Loan Assistant resume examples

Check our hand-picked these Loan Assistant resume examples for your next role and increase your chances of getting hired. For a quick start with your own resume, you can edit any of our examples. It takes up to 10 minutes to create a resume using Resumist builder. Download your perfect resume and start your job application today!

Skillful Loan Assistant resume

James Morgan
Professional Summary

Driven Mortgage Loan Officer and Sales Proffesional with a track record in mortgage home lending products and Sales. Demonstrates strong interpersonal skills and exceptional service throughout the sales process. Client-focused Sales Representative with 25 years of providing solutions to customers.

  • Mortgage Product knowledge
  • Encompass Mortgage Software
  • Calyx Mortgage Software
  • Experienced Sales negotiations
  • Goal-Oriented/Sales Driven
  • Proficient in MS Office
  • Multilingual Spanish/English
  • Excellent communication skills
  • Forward-thinking
  • Self-directed mindset
  • Practices due diligence
  • Strong customer relations
  • Verbal/written communication
Work History
Senior Mortgage Loan Officer, 06/2016 to Current
Mortgage Group Fairfax, VA
  • Explained different types of loans pertaining to client situations.
  • Worked with underwriters to fix application problems and resolve issues..
  • Reviewed loan files and updated them to match current standards.
  • Fielded customer complaints and provided solutions.
  • Met with clients to generate new business.
  • Answered telephone inquiries on Mortgage loans.
  • Maintained friendly and professional customer interactions.
  • Developed prospects for new loans by conducting 50-75 cold calls weekly.
  • Developed and maintained relationships with local real estate agents.
Mortgage Consultant, 10/2016 to 06/2017
Florida Mortgage ConsultingOrlando, FL
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Compiled database of loan applicants credit histories, corporate financial statements and other financial information.
  • Reviewed and edited loan applications to ensure accuracy.
  • Credited for playing key role in generating over $8.25 million in 6 months in revenues.
  • Maintained friendly and professional customer interactions.
  • Responded to client concerns and questions about credit scores and methods to improve numbers.
  • Evaluated credit reports to uncover problems and develop strategies for consolidating and reducing client debt.
Retail Store Owner, 01/2015 to 03/2016
The Winey Wench of OrlandoOrlando, FL
  • Ran the Day to Day Business for the Company
  • Taste Test Wines With Vendors, Marketing, Payroll, Do Displays for the Wine of The Week.
  • Supervised and directed all merchandise and shipment processing.
  • Strategically scheduled team members to maintain optimal staffing levels at all times.
  • Fostered a positive work environment by consistently treating all employees and customers with respect and consideration.
  • Resolved all customer complaints in a professional manner while prioritizing customer satisfaction.
  • Cleaned and organized the store, including the checkout desk and displays.
  • Maintained knowledge of current sales and promotions, policies regarding payment and exchanges and security practices.
  • Set and updated weekly work schedules to meet coverage demands by considering factors like expected customer levels, planned promotions and individual employee strengths.
Small Business Owner, 05/2010 to 04/2014
Triple M Pest and Lawn Service Ocoee, FL

  • Safely operated mowers, edgers, weed eater, Back pack blowers, chain saws, gas and electric clippers, sod cutters and pruning saws.
  • Negotiated yard design plans with clients to secure business options and set an expectation for top-quality landscaping results.
  • Advised clients on yard design techniques and plant placement to inform and educate on innovative approaches and improve customer satisfaction standards.
  • Kept site work safe and in line with budget, schedule and applicable building codes.
  • Dug trenches, backfilled holes and compacted earth to prepare for new construction.
  • Managed team of 40 personnel focused on providing expert detailing services for our customers.
  • Monitored inventory and reported items to be restocked for each job.
  • Met production goals by maintaining cost effective levels of spare parts inventory.
  • Followed company procedures to maintain work environment in a neat and orderly condition.
  • Promoted shop safety by working in a safe manner.
  • Maintained compliance with company standards to perform all maintenance activities.
  • Requisitioned new supplies and equipment.
  • Provided outstanding customer service.
Mortgage Broker Business Owner, 11/2003 to 12/2010
Affordable Mortgage Solutions, IncOcoee, FL
  • Generate Sales on a monthly bases of 8 to 10 Millions a Month.
  • Actively ran the day to day business of a mortgage office consisting of a team of 15 employees.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Met with realtors on a continued basis to earn their business and listen to their needs to help them close more loans.
  • Worked directly with various mortgage Companies
  • Brokerage successfully closed an average of 45 loans per month.
  • Attended home shows and represented company at events.
  • Collaborated with different lenders to find the best possible deal for homebuyers.
  • Explained the entire mortgage loan process, including payment terms to the borrower.
  • Evaluated borrower financial information, including pay stubs and credit history to determine loan possibility.
  • Established strong relationships with borrowers, which helped to forge new business opportunities.
  • Maintained connections with clients to encourage repeat business and referrals.
  • Ensure positive experiences to all Customers
  • Mentor other in methods that could help them get new Clients.
  • Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases and Refiancing.
  • Converted prospects to closed sales for clients located throughout Central Florida
  • Met all monthly and quarterly sales goals.
  • Created and implemented marketing plans to drive sales.
  • Generated listings from sales and rental properties through cold calls and referrals.
  • Worked closely with clients to get the appropriate loans, inspections and credit reports.
  • Developed and maintained relationships with clients after closing for Referrals.
  • Remained updated with the latest information related to mortgage products and services being offered.
  • Attracted new mortgage loan applications by developing relationships within the community.
  • Developed new business and increased sales through targeted market penetration, extensive training, business partnerships and customer relationships.
  • Explained the legal aspects of the loan to the borrower as well as the payment terms and clauses to them.

Florida Licensed Real-estate Agent License # SL3350559
Florida Licensed # W175628 , 214 Life and Annuity Insurance Agent,
NMLS #376513,
Virginia MLO License # 37246VA, Florida License # LO52496,

Do you want similar resume?

Popular Loan Assistant resume designs

According to our data, these resume designs are the most suitable for Loan Assistant. You can easily get a similar resume design in 10 minutes. Just select the one you like the most!

Job-winning Loan Assistant resume


Accomplished graduate with a strong background in animal studies, research, and conservation seeking to engage guests with the natural world.

  • Passion for conservation
  • Reliable team worker
  • Public speaking skills
  • Informal education specialist
  • Flexible and efficient 
  • Focused on guest satisfaction
01/2018 to Current
Conservation Education Presenter Intern Walt Disney World Resort Orlando, FL
  • Connect guests with animals and conservation topics
  • Share accurate and engaging information about nature
  • Employ interpretive techniques with guests of all ages
  • Empower hundreds-of-thousands of guests to positively impact wildlife and take conservation action
01/2017 to 05/2017
Quick Service Food and Beverage Walt Disney World Resort Orlando, FL
  • Sell food and beverages to guests
  • Provide excellent guest service 
  • Prepare and assemble food
  • Buss tables, clean equipment, and empty trash cans
05/2016 to 08/2017
Educator Denver Zoo Denver, CO
  • Provide safe and educational experiences for children
  • Empower kids of all ages to positively interact with animals
  • Facilitate play-based learning and deliver engaging educational programs to diverse groups 
07/2015 to 09/2015
Zoo Interpretation Intern Butterfly Pavilion Westminster, CO
  • Engage guests of all ages with animals and conservation topics
  • Use animals to demonstrate science based concepts
  • Create meaningful interactions between guests and exhibits 
10/2013 to 12/2016
Interlibrary Loan Assistant Collins Memorial Library, University of Puget Sound Tacoma, WA
  • Receive and process library loan requests
  • Communicate clearly with library staff and patrons
  • Recipient of 2016 Access Services Department Excellence in Action Award for outstanding work ethic
Bachelor of Science: Biology University of Puget Sound Tacoma, WA
  • 3.64 GPA
  • Washington State Beekeepers Association certified Apprentice 
  • Phi Eta Sigma Honor Society
  • Phi Sigma Biological Honor Society
Do you want similar resume?

Top Loan Assistant skills

Take a look at the most common Loan Assistant skills, don't hesitate to use them in your resume to catch recruiters' attention.

Experienced Loan Assistant resume

Marquita Martin
Professional Summary

Reliable, dependable, Clinical Medical Assistant with training in front and back office procedures. Able to work in a fast-paced environment handling patient charts, administering medications, vital signs and insurance verification. Established record of creating positive rapport with peers and co-workers. Seeking a full time position at a medical office or facility to provide quality patient care.

  • AED/BLS/CPR Certification through American Heart Association
  • Workplace Bloodborne Pathogens through National Safety Compliance
Skill Highlights
  • Chart preparation
  • Documentation procedures
  • Calm and level-headed under duress
  • Quick problem solver
  • Medical Terminology
  • Valid CA driver's license
  • Reliable transportation
  • Healthcare billing
  • Clinical training
  • Medical instrument sterilization mastery
  • Flow sheet charting
  • ABCs of Filing
  • EKG
  • Suture removal
  • Ear drainage
  • HIPAA/OSHA Compliance
  • Abides by infection control standards
  • Medical Assisting
  • Strong medical ethic
  • Strong clinical judgment
  • Problem resolution ability
  • Snellen Chart
  • Computerized charting
  • Enthusiastic caregiver
  • Vital Signs
  • EMR
  • CPT/ICD-10 Coding
  • Venipuncture
  • Hematocrits
  • Urinalysis
  • Specimen Collection
  • Injections
  • Patient/Family focused
  • Wound cleaning/care ability
Professional Experience
Santa Clarita ENT March 2017 to Current Clinical Medical Assistant
Lancaster, CA
  • Completed 160 extern hours of clinical rotation
  • Extern-To-Hire
  • ​Greet patients and direct to appropriate personnel
  • Answer busy phones; set and reconfirm appointments; respond to voicemails
  • Request authorizations
  • Verify patient insurance benefits and check eligibility prior to appointments
CSU Northridge September 2010 to November 2011 Interlibrary Loan Assistant
Northridge, CA
  • Exceptional Customer Service
  • Responsible for providing consultations to patrons regarding document delivery and online databases
  • Responsible for lending and borrowing ctivities
Education and Training
High Desert Medical College 2017 Clinical Medical Assisting Lancaster, CA
  • Student of the Month
  • Academic Excellence Awards
Antelope Valley College Liberal Arts & Sciences Lancaster, CA
  • Dean's Honor Roll 3.9 GPA
References Available Upon Request

Do you want similar resume?