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Branch manager/loan officer skills for your resume and career
15 branch manager/loan officer skills for your resume and career
1. Loan Applications
A loan application is a form of request presented by a person to a financial institution for the approval of a loan. This application form carries detailed information regarding the petitioner's identification information, financial competence, and sources of income that indicate whether he can return the loan back or not.
- Approved mortgage loans by examining loan applications and supporting documentation and gauging credit-worthiness in addition to calculating repayment risk.
- Participated in community development programs, evaluated loan applications, made loan decisions and collected delinquent loans.
2. Corporate Financial Statements
- Obtain and compile copies of loan applicants, credit histories, corporate financial statements, and other financial information.
- Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
3. Business Development
Business development is the ideas or initiatives that work to make business work better. Selling, advertising, product development, supply chain management, and vendor management are only a few of the divisions involved with it. There is still a lot of networking, negotiating, forming alliances, and trying to save money. The goals set for business development guide and coordinate with all of these various operations and sectors.
- Provide daily supervision of operations, operations personnel, and coordination of customer service and business development activities of the branch.
- Engage in business development opportunities and networking events in the community.
4. Loan Portfolio
- Direct and successfully increase loan portfolio, specializing in financial assistance and overall credit evaluation.
- Collected on loan portfolio from early delinquency to post foreclosure/write off status.
5. Real Estate Loans
- Originate and underwrite personal and real estate loans within established lending authority and assist with commercial lending within the branch office.
- Originated sub prime real estate loans through outbound telemarketing and business networking.
6. FHA
The Federal Housing Administration (FHA) stands for a government agency in the United States that offers housing insurance to FHA-approved lenders who follow certain conditions.
- Originate mortgage loans which included but are not limited to FNMA, FHLMC, FHA, VA and Home Equity financing.
- Specialize in Down Payment Assistance programs, Conventional, FHA and VA loans for both purchase and refinance loans.
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- Managed, directed and trained staff to provide operational oversight and direction for all facets of company loan products and services.
- Designed a series of successful marketing materials for print and computer (PowerPoint) presentations of loan products and FAQs.
8. Credit Reports
Credit reports are statements that carry information about your credit affairs and current credit situation like loan payment history and credit accounts status. A credit report acts as history because it contains the record from the day you opened the account till your account balance. Potential lenders and creditors make use of credit reports and decide whether to offer you credit or not and under what conditions.
- Reviewed credit reports, document preparations requiring excellent organization skills.
- Collected financial documents and analyzed credit reports for clientele.
9. Commercial Loans
- Examined and recommended approval of applications for commercial loans.
- Originate individual and commercial loans for customers.
10. Loan Origination
- Managed all personnel while multitasking customer service deposits and mortgage loan originations.
- Gather needed information and input into Easylender to begin the loan originationprocess.
11. Consumer Loans
- Converted consumer loan customers into mortgage refinance loan customers.
- Managed staff, oversaw all branch operations, opened accounts, made loan decisions and facilitated closings on small consumer loans.
12. Business Relationships
- Maintained profitable business relationships with key decision makers at San Diego area franchised auto dealerships.
- Developed business relationships with investment bankers and supervised loan officers, underwriting and processing staff.
13. ATM
ATM (Automated Teller Machine) refers to an electronic banking system that enables the customers to initiate and complete transactions without queuing for aid from the teller within the branch.
- Helped customers with balancing their check books, issued ATM cards, processed bank and Western Union wires.
- Opened, closed, and updated ATM and Debit cards using Fifth Third Direct.
14. Bank Products
Those products which a bank offers to its customers are called bank products. There a variety of services that a bank offers to attract customers. Some of the banking products/ services are: giving loans, overdrafts, check payments, exchange of foreign currency, consultancy services credit, debit and ATM cards, home and online banking.
- Applied in-depth knowledge of bank products and services, as well as problem solving skills to provide quality customer service.
- Managed and trained the staff about bank products, cross-selling techniques, operational procedures, and customer service.
15. USDA
- Attended training for USDA Rural Development Program to better serve my clients in educating them what the program entails.
- Monitored SBA 504 and USDA loans from ECDA Board approval through funding of debenture.
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List of branch manager/loan officer skills to add to your resume
The most important skills for a branch manager/loan officer resume and required skills for a branch manager/loan officer to have include:
- Loan Applications
- Corporate Financial Statements
- Business Development
- Loan Portfolio
- Real Estate Loans
- FHA
- Loan Products
- Credit Reports
- Commercial Loans
- Loan Origination
- Consumer Loans
- Business Relationships
- ATM
- Bank Products
- USDA
- Credit Worthiness
- Process Loans
- Performance Reviews
- Customer Relations
- Notary
- Past Due Accounts
- Bank Policies
- Loan Volume
- Credit Analysis
- Branch Management
- Customer Complaints
- Property Evaluations
- HR
- Financial Products
- Financial Analysis
- Delinquent Accounts
- Loan Packages
- Collection Calls
- Product Knowledge
- Client Relationships
- Community Events
- Bank Deposits
- Credit Decisions
- Loan Closings
- Loan Growth
- RESPA
- Auto Loans
- Credit Card
- Cash Drawers
- Fannie MAE
- Residential Mortgage Loans
- DU
Updated January 8, 2025
