Loan Officer Assistant resume examples

Check our hand-picked these Loan Officer 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 Officer Assistant resume

Lorraine R. Cooper
Professional Summary

A business professional who is highly accomplished and driven, with expertise in financial asset statement review and loan quality. Ambitious, detail-oriented and versed in balancing priorities and meeting deadlines under pressure. Adapts quickly to challenges and changing environments.

Skills
  • Advanced financial analysis
  • Project management
  • Excellent attention to detail
  • Expert in member relations
  • Profoundly adept with Microsoft Office
  • Process improvement
Work History
Senior Real Estate Processor, 05/2015 to Current
USAA Phoenix, AZ
  • Assisted manager in delivering guidance and mentor-ship to processors, in addition to leading new-hire training, which drove sound business results.
  • Oversaw the work product and ensured accurate processing and pre-closing tasks are completed from point of application to submission by interfacing directly with closing and underwriting.
  • Responsible for oversight of daily work flow and ensured service level objectives were met in the measurements of member satisfaction, speed, and efficiency of file delivery to completing mortgage applications.
  • Delivered direct feedback to processors, which aided in the improvement of existing skills and the development of new skills.
  • Identified opportunities for process improvements and served as a subject matter expert for the cadence system by ensuring guidance in the development, evaluation, and implementation was delivered.
  • Stepped in as Interim Manager from March 2016-June 2016
  • Filled in as an acting manager on the VA jumbo specialty team. Kept the team engaged and motivated during the transition period. Monitored teams performance and addressed any opportunties/obstacles. Provided coaching and guidance to each processor. Set teams funding goal as a whole and individual funding goals for each processor. Provided training to the new processors joining the VA Jumbo team.
Loan Officer Assistant, 05/2017 to 07/2017
Primary Residential Mortgage Chandler, AZ
  • Assisted the Loan Officer with obtaining client documenation 
  • Calculated income and prepared file for processing and underwriting
  • Communicated with Realtor and Title companies throughout the transaction
Transaction Coordinator, 09/2016 to 02/2017
Finance Of America Scottsdale, AZ
  • Manages pipeline of loans
  • Assists with prepping the loan for the underwriter.
  • Reviews asset documentation, calculates income and reviews credit.
  • Determines what other documentation maybe required and reviews the guidelines for that specific product.
Real Estate Processor, 02/2013 to 05/2015
USAA Phoenix, AZ
  • Handled complex, escalated and VIP loans by analyzing the financial statistical data to assist with determining loan risk and facilitate Member's financial security.
  • Assisted peers with complex issues and provided feedback to questions resulting in the mentor-ship of colleagues.
  • Recognized as top processor on the floor, by having received positive feedback from members and having copious top member satisfaction surveys returned after meeting all service level objectives for the completion of mortgage applications.
  • Selected to be 1 of 2 conventional processors to represent Project Cadence- new mortgage system and obtain subject matter expertise to drive sound project management and business results.
  • Consolidated financial data and materials for third party vendors, underwriters, and closers to complete mortgage loans in support of a fulfillment unit and ensure a timely smooth closing.
Front Desk Agent, 05/2012 to 01/2013
Kimpton Hotel Group Phoenix, AZ
  • Verified customers' credit and established how the customer would pay for the accommodation.
  • Posted charges for rooms, food, liquor, or telephone calls, to ledgers manually or by using computers.
  • Promoted the hotel brand's loyalty scheme through providing expertise and excellent customer service support to individual guests and large groups. 
  • Assisted with VIP arrivals and departures by computed bills, collecting payments and making any necessary changes for guests.
Administrative Assistant/Nanny, 05/2008 to 08/2008
AC Solutions Peoria, AZ
  • Assisted and drafted biweekly timesheets for employees within the company
  • Coordinated and scheduled travel calendars and appointments
  • Assisted with taking their two children to scheduled appointments for tutoring and/or activity events.
  • Assisted with expense reports
  • Worked for AC solutions as my college summer job from 05/2008-08/2008 and 05/2009-08/2009
Head Cashier, 02/2007 to 01/2008
Home Depot Surprise, AZ
  • Managed front-end operations by assigning staff to proper areas
  • Handled large amounts of money and was responsible proper balancing and discrepancies
  • Maintained knowledge of current sales and promotions, policies regarding payment, exchanges and security practices.
Education
Bachelor of Science: Hospitality Management, 2011
Northern Arizona University - Flagstaff, AZ
  • Advanced courses in financial statement analysis and emphasis in Accounting and Finance
  • Member, Philanthropy Officer, and Financial Officer of Pi Beta Phi Sorority
Affiliations

Family Readiness Leader 365 Signal Company Provided support to the Company Commander Arizona Army National Guard- Papago 04/2015-04/2017  
Verify accurate records of FRG funds and ensure they are being maintained
Manage regular audits of FRG budget
Planned unit activities for the families and soldiers


Family Readiness Leader HHC 4-501st ARB Provided support to the Company Commander Army Active Duty component – Fort Bliss- El Paso, TX 09/2011-04/2012  
Assisted the Company Commander on budgeting funds for the unit
Ensured families stayed up to date on the units training schedules and upcoming deployment
Planned unit activities for the families and soldiers

Do you want similar resume?

Popular Loan Officer Assistant resume designs

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

Job-winning Loan Officer Assistant resume

BRYAN DYER
Summary

Results-driven Enterprise Account Executive known for cultivating rapport with clients that leads to lucrative partnerships. Offering outstanding presentation and marketing skills. Promoting a 7 -year career in negotiating sales contracts.

Highlights and Wins:

- 7 years of continuous quota hitting success in Software Sales and SaaS environments

- 5 years of startup experience

- Recent successes - 280% quote attainment Q1 2020, 110% quota attainment Q2 2020

- Currently carrying 1.5 million dollar yearly quota

- Experienced in Inside Sales, SaaS Transactional sales and account management

- 2016 - 2017 sales MVP

- Carried over 1.5 million dollar quota for 2018 -2019 - All quota goals met

- Outside sales success

- Sales conference success - Demoed over 150 plus CEO's at the TIA convention in Las Vegas by my self

- Created marketing and sales strategies for 2017 GATS convention In Dallas Fort Worth

Skills
  • Software Sales 
  • Prospecting and cold calling Outside sales experience
  • Strategic account development Strong History of hitting quarterly
  • Strong interpersonal skills sales goals while dealing with
  • Team building expertise 
  • Successfully  hitting multiple KPI's
  • Skilled in MS Office Leadership
  • Relationship selling Social Media Marketing
  • Customer-oriented Email Marketing
  • PowerPoint expert Enterprise Sales
  • Strong communicator National Sales
  • 6 Years experience with Sales/ Account Management
  • Sales Force classic and Sales Force Lightning 
  • Previous background in
  • Transportation and Logistics
  • Skilled multi-tasker
  • Up selling and consultative selling
  • Account Management, Business Administration and Management, cold calling, Logistics, Outside sales, Sales
  • Lead generation
  • Team management
Experience
08/2018 to Current
Account Executive SolarWinds Worldwide LLC Austin, TX

SolarWinds is a leading provider of powerful and affordable IT infrastructure management software. Our products give organizations worldwide, regardless of type, size, or IT infrastructure complexity, the power to monitor and manage the performance of their IT environments, whether on-premises, in the cloud, or in hybrid models. We continuously engage with all types of technology professionals – IT operations professionals, DevOps professionals, and managed service providers (MSPs) – to understand the challenges they face maintaining high-performing and highly available IT infrastructures. The insights we gain from engaging with them, in places like our THWACK online community, allow us to build products that solve well-understood IT management challenges in ways that technology professionals want them solved. This focus on the user and commitment to excellence in end-to-end hybrid IT performance management has established SolarWinds as a worldwide leader in network management software and MSP solutions.

02/2015 to 07/2018
National Account Manager Trucker Path Inc Austin, TX
  • Trucker Path is America's fastest growing platform for the trucking industry.
  • Featuring navigational assistance, load sourcing and freight tracking, it brings the innovation that helps carriers and brokers to eliminate the waste, do business faster and earn more.
  • Trucker Path replaces load boards with an automated marketplace powered by the huge community of carriers on the platform.Recognized by industry leaders and the media, Trucker Path is also known as the most popular app for truckers, since it has 300,000 truckers as ACTIVE users with 20% average month-to-month growth.
  • I quickly became promoted to Sales Team Lead with in the first 3 months of hire.
  • I then was promoted to Trucker Paths's National Account Manger responsible for bringing in new business and managing over 350 accounts.
  • Helped start multiple projects including our factoring service that invoices out over 10 million dollars in less then a year - Was then given the honor of Sales MVP of 2016.
05/2014 to 02/2015
Senior Sales Associate Outbound Engine Austin, TX
  • Outbound was my first startup company to work for.
  • Worked on the toughest sales floor I have ever worked under.
  • Was making over 200 calls a day to realtors and small business owners to help with their social media and email marketing Hit very competitive monthly and FYR goals.
  • Was the first one in my class out of 25 to hit commission and hit my first commission my 2nd month at the job.
  • I also hit 5k over my monthly goal and barley missed the 2nd commission tear in only my 2nd month.
02/2013 to 04/2014
Sales Representative Vivint Provo, UT
  • Did door to door sales for a multi billion dollar company.
  • This was just a summer job but gave me great outside sales experience and was a full sale cycle.
  • 5 months, 10 hour days and only one day off a week.
02/2012 to 04/2014
Loan Officer Assistant / Processor Palm Lending Austin, TX
  • I was helping a small Lending shop close more then 50 deals a month - processing paper work to underwriters and managing accounts for my 2 LO's.
  • Also built and marketed my own content email to all 3000 clients in their data base.
  • Cold called realtors for more business.
Education and Training
2012
Associate of Arts: Business Austin Community College Austin, TX, US
2010
Bachelor of Arts: Business Otterbein University Westerville, OH, US

Played Football for 2 Years and was apart of my fraternity JONDA

Coursework in Business Administration and Management Coursework in Marketing and Communications
Interests
ACTIVITIES AND HONORS - , Active in the Austin Startup Games 2016 and 2017 - Attend often - Network after work by James Miller - 2016 Sales MVP - Trucker Path Inc.
Activities and Honors

- Played College Football for 2 years 

- Member of Ata Phi Mu Alumni - Go Jonda 

- Volunteered for film and music festivals 2012 - 2013 - 2014

- Volunteered for Dell Match Play Camera Operator 2018   

Do you want similar resume?

Top Loan Officer Assistant skills

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

Experienced Loan Officer Assistant resume

Carson Wilson
Professional Summary
I am an organized and efficient employee who is highly skilled in office administration, data organization, proofreading, database management and word processing. Innovative professional proficient in extracting data from various reporting systems and suggesting key operational changes.
Skills
  • Proficient in 10-key
  • Balance sheet expertise
  • Independent worker
  • Works well under pressure
  • Schedule management
  • Professional and mature
  • Maintains confidentiality
  • Dedicated team player
Work History
Cashier, 2011 to 2012
Casey's General Store Leavenworth, KS
  • Provided excellent customer service during customer checkout.
  • Responsible for proper money exchange, ensuring register had proper funds at all times.
  • Counted cash drawers and made bank deposits.
  • Reordered inventory when it dropped below predetermined levels.
  • Examined merchandise to verify that it was correctly priced and displayed.
  • Assigned employees to specific duties to best meet the needs of the store.
Personal Banker Licensed, 10/2015 to 05/2017
Commerce Bank
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Rapidly and efficiently prepared customer and ATM cash and change orders.
  • Organized, stocked and maintained the teller window area.
  • Organized and removed online banking files no longer in use.
  • Coordinated daily cash reconciliation at a high-volume location.
  • Collected member loan payments.
  • Handled various accounting transactions.
  • Sold cashier's checks, traveler's checks and money orders.
  • Executed wire transfers, stop payments and account transfers.
  • Maintained friendly and professional customer interactions.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
Licensed Loan Officer Assistant, 05/2017 to Current
Leader One Financial
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Submitted loan applications to the underwriter for verification and recommendations.
  • 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.
  • Developed and maintained relationships with local real estate agents.
  • Maintained friendly and professional customer interactions.
  • Maintained strict confidentiality of bank records and client information.
  • Reviewed and edited loan agreements to ensure accuracy.
Education
High School Diploma: 2010
Tonganoxie High School - Tonganoxie, KS
Associate of Applied Science: Accounting , Kansas City Kansas Community College - Kansas City, KS
Do you want similar resume?