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Top 50 Branch Manager/Loan Officer Skills

Below we've compiled a list of the most important skills for a Branch Manager/Loan Officer. We ranked the top skills based on the percentage of Branch Manager/Loan Officer resumes they appeared on. For example, 12.2% of Branch Manager/Loan Officer resumes contained Loan Applications as a skill. Let's find out what skills a Branch Manager/Loan Officer actually needs in order to be successful in the workplace.

These are the most important skills for a Branch Manager/Loan Officer:

1. Loan Applications

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high Demand
Here's how Loan Applications is used in Branch Manager/Loan Officer jobs:
  • Approved mortgage loans by examining loan applications and supporting documentation and gauging credit-worthiness in addition to calculating repayment risk.
  • Coordinated loan applications from potential loan customers and recommended approval or denial decisions.
  • Accept loan applications and related financial documentation for consumer and commercial loan requests.
  • Reviewed analyzed and approved moderate to high risk indirect loan applications.
  • Submitted loan applications to the underwriter for verification and recommendations.
  • Performed credit evaluations and reviewed loan applications.
  • Perform functions relating to loan services; accepting, reviewing, processing, decision and closing loan applications.
  • Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
  • Evaluate risk for loan applications and make decisions based on requirements of State and Federal laws.
  • Import loan applications and customer inquiries from Bank website and distribute to the origination staff.
  • Assist potential borrowers with new loan applications and make decisions regarding credit approval and limits.
  • Evaluate, process and approve Consumer and Home Equity loan applications.
  • Involved in marketing campaigns to attract new mortgage loan applications.
  • Studied, evaluated, and processed loan applications.
  • Examine, evaluate, or process loan applications.
  • Managed 150 indirect loan applications per week.
  • Originated purchase and refinance loan files by completing my loan applications and collecting all necessary documents to pre-approve the borrower.
  • Meet with applicants to obtain information for loan applications and to answer questions about the process.
  • Handled complex multi-buyer loan applications for diverse clientele.
  • Oversee branch activities Review member loan applications for approval Hire, train and supervise Cashiering and Branch staff Youngest Cashiering Department Supervisor

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2. Financial Statements

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high Demand
Here's how Financial Statements is used in Branch Manager/Loan Officer jobs:
  • Analyzed financial statements and pertinent information to determine creditworthiness of prospective borrowers.
  • Determined credit worthiness of potential customers, reviewed financial statements such as tax returns, and balance sheets.
  • Prepared cash flow and financial statements for external auditors with zero discrepancies.
  • Provided Cash Flows and Financial Statements for farmers.
  • Read and Analyzed Financial Statements and Tax Returns
  • Analyzed financial statements and pertinent information to determine creditworthiness of prospective customers (individual, corporate and ag).
  • Obtain and compile copies of loan applicants, credit histories, corporate financial statements, and other financial information.
  • Worked withSuntell while gathering information for financial statements and loan presentations.Maintain daily appointment schedule for the bank and its members.

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3. Loan Portfolio

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high Demand
Here's how Loan Portfolio is used in Branch Manager/Loan Officer jobs:
  • 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.
  • Developed and maintain a diversified loan portfolio.
  • Perform audits of outside bank loan portfolios and present my credit risk assessment to board members in merger or buyout situations.
  • Managed branch loan portfolio of $12MM consisting of agricultural, commercial, auto dealer, equity and consumer loans.
  • Managed a loan portfolio of over $40 million with delinquency rate of less than 2%.
  • Managed a loan portfolio of $25 million, provided credit and related services to customers.
  • Managed a consumer and commercial loan portfolio and business relationships from small to complex nature.
  • Originated and managed a commercial/ residential loan portfolio of $20M +.
  • Enforce loan review audit procedures to enhance quality of loan portfolio.
  • Increase loan portfolio with heavy emphasis on construction lending.
  • Managed and expanded the Syracuse office loan portfolio.
  • Collected and monitored loan portfolios of $6,000,000.
  • Maintain Loan Portfolio of over $500,000.00.
  • Grow mortgage and personal loan portfolio.
  • Planned and developed loan portfolios.
  • Administered loan portfolio and branch operations utilizing sound underwriting and leadership in compliance with bank policies and procedures.
  • Managed a $29mm deposit branch with an $18mm loan portfolio.
  • Managed $50M loan portfolio in Las Vegas.
  • Originated loans that benefitted the bank and helped grow it loan portfolio.

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4. Customer Service

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Here's how Customer Service is used in Branch Manager/Loan Officer jobs:
  • Provided excellent customer service in high volume fast paced environment.
  • Delivered excellent customer service to all bank customers.
  • Managed bank branch and business loan portfolio, trained employees, and maintained customer service, and security of branch.
  • Applied in-depth knowledge of bank products and services, as well as problem solving skills to provide quality customer service.
  • Performed all aspects of underwriting and originating loans including business development and sales, closing loans, and customer service.
  • Manage a team of Loan Officers and Processors to provide exceptional customer service and meet production deadlines.
  • Performed hiring process, customer service, sales, marketing, presentations, and public relations.
  • Maintain company standards as related to staffing, operations, marketing, collections and customer service.
  • Provided all teller, loan, money ordering, and customer service that was required
  • Managed a staff of 3 customer service representatives and tellers in two locations.
  • Provided exceptional customer service which led to selection as Branch Service Leader.
  • Provided exceptional customer service to patrons to continuously exceed all branch goals.
  • Maintained superior customer service, from daily transactions to consumer lending.
  • Developed and modeled best practices for high quality customer service bank-wide.
  • Supervised a team of 8 customer service representatives.
  • Required sales savvy and exceptional customer service skills.
  • Increased customer service from 68% to 89%, with gross average profit per loan of $9,566.
  • Maximize sales/marketing abilities and customer service skills to achieve the branch goals.
  • Provided excellent customer service, Develop and maintain Realtor and client portofolio.
  • Supervised customer service representatives to ensure that workflow met high company standards.

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5. Ensure Compliance

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Here's how Ensure Compliance is used in Branch Manager/Loan Officer jobs:
  • Acquired and reviewed necessary documentation to ensure compliance with underwriting guidelines.
  • Provided operational oversight to ensure compliance with bank policies and procedures.
  • Conducted internal audits to ensure compliance with bank policies and procedures.
  • Maintained control over audit procedures to ensure compliance with controls.

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6. Credit Reports

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Here's how Credit Reports is used in Branch Manager/Loan Officer jobs:
  • Reviewed credit reports, document preparations requiring excellent organization skills.
  • Collected financial documents and analyzed credit reports for clientele.
  • Reviewed and analyzed credit reports.
  • Negotiated Interest Rates, ran credit reports, ran DU (desktop underwriting) or DO (desktop originator).
  • Ordered appraisals, pull credit reports, title searches, review rates and complete credit applications for all mortgage approvals.
  • Processed and reviewed consumer credit reports, loan requests and small business line of credit requests.
  • Monitored, updated, and analyzed credit reports, appraisals, verification of deposit and employment.
  • Meet compliance and deadlines, review credit reports and files.
  • Secured information for credit Reports, and customer profile.
  • Reviewed and analyzed credit reports for processing loans.
  • Ordered credit reports, appraisals and title searches.
  • Analyzed credit reports and underwrite loans.
  • Requested and reviewed credit reports.
  • Analyzed tax returns and credit reports to determine credit worthiness.
  • Used E-Port Equifax Application Engine for credit reports.

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7. Real Estate

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Here's how Real Estate is used in Branch Manager/Loan Officer jobs:
  • Forged relationships with industry referral partners including attorneys, real estate agents and others to garner additional business.
  • Devised financial analysis and reporting real estate activities for all properties.
  • Gathered in-depth personal information pertaining client real estate lending needs.
  • Developed and maintained relationships with local real estate agents.
  • Compiled and developed in-house real estate market evaluations.
  • Performed all aspects of originating, underwriting and closing residential and commercial real estate, consumer, commercial and construction loans.
  • Originate and underwrite personal and real estate loans within established lending authority and assist with commercial lending within the branch office.
  • Developed partnerships with four large real estate companies to manage New Home Sales mortgages for 75 clients.
  • Project managed team to successfully launch new Real Estate office on time and under budget.
  • Maintain close relationship between banks, mortgage companies, law firms and real estate companies.
  • Achieved $10 million in Real Estate Mortgages and HELOC loans every month.
  • Fostered bank growth to $30MM of real estate and commercial loan assets.
  • Work closely with local real estate professionals to aid in expediting loans.
  • Served as the ongoing contact for Credit Analyst department regarding real estate analysis
  • Concentrated on purchase business and relationships with real estate agents.
  • Originated and analyzed consumer and real estate loan requests.
  • Worked closely with real estate attorneys.
  • Pre-qualified customers and subsequently originated, sourced, developed, packaged and closed real estate loan transactions
  • Continue to service my current real estate agents and past clients with a quarterly newsletter and other marketing tools.
  • Pioneered concept of "controlled business arrangement" with local real estate broker.

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8. Sales Goals

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Here's how Sales Goals is used in Branch Manager/Loan Officer jobs:
  • Recognized as Employee-of-the-Year and as a top performer by company management for consistently exceeding sales goals.
  • Branch Manager Responsibilities to include training, marketing, budget, meeting sales goals and overall supervision of the branch.
  • Conducted regular compliance, fraud prevention, sales and service meetings; regularly achieved personal and branch sales goals.
  • Provided superior sales leadership and guidance in order to help the branch achieve its monthly sales goals.
  • Achieved individual and branch sales goals through new business sales, referrals and retention of account relationships.
  • Exceeded all sales goals set on office, resulting in 128% and 113% respectively.
  • Coached tellers in: Attaining performance and sales goals, absences and disciplinary action.
  • Developed and executed territory marketing plan in order to meet and exceed sales goals.
  • Manage daily pipeline reports, correspond with all LO's regarding sales goals.
  • Meet and exceed sales goals in the face of declining market for mortgages.
  • Led various meetings, including meetings concerning sales goals and policy changes.
  • Handle aggressive sales goals set weekly for my team and I.
  • Contributed to branch sales goals by recognizing sales and referral opportunities.
  • Teamed up with executive staff to achieve financial and sales goals.
  • Trained, developed and motivated staff to achieve monthly sales goals.
  • Produced and lead a mortgage team toward achieving sales goals.
  • Marketed local area to increase membership/sales goals.
  • Set sales goals for personnel.
  • Maintained monthly branch sales goals.
  • Managed all aspects of mortgage loan office, supervised secretary Marketed and processed mortgage loans Was responsible for reaching monthly sales goals

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9. FHA

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Here's how FHA is used in Branch Manager/Loan Officer jobs:
  • Originated mainly FHA loans, from taking applications arranging appraisals, collecting documentation to assisting and arranging closings.
  • Originated loans using programs such as FHA, VA, FHA 203K Rehab, Conventional and Rural Housing.
  • Reviewed and identified critical problems related to collateral and closed loan files of FHA, VA and conventional loans
  • Possess a superior understanding of Fannie/Freddie, FHA and VA underwriting guidelines, compliance, and closing procedures.
  • Managed and trained new Loan Officers for both FHA, Conventional, Non-Conventional and bond loan programs.
  • Originated mortgage loans to qualified persons under Conventional, VA, FHA, and Sub-Prime mortgage guidelines.
  • Originated and closed 186 loans per quarter, utilizing FHA and VA, conventional and ALT A.
  • Originated FHA, VA, Conventional, and second mortgages for new and existing residential properties.
  • Provide in-depth knowledge of the Conventional, FHA, VA and Renovation loan guidelines.
  • Trained to process FHA, VA, Residential, and Commercial loans.
  • Experience with FHA, VA and Rural Development loans, as well.
  • Spearheaded growth of secondary mortgage market, specializing in VA/ FHA loans.
  • Processed and closed all types FHA, VA, and Conventional loans.
  • Assisted customers with seeking residential loan approval through FHA or conventional.
  • Originated FHA Loans exclusively as a Full Eagle FHA Lender.
  • Provided market VA, FHA and conventional mortgage loan products.
  • Experience with Prime, Non-prime, VA, and FHA loans.
  • Worked Abided by Conventional, Non Conventional, Sub-prime, VA, & FHA Loans Guidelines.
  • Originated FHA, Subprime, and Conforming Loans.
  • Manage Loan Officer's and Loan Processing Department * Establish new relationships with Investor's * Originate Conventional/FHA/VA Mortgage Loans

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10. Daily Operations

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Here's how Daily Operations is used in Branch Manager/Loan Officer jobs:
  • Managed daily operations, directed meetings, presented monthly projections.
  • Supervised all location staff and oversaw all daily operations.
  • Full management responsibilities of branch staff and daily operations.
  • Manage daily operations of $40 million branch, which included call center, front line, and remote teller system.
  • Directed daily operations for a credit union, including branch sales, business development, customer service, and credit analysis.
  • Opened new office and responsible for overseeing daily operations, as well as hiring and managing staff of 25 people.
  • Managed daily operations, motivated sales staff, negotiated with investors to access a broader spectrum of finance options.
  • Directed daily operations for new Manhattan branch bank, including branch sales, business development, and customer service.
  • Directed daily operations for fast-paced branch operations with $1,500,000 in loans outstanding and servicing 500+ client accounts.
  • Managed daily operations of bank including staff supervision, direction, and reviews.
  • Managed and turned around daily operations at neighborhood branch of large bank.
  • Assisted branch manager with daily operations and tracking sales commissions.
  • Managed small consumer finance loan office & daily operations.
  • Manage daily operations of $5.5 million receivable branch.
  • Supervised staff and daily operations of two branches.
  • Manage daily operations of $70 million branch.
  • Managed daily operations of the bank.
  • Managed daily operations of branch office.
  • Manage the daily operations of two offices *Originate and underwrite consumer loans *Originate residential mortgages

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11. Business Development

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Here's how Business Development is used in Branch Manager/Loan Officer jobs:
  • Provide daily supervision of operations, operations personnel, and coordination of customer service and business development activities of the branch.
  • Led new business development using targeted marketing strategies within licensed states.
  • Engage in business development opportunities and networking events in the community.
  • Reviewed branch performance assessments and updated staff on business developments.
  • Performed business development through actively networking with community lenders.
  • Identified and pursued business development opportunities within the community.
  • Involved in community relations and business development.
  • Performed field calls, skip trace and respond to all leads for new business development, customer retention and satisfaction.
  • Participate in business development activities outside of the office, such as open houses and home buyer seminars.
  • Managed all aspects of the branch including loan approval, operations, business development and personnel.
  • Managed staff sales production, new business development, and branch operations.
  • Oversee the sales, operations, and business development within the branch.
  • Led and assisted with Business Development events to increase market share.
  • Assisted the branch manager with business development and strategic planning.
  • Work to increase loans and deposits through business development.
  • Achieved business development through outside sales calls.
  • Create and execute a business development plan to capture sales and grow market share (emphasis: customersatisfaction and retention).
  • Partnered in establishment of production goals, basic business development, branch administration, hiring, onboarding and training.
  • Originated mortgage loans through business development & branch referrals All aspects of consumer lending and small business lending.
  • Branch Manager/ - Responsible for Sales Team: *New Business Development *Recruitment/Hiring *Sales Process/Training *Marketing Program: Development/implimentation *Partner Development/Management *CRM Development/management

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12. New Accounts

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Here's how New Accounts is used in Branch Manager/Loan Officer jobs:
  • Processed loans opened new accounts and was also a teller when short handed ordered money and balanced the vault daily
  • Established new accounts and line of credit for members Initiated and processed loans including handling of legal titles
  • Utilized business development skills to acquire new accounts and forge new business relationships within the community.
  • Opened over 75 new accounts for companies and their employees through a variety of sales activities.
  • Perform any and all customer service functions including new accounts, CD's and IRA's.
  • Processed individual and commercial loans, new accounts and back up Teller line.
  • Open new Accounts, pull Credit reports, and analyze pay history.
  • Open new accounts, cross-sell bank products and services, officer calls.
  • Opened new accounts including savings, checking and certificates of deposits.
  • Monitor teller line activities, Open new accounts.
  • Opened new accounts and sold bank products.
  • Opened new accounts and CD's.
  • Opened new accounts including savings, checking, christmas and vacation clubs, CD's and IRA's.
  • Perform One on One evaluations, open new accounts and assists members with disputes and account reconciliation.
  • Tellered, opened new accounts, and performed other tasks as needed.

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13. Loan Origination

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Here's how Loan Origination is used in Branch Manager/Loan Officer jobs:
  • Managed all aspects of loan origination for FHA, VA, conventional and non-conforming residential products for branch office.
  • Executed the loan origination process, including ordering credit reports, appraisals and preliminary title reports.
  • Handled broad aspects of the loan origination process.
  • Specialize in loan origination, FNMA, FHLMC, (DU LP) FHA, VA, HARP, USDA.
  • Managed all personnel while multitasking customer service deposits and mortgage loan originations.
  • Increased secondary market loan originations by 80% over 3 years.
  • Gather needed information and input into Easylender to begin the loan originationprocess.
  • Managed office, including advertising, administration, loan processing, and loan originations sales.
  • Lead and Guided "Student" Banks- Loan Origination- Marketing

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14. ATM

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Here's how ATM is used in Branch Manager/Loan Officer jobs:
  • Helped customers with balancing their check books, issued ATM cards, processed bank and Western Union wires.
  • Balance ATM Accomplishments Top branch for two consecutive years as rated by our members.
  • Opened, closed, and updated ATM and Debit cards using Fifth Third Direct.
  • Reduced downtime by completing reports on ATM and repairs and managing service calls.
  • Back up to member services, ATM and vault teller when needed.
  • Opened and closed accounts, serviced ATM, controlled vault.
  • Process night deposits and ATM transactions.
  • Back Office Back Up Posted ACH transactions, share draft transactions and ATM transactions in absence of back office employee availability.
  • Audited all vaults, atm's and tellers to insure all forms of currency and innovatory were in balance.
  • Earned respect with a proven ability to obtain high performance levels from employees while maintaining a pleasant working atmosphere.
  • Ordered all monies for ATM machine.

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15. Bank Products

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Here's how Bank Products is used in Branch Manager/Loan Officer jobs:
  • Developed new and innovated promotions for selling bank products and generating revenue-tracking reports for business banking products.
  • Generated new business through consultative selling to match customer requirements with most appropriate bank products.
  • Managed and trained the staff about bank products, cross-selling techniques, operational procedures, and customer service.
  • Marketed bank products and services by cross selling, creating newspaper ads and creating promotions for in-aisle selling.
  • Maintained and demonstrated a strong working knowledge of all bank products, services, compliance and regulations.
  • Manage teller line, Sale and cross sale bank products to improve productivity to meet branch goals.
  • Managed marketing focus of bank products, web and social media.
  • Advanced knowledge of bank products and services.
  • Market bank products to individuals and firms, promoting bank services that may meet customers' needs.

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16. Customer Relations

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Here's how Customer Relations is used in Branch Manager/Loan Officer jobs:
  • Performed proactive calls to selective customers and identified potential opportunities for cross-sell of customer relationship.
  • Guided team in investment product sales and delivery of customer relationship management techniques.
  • Provided a superior level of customer relations and promoted the sales and service culture through coaching, guidance and staff motivation.
  • Attended bank planning meetings, set goals, supervised branch bank staff, repossessed vehicles, and cultivated customer relations.
  • Involved in customer relations; assisted in loan and account transfers.
  • Managed and provided training to employees in sales, customer relations, loans and security.
  • Key b2b account management, customer relationship maintenance, and scheduling and holding meetings.

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17. Financial Status

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Here's how Financial Status is used in Branch Manager/Loan Officer jobs:
  • Assessed overall financial status, analyzed credit and property valuations to select optimal loan programs.
  • Meet with applicant and analyze their credit and financial status.
  • Advised borrowers on financial status and methods of payments.
  • Analyze applicants financial status, and credit report.
  • Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.

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18. Client Relationships

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Here's how Client Relationships is used in Branch Manager/Loan Officer jobs:
  • Hired, managed, trained and reviewed loan originator performance consistently inspiring corporate loyalty and positive client relationships.
  • Managed 10 sales/mortgage professionals while developing client relationships.
  • Conducted outside sales to bring in new business banking clients, while also up selling to existing client relationships.
  • Promote the business and build dealer and client relationships.

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19. Customer Relationships

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Here's how Customer Relationships is used in Branch Manager/Loan Officer jobs:
  • Developed marketing ideas for acquiring new customer relationships and enhancing existing relationships at the branch level.
  • Improved management of branch operations, generated new business, and strengthened existing customer relationships.
  • Participated in community activities in order to foster and develop customer relationships.
  • Developed new Commercial and Consumer business and expanded existing customer relationships.
  • Provided personalized service that built customer relationships.
  • Build and manage internal and external customer relationships, Coach and develop branch team members, Increase revenue for my branch
  • Saved 98% of customer relationships despite staff turnover.
  • Establish and build customer relationships through delivering exceptional service Achieve account gain through proven loan judgment and effective customer solicitation.
  • Developed new and existing customer relationships through networking, cross-selling opportunities and referrals.

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20. Customer Base

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Here's how Customer Base is used in Branch Manager/Loan Officer jobs:
  • Provided superior customer service and successfully developed a solid customer base in the community and surrounding areas.
  • Worked hard to augment my customer base through my own contacts or through the affiliate agencies of my company.
  • Improved new customer base 65% using key advertising and increased yearly net profits 351% or $124K.
  • Staff office as needed, market for new business, retain customer base, control and collect delinquency.
  • Planned, organized, and performed public relation activities for branch office to increase customer base and profitability.
  • Assist in the expansion of the branch s customer base, brand in the marketplace and branch profitability.
  • Managed site location and development, and growing of customer base after opening new offices.
  • Develop Business Strategies to gain new customers and retain our customer base.
  • Increase profitability while building a loyal customer base through excellent customer service.
  • Retained and grew the company customer base with both first time and repeat satisfied customers.

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21. Personal Loans

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Here's how Personal Loans is used in Branch Manager/Loan Officer jobs:
  • Review credit and work history of applicants for auto and unsecured personal loans.
  • Originated and processed mortgage loans and personal loans and supervised staff of ten.
  • Originate loans for mortgage, auto, personal loans and overdraft protection.
  • Approved and rejected personal loans, commercial loans, real estate loans.
  • Approve or reject, line of credit and personal loans.
  • Originated and prepared loan documents for auto and personal loans.
  • Originated and underwrote mortgage, auto, and personal loans.
  • Approved and processed personal loans.
  • Processed mortgage, commercial, and personal loans for the Murfreesboro branch.
  • Granted auto loansindirect and on sight, also personal loans.

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22. Property Evaluations

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23. Performance Reviews

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Here's how Performance Reviews is used in Branch Manager/Loan Officer jobs:
  • Managed one-on-one coaching sessions, delivered performance reviews and created development plans for team members.
  • Managed tellers: Interviewed potential employees, trained and created monthly and annual performance reviews.
  • Hired and trained new loan officers, conduct performance reviews as needed.
  • Trained, audited, and conducted performance reviews for all branch employees.
  • Trained, coached and developed new employees and completed performance reviews.
  • Conduct formal and informal performance reviews as needed and/or required.
  • Supervised branch employees, wrote performance reviews, processed accounts payable and receivables for the banc corp.

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24. Notary

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Here's how Notary is used in Branch Manager/Loan Officer jobs:
  • Received license for Notary Public.
  • Served as a Notary Public.
  • Open and close branch Process loans Collections Teller balancing Daily vault balancing Notary

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25. Title Companies

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Here's how Title Companies is used in Branch Manager/Loan Officer jobs:
  • Led networking efforts to establish Choice Mortgage brand image with real estate agents, title companies, builders and individual clientele.
  • Expedited loan process by efficiently networking key players, including loan processors, appraisers and local title companies.
  • Collaborated with parent organizations, title companies, and ancillary businesses to achieve sales goals.
  • Point of contact to credit, appraisal, and title companies.
  • Worked with title companies to ensure smooth closing of loans.
  • Interacted with realtors, builders, appraisers, and title companies, during loan process.
  • Worked with many Builders, Contractors,Appraisal Companies, Title Companies & Surveyors.
  • Communicate directly with entities-realtors, appraisers, title companies, and community service.
  • Established relationships with Realtors, title companies, appraisers and loan wholesale representatives.

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26. Customer Accounts

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Here's how Customer Accounts is used in Branch Manager/Loan Officer jobs:
  • Investigated and evaluated customer accounts to minimize bad-debt of 5.50% to support company profitability and accelerated growth.
  • Filed loan documentation POSITION: Customer Service Representative Opened and maintained customer accounts.

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27. Collection Calls

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Here's how Collection Calls is used in Branch Manager/Loan Officer jobs:
  • Placed collection calls to delinquent borrowers
  • Directed accounts receivable activities for branch - ensuring collection calls were made and outstanding debt was collected.
  • Assessed collection calls and debt recovery of the branch office.
  • handle customer concerns and complaints money handling in large amounts Collection calls and collecting on past due customers

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28. Monthly Reports

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Here's how Monthly Reports is used in Branch Manager/Loan Officer jobs:
  • Provided required monthly reports listing sales figures and client track records in excel.
  • Submitted monthly reports on branch activity to the bank executives.
  • Use Microsoft Word and Excel to produce monthly reports.
  • Perform monthly reports and communicate to the team.

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29. Financial Products

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Here's how Financial Products is used in Branch Manager/Loan Officer jobs:
  • Promote and cross-sell financial products and services as appropriate to customer requirements to meet sales goals.
  • Promoted financial products, to suite each individual customer needs.
  • Promoted and sold financial products.

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30. Delinquent Accounts

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Here's how Delinquent Accounts is used in Branch Manager/Loan Officer jobs:
  • Performed collection activities on delinquent accounts.
  • Submit delinquent accounts to attorneys or outside agencies for collection.
  • Processed new loan applications Opened new deposit accounts, performed account maintenance on existing customers and handled all delinquent accounts.
  • Trained and mentored new employees in loan originations, processing and underwriting Collected delinquent accounts Provided financial counseling to members

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31. Customer Complaints

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Here's how Customer Complaints is used in Branch Manager/Loan Officer jobs:
  • Manage customer relations including resolution of customer complaints and work to maintain customer loyalty.
  • Track any and all compliance issues, customer complaints with follow up to ensure all issues are resolved.
  • Escalate customer complaints to the DDO, if unable to resolve the issue directly with the customer.
  • Supervised employees and operations at branch location and resolved customer complaints and inquiries.
  • Handled customer complaints, reaching mutually beneficial solutions for client and business.
  • Handle customer complaints/issues and take appropriate action to resolve them.
  • Delegated appropriate tasks, duties and handled customer complaints.

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32. Credit Options

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Here's how Credit Options is used in Branch Manager/Loan Officer jobs:
  • Explained differences between loans and credit options available.Review loan agreements to ensure that they are complete and accurate according to policy.

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33. Financial Needs

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Here's how Financial Needs is used in Branch Manager/Loan Officer jobs:
  • Serviced credit and non-credit financial needs of existing clients and maintained a positive relationship to enhance future business.
  • Branch Managers actively coach, lead and motivate employees, directing them to effectively identify the financial needs of our customers.
  • Assess and meet the financial needs of new and existing members, cross-sell appropriate products.
  • Explain various programs to fit customer s financial needs.
  • Provide customer financial needs in home loans.
  • Set appointments to discuss client financial needs.

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34. New Clients

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Here's how New Clients is used in Branch Manager/Loan Officer jobs:
  • Served on national FiServ team to advise, test and introduce software to existing and new clients.
  • Develop and utilize marketing techniques to generate applications and acquire new clients.
  • Acquired 200 new clients in the past year, with total investment portfolio value of $1250, 000.

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35. Credit Card Transactions

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Here's how Credit Card Transactions is used in Branch Manager/Loan Officer jobs:
  • Processed all payments, participation and credit card transactions.

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36. DU

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Here's how DU is used in Branch Manager/Loan Officer jobs:
  • Solicited new clients generating $5million/month and produced budgeting/accounting reports for maintaining expenditure controls.
  • Promoted to Assistant Branch Manager for production level, associate development and management expertise.
  • Implemented marketing plan, dual-focused on branch financial objectives and excellent customer service.
  • Conducted annual client credit portfolio reviews, performed financial trending analysis.
  • Achieved hitting tiers (achieving production levels) that haven't been met in the branch in over four years.
  • Served as a member of the Corporate planning committee, and wrote policies and procedures for the corporation.
  • Reviewed audit procedures to comply with bank regulations to minimize losses and protect the assets of the bank.
  • Maintained a professional rapport with clients to meet and exceed expectations based on their individual needs financial status.
  • Assist with coaching and motivation of branch sales staff to ensure attainment of individual and branch sales goals.
  • Counseled customers on refinance options, payment options, principal reduction strategies and escrow accounts.
  • Helped create this branch from start up to top producing branch in company.
  • Hired my own staff trained and opened before scheduled soft open date.
  • Educated customers on the variety of loan products and available credit options.
  • Assisted Area Manager with expansion efforts before market and industry collapse.
  • Trained and Implemented the Policies and Procedures for new employees.
  • Originated all types of residential loans and second mortgage products
  • Exceeded product margin sales goal by 15%.
  • Counseled individuals with regard to their borrowing needs.
  • Conducted credit evaluations and pre-qualifications.
  • Developed and implemented individual financial plans Opened new account Processed transactions Monitored and managed loan repayment activities

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37. HR

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Here's how HR is used in Branch Manager/Loan Officer jobs:
  • Established lasting business relationships with clients through exceptional communication, service, products and referral program.
  • Originate through Counseling - Pre-Qualifying residential and commercial customers for loans.
  • Implemented marketing strategies through internet and print advertising.
  • Developed new residential and commercial business through the analysis of client credit worthiness and other related financial aspects of the client.
  • Ensured compliance with operational controls, security practices, and procedures through daily balancing, audits, and reporting.
  • Conceived the vision, authored the business plan, took the leap and founded a thriving mortgage brokerage.
  • Supervised a staff of seven including an assistant manager, three branch supervisors and three relationship bankers.
  • Developed an upstart phone center and managed it through a period of rapid growth and transformation.
  • Pursued and developed strategy to increase average loan size through interest rate incentives and product enhancements.
  • Followed loan file through funding, including collecting any necessary conditions from borrower.
  • Increased loan portfolio by $675,000 within the first three months of operation.
  • Cultivated fostered relationships with clients and kept them up-to-date throughout the sales process.
  • Re-established North Side Business Council through the Chamber and served as Chairman.
  • Originated loans through contact with 11 different New Home Sales Professionals.
  • Open, recruit and establish new branches throughout the valley.
  • Promoted bank products through extensive customer contact and sales initiatives.
  • Provide high level of customer assistance throughout the loan process.
  • Originated refinances of existing FHA and VA loans, including Streamline, traveling throughout South Florida to pre-set in-home appointments.
  • Improved quality customer service to 94% from 89.45% with a reduce workforce, again through employee recognition program.
  • Process deposit and lending transactions at teller window and drive-thru.

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38. Company Policies

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Here's how Company Policies is used in Branch Manager/Loan Officer jobs:
  • Supported corporate by implementing company policies and procedures.
  • Ensured all files were in compliance with federal and state guidelines, company policies, underwriting guidelines and lending-program requirements.
  • Ensured financial results to plan through the proper execution of company policies and procedures.
  • Provide and participate in company training of company policies and procedures.
  • Set up internal files according to company policies.

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39. Bank Deposits

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Here's how Bank Deposits is used in Branch Manager/Loan Officer jobs:
  • Calculated bank deposits and photocopied check payments.

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40. Full Service

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Here's how Full Service is used in Branch Manager/Loan Officer jobs:
  • Managed and developed a full service branch to the community and served as the mortgage originator.
  • Managed all functions and staff of a full service-banking center.

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41. Staff Members

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Here's how Staff Members is used in Branch Manager/Loan Officer jobs:
  • Managed second largest loan portfolio in the country as well as all staff members.
  • Build relationships with staff members and various divisions of the organization.
  • Supervised four staff members of the Detainee Section.
  • Recruit staff members and oversee training programs.

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42. Special Events

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43. Different Types

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Here's how Different Types is used in Branch Manager/Loan Officer jobs:
  • Explained the different types of loans and credit terms available to the applicant.

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44. Usda

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Here's how Usda is used in Branch Manager/Loan Officer jobs:
  • Manage pipeline for builder loans, presale, FHA , VA, USDA conventional, portfolio and jumbo products.
  • Originate and help Process Loans* USDA, FHA, VA, Conv, Jumbo etc.Commute for work or meetings

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45. Prospective Customers

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Here's how Prospective Customers is used in Branch Manager/Loan Officer jobs:
  • Contacted prospective customers in order to present information and explain available services.
  • Qualified prospective customers based on creditworthiness and debt to income ratio.
  • Have generated revenue through connecting with prospective customers and re-aligning their funds into financial products that fit their needs.
  • Managed the operations of four locations, Specializing in new home purchases and refinancing homes to prospective customers.
  • Oversee the provision of a full range of services to customers and prospective customers.

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46. Office Staff

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Here's how Office Staff is used in Branch Manager/Loan Officer jobs:
  • Supervised, managed office staff including office manager, tellers, and high school mentoring students.
  • Recruited, hired, and developed Loan Officers, Processors, and office staff.
  • Branch Manager supervising office staff while originating home loans.
  • Conducted weekly meetings with office staff.
  • Led efforts to recruit, hire, train and mentor sales and office staff..

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47. Respa

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Here's how Respa is used in Branch Manager/Loan Officer jobs:
  • Managed and coordinated a high volume sales pipeline from beginning to closing while ensuring all RESPA regulations were met.
  • Experienced in basic compliance with an emphasis on RESPA and REG Z-Truth in Lending.
  • Create RESPA documents and Closing Packages for mortgage loans.
  • Ensured compliance with all RESPA guidelines.
  • Ensured loans met all RESPA, HMDA, FHA, VA required disclosures.
  • Versed in appraisals and RESPA, HMDA, REG B compliance.
  • Total bank assets were about $26 million.Experienced in basic compliance with an emphasis on RESPA and REG Z-Truth in Lending.
  • keep office staff educated as needed as per loan program changes and RESPA.

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48. Product Knowledge

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Here's how Product Knowledge is used in Branch Manager/Loan Officer jobs:
  • Shared product knowledge with customers while making personal recommendations.
  • Facilitated weekly sales meetings for the benefit of simulating sales and enhanced product knowledge.
  • Obtain Industry, company, and product knowledge and share with employees.

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49. Day-To-Day Operations

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Here's how Day-To-Day Operations is used in Branch Manager/Loan Officer jobs:
  • Managed day-to-day operations of building a successful branch.
  • Managed day-to-day operations of assigned areas of responsibility.
  • Managed the day-to-day operations, addressed customer questions, concerns and complaints.
  • Manage the day-to-day operations of a bank branch.
  • Created systems and processes for day-to-day operations.
  • Assisted in overseeing day-to-day operations of the branchwhile originating conventional, sub-prime, and second trust deed loans.

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50. Fannie MAE

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Here's how Fannie MAE is used in Branch Manager/Loan Officer jobs:
  • Originated conventional mortgages including loans for sale on the secondary market to Freddie Mac and Fannie Mae.
  • Originated Fannie Mae, Freddie Mac, VA, FHA, and Farmer's Home loans.
  • Experienced with Freddie Mac, Fannie Mae, and FHA and many other types of loans.
  • Educated/trained Loan officers, closers and processors in Fannie Mae guidelines.
  • Sell Mortgage Loans to Fannie Mae or Stearns Lending.

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Branch Manager/Loan Officer Jobs

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20 Most Common Skills For A Branch Manager/Loan Officer

Loan Applications

14.6%

Financial Statements

13.1%

Loan Portfolio

12.9%

Customer Service

10.8%

Ensure Compliance

8.9%

Credit Reports

5.7%

Real Estate

5.4%

Sales Goals

3.9%

FHA

3.9%

Daily Operations

3.0%

Business Development

3.0%

New Accounts

2.9%

Loan Origination

2.0%

ATM

1.9%

Bank Products

1.7%

Customer Relations

1.6%

Financial Status

1.4%

Client Relationships

1.1%

Customer Relationships

1.1%

Customer Base

1.1%
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Typical Skill-Sets Required For A Branch Manager/Loan Officer

Rank Skill
1 Loan Applications 12.2%
2 Financial Statements 11.0%
3 Loan Portfolio 10.8%
4 Customer Service 9.0%
5 Ensure Compliance 7.5%
6 Credit Reports 4.8%
7 Real Estate 4.5%
8 Sales Goals 3.3%
9 FHA 3.2%
10 Daily Operations 2.5%
11 Business Development 2.5%
12 New Accounts 2.4%
13 Loan Origination 1.6%
14 ATM 1.6%
15 Bank Products 1.5%
16 Customer Relations 1.3%
17 Financial Status 1.2%
18 Client Relationships 0.9%
19 Customer Relationships 0.9%
20 Customer Base 0.9%
21 Personal Loans 0.8%
22 Property Evaluations 0.8%
23 Performance Reviews 0.8%
24 Notary 0.8%
25 Title Companies 0.7%
26 Customer Accounts 0.6%
27 Collection Calls 0.6%
28 Monthly Reports 0.6%
29 Financial Products 0.6%
30 Delinquent Accounts 0.6%
31 Customer Complaints 0.6%
32 Credit Options 0.6%
33 Financial Needs 0.6%
34 New Clients 0.6%
35 Credit Card Transactions 0.6%
36 DU 0.5%
37 HR 0.5%
38 Company Policies 0.5%
39 Bank Deposits 0.5%
40 Full Service 0.5%
41 Staff Members 0.5%
42 Special Events 0.5%
43 Different Types 0.5%
44 Usda 0.5%
45 Prospective Customers 0.5%
46 Office Staff 0.5%
47 Respa 0.4%
48 Product Knowledge 0.4%
49 Day-To-Day Operations 0.4%
50 Fannie MAE 0.4%
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12,325 Branch Manager/Loan Officer Jobs

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