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Top 48 Loan Adviser Skills

Below we've compiled a list of the most important skills for a Loan Adviser. We ranked the top skills based on the percentage of Loan Adviser resumes they appeared on. For example, 21.9% of Loan Adviser resumes contained Loan Applications as a skill. Let's find out what skills a Loan Adviser actually needs in order to be successful in the workplace.

These Are The Most Important Skills For A Loan Adviser

1. Loan Applications
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high Demand
Here's how Loan Applications is used in Loan Adviser jobs:
  • Prepared applications, researched and followed up with borrowers to resolve deficient loan applications and secure completed applications.
  • Maintained relationship to obtain information for loan applications and to answer questions about the process
  • Improved loan applications and documentation by informing applicant of additional requirements.
  • Evaluated loan applications and documentation by confirming credit worthiness.
  • Assist senior-level credit officers with complex loan applications.
  • Provide detailed information about status of loan applications.
  • Opened new account/prepared loan applications.
  • Process loan applications, collect, and clear conditions from borrower to ensure file is complete and accurate.
  • Review loan applications and consider all factors relevant to credit worthiness of applicant.
  • Performed credit analysis, debt ratios, and accepting new loan applications.
  • Walk through web application issues and inform of status on loan applications.
  • Processed federal student loan applications from start to finish.
  • Utilized the CHRIS system to process loan applications.
  • Processed over 1000 loan applications for students.
  • Ensured loan applications are complete and correct.
  • Ordered credit checks and processed loan applications.
  • Maintained and organized files and loan applications.
  • Submit loan applications to credit analysts.
  • Executed home loan applications for residential customers Marketed to financial institutions to create business relationships.
  • Performed background checks Submitted loan applications for verification and recommendations Reviewed and edited loan agreements to ensure accuracy

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101 Loan Applications Jobs

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2. Customer Service
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high Demand
Here's how Customer Service is used in Loan Adviser jobs:
  • Assisted managers in identifying opportunities to improve application-taking methods, customer services and work processes.
  • Originate high quality commercial loans which meet investor guidelines while providing excellent customer service.
  • Cross-trained and provided back-up for other customer service representatives when needed.
  • Provide exceptional customer service while negotiating and setting arrangements for payments.
  • Worked customer service for student loan company consolidating student loans.
  • Ensured constant improvements to the quality of customer service delivered.
  • Major focus on customer service, handling inbound calls from federal student loan borrowers.
  • Monitored outbound calls and identified training needs to ensure high level of customer service.
  • Ensured a high level of customer service with customers throughout the process.
  • Delivered exceptional customer service that earns the praise of customers and clients.
  • Used exceptional customer service skills and also inbound and outbound calling.
  • Recognized for outstanding customer service, resulting in monthly bonuses.
  • Maintained high level of customer service with the customer.
  • Provide excellent customer service and concise help.
  • Provided over the phone customer service.
  • Maintained 100% customer service.
  • Demonstrated mastery of customer service call script within specified timeframes.
  • Provided excellent customer service to customers who were needing assistance in their contract obligation's do to unexpected financial obligation's.
  • Help student obtain loan approval * Educate students about loans * Collect loan payments and debts * Modeled exceptional customer service skills
  • Assist in customer service Schedule and set payment arrangements Make necessary modifications to accounts for customers with a Drivetime account.

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53 Customer Service Jobs

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3. Financial Statements
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high Demand
Here's how Financial Statements is used in Loan Adviser jobs:
  • Compiled applicant credit history, and financial statements
  • Obtained and compiled copies of loan applicants' credit histories, corporate financial statements, and other financial information.
  • Reviewed and analyzed personal & business financial statements with STAN Software.
  • Analyzed financial statements and pertinent information to determine creditworthiness of prospective customers.
  • Prepared financial statements for underwriters in sensitive loan pre-approval cases.
  • Analyzed financial statements and pertinent information paystubs and assets.

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5 Financial Statements Jobs

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4. Phone Calls
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high Demand
Here's how Phone Calls is used in Loan Adviser jobs:
  • Receive phone calls, email and chat from borrowers, answering their questions regarding their loans and repayment options.
  • Contacted in excess of 250 clients via outbound telephone calls to collect delinquent payments for high interest loans.
  • Worked as a temporary agent through Celebrity Staffing to take phone calls and assist clients on their student loans
  • Conducted calls accounts, dictation, filing, auditing, distribution of incoming/outgoing mail and phone calls.
  • Performed collection process on student loans including telephone calls, letters and outside assignments.
  • Received and made outgoing phone calls regarding students' delinquent federal loan accounts.
  • Corresponded with divisions and customers through email, phone calls, and faxes.
  • Manage letters and phone calls to borrowers in all stages of delinquency.
  • Handled incoming and outgoing telephone calls in reference to student loans.
  • Answered phone calls from borrowers.
  • Return requests for phone calls.
  • Exceeded quota of 30 phone calls to students, 20 phone calls to banks and collection agencies daily.
  • Handled over 100 accounts daily via phone calls, emails and letters in a timely manner.

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15 Phone Calls Jobs

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5. Payment Arrangements
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high Demand
Here's how Payment Arrangements is used in Loan Adviser jobs:
  • Provide excellent customer service while taking payments, setting payment arrangements and processing loan modifications.
  • Negotiated payment arrangements and prepare delinquent reports for clients.
  • Customize payment arrangements unique to customers situation.
  • Negotiate payment arrangements to cure delinquency.
  • Negotiated settlements and payment arrangements.
  • Discussed repayment arrangements with borrowers.
  • Help customers who attempt to voluntarily surrender their vehicle to keep their vehicle while maintaining loan payment arrangements.
  • Set up payment arrangements, process electronic check/debit card payments or money orders as requested by the customer.
  • Provided World Class Customer service while building rapport with customers when making payment arrangements.
  • Set payment arrangements and took payments over the phone.
  • Negotiate payment arrangements with customers who have delinquent loans.
  • Set payment arrangements to bring account current.
  • Set up payment arrangements to bring loan current.

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6. Sales Floor
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high Demand
7. Debt Repayment
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high Demand
Here's how Debt Repayment is used in Loan Adviser jobs:
  • Advised customers of the consequences of delinquencies, recommended necessary actions and strategies for debt repayment.
  • Arrange for debt repayment or establish repayment schedules, based on customers' financial situations.

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8. Delinquent Accounts
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high Demand
Here's how Delinquent Accounts is used in Loan Adviser jobs:
  • Resolved routine billing inquiries and negotiated payment arrangements to cure delinquent accounts.
  • Reviewed delinquent accounts for possible loss mitigation resolutions.
  • Utilize collection tools available to maintain delinquent accounts and issue repossession of vehicles if necessary.
  • Locate and notify customers of delinquent accounts by mail and telephone to solicit payment.
  • Collected mortgage payments on 30-60 days delinquent accounts for this mortgage loan servicing company.
  • Worked on resolving 60 days past due delinquent accounts with a customer focus.
  • Collect on delinquent accounts and helped clients avoid repossession and/or charge off.
  • Worked on delinquent accounts at GE Access and at CHAFA.
  • Negotiate payment arraignments with customers that have delinquent accounts.
  • Assist with contact and collection of delinquent accounts.
  • Initial contact for customers with delinquent accounts.
  • Perform collection efforts on delinquent accounts.
  • Facilitated activities between student borrowers and Loan Servicing Centers Assisted student borrowers with resolving delinquent accounts and updated student database
  • Service student loansManaged loan acctsManaged billing on accountsManaged delinquent accounts

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2 Delinquent Accounts Jobs

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9. Student Loan Consolidation
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high Demand
Here's how Student Loan Consolidation is used in Loan Adviser jobs:
  • Educated customers regarding the benefits of Student Loan Consolidation based on individual credit standings.
  • Developed marketing strategies to compete with other companies that offered student loan consolidation.
  • Handled student loan calculator giving clients proper estimates regarding their student loan consolidations.
  • Navigated student and family through student loan consolidation process.
  • Provided clients with information about student loan consolidation.
  • Negotiate customer requests for student loan consolidation.
  • Contacted students regarding student loan consolidation.
  • Performed sales and customer service duties on new and existing student loan consolidation accounts in a call-center environment.
  • Used an automated dialing system to place calls to potential applicants regarding student loan consolidation products.
  • Marketed the Federal Student Loan Consolidation program to potential clients through outbound calls.
  • Analyzed need, cost, and legal compliance for student loan consolidation.
  • Studied and offered customers a broad range of student loan consolidation programs.
  • Marketed government's student loan consolidation program to students and parents.
  • Worked with Student Loan Consolidation.
  • Advised perspective customers of benefits of federal student loan consolidation Assisted customers complete federal student loan consolidation applications
  • Provided informative advice regarding student loan consolidation Handled inbound and outbound calls regarding student loan issues
  • Pre-qualified and processed federal student loan consolidation applications.
  • Contacted students who were havingdifficultiespaying off their student loans to offer them a student loan consolidation.
  • Advised Students and Parents on FFELP (Federal Family Educational Loan Program) Marketed Student Loan Consolidation Products Qualified Potential Customers

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10. New Clients
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high Demand
Here's how New Clients is used in Loan Adviser jobs:
  • Maintain and develop relationships with new clients in order to maximize financial and operational performance.
  • Originated the loans of new clients from lending tree sources and other lead tools.
  • Follow up communication with new clients or to existing customers in database.
  • Created marketing materials to bring in new clients.
  • Acquire new clients daily and leads.
  • Closed four loans for new clients in the first sixty days of using our new automated dialer system.

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11. FHA
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high Demand
Here's how FHA is used in Loan Adviser jobs:
  • Determined financing options for clients, and advised them on a variety of FHA, conventional, and sub-prime mortgages.
  • Advised clients on a variety of residential mortgage financing products, including conventional, FHA, VA USDA and HARP.
  • Solicited and originated mortgage loans (Conforming, FHA, Prime) to increase profits on a monthly basis.
  • Originate and manage mortgage loans of all types including conventional, jumbo, FHA, VA and streamline.
  • Guide homeowners in process of obtaining Title 1 FHA Home Improvement loan from Application to Closing.
  • Assisted future homeowners obtain financing through FHA, VA, USDA, or conventional financing.
  • Originated and processed FHA, VA, USDA, Bond and Conventional loans.
  • Analyze customer financial situations to ensure Conventional, FHA or VA loan approval.
  • Originated conforming, jumbo, FHA, and Fannie Mae direct loans.
  • Refinance and Purchase mortgages, VA, FHA and Conventional Conforming loans.
  • Closed conventional, alternate, FHA and portfolio mortgage loans.
  • Originated FHA, VA and Conventional mortgage loans.
  • Produce Conventional, FHA and VA loans.
  • Ensured all Freddie Mac, GNMA, FNMA, FHA, VA, Conventional and State requirements were in compliance.
  • Used the Automated Underwriting system for Fannie Mae, Freddie Mac, FHA and VA home loans.
  • Price, sell, originate and process FHA/VA Fannie Mae and Freddie Mac types of loans.
  • Answer calls for FHA, VA & Conv loan application and sell mortgage products to qualified customers.
  • Processed Longford Homes' pipeline of 30 plus FHA/VA and Conventional loans per month.
  • Experienced in FHA, VA, Conventional, A-paper, Subprime financing.

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6 FHA Jobs

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12. Real Estate
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high Demand
Here's how Real Estate is used in Loan Adviser jobs:
  • Provide professional financial services to the public to finance home improvements secured by residential real estate property.
  • Generated leads from multiple sources including cold-calling, personal referrals, inbound inquiries, and relationships forged with real estate agents.
  • Identify business opportunities in the current weak real estate market to turn a profitable activity for the company.
  • Analyzed, processed and underwrote, residential real estate requests in compliance with financial institution policies and procedures.
  • Coordinated the approval or rejection of lines of credit and commercial, real estate and personal loans.
  • Facilitated the funding of over 500 real estate loans involving negotiation, valuation, and contract conception.
  • Developed pipelines for multiple real estate agencies and dispersed leads to designated brokers in each agency.
  • Obtained CA Real Estate license and Notary license to complete each purchase loan and refinance.
  • Develop relationships with real estate professionals, builders, and other business referral sources.
  • Analyze appraisals, title work, real estate contracts and lender loan commitments.
  • Understand real estate appraisals, title reports, and real estate transactions.
  • Originate process for residential real estate loans and mortgages in multiple states.
  • Generated business by making contact with local Real Estate professionals.
  • Ordered real estate appraisals to determine property value.
  • Originated loans for residential real estate.
  • Attract new mortgage loan applications by developing relationships within the community, specifically with the real estate community
  • Generated up to 500 calls on a daily basis, qualifying prospects for real estate purchases and/or mortgage pre-approvals.
  • Brokered $5.4 million in commercial real estate loans over 10 months (led all loan sale advisors).
  • Adhered to current and updated laws and regulations in regards to the Real Estate field.
  • Key Accomplishments: Produced 100% of personal business from realtors, real estate attorneys, and investors

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255 Real Estate Jobs

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13. Data Entry
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high Demand
Here's how Data Entry is used in Loan Adviser jobs:
  • Use of several computer programs for various tasks including email, data entry, and presentations.
  • Performed data entry in order to update accounts and track notes.
  • Assisted with filing, faxing, and data entry.
  • Collect and process financial billing payments Prepared confidential credit loan applications Fast and accurate data entry and typing skills.
  • Make 80 outbound calls a day Transfer inbound calls at a high percentage Type 65 wpm Data entry

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5 Data Entry Jobs

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14. Days Past
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high Demand
Here's how Days Past is used in Loan Adviser jobs:
  • Make contact with customers who are 7-59 days past due, and negotiate payment arrangements.
  • Assigned to a team to collect on accounts from 1-43 days past due.
  • Front end and mid-range collection tactics applied for accounts 1-43 days past due.
  • Collected on past due auto loans ranging from 15 days past due to 120 days past due.
  • Work off a dialer system collecting on accounts ranging from 15 to 30 days past due.

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15. Contractual Obligations
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average Demand
16. Production Goals
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average Demand
Here's how Production Goals is used in Loan Adviser jobs:
  • Achieved preset production goals activity.
  • Maintain positive working relationships with the Loan Servicing team while meeting or exceeding production goals.
  • Meet or exceed production goals on a daily basis.
  • Exceed production goals, by following all policy procedures.
  • Meet or exceed production goals.
  • Meet and exceed production goals.
  • Maintain positive working relationships Meet or exceed production goals
  • Exceeded production goals in first month and with highest dollar volume production in the region.
  • Outperformed on a consistent basis,retail branch sales and mortgage lending production goals.
  • Meet or exceed production goals Performs other related duties as assigned
  • Assist in training or developing the skills of other Loan Representatives Maintain positive working relationships Meet or exceed production goals

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38 Production Goals Jobs

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17. Financial Situation
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average Demand
Here's how Financial Situation is used in Loan Adviser jobs:
  • Assisted clients in selecting a program that worked best with individual financial situation and completed application for official submission.
  • Evaluated customers financial situations while negotiating effective and efficient resolutions to cure past due balances.
  • Provided liaison between customers and Mortgage Company by analyzing financial situations and recommending viable solutions.
  • Determine the appropriate federal loan assistance program for particular financial situations.
  • Analyzed applicants credit reports, income profiles and debt obligations to determine most beneficial mortgage products for their financial situation.
  • Pulled, evaluated and matched credit to proper loan to fit the best financial situation.
  • Provide assistance with making financial arrangements that work with the borrowers financial situation.
  • Provided extensions on car loans based on analysis of customers' financial situations.
  • Advised on credit to applicants to help better client's financial situation.
  • Advised members on their possibilities of improving their financial situation.
  • Create repayment schedules based on customers' financial situations.
  • Arranged payment programs that would benefit their financial situation.
  • Collected businesses financial documents to analyze financial situation of businesses, and determined best financial solution based on the analysis.

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82 Financial Situation Jobs

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18. Interest Rates
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average Demand
Here's how Interest Rates is used in Loan Adviser jobs:
  • Performed mathematical calculations to determine interest rates to be offered.
  • Receive inbound calls in a call center environment advising of individual interest rates; while servicing and consolidating student loans.
  • Answered all questions regarding the process, interest rates and terms in a call center environment.
  • Provided client with account specific information such as interest rates, repayment dates and repayment options.
  • Figure interest rates and payments for borrowers who choose from Sallie Mae's repayment solution products.
  • Discussed lowering of interest rates with borrowers through incentive programs offered by the lenders.
  • Provided information on different types of deferments, terms, and interest rates.
  • Inform students about their interest rates, delinquencies, etc.
  • Advise students of current interest rates and balances.
  • Assisted Customers with fixed Interest rates.

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48 Interest Rates Jobs

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19. Unexpected Financial Obligations
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average Demand
20. Need Assistance
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average Demand
Here's how Need Assistance is used in Loan Adviser jobs:
  • Go offers excellent customer service to clients who need assistance in meeting their contract obligations due to unexpected financial obligations.
  • Contacted customers who need assistance servicing their loan due to delinquency, deployments, or other unexpected financial obligations.
  • Provide excellent customer service to customers who need assistance.
  • Provided suburb customer service to clients who need assistance in regards to their contract obligations.

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125 Need Assistance Jobs

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21. High Volume
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average Demand
Here's how High Volume is used in Loan Adviser jobs:
  • Provided clerical support including high volume filing and detailed data entry.
  • Demonstrated ability to manage priorities and high volume workload in an inbound call center.
  • Handled high volume of incoming calls and emails concerning student loan balances and status.
  • Maintain exceptional level of customer service in a high volume call center
  • Handled high volumes of phone calls while assisting walk-in applicants.
  • Secure high volume mortgage loan business through excellent communication and follow up with borrowers .
  • Handled high volumes of daily Inbound and Outbound calls Data Entry

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5 High Volume Jobs

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22. Credit Reports
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average Demand
Here's how Credit Reports is used in Loan Adviser jobs:
  • Obtained and reviewed borrower credit reports, income statement, assets and equity position to determine eligibility and optimal loan structure.
  • Reviewed credit reports and analyzed clients' finances to determine mortgage options according to underwriting guidelines.
  • Provided assistance and support with conducting credit reports and the disruption of over 15,000 student Federal refunds.
  • Order and review credit reports, title report, appraisals, survey, and proof of income.
  • Review application, credit reports, post closing, and any other information for Commercial Loan application.
  • Executed the loan origination process, including ordering credit reports, appraisals and preliminary title reports.
  • Enter loan information into computer and pull credit reports.
  • Ordered credit reports and appraisals.
  • Demonstrated strong analytical and attention to detail skills while reviewing information included on loan applications as well as credit reports.
  • Utilize expertknowledge of closing cost fees, appraisal requirements, and credit reports review and verification.
  • Underwrite loans for debt consolidation Pull credit reports Finalize loan decisions

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2 Credit Reports Jobs

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23. Fdcpa
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average Demand
Here's how Fdcpa is used in Loan Adviser jobs:
  • Handled all calls with due care to ensure proper adherence to FDCPA rules and regulations.
  • Follow the FDCPA, FCRA and TCPA guidelines and is a licensed collector.
  • Adhered to FDCPA guidelines and maintained above 95% Quality Assurance average.
  • Understand and comply with the FDCPA laws when contacting our customers.
  • Followed and maintained knowledge of all FDCPA guidelines
  • Identified customers' financials distress if any while collecting payments needed in accordance to the FDCPA act.

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1 Fdcpa Jobs

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24. Counsel
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average Demand
Here's how Counsel is used in Loan Adviser jobs:
  • Managed the transition of the real-estate lease-purchase transactions, credit counseling/qualifying, property management, general loss mitigation/collections.
  • Performed exit counseling for Federal Perkins loan borrowers.
  • Counseled students on outstanding balances and consolidation methods.
  • Provided financial counseling to delinquent customers.
  • Have successfully acquired, counseled, and closed over 600 clients improving their lifestyles, credit, and day-to-day living.
  • Assist former college students from falling into default status on federal loans with financial counseling.
  • Advised technical assistance to students with regard to completing their Entrance and Exit Loan Counseling.
  • Conducted loan counseling, performed exit interviews with student groups and on an individual basis.
  • Provided counseling in student financial aid, particularly while servicing students and their families.
  • Counseled and educated students on academic and financial aid options, obligations and progress.
  • Provided student borrowers with loan repayment counseling while following standard scripts and procedures.
  • Provide loan counseling services, either over the phone or in person.
  • Counseled students on loan repayment options for federal and private loans.
  • Counseled clients on personal financial problems.
  • Full counseling of defaulting student loans.
  • Counseled students and determined their eligibility for various assistance programs based on data obtained from their FAFSAs.
  • Counseled those with poor credit in order to gain financing.)
  • Performed credit counseling classes, all online exit counseling, consolidations, mailouts and skiptracing.
  • Position) Counsel Student Borrowers following standard script and procedures on methods of avoiding default.
  • Consult with legal counsel to determine best course of action ( CSR ) / Collector / Insurance & Document Verification Specialist

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16 Counsel Jobs

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25. Nelnet
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average Demand
Here's how Nelnet is used in Loan Adviser jobs:
  • Serviced student loans for the United States Department of Education and Nelnet Diversified Solutions.
  • Service student loans for the Department of Education and Nelnet Default Management.
  • Update accounts with other services such as Nelnet and Sallie Mae.

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26. Account Information
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average Demand
Here's how Account Information is used in Loan Adviser jobs:
  • Record customer account information and update their accounts accordingly.
  • Provide customer with account information, such as APR %, payment schedule, etc.
  • Make sure account information is up to date.
  • Update student account information in Microsoft Access.
  • Updated and maintained customer account information Assisted students with loan inquiries Received commendations for outstanding customer service

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27. Communication
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average Demand
Here's how Communication is used in Loan Adviser jobs:
  • Originate loan, calculate debt-to-income and loan-to-value ratios and assisting and maintaining communication with applicants/borrowers during the entire loan process.
  • Maximize personal communication, collaboration, and persuasion skills to improve customer engagement and organizational stability.
  • Position required strong communication skills and negotiation skill providing a positive experience for our customer base.
  • Utilized ethical and professional communication skills to help customers achieve their goals.
  • Develop effective relationships with all call center departments through clear communication.
  • Use questioning and listening skills that support effective telephone communication.
  • Monitor and document loan payments and document all communication attempts.
  • Provided excellent Customer service, communication and negotiating skills.
  • Operated multiple screens, multiple systems, and multiple phone transfer lines both via inbound and outbound communications.
  • Charged with managing online lead management systems, clients communication and follow-up both online and on the phone.
  • Manage files and follow up with clients to keep an open communication between them and the company.
  • Scheduled appraisals, orchestrated communication between loan processors and underwriters, and walked through the funding process.
  • Documented all communication with students to their record while ensuring all information remains private and secure.
  • Answered questions and provided support to students via email, telephone and various other communication methods.
  • Form a strong connection and rapport with clients via communication tools and techniques.
  • Use communication skills to contact loan borrowers and consolidate their student loans payments
  • Attended the Dale Carnegie course and received several awards for outstanding achievements in developing interpersonal and communicational skills.
  • Detail-Oriented, excellent verbal and written communication skills, able to multi-task, use critical thinking, and use analysis skills.
  • Manage student loan Prepare high level database delinquent loans Create financial structure for repayment plan Initiate communication between student and their lender
  • Top Skills: Strong decision making and problem solving abilities Communication and negotiation skills Value and embrace diversity

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38 Communication Jobs

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28. Borrowers
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average Demand
Here's how Borrowers is used in Loan Adviser jobs:
  • Obtained borrowers information, assessed needs of borrowers and presented solutions to borrowers situations
  • Advised borrowers and managed accounts for bilingual customer service.
  • Respond to incoming calls and provide borrowers with solutions to their student loan needs while providing an excellent customer experience.
  • Assist borrowers to find solutions to maintain home ownership including HAMP, proprietary modifications, repayment plans, etc.
  • Contacted prospective borrowers by phone, mail, and email to either refinance or purchase a new home.
  • Work with students and borrowers on a daily basis on how to finance and manage their student loans.
  • Assisted borrowers with repayment plans, payments, and several other services related to student loans.
  • Assisted borrowers with identifying their federal loans in order to have them packaged for consolidation.
  • Process payments - credit cards and bank accounts Educated borrowers on their loan details etc.
  • Created procedures for contacting borrowers, structuring and processing the loan with the lenders.
  • Counseled loan borrowers on repayment options to impact school's Cohort Default Rate.
  • Work in call center advising borrowers on loans Assist customers Customer Service
  • Advised borrowers on different loan programs based on school information provided.
  • Receive payments from borrowers via telephone and in the office.
  • Fielded inbound calls to address borrowers' needs.
  • Received inbound customer service calls from borrowers.
  • Answered incoming calls from student loan borrowers.
  • help get borrowers into forgiveness program and inform them about student loan debt consolidation
  • Guide as well as follow all borrowers through their mortgage loan process form initial meeting through the loan closing process.
  • Assisted associates working on behalf of the Colleges' with the borrowers student loan accounts.

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668 Borrowers Jobs

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29. Freddie Mac
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low Demand
Here's how Freddie Mac is used in Loan Adviser jobs:
  • Determine whether third parties have originated a loan according to Freddie Mac eligibility Gain an early view of loan delivery issues.

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69 Freddie Mac Jobs

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30. New Accounts
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low Demand
Here's how New Accounts is used in Loan Adviser jobs:
  • Participated in processing, funding and servicing indirect loans and open new accounts obtained through indirect lending.
  • Follow up with new accounts for feedback and respond to email inquiries.
  • Created new accounts for various customers.

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31. Nmls
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low Demand
Here's how Nmls is used in Loan Adviser jobs:
  • Licensed to originate loans in CA, FL, PA, NJ, GA, and LA - NMLS# 1099084

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649 Nmls Jobs

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32. Title IV
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low Demand
Here's how Title IV is used in Loan Adviser jobs:
  • Helped students to manage their school loans while repairing their credit and restoring their Title IV Financial Aid Benefits And Eligibility.
  • Educated student borrowers on all aspects of Title IV funding, from origination to consolidation.
  • Award Title IV Funds, State, Federal and Institutional Funds and other scholarships.
  • Used knowledge of federal regulations to calculate earned/unearned funds using Title IV Software.
  • Managed cohort default rate at various campuses to allow for Title IV funding.Provided counseling and resources to delinquent borrowers.
  • commission requirements, telemarketing, computer skills, knowledgeable of Title IV federal loans.

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1 Title IV Jobs

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33. Personal Information
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low Demand
Here's how Personal Information is used in Loan Adviser jobs:
  • Collected personal information from borrowers and entered data into company database using company servicing software to negotiate repayment terms.
  • Maintained confidentiality as mandated by state and federal law and managed personal information discretely and respectfully.
  • Contacted students and collected personal information i.e.
  • Required the ability to convey trust via cold call contacts in order to obtain the students SSN and other personal information.
  • Handle very personal information at a state and federal level.
  • Handle delicate, personal information with the right party contact.

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34. Fannie MAE
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low Demand
Here's how Fannie MAE is used in Loan Adviser jobs:
  • Develop unique loan programs to meet Fannie Mae and Freddie Mac guidelines with local lenders.
  • Submit loans through Fannie Mae DU to determine program eligibility.
  • Collaborated with Sallie Mae, and Fannie Mae.

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4 Fannie MAE Jobs

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35. Federal Student Loans
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low Demand
Here's how Federal Student Loans is used in Loan Adviser jobs:
  • Consolidated customer Federal Student Loans.
  • Gather information and advised students about the advantages of private loans oppose to Financial Aided Grants, and Federal Student Loans.
  • Worked with people who have Federal Student loans in lowering their payments and consolidating them into only one payment.
  • Evaluate if borrowers are unable to pay off federal student loans with current financial contract.
  • Assist students and graduates in making decisions regarding their federal student loans.
  • Ensured students are making monthly payments on their Federal student loans.
  • Consolidated federal student loans with the Department Of Education.
  • Assist in consolidation of federal student loans.
  • Recieved inbound calls and made outbound calls to potential clients in need of help with their Federal Student Loans
  • Advise and assist students with managing their federal student loans via outbound dialer.

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1 Federal Student Loans Jobs

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36. Drivetime
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low Demand
Here's how Drivetime is used in Loan Adviser jobs:
  • Help customers to bring their accounts current through negotiation and listening skills and programs that are available through Drivetime for assistance.
  • Trained and certified as a DriveTime 2.0 loan advisor, involving a more customer service-friendly approach.
  • Excelled in Drivetime's floor-rank system, finishing 2 months during 2012 as number 1 advisor on floor.

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37. CRM
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low Demand
Here's how CRM is used in Loan Adviser jobs:
  • Assist prospective clients through the enrollment process to qualify for one of the federal programs using the CRM system.
  • Managed use of Microsoft Office, Encompass, Fannie Mae DO and Customer Service Manager (CRM).
  • Utilized CRM to process applications and agreements.
  • Enter accurate information into CRM.
  • Manage various lead sources as well as CRMs to produce these prospects and process their enrollment into these federal programs.
  • Manage account base through CRM, Marksman, and Leads 360(Velocify) systems.

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38. Credit Worthiness
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low Demand
Here's how Credit Worthiness is used in Loan Adviser jobs:
  • Evaluated employment, credit and asset information to determine credit worthiness -Negotiated basic terms an
  • Evaluate credit worthiness by processing loan applications and documentation within specified limits.
  • Examined and verified applications to determine credit worthiness.

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21 Credit Worthiness Jobs

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39. Property Evaluations
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low Demand
Here's how Property Evaluations is used in Loan Adviser jobs:
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.

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7 Property Evaluations Jobs

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40. Federal Regulations
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low Demand
Here's how Federal Regulations is used in Loan Adviser jobs:
  • Received specialized training for financial aid verification process per Federal regulations.
  • Understand and fully comply with all federal regulations.
  • Adhere to all compliances to meet the banking and federal regulations.
  • Used knowledge of the state and federal regulations in application of tuition balances to accounts !

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10 Federal Regulations Jobs

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41. Different Types
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Here's how Different Types is used in Loan Adviser jobs:
  • Explained to customers the different types of loans and credit options available, as well as the terms of those services.
  • Apply the elements of building positive rapport with different types of customers over the phone.
  • Assess customer needs, explore all options and introduce different types of loans.
  • Employed Provide advice, information and guidance to students or graduates with many different types of loans.

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3 Different Types Jobs

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42. New Customers
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low Demand
Here's how New Customers is used in Loan Adviser jobs:
  • Investigated and reviewed credit risks involving new customers.
  • Acquired new customers through cold calling and on-site visits nationwide.
  • Researched accounts, answered questions, and worked with new customers.

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42 New Customers Jobs

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43. Accurate Information
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low Demand
Here's how Accurate Information is used in Loan Adviser jobs:
  • Maintained complete and accurate information in national database.
  • Provide accurate information to customers, about status of their delinquency, on their car note.
  • Educate and provide accurate information to the customer regarding their account.

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44. Financial Needs
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low Demand
Here's how Financial Needs is used in Loan Adviser jobs:
  • Provided guidance to new & existing customers regarding products and services that would meet their financial needs.
  • Prepared multiple mortgage options for each client to ensure their financial needs were effectively met.
  • Analyzed clients financial needs, goals, sensitivity towards their home mortgage loan.
  • Suggested and Cross-sold financial products depending on client's financial needs.
  • Assist customers in selecting programs that meet their financial needs.
  • Determine customers' financial needs/goals and prepare proposals to sell solutions that address these.

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45. Resource Person
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low Demand
Here's how Resource Person is used in Loan Adviser jobs:
  • Served as a resource person within team as needed, including assisting new associates with training needs.
  • Serve as a resource person within team as needed.

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46. Title Companies
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low Demand
Here's how Title Companies is used in Loan Adviser jobs:
  • Coordinate closings with title companies, operations and attorneys to insure on time funding of loans.
  • Assisted in referring clients to real-estate agents, title companies and appraisers in the local market.
  • Pull credit reports, schedule closings with various attorneys and title companies.
  • Established relationships with lenders, appraisers, title companies, and surveyors.
  • Communicated with customers, title companies, and appraisal companies daily.
  • Closed loans for title companies.
  • Network with realtors, title companies, and insurance agents to develop mutually beneficial referral partnerships to increase loan volume.

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9 Title Companies Jobs

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47. Internal Departments
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low Demand
Here's how Internal Departments is used in Loan Adviser jobs:
  • Fostered positive relationships with internal departments: recovery, customer service.
  • Communicate and coordinate with internal departments.
  • Interact with internal departments to insure the highest quality of customer service.
  • Utilized many different computer programs, along with the assistance of many other internal departments to best service our Customers.

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1 Internal Departments Jobs

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48. Collection Efforts
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low Demand
Here's how Collection Efforts is used in Loan Adviser jobs:
  • Record information about financial status of customers and status of collection efforts.
  • Request repossessions when all collection efforts have been exhausted and/or as needed.

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Loan Adviser Jobs

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20 Most Common Skills For A Loan Adviser

Loan Applications

25.8%

Customer Service

15.2%

Financial Statements

14.6%

Phone Calls

11.2%

Payment Arrangements

3.3%

Sales Floor

3.2%

Debt Repayment

3.0%

Delinquent Accounts

2.5%

Student Loan Consolidation

2.2%

New Clients

2.2%

FHA

2.1%

Real Estate

2.0%

Data Entry

1.8%

Days Past

1.8%

Contractual Obligations

1.8%

Production Goals

1.8%

Financial Situation

1.6%

Interest Rates

1.5%

Unexpected Financial Obligations

1.3%

Need Assistance

1.2%
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Typical Skill-Sets Required For A Loan Adviser

Rank Skill
1 Loan Applications 21.9%
2 Customer Service 12.9%
3 Financial Statements 12.3%
4 Phone Calls 9.5%
5 Payment Arrangements 2.8%
6 Sales Floor 2.7%
7 Debt Repayment 2.5%
8 Delinquent Accounts 2.1%
9 Student Loan Consolidation 1.9%
10 New Clients 1.8%
11 FHA 1.8%
12 Real Estate 1.7%
13 Data Entry 1.6%
14 Days Past 1.5%
15 Contractual Obligations 1.5%
16 Production Goals 1.5%
17 Financial Situation 1.3%
18 Interest Rates 1.2%
19 Unexpected Financial Obligations 1.1%
20 Need Assistance 1.0%
21 High Volume 0.9%
22 Credit Reports 0.9%
23 Fdcpa 0.9%
24 Counsel 0.8%
25 Nelnet 0.7%
26 Account Information 0.7%
27 Communication 0.6%
28 Borrowers 0.6%
29 Freddie Mac 0.6%
30 New Accounts 0.6%
31 Nmls 0.6%
32 Title IV 0.5%
33 Personal Information 0.5%
34 Fannie MAE 0.5%
35 Federal Student Loans 0.5%
36 Drivetime 0.5%
37 CRM 0.5%
38 Credit Worthiness 0.4%
39 Property Evaluations 0.4%
40 Federal Regulations 0.4%
41 Different Types 0.4%
42 New Customers 0.4%
43 Accurate Information 0.4%
44 Financial Needs 0.4%
45 Resource Person 0.4%
46 Title Companies 0.3%
47 Internal Departments 0.3%
48 Collection Efforts 0.3%
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1,922 Loan Adviser Jobs

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