Loan Assistant resume examples

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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.

Skills
  • 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.
License

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,

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Job-winning Loan Assistant resume

OLIVIA ANDERSON
Summary

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

Highlights
  • Passion for conservation
  • Reliable team worker
  • Public speaking skills
  • Informal education specialist
  • Flexible and efficient 
  • Focused on guest satisfaction
Experience
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
Education
2016
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
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Top Loan Assistant skills

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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.

Certifications
  • 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

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