Loan Manager resume examples

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Skillful Loan Manager resume

Tina M Gonzalez
Objective

My objective is to advance my career within ADP while learning different aspects of the business as a dedicated representative.

Summary

Client- focused HRB Specialist dedicated to exceeding client expectations, maintaining strong, fruitful working relationships with customers to gain their trust and respect, offering these core strengths:


  • Create and support client retention strategies for existing client base and clients
  • Strengthened working relationships with clients, utilizing excellent communication techniques.
  • Client care skills-Solutions oriented and results driven attitude.
  • Strive for success and growth.
Skill Highlights
  • Adaptability and ability to work under pressure
  • Customer service orientation
  • Project management skills: influencing, leading, negotiating and delegating abilities
  • Self motivated, initiative, high level of energy
  • Tolerant and flexible to different situations
  • Team player
Professional Experience
HRB Specialist lll 09/2008 to Current
ADP HRB Clackamas, Oregon
  • Engage and volunteer for complex projects: Engagement team member, HRB Retention Champion for the Portland location, Open enrollment specialist - Spring term and Year End, escalated clients or highly technical cases.
  • Maintain a working knowledge and understanding of the ADP HRB WFN 2, V5, V6, V7, V8 and Payroll Services, effectively demonstrate the value of each to the client, using additional resources where available and appropriate.
  • Frequently interacts with managers, associates and representatives from ADP to develop and enhance strategic business partnerships by fully engaging and building trust with our clients' key decision makers to drive client retention/improve loss prevention.
  • Act as an empowered internal client advocate, and partner with HRB, Implementation, Payroll, Technical Support, TLM and other support teams, enabling seamless delivery of ADP Services and demonstrating One ADP and Stellar Service.
  • Ensure client satisfaction through regular conference calls, email, use ongoing status calls to identify areas where core services can be more effectively utilized and where additional services/support can be of value.
  • Communicate and promote key ADP initiatives to the client by promoting user group ADP Works, Learning bytes, Product enhancements, Support Center, The Bridge, and User Group Meetings.
Payroll Specialist 10/2006 to 09/2008
ADP Payroll Clackamas, Oregon
  • Provide Technical Support to clients using ADP software.
  • Receives and promptly resolves client inquires concerning payroll, accounting, tax filing and delivery questions.
  • Research and resolve money movement issues through the use of TOPS and available resources.
  • Maintains company master-file and schedule information as directed by the client.
  • Schedules and processes any special quarter/year-end adjustments to ensure 100% accuracy for W2's.
  • Provide ongoing training to clients to ensure client satisfaction: including educating clients in proper payroll reporting techniques in an effort to optimize payroll accuracy.
  • Proficient on product enhancements, changes via in-house training, seminars, and documentation.
  • Process new sales orders for additional features and services.
Loan Manager 10/2005 to 06/2006
Standard Loan Las Vegas, Nevada
  • Diplomatically discuss status of delinquent accounts with customers.
  • Negotiate terms to bring accounts current within parameters set forth by departmental guidelines.
  • Take applications, open new loans, pull credit and determine risk and grant credit increases to established customers.
  • Legal and written correspondence to the customers and court.
  • Cash handling, bank deposits and balancing company check book.
  • Responsible for daily functions of the office and staff.
  • Obtain promise-to-pay from borrowers.
  • Comply with collection practices to include Right to Privacy Act.
  • Maintain up-to-date documentation for legal correspondence and courts.
  • Perform skip tracing to locate customers and collateral.
  • Field chase accounts as needed.
  • Report daily and month end figures to home office.
Customer Service Manager & Financial Sales Manager 03/2003 to 05/2005
US Bank Portland, Oregon
  • Strategic planning and forecasting for yearly revenue numbers.
  • Led a team of 12 sales bankers in a call center.
  • Conduct coaching and feedback to staff to increase conversion rates for a higher booking rate on booked accounts.
  • Responsible for input of payroll and cost control.
  • Hiring and recruiting employees for my team.
  • Faciliate monthly banker meetings in order to report performance status and increase profit.
  • Service Quality monitoring to ensure compliance policy regulations are followed.
  • Open new checking, savings, overdraft protection, auto loans, credit cards, premiere lines, home loans and lines.
  • Prepare and present annual employee reviews.
  • Initiate marketing fliers and presentations to district and branch managers.
  • Coordinator for annual business mixer with direct lending and investment banking held at the Convention Center Annually.
Customer Service Manager 08/2000 to 03/2003
US Bank Portland, Oregon
  • Led a team of 26 bankers for a fast paced call center.
  • Process payroll, track attendance and human resources.
  • Improve calls per hour with side-by-side coaching with each banker.
  • Hire and train employees, prepare weekly schedules, monitor and evaluate performance.
  • Organize and facilitated team meetings.
  • Assist customers with questions or maintenance on existing accounts.
  • Analyze daily numbers to forecast deficits.
  • Direct liaison between bankers and the command center for reporting technical or software issues.
Office Manager 03/1997 to 08/2000
Farmers Insurance Portland, Oregon
  • Experienced in accounts payable/receivable, invoicing, preparing deposits, and reconciliation's.
  • Proficient in general office duties, including answering phones, filing, preparing correspondences, compiling daily sales reports, and greeting clients.
  • Consult with clients by phone and in person to determine insurance needs for commercial, recreational, life, auto, and home policies.
Education
Certificates: Business Management & Human Resources 1996 Portland Community College Portland, Oregon
  • Business Technology I
  • Business Technology ll
High School Diploma: General Studies 1989 Centennial High School Gresham, Oregon
Awards
  • Bravo Awards- Insightful Expertise - Service Mgr.
  • Bravo Awards- Service Excellence - CART Mgr. & Service Mgr.
  • Bravo Awards- Results Driven -VP HRB

  • Quarterly- Top Performer
  • Quarterly- 100% Transaction Surveys
  • Quarterly- VP Award
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Job-winning Loan Manager resume

Tina M. Gutierrez
Professional Summary
My objective is to gain full time employment in the Customer Service/ Clerical/Banking industry. I have a long work history encompassing responsibilities in those fields, from entry level to executive supervision. Motivated Assistant Vice President Loan Department with solid experience managing in loan adminstration.

Store Manager with 4 years experience. Store orders, set up planograms for new sales, schedule employees, Handle complaint and comments by customer ands employees as needed. as needed. .
Skills
  • Daily, weekly, monthly, and annual balancing of loan department
  • Microsoft Office, Laser Pro, Gold mine, BIMIS
  • Strong verbal communication
  • Team leadership
  • Self-motivated
  • Team leadership
  • Staff development
  • Project management
  • Team liaison
  • Conflict resolution
  • Powerful negotiator
References
References available upon Request
Work History
Circle K Corporation Store Manager//Bridgeview, Florida, Illinois//September 2011 to May 2017
  • Daily cash control and Deposits.
  • Daily fuel and lottery control.
  • Weekly stock ordering and inventory control with quarterly audits.
  • Hiring, training, scheduling, and supervision of 10+ employees.
PBX operator and Housekeeping supervisor //July 2009 to September 2011
  • Answering phone and directing customers and letting housekeeping what is needed.
  • Housekeeping scheduling and verifying work is being done.
National Republic Bank of Chicago Secretary //July 1986 to June 2006
  • Bank Chairman.
  • Customer Service.
  • Accept and prepare applications for installment, Equity, Residential, and Commercial loans.
Metropolitan Bank and Trust of Chicago Assistant loan manager //June 1979 to June 1986
Education
High School Diploma - Banking regulatory classes (1979-2006)
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Top Loan Manager skills

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Experienced Loan Manager resume

Nancy Samarin
Summary
Self-motivated Lending professional highly proficient in developing creative solutions and implementing objective decision making. Maintains a positive attitude and works hard to build client relationships. Loan Officer offering collections, debt consolidation, credit and data analyst. Computer-savvy, professional who is very detail-oriented. Enthusiastic Loan Officer who provides excellent customer service throughout the loan origination process. Consistently exceeds sales expectations and has forward-thinking marketing skills. 
Skills
  • Customer service-focused
  • Cross-Selling:Insurance Products
  • Collection proficiency
  • Excellent time management
  • Expertise with sub-prime lending
  • Loanliner.com expert
  • Financial planning expert
  • Symitar / Fiserv Galaxy subject matter expert
  • Detail-oriented
  • Computer literate
  • Works well in a fast paced environment
Accomplishments
Conferences, Seminars and Webinars :Account Administration, Compliance, BSA, DMV, Collection, Employee Payroll, Excel, Legal Update, Computer Systems (Galaxy), Deceased Accounts, IRA Accounts, Card Services, Fraud Prevention, Charge Back Rules, Credit Card processing, FIC Conferences for Mortgage Compliance,DRE #01922145, Real Estate Sales License(expired).
Experience
Senior Accountant Sep 2015 to Current
Allied Healthcare Federal Credit Union Long Beach, CA
  • Prepare and maintain monthly financial statements
  • NCUA 5300 Call Reporting (including Real Estate Loan reporting)
  • Worked closing with VP/CLO ; delinquency reporting
  • Loan Participations reporting to VP/CLO
  • Responsible for daily bank accounts reconciliations.
  • Responsible for Daily Cash Management and Investment tracking.
  • Serve as liaison between the credit union and NCUA examiners and external auditors.
  • Responsible for correcting and responding to all auditor's findings (internal and NCUA examinations).
  • Managed, mentored, trained, and evaluated accounting / EFT staff.
  • Manage the General Ledger system (Symitar) to ensure continued compliance with GAAP and regulatory guidelines.
  • Monitored all dispute resolution cases (debit/credit) ensuring compliance with Regulation E and Regulation Z.
  • Verified all outgoing wires ensuring compliance with OFAC screening.
  • Responsible for Annual ACH Audits and required ACH training program.
Loan Manager / Collection Manager Jan 2000 to Aug 2015
  • Approved complex loan applications; Auto, R.V's, Motorcycles, Unsecured, Credit Cards and Mortgages (1st,2nd, and HELOC's).
  • Coached and mentored employees thru Monthly one on one meetings, plus Annual performance reviews.
  • Updated Policies and Procedures for Loans/Collection Departments
  • Member of the ALLL / Loan committee
  • Diligently reviewed the specialty loan portfolio for compliance with all reporting requirements.
  • Serve as liaison between the credit union and NCUA examiners / external auditors for Lending & Collection departments.
  • Filed CUNA Insurance CD/CL/GAP and Bond Claims
  • Recommended accounts for Write-Off and Charge-Off.
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  • Completed BOD reports: New Loans, Loan Concentration, and Delinquency and Charge-Off Recommendation/Recoveries
  • Prepared / Approved Extension and Settlement Agreements. 
  • Reviewed members accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for policy revision.
  • Served as Collection Officer: attended Small Claims on behalf of Credit Union, filed Bankruptcy Proof of Claim reports, handled Repossessions from start to finish.
  • Process/Approved Mortgage Applications using Byte Pro software.
  • Complied with regulatory requirements including Fair Lending, Fair Debt Collection, REG B/Reg Z, Privacy Act, TIS, and NACHA. 
  • Process all Real Estate Loan Payoff including the completion of the Full Reconveyance to T.D.Service. Served as Escrow Officer for all Mortgage fundings.
Union Pacific Employee's Federal Credit Union Los Alamitos, CA
Education and Training
2001 CUNA FINANCIAL MANAGEMENT SCHOOL
Associate of Arts, Business / Accounting Cerritos College Norwalk, CA
CU Mortgage School Pomona, CA
Western CUNA Management School Pomona, CA
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