business income tax returns, tax schedules, and financial statements
  • Cross trains other team members, when applicable
  • Extensive work experience in residential, commercial and/or construction loan processing, and commercial real estate loan underwriting
  • Basic computer skills are required
  • Additional work experience with an emphasis on customer service preferred
41

Senior Loan Specialist Resume Examples & Samples

  • Must be be able to analyze / underwrite / cash flow mortgage loans
  • Derive cash flow from analysis of federal personal and business income tax returns & schedules and financial statements
  • 3-5 years experience with processing, underwriting and related analysis
  • Extensive work experience in residential real estate loan underwriting is required
  • Proven ability to analyze income tax returns & tax schedules to derive borrower's cash flow
  • Experience with commercial and/or construction loan processing, and commercial real estate loan underwriting is a plus, but not required
42

Loan Specialist Resume Examples & Samples

  • Understand completely all company policies, standards, specifications and guidelines
  • New file preparation for construction loans
  • Review loan agreements, escrow agreements, and any other closing documents of assigned loans
  • Assist in reviewing contractor’s requisitions and disbursements of construction advances
  • Assist in escrow disbursements
  • Assist in change order review and approval
  • Assist in the construction inspection process and any applicable billing
  • Assist in facilitating the final endorsement/conversion deadline
  • Assist in enforcing extension fees
  • Posting loan activity to borrower’s loan history
  • Customer service oriented
  • Exceptional organizational skills and attention to detail
  • Excellent skills in cash management functions as well as budget set up and tracking
  • Strives for 100% accuracy and compliance with regulatory agencies
  • Highest degree of integrity and professionalism
  • Ability to adapt in a growing/changing environment
  • Strong mathematical and typing skills
43

Loan Specialist Resume Examples & Samples

  • Making, servicing, and supervising loans
  • Has knowledge of agency farm loan programs and eligibility requirements
  • 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
  • Occasional travel may be required
  • Two full academic years of progressively higher level graduate education or master's or equivalent graduate degree (LLB, JD, LLM, Ph.D., etc.) from an accredited college or university with a major field of study in finance, business administration, economics, accounting, engineering, mathematics, banking and credit, law, statistics, or other fields related to the position, such as agriculture, agricultural economics, farm, livestock or ranch management, or rural sociology; OR
  • One year of specialized experience equivalent in difficulty and responsibility to the GS-7 level in the Federal service or private sector equivalent. Experience that demonstrates competence in agricultural loans. Experience may have been gained in such work as reviewing and passing upon applications for agricultural loans; servicing an agricultural loan portfolio of a bank or other loan association; or similar work. Experience that demonstrates knowledge of credit principles and practices to assess the fundamental soundness of individual loans by independently examining applications, supporting documents, and credit reports, and maintaining servicing activities on small agricultural loans. In addition, experience must demonstrate knowledge and understanding 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
  • A combination of education and experience as listed above
44

Loan Specialist Resume Examples & Samples

  • Serve as the primary State-wide contact for Lenders, Realtors and Rural Development Staff related to the successful implementation of the Guaranteed Loan Program
  • Incumbent is responsible for providing direct oversight to the planning, scheduling and executing all tasks related to the Guaranteed Loan Program to· include conducting Lender Compliance Reviews and preparing related reports, preparing training materials and conducting Lender and staff training
  • 1-5 Days
45

Loan Specialist Resume Examples & Samples

  • Reviews and analyzes preapplications, applications and all supporting documents to determine loan or grant eligibility
  • Checks for compliance of regulatory requirements, financial position, Soundness of collateral, repayment ability, and takes appropriate action for orderly processing of the loan and/or grant
  • Reviews file for completeness and compliance with all prescribed regulations and practices before loan closing; prepares draft loan closing documents for review as appropriate; reviews executed loan closing documents for completeness and legal accuracy
  • Reviews requests for servicing actions such as use of reserve funds, rental rate and utility allowance changes and prepares necessary documentation to resolve any problems
46

Loan Specialist Resume Examples & Samples

  • Regulatory compliance knowledge with respect to consumer loan documentation
  • Experience in mortgage lien filing, title work and UCC filing
  • Knowledge of consumer credit policies and products
  • Knowledge of basic accounting principles
47

Loan Specialist Resume Examples & Samples

  • 1 – 2 years experience working with an imaging system
  • 1 – 2 years experience working with loan documents
  • Ability to resolve minor research issues
48

Loan Specialist Resume Examples & Samples

  • Reviews and analyzes loan and grant applications, pre-applications and all supporting documents for completeness and conformance with RD statutory regulations, policies, procedures and practices and inputs data into appropriate automated database systems
  • Performs comprehensive review and in-depth analyses of financial credit data documents germane to the loan application eligibility, feasibility, credit-worthiness and viability with assigned loan portfolio(s)
  • Performs servicing actions to include site visits to determine a project's conformance with loan requirements; monitor civil rights compliance; evaluate/mitigate and/or prepare environmental assessments; and review key data to ensure multiyear forecasts are realistic
49

Mortgage Loan Specialist Resume Examples & Samples

  • Incumbent with typically have 2-5 years of mortgage lending experience
  • Handles non-routine, complex job duties with limited supervision
  • 3 years of mortgage or bank related experience
50

Home Loan Specialist Resume Examples & Samples

  • Initiate / convert in-bound & out-bound sales targets
  • Manage customer from enquiry to settlement
  • Provide on-going customer contact throughout entire loan application process
  • Work closely with other business units that are considered a key element to meeting objectives
51

Loan Specialist Resume Examples & Samples

  • Reviews and analyzes loan and grant applications, pre-applications and all supporting documents for completeness and conformance with RD statutory regulations, policies, procedures, and practices, and inputs data into appropriate automated database system
  • Performs comprehensive review and in-depth analyses of financial credit data documents germane to the loan application eligibility, feasibility, credit-worthiness, and viability within assigned loan portfolio(s)
  • Performs servicing actions to include site visits to determine a project’s conformance with loan requirements: monitor civil rights compliance: evaluate/mitigate and/or prepare environmental assessments; and review key data to ensure multiyear forecasts are realistic
52

Home Loan Specialist Resume Examples & Samples

  • Mandarin or Korean speaking
  • Minimum 3 years banking experience
  • Excellent relationship and networking skills
53

Consumer Loan Specialist Resume Examples & Samples

  • 3-5 years' experience in consumer lending or mortgage sales
  • Frequent travel throughout the region
  • Knowledge of lending regulations
  • Effective communication skills, including sales, negotiation, coaching, and training
  • Prior Sales Management experience preferred
54

Loan Specialist Resume Examples & Samples

  • Must be able to read, comprehend and retain knowledge concerning Loan Operations documentation and procedures
  • Basic typing and calculator skills required
  • Good customer service skills with knowledge if Microsoft word and Excel
  • Ability to work under pressure is required
  • Must be able to prioritize, establish effective work and attain department standards and goals
  • Basic knowledge of any file based record keeping or filing systems
  • Must be ok with lifting the weight of a case of paper if needed to
  • Must be able to physically work in stand-up type environment
55

Mortgage Lending Non-performing Loan Specialist Resume Examples & Samples

  • Minimize risk through consistent and accurate application of Bank, investor, insurer and regulatory guidelines in relation to default processes
  • Analyze various forms of loan and client documentation for completeness, aging and financial purposes
  • Manage assigned loan population for strict adherence to applicable timeline requirements
  • Complete loan research and notations of the servicing file in Mortgage Servicing Platform (MSP) and auxiliary systems
  • Provide excellent customer service to clients, internal and external business partners, and vendors, both over the phone and in writing, following the Perfect Client Experience model
  • Track, resolve and ensure appropriate handling of client complaints by properly logging them in the appropriate system, notating a detailed explanation of the issue and resolution, and correctly routing for reporting purposes
  • Maintain compliance with federal and state privacy regulations to safeguard client information
  • Enhance personal and professional growth through completion of mandatory training courses within the given timeframe, as well as voluntary training and education related to job function or areas of interest
  • Strong analytical and organizational skills with great attention to detail
  • Ability to manage time and priorities wisely
  • Ability to grasp concepts quickly
  • Flexibility to adapt to frequently changing processes and procedures
  • Bachelor's degree, or equivalent education and related training
  • Two years of related experience
  • Experience in mortgage, banking, financial risk, audit or compliance
  • Knowledge of basic collection, mortgage servicing and default servicing concepts
  • Knowledge of MSP
56

Senior Loan Specialist Resume Examples & Samples

  • Process loan files for completeness and identify any missing documentation or potential problems
  • Process loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance
  • 2-5 years experience with commercial and/or construction loan processing, and commercial real estate loan underwriting
57

Loan Specialist Resume Examples & Samples

  • Analyze each loan file, ensuring the LAW form, loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented
  • Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance requirements
  • Complete KYC Flightpath compliance for all loan types
58

Loan Specialist Resume Examples & Samples

  • Review loan files for completeness and identify missing or stale documentation
  • Analyze loan files, ensuring loan narrative, appraisal, application, preliminary title report and verifications meet secondary market and First Republic Bank's loan program criteria
  • High school diploma required; college degree preferred
  • 5+ years experience in banking/financial industry and SFR mortgage loan underwriting
  • Excellent quantitative, computer, communication skills are required
  • Analyze appraisals, preliminary title reports, etc
  • Analyze business and individual tax returns including K-1’s and financial statements
  • Ability to multi-task and work in fast paced/deadline oriented environment
  • Effective written and oral communication skills
  • Proactive, positive, and open-minded attitude with high degree of accountability and ability to work independently and with the team
  • Advanced Excel and Word skills
  • Excellent customer service skills and willingness to communicate with all members of team
59

Loan Specialist Resume Examples & Samples

  • Perform duties and responsibilities specific to department functions and activities
  • Performs other duties and responsibilities as required or assigned by supervisor
  • Extensive work experience in residential processing and underwriting is required, commercial and/or construction loan processing and underwriting suggested but not required
60

Commerical Loan Specialist Resume Examples & Samples

  • MS Excel
  • Strong knowledge of department computer applications and systems
  • Excellent time management skills
  • Excellent written and verbal skills
  • Solid interpersonal skills
  • Associate Degree required, Bachelors Degree preferred
61

Loan Specialist Resume Examples & Samples

  • Reviews loan applications for completeness and conformance with statutory regulations, policies, procedures and practices; analyzes and inputs data into appropriate automated database systems
  • Prepares written loan approval determinations or recommendations for loan approval and submits to approving official as appropriate
  • Conducts field site visits to determine a project’s conformance with loan requirements
  • Develops, implements and coordinates a broad and aggressive outreach and marketing program for assigned loan portfolio(s)
  • Cultivates key relationships, fosters support and raises awareness appropriate to assigned portfolio(s) with key business, civic, community and local government entities and community interest groups to facilitate the partnering with RD in the interest of developing essential and viable projects
62

Loan Specialist Resume Examples & Samples

  • BS Degree or equivalent work experience
  • Minimum 2 years previous loan operations experience, preferably working with real estate secured loans
  • Bilingual Candidate preferred
  • Flood Insurance procedures and policy knowledge a plus
  • Loan Documentation for RE secured loans preferred
  • ALNOVA, AFS or TSYS systems experience preferred
  • Must have excellent attention to detail, able to work under pressure, efficiently prioritize work and multi-task
  • Must have excellent, professional, verbal customer relation and written communication skills
  • Must have 10 key experience, PC experience utilizing Microsoft Office (Excel, Word)
63

Loan Specialist Resume Examples & Samples

  • High school diploma, ideally with college-level business course work
  • Two or more years experience in position
  • Demonstrated ability to produce accurate work
  • Knowledge of state and regulatory requirements pertaining to commercial loans
  • Knowledge of accounting principles
  • Proficient in Word, Excel, and commercial loan systems
  • Ability to identify document errors or variances and make corrections
  • Ability to deliver professional, responsive customer service
  • Prepare all loan request documents
  • Order external agency reports, i.e. title, insurance, etc
  • Gather customer income and net worth information
  • Prepare commitment letters
  • Coordinate loan closings
  • Verify loan system accuracy for boarded loans
  • Ensure loan file meets bank and regulatory requirements
  • Make advances and payments on commercial lines
  • Answer customer questions
  • Arrange payoff of property liens
  • Prepare disbursement checks
  • Balance commercial loan suspense accounts monthly
64

Consumer Loan Specialist Resume Examples & Samples

  • Detailed orientated with excellent organizational skills, and the ability to handle multiple priorities simultaneously
  • Responsible for complete and accurate on-line accounting system data entry for commercial loans
  • Responsible for the disbursement of new loan funds and payoff of collateral liens
  • Balance commercial loan GL accounts and other related accounts
  • Provide data for lending reports
  • Comply with policies, procedures, security requirements, and government regulations
65

Loan Specialist, Trainee Resume Examples & Samples

  •  Verifies, compiles, and types application information for mortgage loans and or titles: Reviews residential loan application file to verify that application data is complete and meets establishment standards, including type and amount of mortgage, borrower assets, liabilities, and length of employment and marital status
  •  Recommends that title and loan not meeting standards be restructured or denied
  •  Informs supervisor of discrepancies in title or survey
  •  Calls for and reviews sales contracts as well as any required addendums
  •  Prepares loan for Initial CD issuance
  •  Submits approved mortgage loan file to the Mortgage Loan Closer for settlement
  •  Records data on status of loans, including number of new applications and loans approved, canceled, or denied, using computer
  • Bachelor's degree (B.A) from four-year College or University
  • Motivated, hard-working and self-starter
  • Proven ability to handle multiple projects and meet deadlines
  • Analytical skills, detail-oriented and ability to made decisions based on assessments
  • Able to organize, establish priorities and analyze
  • Ability to work both in a team environment as well as independently; should be self-driven and highly motivated
66

Fast Track Loan Specialist Resume Examples & Samples

  • Initiates and maintains contact with customers and realtors throughout the processing period, assisting them with any questions and notifying them of any additional information needed
  • Monitors loans in process to determine any deviation from standard processing time and to take appropriate actions including notifying the manager for alternatives to ensure timely service
  • Sets and maintains proper expectations to all parties
  • Establishes accurate closing date and monitors promised closing dates to meet those established. Meets standards for closing percentages of loans processed
  • Notifies the customer of the underwriting decision
  • High School Diploma required, Associate’s Degree Preferred
  • Requires good analytical and math skills, strong oral and written communication skills, and outstanding computer skills
  • Ability to work flexible hours as needed
  • Ability to function in an ever changing environment
  • Demonstrate strong interpersonal, organizational, and time management skills
  • Ability to solve problems
  • MS Office proficient
  • Excellent customer service skills with strong attention to detail
  • We offer competitive salaries, an excellent benefit package including medical, dental, vision, and (401k)!*
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Loan Specialist Trainee Resume Examples & Samples

  • Essential Job Functions
  •  Excellent Customer Service. The Loan Specialist is the sole customer contact, and may act as liaison between the borrower, underwriter and loan officer. The Loan Specialist is required to provide periodic status updates, and timely return all incoming inquiry calls
  •  Calls specified companies to obtain property abstract, survey, and appraisal etc
  •  Prepares loan application file for underwriting approval
  •  Types and mails approval and denial letters to applicants
68

Loan Specialist Resume Examples & Samples

  • Excellent Customer Service. The Loan Specialist is the sole customer contact, and may act as liaison between the borrower, underwriter and loan officer. The loan Specialist is required to provide periodic status updates, and timely return all incoming inquiry calls
  • Recommends that title and loan not meeting standards be restructured or denied
  • Calls specified companies to obtain property abstract, survey, and appraisal
  • Informs supervisor of discrepancies in title or survey
  • Prepares loan for Initial CD issuance
  • Prepares loan application file for underwriting approval
  • Types and mails approval and denial letters to applicants
  • Submits approved mortgage loan file to the Mortgage Loan Closer for settlement
  • Records data on status of loans, including number of new applications and loans approved, canceled, or denied, using computer
69

Loan Specialist Resume Examples & Samples

  • Must be able to perform at a fast past in a high production environment
  • Minimum of 55 wpc accurate typing
  • Must be flexible at performing difference function with the department
70

Coml Loan Specialist Resume Examples & Samples

  • Reviews loan packages and/or transactions for any changes/exceptions; requests additional documentation and/or supporting documentation and/or supporting documents, if needed
  • Good knowledge of the products, policies and processes that relate to unit assigned
  • Good knowledge of banking operations
71

Loan Specialist Resume Examples & Samples

  • Conducts interviews with loan applicants, reviews loan applications and makes preliminary inquiries to assess the eligibility of applicants
  • Evaluates financial situations and credit risks
  • Provides loan supervision and oversight of borrower accounts
72

Loan Specialist Resume Examples & Samples

  • Obtains required documentation and processes all small business loan packages
  • Ensures compliance with banking rules and regulations
  • Inputs loan data into settlement and SBA systems for setup and activation
  • Coordinates settlements with customers for purchase of SBA loans
  • Prepares settlement packages for funding
  • Prepares monthly loan certificate inventory
  • Processes and posts all SBA loan principal and interest payments
  • Processes and posts loan payoffs
  • Balances SBA loan transfer fees
  • Advanced concepts, practices and procedures of small business loan documentation and processing
  • Principles of banking and finance
  • SBA Underwriting guidelines and regulations
  • Loan software packages
  • Accounting principles
  • Processing the most complex loan packages
  • Verifying loan packages and supporting documents
  • Preparing loan settlement packages
  • Preparing inventories and reports
  • Performing advanced loan calculations
  • Operating standard office equipment and using required software applications, including Microsoft Office
  • Read, interpret, analyze and apply information from loan package documents
  • Bachelor's Degree and minimum of five (5) years of small business loan processing experience
73

Mortgage Lending Non-performing Loan Specialist Resume Examples & Samples

  • Enhance personal and professional growth through completion of mandatory training courses within the given timeframe as well as voluntary training and education related to job function or areas of interest
  • Serve as designated point of contact responsible for providing co-workers with mentoring and assistance on questions and issues that arise on a daily basis
  • Review and approve financial exceptions within designated limits
  • Assist with special projects, department initiatives, remediation reviews and additional duties, as assigned
  • Assist supervisor with day-to-day responsibilities such as assigning work to associates, monitoring internal reporting, performance monitoring, and other delegated tasks
  • Apply default servicing expertise and demonstrate sound decision-making by resolving complex loan issues, escalations, high priority matters and various tasks
  • Work with supervisor and internal business partners on researching and responding to internal and external audit findings
  • Develop training materials and job aids to organize and conduct new-hire and refresher training for associates
  • Identify and recommend solutions to policy and procedure gaps in an effort to reduce operational risk and improve processes
  • Serve as subject-matter expert whose responsibilities may include representing the business unit in different mediums, including internal and external process reviews and process improvement initiatives
  • Five years of experience in any combination of finance, operations, risk management, quality assurance, banking or equivalent
  • Excellent analytical and organizational skills with great attention to detail
  • Self-starter with ability to manage time and priorities wisely, as well as work on multiple tasks at the same time
  • Ability to grasp concepts quickly, make sound decisions and resolve issues completely
  • Demonstrated ability to interact effectively and professionally with team members and management of all levels
  • Ability to work independently and seek guidance appropriately
  • Four years of experience in Loss Mitigation, Foreclosure, Post-Foreclosure, Quality Assurance, or a call center environment, such as Customer Service or Collections
  • Advanced knowledge of MSP
  • Supervisory, management or leadership experience
74

Loan Specialist Resume Examples & Samples

  • Provide technical advice, guidance,and credit counseling to loan applicants and borrowers
  • Has knowledge of agency arm loan programs and eligibility requirements
  • Two full academic years of progressively higher level graduate education or a master's or equivalent graduate degree from an accredited college or university with a major field of study in finance, business administration, economics, accounting, engineering, mathematics, banking and credit, law, statistics, or other fields related to the position, such as agriculture, agricultural economics, farm, livestock or ranch management, or rural sociology; OR
75

District Loan Specialist Resume Examples & Samples

  • Business development and full cycle sales of personal loans, automobile loans and other credit related products
  • Follow up on leads from customer inquiries (online or through customer service)
  • Assist customers in making financial decisions to help them achieve their financial goals
  • Learn all facets of direct consumer lending
  • Learn credit underwriting techniques and skills
  • Manage servicing and collections activities
  • Provide referral or walk-in customers with the proper loan products to fit their needs
  • Accurately comply with company guidelines and procedures
  • Educate customers on the terms and conditions of the loan to ensure a clear understanding
  • Network within the community to gain referral business
  • Work as an individual contributor and as part of the team to achieve business/organizational objectives
76

Consumer Loan Specialist Resume Examples & Samples

  • Excellent communication skills with an emphasis placed on telephone etiquette
  • Ability to follow through on commitments in a timely manner
  • Strong attention to details
  • Customer focused with a sense of urgency
  • Ability to prioritize multiple duties
  • Ability to work with a variety of groups
  • Computer skills with the aptitude to navigate and learn new systems
  • Demonstrated financial responsibility, character, and general fitness such as to warrant a determination that individual will operate honestly, fairly, and efficiently
77

Loan Specialist Resume Examples & Samples

  • Assist with processing and reviewing monthly draws
  • Assist with Processing Borrower Loan/Construction Start requests and Lot purchases
  • Review, Reconcile, and update Client inventory and borrowing base reports
  • Order and review appraisal reports and flood certifications
  • Submit and Track invoices and review and distribute Interest statements to clients
  • Submit closing packages to CLO for review and closing/booking, including preparing wires and monitor DDA for NSF
  • Ensures compliance with applicable federal, state and local laws and regulations. Completes all required compliance training. Maintains knowledge of and adhere to Flagstar’s internal compliance policies and procedures. Takes responsibility to keep up to date with changing regulations and policies
78

Loan Specialist Resume Examples & Samples

  • Support Loan Officers in loan closing and funding
  • Underwrite new and renewed loan under $1 million and credit modifications and amendments
  • Assist Loan Officers in customer service and follow up on outstanding items
  • Assist Loan Officers with various account monitoring activities
  • Assist with coordinating and training tasks for less experienced Loan Assistants
  • Education: College degree in business or finance preferred but not mandatory
  • Experience: 3–5 years in commercial lending environment
  • 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
79

Sbld Loan Specialist Resume Examples & Samples

  • Reviews electronic and physical records for accuracy
  • Lien perfection and release
  • Reports reconciliation
  • Night End Processing for PCFS (core data system for SBA and USDA loans)
  • Provides customer support to internal and external customers
  • Ability to read and comprehend simple instructions, short correspondence, and memos
  • Ability to read, analyze and interpret financial report and/or legal documents
  • Ability to write simple correspondence
  • Ability to write routine reports and business correspondence
  • Ability to speak effectively before groups of customers or employees
80

Mortgage Loan Specialist Resume Examples & Samples

  • Acts as a liaison between the borrower, loan officer, underwriter, and loan closer
  • Collects required documents from applicants and follows up on missing items
  • Orders and reviews appropriate documents to ensure all paperwork is complete for loan
  • Checks appropriate data programs for accuracy and completeness of information
  • Works with MLO in expiring locks and for requests in extensions/modifications and requests changes with Investor
  • Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training
  • HS Diploma/GED
  • 1-2 years mortgage processing preferred
  • Experience closing, processing or shipping mortgage loan files is preferred
  • At least 2-5 years’ experience as a Mortgage Loan Processor
  • Previous experience in EnCompass 360 is preferred
  • Ability to multi-task in a fast pace environment while meeting required deadlines
  • Attention to detail – you maintain accurate credit and loan files and follow through in all aspects of the job
81

Home Mortgage Loan Specialist Resume Examples & Samples

  • Meets loan production goals as assigned by the Home Mortgage Sales Manager
  • Provides exceptional customer service
  • Solicits real estate loan applications from sources outside the bank with effective business development efforts
  • Quotes rates and explains programs accurately and completely to borrowers
  • Compiles loan packages and relevant documentation to be submitted for processing while strictly adhering to all regulatory and bank requirements for the protection of customer’s Non-Public Personal Information (NPPI)
  • Coordinates with processor, customer, Title Company, etc. as necessary
  • Develops a productive team atmosphere with assigned branches and the Home Mortgage underwriting department
  • Maintains a current understanding of established Tri Counties Bank policies and procedures including but not limited to regulations as they pertain to mortgage loans: SAFE Act, Equal Credit Opportunity Act (Reg B), Truth in Lending (Reg Z), Bank Secrecy Act (BSA) Fair Lending, Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), OFAC compliance, Identity Theft red flags, Unfair Deceptive or Abusive Acts or Practices (UDAAP), privacy- Gramm-Leach Bliley Act (GLBA) and Non-public Personal Information (NPPI) regulations, Dodd Frank Loan Origination Rule, Dodd Frank Qualified Mortgage/Ability to Repay Rules, and Home Mortgage Disclosure Act (HMDA)
  • Refers customers back to branch partners for possible cross sell opportunities when appropriate
  • Performs other work-related duties as assigned
  • Maintains working knowledge of loan product alternatives
  • High school diploma or GED required, undergraduate degree preferred
  • Minimum 5 years direct experience in mortgage lending or related field
  • Good organizational skills to accommodate involvement in multiple areas
  • Ability to work with people in an efficient, friendly and professional manner
  • Ability to utilize personal computers and Windows driven programs
  • Able to be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS)
82

Home Loan Specialist Resume Examples & Samples

  • May have credit signing authority within delegated limits, including clearing conditions and issuing changes to the terms on previously approved loans
  • Responsible for, but not limited to, verifying conditions of loan approval with may include customer income/assets documentations
  • Confirms Loan Operating System (LOS) and AUS data integrity
  • May resolve routine title issues such as vesting issues, judgment liens
  • May process subordinations
  • Resolves appraisal disputes
  • Escalates any issues that impact a loan transaction
  • Maintains a high level of customer service by being proactive in communication with customers (may include realtors, attorneys, builders, financial planners)
  • Ensures that loans are processed in accordance with PNMAC policy and procedure
  • 3+ years experience in a mortgage lending and/or financial services environment- preferably pre-qualifying, reviewing, and analyzing loan documents
  • Knowledge of federal and state laws pertaining to the mortgage-banking industry
  • Expertise in and experience providing value-added customer service in a fast-paced environment
  • Experience using automated financial and/or loan tracking systems
  • Working knowledge of business mathematics
  • Strong communication skills and ability to effectively interact with customers and Realtors
83

Non Performing Loan Specialist Resume Examples & Samples

  • Appraisal related duties
  • Billing
  • Data entry
  • Support of the Real Estate Owned (REO) staff
  • Working knowledge of Microsoft office Software to be able to work in data bases, pull queries and analyze data
  • Ability to work with multiple vendors
  • Ability to produce polished and informative reports
  • Knowledge of mortgage, state and federal regulations such as the Fair Debt Collections Act
  • 2-3 Years Experience with real estate market knowledge in areas of valuation and equity analysis
84

Loan Specialist Resume Examples & Samples

  • Must have strong verbal and written communication skills
  • Must be able to read, comprehend and retain knowledge concerning Loan Operations processes, methodologies and procedures
  • Must have strong analytical skills as well as above average data entry skills
  • Must demonstrate strong attention to detail
  • Must have an outstanding customer-centric mindset
  • Must have proficient use of MS Word and Excel
  • Must be able to lift files on a daily basis
  • Must have loan documentation knowledge
  • Must have the ability to multitask while working under pressure
  • Ability to exercise good judgment and make sound decisions
  • Some college
  • DealerTrack, CT Lien Solutions and TS2 loan systems
  • Must have 2-3 years experience in an Operations environment, preferably with loans
  • Experience with Google Docs and Sheets
85

Home Loan Specialist Resume Examples & Samples

  • Mandarin language capability is essential
  • Cantonese speaking -desirable
  • Lending experience is essential
86

Private Client Loan Specialist Resume Examples & Samples

  • 40% - Coordinates with Private Bankers to assist in defining the customer experience, identifying improvement initiatives, assessing ROI, and building the business through product development and/or support. Collects and analyzes customer financial data to suggest products to the Banker for the customer
  • 40% - Organizes and prioritizes loan closings to meet deadlines; obtains signatures on all closing documents and verifies their accuracy and completion; establishes/maintains customer files; obtains credit information and ensures sufficient loan collateral. Calculates loan items and charges such as interest and payments. Assists lending officers in activities such as disbursement of funds and extension of new loans. Prepares loan documents, notices, and periodic loan reports
  • 10% - May assist in budget preparation and control activities; administers programs, projects, and/or processes specific to the business line to be supported
  • 10% - Other duties as assigned
87

Home Loan Specialist Resume Examples & Samples

  • Performing routine data entry and validation tasks
  • Initiating third party orders (title, appraisal, hazard, flood cert, credit, etc.)
  • Reviewing and validating loan documents
  • Handling routine calls, emails and/or chat responses
  • Assigning and distributing work loads
  • Monitoring work queues and intervening as needed
  • Interacting with multiple departments to expedite processing and/or issue resolution
  • Performing other related duties as required and assigned
  • Demonstrating behaviors which are aligned with the organization’s desired culture and values
  • Must be a team player with strong attention to detail and able to work independently
  • Excellent critical thinking, problem solving, mathematical skills and sound judgment
  • Effective time management skills to deliver work on time
  • Capable communicator, written and oral
  • Demonstrated proficiency with computers and mainstream computer applications (Microsoft, Google, etc.)
  • Financial Services and, if possible, mortgage industry experience preferred
  • General understanding of applicable Federal, State and Local regulations
  • 2 Year college degree (Associate) or equivalent work experience
  • Minimum Years of Experience Less than 1 year
88

Home Loan Specialist Resume Examples & Samples

  • Performing complex data and document validation
  • Troubleshooting third part orders (title, appraisal, hazard, flood cert, credit, etc.)
  • Handling more complex calls, emails or chat sessions
  • Completing appraisal eligibility tasks
  • Evaluating loan applications for compliance with product guidelines
  • Evaluating loan applications for regulatory compliance
  • Highly proficient communicator, written and oral
  • Minimum Years of Experience 3+ years
89

Home Loan Specialist Resume Examples & Samples

  • Calculation of income for wage earners
  • Income documentation validation
  • Calculation of personal liabilities
  • Calculation of Debt to Income Ratio
  • Calculation of funds to close and reserve requirements
  • Asset Documentation validation
  • Technical
  • Proficiency in Excel environment
  • Contemporary knowledge of mortgage loan file and operational practices
  • Experience with personal and business tax return analysis
  • General
  • Windows and Microsoft office Suite
  • Basic Mathematic calculation skills
  • Specific
  • Ability to articulate in writing documentation needs to internal and external clients
  • Previous success working in an environment with production and quality metrics
  • Demonstrates ability to advance assignments independently and within established deadlines
  • Previous experience navigating agency guidelines and handbooks
  • Two years similar work experience
  • Ideal candidate has some preliminary mortgage processing experience
90

MB CM Sppt Loan Specialist Resume Examples & Samples

  • Call Center & Customer Service experience is required
  • Minimum two years mortgage experience is required
  • Must be highly motivated, committed, and detail oriented individual
  • College diploma or equivalent work experience
  • Excellent data entry skills with a minimum of 55 wpm
  • Very strong mathematical skills
  • Strong PC skills on Microsoft Excel and Word
  • Must be able to perform in a high pressure, time sensitive environment
  • Knowledge of pricing/registration/secondary marketing is a plus
  • Accounting experience preferred
91

Loan Specialist Resume Examples & Samples

  • Utilize the AFS system daily
  • At least two years of experience working within Loan Operations
  • Knowledge of the AFS & ALNOVA Loan systems strongly preferred
  • Knowledge of debits and credits and previous experience in balancing transactions strongly preferred
  • Must have accurate alpha and numeric keyboarding skills
  • Proficient use of PC’s for data entry, data retrieval, word processing and email
  • Must be able to work under pressure, prioritize work and meet deadlines
  • Must be able to multi-task with ease
  • Knowledge of Loan Documentation strongly preferred
  • Must be able to demonstrate the ability to exercise a high level of confidentiality
92

Loan Specialist Lead-central Funding Resume Examples & Samples

  • Functions as the lead for small groups of staff employees
  • Handles complex and difficult loan processes
  • Service as business expert in area assigned
  • Uses judgment and analysis of multiple governing corporate policies
  • Responsible to lead, train and mentor lower level specialists but does not perform hiring, discipline or formal coaching
  • Responsible for creating metric reports for the group
  • Responsible for participating in projects
  • Provides administrative and/or operational support within the one or more of the following loan areas; processing, closing, presentations, servicing, documentation, notes, disbursements, etc
  • May clear identified loan exceptions
  • Performs review of targeted collateral documents and loan packages to insure bank's security interest and adherence to established policies and procedures
  • Updates computer system with pertinent collateral information and collateral exception information; tracks and clears said exceptions
  • Works with lending staff in resolving discrepancies in collateral documentation
  • Research and process rejected payments and handles payments received when collateral is released
  • Calculate pre-payments penalties and coordinates settle escrow funds when a loan is paid off
  • Incumbent is responsible for conducting a complete and accurate payoff transaction
  • Is able to step in and support day to day production team to meet service and quality promises
  • Must possess exceptional numeric and verbal aptitudes
  • Strong written and verbal communications skills
  • Ability to lead and mentor lower level employees and handle complex problems and issues. Working knowledge pc's and various word processing, spreadsheet or related software
93

Loan Specialist Resume Examples & Samples

  • Provides administrative and/or operational support within one or more of the following loan areas; processing, closing, servicing, documentation, notes, disbursements, etc
  • May clear all identified loan exceptions
  • Maintains files, documents, notes, etc
  • Performs review of loan and collateral documents and loan packages to insure bank's security interest and adherence to established policies and procedures
  • Produce reports as required
  • Knowledge of banking processes helpful. Must have good organizational and customer service skills
  • Working knowledge PCs and various word processing, spreadsheet or related software
94

Mortgage Loan Specialist Resume Examples & Samples

  • Responsible to provide administrative and/or operational support within the one or more of the following loan areas; closing, funding, post-closing, shipping, etc
  • Duties may include assembling loan documents for transmittal and verifying their accuracy; closing loans and distributing loan proceeds
  • Ensures the accurate, efficient, and timely flow of information and documentation
  • May need to follow up with borrower, loan originator, title company or others to resolve questions, correct information, or other issues as needed
  • Ensures that everything is complete in compliance with laws, regulations, and internal policies
  • Requires High School diploma or equivalent and some previous banking or loan process experience or other directly related experience
  • Working knowledge pc's and various word processing, spreadsheet or related software
95

Loan Specialist Resume Examples & Samples

  • Preparing or analyzing residential, commercial, or public sector loan applications using cash flow, financial statements, historical and annual operation analyses; including collections and foreclosure procedures; or
  • Processing real estate transactions including qualifying, evaluating and extending credit to borrowers, and property inspections; or
  • Marketing, analyzing, servicing, or underwriting residential, commercial, or public sector loans; or
  • Economic or community development
  • Experience with Microsoft office suite: Word, Excel and Outlook
  • Self-starter with the ability to prioritize workload in response to changing deadlines and priorities
  • Experience working in an environment where accuracy and attention to detail is critical
  • Experience reviewing documents and work for accuracy
  • Ability to handle confidential and/or sensitive information
  • Experience entering, updating and retrieving database information accurately and efficiently
  • Experience communicating decisions and the rationale behind them to fellow team members
  • Supports collaborative working relations by demonstrating flexibility, considering options and taking initiative
  • Analyzing income eligibility using pay stubs, W-2's, financial statements, cash flow and historical and annual operation analysis, OR
  • Analyzing, servicing or underwriting residential, commercial or public-sector loans
  • Completed E-recruit application: The work experience section must contain enough information to determine that minimum qualifications have been met. A resume' (text or attachment) will not replace the work experience section of the application. Work experience is based on a 40 hour work week. (Example: 20 hours a week for one year would equate to six months of full-time work experience.)
  • Transcripts:Must be attached if using education to meet minimum qualifications. Note: To protect your confidential information, please redact (black out) your social security number on all transcripts before attaching to your application
  • Supplemental Questions: The work experience section of your application must verify your responses to all of the supplemental questions and show that you meet the minimum qualifications. Be sure to answer all supplemental questions; "see resume" or "see application" will notsubstitute for a response
  • Additional documents(if applicable):Be sure to attach all requested documents (cover letter, resume, work samples, etc.)
96

Home Mortgage Loan Specialist Resume Examples & Samples

  • Solicits home mortgage loan applications from call lists
  • Works with bank employees to increase number and quality of mortgage referrals
  • Compiles loan packages and relevant documentation to be submitted for processing
  • Pre-qualifies borrowers prior to submitting package to processing
  • Develops a productive team atmosphere with branches and the Home Mortgage Underwriting Department
  • Maintains a current understanding of established Tri Counties Bank policies and procedures including but not limited to regulations as they pertain to mortgage loans: SAFE Act, Equal Credit Opportunity Act (Reg B), Truth in Lending (Reg Z), Bank Secrecy Act (BSA) Fair Lending, Real Estate Settlement Procedures Act (RESPA), OFAC compliance, Identity Theft red flags, Unfair Deceptive or Abusive Acts or Practices (UDAAP),privacy-Gramm-Leach Bliley Act (GLBA) and Non-public Personal Information (NPPI) regulations, Dodd Frank Loan Originator Rule, Dodd Frank Qualified Mortgage/Ability to Repay Rules and Home Mortgage Disclosure Act (HMDA)
  • Assists the Sales Manager with existing loans in process as needed
  • Minimum 2 years direct experience in mortgage lending or related field
97

Loan Specialist Resume Examples & Samples

  • Assists with application packaging for bankers and manager
  • Reviews loan application packages for completeness and requests additional information as required
  • Reviews loan documentation, requests additional information as required; reviews and administers loans in accordance with approval conditions, prepares loan documentation; reviews, analyzes and makes loan disbursements
  • Researches and resolves lending inquires and issues including processing loan advance and payment service
  • Tracks and follow up covenants with borrowers
  • Assists with developing marketing materials to distribute prospective customers and center of influences
  • Creates and monitors new pipeline, sales reports and progress
  • Coordinates with partners for Int'l Trade Operations, TM, MCS, Mortgage, Credit Card applications
  • High School degree or equivalent and a minimum 5 years in Banking required
  • Must have basic knowledge in consumer and business/commercial lending support
  • Understanding of principles of tax analysis and personal cash flow desired
  • Solid knowledge of consumer products, lending policies, procedures and practices
  • Excellent relationship building skills and the ability to work within a team
  • Must have the ability to multitask, have solid problem resolution and customer service skills with great attention to detail
  • Advanced customer service and communications skills
98

Documentation & Loan Specialist Resume Examples & Samples

  • Reviews loan approval to ensure compliance with bank policy and to ensure all risks are mitigated. Performs various searches prior to closing to ensure Bank’s collateral position and validity of borrower name . Ensures US Patriot Act, Regulation B and Flood pre-closing requirements are met. 35%
  • Reviews attorney prepared loan documents to ensure they conform with loan approval and commitment letter. Coordinates any necessary changes prior to closing. Primary liaison with bank counsel and Commercial Relationship Manager. 25%
  • Prepares loan commitment letters, loan documentation, loan modifications and letters of credit for various loan closings. 15%
  • Assists in loan closings, supports funding and management of fees prior to and at closing. Reviews loan documents following the loan closing for completeness and identifies any loan exceptions. Books loan in FIS system. Images loan documents in IS View and sends to safekeeping. Enters loan exceptions, loan policy exceptions, financial covenants and financial statement requirements in Baker Hill for tracking. 20%
  • Provides follow-up reporting of loan exceptions, reconciliation of Accounts Receivable for pre-closing expenses, and completion of compliance tests in Archer system. 10%
  • Assists DLS Supervisor with workflow and training needs of lesser experienced personnel. 5%
  • 5+ years’ commercial loan documentation experience preferred
  • Proficient with Microsoft Office, Word, and Excel and the Internet
99

Senior Student Loan Specialist Resume Examples & Samples

  • *APPLY TODAY***
  • Outstanding customer engagement skills
  • Superior verbal/written communication skills
  • High level of enthusiasm and professionalism
100

Loan Specialist Resume Examples & Samples

  • Requires High School diploma or equivalent and some previous banking or loan processing, documentation, or loan assistant experience or other directly related experience
  • Knowledge of banking processes and procedures helpful
  • Knowledge with computer programs i.e word processing, spreadsheets or related software
101

Home Loan Specialist Resume Examples & Samples

  • Draw closing documents accurately, and in compliance with all PennyMac investor, state, and federal requirements
  • Funds loans in compliance with PennyMac investor, state, and federal requirements
  • Work closely with operations and production teams to hit necessary closing and funding time-frames
  • Meet all division and company policies and training
102

Loan Specialist Resume Examples & Samples

  • Must have 2+ years of Consumer Loan experience
  • This position requires knowledge of Compliance, comprehension of legal documents, appropriate government lending regulation guidelines for consumer loans
  • Must have excellent oral and written communications skills as well as excellent customer service skills
  • Must have the ability to resolve problems quickly
  • Must be able to make decisions and recommendations on difficult and important issues affecting individual loan transactions within their level of authority
  • The incumbent will also be required to talk, hear, see, read and write
  • This position requires regular lifting and moving of 10-25 lbs
  • Incumbent must be able to understand and follow basic instructions and guidelines, complete routine paperwork, use existing form letter and/or conduct routine oral communication, communicate with individuals using a telephone, hear and speak effectively on the telephone, express or exchange ideas by means of spoken word, communicate orally with others accurately and quickly, at an audible level that others can hear
103

SBA Loan Specialist Resume Examples & Samples

  • Assist bank/department personnel with questions on SBA loans as it relates to any department issues
  • Assist underwriting SBA loans in accordance with the Bank’s policies and procedures
  • Providing frequent communication to all parties involved in transactions in a positive and constructive manner
  • Assist in effectively managing the process to ensure loan requests are being reviewed efficiently, that customers receive timely answers, and that transactions are completed quickly and accurately
  • Assist in the processing, closing and funding of loans
  • Learn and maintain knowledge of company underwriting, closing, processing and lending guidelines
  • Learn, maintain and apply understanding of the bank's credit policy and SBA eligibility
  • Ensure proper pre-funding quality control steps are taken on all loans (under supervision)
  • Responsible for adhering to and complying with all Bank policies and federal and state banking laws and regulations
  • Perform a variety of other duties requiring knowledge of SBA procedures and bank procedures
  • Assist in the maintenance of files within the SBA software
  • Deliver excellent service to customers both inside and outside the Bank
104

Loan Specialist Resume Examples & Samples

  • Obtains required loan documentation and may process less complex loan applications
  • May prepare or review for accuracy, disclosures required by relevant consumer regulations
  • May perform basic loan calculations
  • May perform pre-closing/post-closing/due diligence review of legal agreements and other closing documents to terms of loan commitment
  • Independently prepares data input sheets and provides required information for loans to be boarded on the banks servicing system and ensure all loan coding is correct
  • Compliance with all state and federal regulations
  • Document preparation for retail and/or commercial loans
  • Preparing loan approval and/or closing packages
  • Basic analytical and problem solving skills
105

Loan Specialist Resume Examples & Samples

  • 2+ years of current experience in Loan Servicing at a financial institution
  • Experience with FiServ ITI Premier Core preferred
  • Basic level of work experience, knowledge and training in loan servicing activities and terminology
  • Working knowledge of related state and federal banking compliance regulations, and other Bank lending policies
  • Basic skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position
  • Basic math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs
  • Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees
  • Ability to work with little supervision while performing duties
106

Consumer Loan Specialist Resume Examples & Samples

  • Provides weekly pipeline information and also closed loans for the week by attending Team Sales Meetings and Pipeline Management meeting
  • Provides suggestions for restructuring or re-pricing deals that they think may not fit our current guidelines and offer alternatives. Will provided recommendations to RMs and Management
  • Maintain contact schedule with clients and PC RM’s, updating loan record on all communication
  • Set expectations, provide timely status updates, and establish deadlines for customers on returning conditions
  • Provide input on model pricing and exceptions, as well as determining any mitigating factors that will be used when considering exceptions
  • Build a strong working relationship with the PC RM’s based on mutual trust
  • Effectively manage and own your work queue ensuring queues and activity timelines are met
  • Audit conditions prior to file submission to underwriting to confirm the meet requirements
  • Assist clients with loan level questions and concerns
  • Strong communication skills that will help them gather sensitive data, challenge deadlines with clients, PCRM’s, CLC and LenderLive in order to maximize the client experience
  • The employee in this position must adhere to strict confidentiality policies and procedures
  • Perform related duties as requested
  • Knowledge of federal and state fair lending requirements
  • Working with unique and complex program guidelines
  • Ability to comprehend alternate models, pricing, exception guidelines to help restructure and re-price deals as needed (any pricing exceptions are to be approved by Market)
  • Coach and train others and share best practices
  • Advanced organizational skills with attention to detail
  • Tackle all decisions carefully and methodically, while being careful to base decisions off of facts, input from RM’s, and long term profitability for the bank. (in other words – protect the bank, client and RM’s)
  • Meet licensing requirements (SAFE Act & NMLS License )
  • Microsoft Office skills – intermediate
  • Strong/advanced relationship management skills (previous work with affluent clients a benefit)
  • Advanced time management and problem solving skills
  • Advanced understanding, interpretation and qualification of mortgage documents and products and investor guidelines with the ability to clear conditions
107

Loan Specialist Resume Examples & Samples

  • It will be the candidate’s responsibility to receive and review legal loan documents for compliance with regulatory and Citi policies
  • The candidate will also be responsible for performing financial transactions such as funding and pre-funding in conjunction with loan closings and as approved by credit. The candidate will be responsible for understanding the requirements for processing complex transactions such as working with SBA products and loans secured by Real Estate. They will frequently work with and will be communicating with loan closers, documentation specialist, Credit officers, Relationship Managers, Attorneys and Title companies. Their ability to follow up and communicate effectively will be critical to success in this position
  • The candidate will be on-boarding loans to our system of record capturing required data elements to support reporting and monitoring of facilities
  • The candidate will also need to work with and understand various types of collateral and related documents as they will be responsible for perfecting the collateral. The processor will be expected to develop a working knowledge of tools and systems required to perform detailed analysis of loan terms and collateral
  • The candidate will be involved in monitoring post booking reports and will work to resolve deficiencies in a timely manner. They will participate in audit reviews and develop an understanding of the process of obtaining and providing deliverables to audit
  • Must be technically minded/analytical & demonstrate proficiency with Office programs (Excel, PowerPoint)
  • Solid organizational skills – capable of understanding and mapping process flows
108

Student Loan Specialist Resume Examples & Samples

  • Analyze current semester students’ tuition, fees, and room and board charges to determine out-of-pocket portion and balance due after financial aid; answer or refer student/parent questions; discuss payment plan options and offer payment figures and due dates for each plan
  • Review Ohio Attorney General (OAG) weekly remittance to determine application of payments
  • Apply payments received for Perkins, Nursing, and Schell Loans; prepare payments for bank deposit
  • Analyze paid-in-full Federal Perkins Loan borrowers with credit balances on account; determine application of credit refunds; request overpayment of refunds to federal agencies and/or students; balance and close accounts
  • Perform mail processing and produce deferment/paid-in-full letters
  • Contacts student loan borrowers, co-makers, and responsible parties to provide information on account status, collect student accounts, and arrange for loan payments (includes: Federal Perkins Loans, Nursing Loan Programs, Schell Loans, Key Bank Loan Accounts and student accounts for both current and prior-term students)
  • Deregistration activities: research records for students with outstanding balances to verify charges/balances; document collection efforts; follow-up with additional collection activities to satisfy account balance prior to end of the semester; negotiate extended payment plans by way of Deregistration (Promise to Pay) Promissory Notes
  • Provide liaison duties with students, parents, faculty and staff; explain university policies and procedures related to tuition accounts; analyze current semester students’ tuition, feeds, and room and board charges to determine out-of-pocket portion and balance due after financial aid; answer questions or refer to appropriate resource; discuss payment plan options and offer payment figures and due dates for each plan
  • Provide financial counseling to resolve past due balances; restructure or revise payment terms; recommend deferments, hardships and allowable cancellations, or write promissory notes; advise debtors with past due accounts of proper payment schedules and principles of credit and credit standings; assist borrowers in default who are attempting to return to school with requirements necessary to regain Title IV eligibility
  • Apply payments received for Perkins, Nursing and Schell Loans; prepare payments for bank deposit
  • Analyze paid-in-full Federal Perkins Loan borrowers with credit balances on account; determine where to apply credit refund; request overpayment of refunds to federal agencies and/or students via check; balance and close accounts
  • Manage current and past due tuition accounts with objective of assisting students to maintain university enrollment while supporting fiscal objectives of the university
  • Apply payments received to proper accounts, reconcile, and make necessary adjustments
  • Direct communication and interaction with University Accounting Service (UAS) regarding the relationship, customer service, reporting and account management
  • Compile data and prepare monthly activity reports
  • Provide quality customer service and assure compliance with federal, state and university regulations, policies and procedures
  • Maintain collection records (e.g. documents conversations, correspondence, collection attempts, payment agreements, etc.)
  • Conduct exit interviews with graduating students to explain borrower rights and responsibilities of loan repayment
  • May train and direct student or temporary employees; may participate in training new employees
  • Perform related duties as assigned
  • Collection procedures; Fair Debt Collection Act *
  • Interviewing techniques (e.g. questions to ask, how to handle hostile calls, etc.) *
  • Utilizing Microsoft Office Suite and other applicable software (i.e. spreadsheet software) *
  • Managing time and resources and effectively balance multiple priorities
  • Operation of an adding machine or calculator *
  • Ability to analyze many variables, define problems, collect data, establish facts and determine specific action(s) *
  • Research and document new issues *
  • Work evenings and nights due to peak work periods *
  • Communicate effectively orally and in writing with a diverse customer base to elicit information necessary to resolve problems *
  • Ability to read and comprehend a variety of written material; to use proper research methods in gathering data; and to gather, collate and classify information *I
  • Ability to apply policies and procedures *
  • Ability to perform basic mathematics (e.g. add, subtract, multiply and divide whole numbers, fractions and decimals, to calculate percentages and simple interest on loans) *
109

Consumer Loan Specialist Resume Examples & Samples

  • Minimum one (1) year financial services experience
  • Ability to complete analysis, assessment/evaluation
  • Ability to identify and resolve conflicts and problems
  • Ability to interpretation policies
  • Ability to organize, balance figure, compute totals, verify calculations, and use analysis to arrive at an appropriate and justifiable underwriting decision
  • Ability to pass Credit Union insurance bond check
  • Computer knowledge including MicroSoft Office applications
  • Knowledge of Bank Secrecy Act Compliance and other laws and regulations related to the position
  • High school diploma or equivalent. (Preferred)
  • Minimum two (2) years related experience in consumer lending. (Preferred)
  • None
110

Mortgage Loan Specialist Resume Examples & Samples

  • Knowledge of the mortgage loan administration process
  • Knowledge of general laws that apply to mortgage banking
  • Proficiency in both written and oral English and Spanish
  • Intermediate to advanced proficiency in computer programs such as Word, Excel, Power Point and Outlook
  • Ability to analyze information and identify deficiencies in the processes or controls established in the business units
  • Ability to redact corrective actions, procedures, operational manuals and internal controls in English and Spanish
  • Ability to effectively communicate with management
  • Ability to read and interpret guides, rules and procedures and formulate recommendations according to the result of the analysis
  • Ability to manage conflicts and negotiate effectively
  • Ability to organize and manage their time effectively in order to meet required deadlines
  • Ability to understand instructions and work independently with moderate supervision
  • Ability to work in teams and to be able to maintain great interpersonal relationships with internal and external clients
111

MB CM Sppt Loan Specialist Resume Examples & Samples

  • Monitor and document Retail Mortgage Banker performance by conducting calls
  • Develop written communication and facilitate employee coaching sessions and
  • 1-2 years of auditing/quality or mortgage review experience preferred
  • Self-assured with excellent business relations and verbal/written communication
  • Able to lead and effectively participate in quality improvement discussions and
112

Loan Specialist Resume Examples & Samples

  • Basic knowledge of lending processes, loan systems and loan documentation
  • Ability to set and maintain high quality work standards
  • Strong project, modeling and presentation skills
  • Complete working knowledge of MS Office
113

Loan Specialist Resume Examples & Samples

  • Prior experience in a bank operations environment. Must have some accounting background. Payment processing and/or loan operations environment preferred
  • Must have detailed knowledge of debits and credits and previous experience in balancing transactions
  • Proficient use of PC’s for data entry and data retrieval
  • Must be able to work in a fast paced environment, work well under pressure and within a team focused environment, must be able to prioritize daily work. Must be required to multi task with ease
  • Demonstrate ability to exercise a high level of confidentiality
  • Input data into the Alnova system, consisting of processing payments/payoffs/paydowns for sumer and mortgage loans as as balancing to the system totals. 2. Assist with opening sorting morning and afternoon mail that includes Lockbox, US Mail, Federal Express and all other overnight cariers, interoffice mail, mail from branches and from Collections
114

Consumer Home Loan Specialist Development Manager Resume Examples & Samples

  • Evaluate applicant’s resumes and interview candidates for the Consumer HLS position
  • Conduct formal and informal training sessions
  • Conduct monitoring and coaching sessions
  • Complete performance reviews and improvement plans at designated milestones
  • Work with training department to coordinate training curriculums to enhance sales, customer service, technical skills and overall performance
  • Support agents with loan origination questions and concerns
  • Answer questions related to policies and procedures or use of desktop systems
  • Coordinate training with the Call Center Telephony & Corporate Training Depts
  • Working relationship with Operation, Underwriting, Compliance and Marketing departments, keeping abreast of current processes and guidelines
  • Working directly with Sales Managers ensuring a productive transition for new home loan specialist
  • Working knowledge of Originations and all applicable applications in the application process
  • Conduct quality monitoring and identify areas for improvement
  • Assist agents with side-by-side training
  • Conduct one-on-one performance evaluations for sales agents and deliver a development plan for each
  • Provide ongoing communication to agents
  • Implement corrective action procedures when required
  • Coordinate and communicate with operational Managers to identify application quality issues
  • Work with training department to coordinate training curriculums to enhance Agent’s sales, service, technical skills and performance
  • Education: College degree in financial field preferred. Work experience in lieu of degree may be considered
  • Experience: Minimum 5 years mortgage banking/financial management experience. Training experience and Instructional Design experience preferred
  • Skills: Analytical, excellent written and verbal skills. Ability to create and deliver training presentations
  • Competencies: Microsoft Office, PowerPoint, Excel and Word required. Visio and project preferred
115

Mortgage Loan Specialist Resume Examples & Samples

  • Be responsible to provide administrative and/or operational support within the one or more of the following loan areas; closing, funding, post-closing, shipping, etc
  • Ensure the accurate, efficient, and timely flow of information and documentation
  • Follow up with borrower, loan originator, title company or others to resolve questions, correct information, or other issues as needed
  • Ensure that everything is complete in compliance with laws, regulations, and internal policies
116

Loan Specialist Resume Examples & Samples

  • Review loan documents for accuracy and completeness before execution
  • Ensure loan documents are in compliance with bank policies and procedures
  • Assist in loan closing; verify that terms and conditions are met before documents are executed
  • Close and fund commercial loans for lending units as needed
  • Verify sufficiency of insurance coverage for loan collateral properties
  • Verify UCC filing/lien position
  • File UCC-1 (Original & Historical) for East Coast Region
  • Setup Cash on Track, Linesheet and Stucky monitoring sheets
  • Update all applicable Bank software and systems based on approved terms and conditions and signed loan documents
  • 1Monitor timely follow-up of collateral perfection
  • Release collaterals as loan is paid off or as approved
  • Resolve inquiries from Lending Units in a timely and satisfactory manner
  • Support Manager to meet Departmental goals and objectives
  • College graduate with a major in accounting or business preferred
  • 4+ years commercial lending and banking experience with thorough knowledge of lending regulations
  • Strong verbal and written communication skills. Organized and detail oriented with high emphasis on accuracy
  • Must be able to accommodate East coast’s business hours
117

DLS Consumer Loan Specialist Resume Examples & Samples

  • Minimize risk of loss to the Bank by ensuring the completeness, accuracy, and compliance of retail consumer credit documentation through the audit, funding, and boarding process
  • Prepares loan and lease files for filming
  • Ensures predefined timeline for turnaround is met
  • Ensure quality customer service by correctly and quickly processing and disbursing proceeds to the dealer or broker
  • Ascertain, resolve, and/or escalate problems that may impact the Bank’s ability to disburse proceeds to the dealer or broker
  • Ensure the quality of applicant and contract information. This information will autoboard to the Bank’s accounting system and ultimately be used as the Bank’s primary reporting tool in determining risk, profitability, collateral and customer location information
  • Previous experience in a high volume/production environment preferred, proven clerical and/or data entry experience
  • Maintains working knowledge of standards and procedures
  • Maintains knowledge of systems and applications
  • Ability to interact with management and team members effectively
118

Loan Specialist Resume Examples & Samples

  • Educate borrowers on loan process and product/service alternatives
  • Interview borrowers and obtain and/or verify information and documentation
  • Analyze borrower credit for pre-approval or denial of loan applications
  • Make initial contact and respond promptly to customer inquiries to collect borrower financial and credit information
  • Process borrower credit information through online approval system
  • Inform borrowers on future loan documentation requests, including borrowers' income and asset information
119

Consumer Loan Specialist Resume Examples & Samples

  • Requires High School diploma or equivalent and some previous banking or loan process, documentation, or loan assistant experience or other directly related experience
  • A combination of education and experience may job requirements
  • Basic knowledge of lending processes, loan principles, documentation and loan systems
  • Knowledge of banking process and procedures helpful
  • Good research, audit and communications skills, both written and verbal
  • Working knowledge computer program i.e word processing, spreadsheets or related software
120

Loan Specialist Resume Examples & Samples

  • Qualify prospective borrowers
  • Provide estimated worksheets and rate quotes to prospective borrowers
  • Meet with borrowers to complete loan application
  • Provide a list to borrowers of the items they need for successful loan fundings
  • Meet externally with realtors and builders to develop business for assigned Loan Consultant/Sales Manager
  • Help facilitate open communication with borrowers and Loan Processors at the branch or in the Corporate office
  • Interact with the processing organization and operations to ensure that all files are closed on behalf of assigned Loan Consultant
  • Provide daily / weekly status to the Loan Consultant regarding status of all files currently in progress
  • Attend any identified mandatory Loan Consultant meetings
  • Assist Loan Consultant / Sales Manager with identified CRM activities
  • Comply with organizational standards, polices, and procedures
  • 1-3 years in the financial services industry
  • NMLS loan originator license required
  • Continuing education classes required by licensing authority
  • Continuing training classes required by the company to meet CFPB requirements
121

Consumer Loan Specialist Senior Resume Examples & Samples

  • Perform daily proactive pipeline management
  • Provide weekly pipeline information and closed loans for the week by attending Team Sales Meetings and Pipeline Management meeting
  • Provide suggestions for restructuring or re-pricing deals that may not fit our current guidelines and offer alternatives; provide recommendations to RMs and management
  • Provide input on model pricing and exceptions; determine any mitigating factors that will be used when considering exceptions
  • Coordinate all client activity in order to meet desired closing dates
  • Effectively manage and own work queue ensuring queues and activity timelines are met
  • Audit conditions prior to file submission to underwriting to confirm they meet requirements
  • Deliver clean, complete and accurate files
  • Communicate effectively in order to gather sensitive data; challenge deadlines with clients, PCRM’s, CLC and LenderLive in order to maximize the client experience
  • Note: As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements
  • 5+ years of mortgage processing and/or operations experience
  • 2+ years of customer service customer support experience required
  • Familiarity working with unique and complex program guidelines
  • Ability to comprehend alternate models, pricing, and exception guidelines to help restructure and re-price deals as needed (any pricing exceptions are to be approved by Market)
  • Prioritize workload and meet deadlines
  • Tackle all decisions carefully and methodically, while being careful to base decisions off of facts, input from RM’s, and long term profitability for the bank
  • Proficient in third party systems usage
  • Proven experience working in a fast paced, high volume, customer focused environment
  • Ability to explain complex deals in a clear, easy –to-understand manner while tailoring his/her remarks to each client, RM, or other internal /external customers
  • Advanced understanding, interpretation, and qualification of mortgage documents, products and investor guidelines with the ability to clear conditions
  • Advanced verbal and written communication skills
  • Must work well in challenging, fast-paced, high-stress and deadline oriented environment
  • Demonstrated financial responsibility, character, and general fitness such as to warrant a determination that individual will operate honestly, fairly and efficiently
122

Loan Specialist Resume Examples & Samples

  • Uses knowledge of bank and department policies and procedures to review and verify loan documentation; reviews Loan Presentations/CCR’s and Loan Documentation Checklists received from loan officers to identify omission of required documents; reviews adequacy of documentation
  • Conducts preliminary investigation of collateral with review of preliminary title searches, UCC searches, insurance certificates, and legal entity documents
  • Prepares loan documents per approval and CCR, ensures completed loan documents are distributed to appropriate departments
  • Maintains current knowledge of loan documentation through continued enrollment in bank and other-provider courses related, but not limited to, computer-based lending, LaserPro training, and the Community Reinvestment Act; remains abreast of additions and changes to federal and state legislation related to both commercial and real estate lending
  • Closes and funds moderate CRE loans, International Trade Finance loans, and Asset Based Lending loans (new, renewal, modification and amendment)
  • Reviews signed loan documents are complete, in compliance with Credit Approval and the terms and conditions are met
  • Processes loan disbursements requiring coordination with loan officers, other lenders, and/or title companies with purchase/pay off/take-over processing
  • Prepares and balances funding worksheets and request outgoing wires
  • Performs post-funding loan follow up such as filing UCC financing statements, ordering tax service contracts, and reviewing title policies
  • Updates all applicable bank software and systems based on approved terms and conditions and signed loan documents
  • Experience: 4+ years commercial lending and banking experience with thorough knowledge of lending regulations and Bank policy
  • Skills/Ability: PC Proficient. Strong verbal and written communication skills. Organized and detail oriented
123

Mortgage Loan Specialist Resume Examples & Samples

  • Provides all applicable disclosures for both fixed and variable-rate loans as required by federal regulations
  • Moves loans through the mortgage pipeline and makes sure loans are closed on-time and before rate locks expire
  • Establishes and maintains open communication with customers, as well as with outside vendors throughout the application and approval process
  • Prepares closing package, researching and resolving all items in the closing package to ensure closing process is on-time and documentation is complete and accurate
  • Orders title insurance, appraisals, and necessary documentation to ensure loan conditions are met
  • Reviews title work to make sure that all exceptions are clear and that the credit union will have the appropriate recorded lien position
  • Analyzes real estate appraisals to ensure adequate security is being used as collateral
  • Makes recommendations for loan decisioning to appropriate parties
  • Must be registered or have the ability to register with NMLS as Mortgage Loan Officer
  • One or more years’ experience in real estate lending
  • Basic familiarity with real estate procedures and related regulations
  • Technical proficiency to learn and operate multiple data processing platforms
  • Must be organized, detail oriented and have the ability to manage the mortgage pipeline
  • College level coursework
  • Background in making credit decisions, underwriting, and using automated underwriting tools such as Desktop
124

Lead Loan Specialist Resume Examples & Samples

  • You may be expected to travel for this position
  • To begin, click to create a USAJOBS account or log in to your existing account. Follow the prompts to select your USAJOBS resume and/or other supporting documents and complete the occupational questionnaire
  • Click the Submit My Answers button to submit your application package
  • It is your responsibility to ensure your responses and appropriate documentation are submitted prior to the closing date
  • To verify your application is complete, log into your USAJOBS account, select the Application Status link and then select the more information link for this position. The Details page will display the status of your application, the documentation received and processed, and any correspondence the agency has sent related to this application. Your uploaded documents may take several hours to clear the virus scan process
  • To return to an incomplete application, log into your USAJOBS account and click Update Application in the vacancy announcement. You must re-select your resume and/or other documents from your USAJOBS account or your application will be incomplete
  • Your Resume - must contain the following information
  • Name, address, telephone number, email address
  • Supervisor's contact information, if available (indicate if you would prefer to be notified before your supervisor is contacted)
  • Job Title (if Federal Service, provide series and grade; if not in GS plan, provide GS equivalent grade)
  • If qualifying based on related unpaid (e.g. volunteer service) experience, you must provide hours worked per week and beginning/ending dates (mm/dd/yy to mm/dd/yy)
  • If other than full time you must provide hours worked per week
  • An integral part of our selection process includes the completion of reference checks. Please provide the names and telephone numbers of three professional references (e.g., current and/or former supervisors, college or university professors, managers or coordinators of volunteer activities, etc.) who know your qualifications relative to this position and who we can contact to verify your credentials. Do not list personal friends or relatives
  • PLEASE BE CLEAR AND SPECIFIC. WE WILL NOT MAKE ASSUMPTIONS REGARDING YOUR EXPERIENCE. If your resume/application does not support your questionnaire answers, we will not allow credit for your response(s). Your resume must contain sufficiently detailed information upon which to make a qualification determination. Please ensure that your resume contains specific information such as position titles, beginning and ending dates (mm/dd/yyyy - mm/dd/yyyy) of employment for each position, average number of hours worked per week, and if the position is/was in the Federal government, you should provide the position series and grade level
  • Should you submit multiple resumes, only the latest uploaded resume will be reviewed
  • A complete Occupational Questionnaire
  • In addition to the online application (resume and responses to the occupational questionnaire), you are required to submit the following forms, if applicable. It is the responsibility of the applicant to ensure all documents are legible
  • A copy of your SF-50, Notification of Personnel Action, which verifies highest grade held or full performance level of position, and eligibility for consideration as a status applicant ("1" or "2" in Tenure, block 24 and "1" in Position Occupied, block 34)
  • If you are using education as a substitution for experience (the announcement will state whether this is allowed), or if there is an educational requirement for this position, you must submit a copy of your transcripts (unofficial or official) that clearly describes your qualifying education
  • If you are claiming Veteran status, you must submit a copy of all required documents to support your claim (to include member 4 copy of your DD-214 showing character of service)--see VetGuide
  • To receive consideration for a special appointment authority (30%, severely disabled, Peace Corps, ICTAP, VRA), you must submit all required documentation supporting your claim for Special Appointing Authorities
  • Veterans who are still in the service may be granted tentative preference on the basis of information contained in their applications, but they must produce a DD-214 (showing the character of service) or other proof of service to receive consideration for veterans' preference. For more information on Veterans' Preference, please visit FedsHireVets.gov
125

CML Loan Specialist Resume Examples & Samples

  • Excellent ability to multi-task
  • Advanced analytical skills
  • Capacity to work independently
126

Loan Specialist Lead-documentation Resume Examples & Samples

  • Requires High School diploma or equivalent and 6+ years banking or loan process experience or other directly related experience
  • Knowledge of banking processes
  • Must have strong organizational and customer service skills
  • Ability to complete processes and meet deadlines
  • Ability to lead and mentor lower level employees and handle complex problems and issues
  • Working knowledge pc's and various word processing, spreadsheet or related software