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

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

101 Loan Applications Jobs

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2. Customer Service

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.

53 Customer Service Jobs

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3. Financial Statements

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.

5 Financial Statements Jobs

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4. Phone Calls

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.

15 Phone Calls Jobs

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5. Payment Arrangements

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

high Demand

7. Debt Repayment

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.

8. Delinquent Accounts

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

2 Delinquent Accounts Jobs

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9. Student Loan Consolidation

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

10. New Clients

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.

Career Details for a Loan Adviser

11. FHA

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.

6 FHA Jobs

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12. Real Estate

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

255 Real Estate Jobs

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13. Data Entry

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

5 Data Entry Jobs

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14. Days Past

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.

15. Contractual Obligations

average Demand

16. Production Goals

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

38 Production Goals Jobs

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17. Financial Situation

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.

82 Financial Situation Jobs

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18. Interest Rates

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.

48 Interest Rates Jobs

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19. Unexpected Financial Obligations

average Demand

20. Need Assistance

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.

125 Need Assistance Jobs

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21. High Volume

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

5 High Volume Jobs

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22. Credit Reports

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

2 Credit Reports Jobs

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23. Fdcpa

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.

1 Fdcpa Jobs

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24. Counsel

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

16 Counsel Jobs

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25. Nelnet

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.

26. Account Information

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

27. Communication

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

38 Communication Jobs

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28. Borrowers

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.

668 Borrowers Jobs

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29. Freddie Mac

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.

69 Freddie Mac Jobs

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30. New Accounts

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.

31. Nmls

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

649 Nmls Jobs

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32. Title IV

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.

1 Title IV Jobs

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33. Personal Information

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.

34. Fannie MAE

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.

4 Fannie MAE Jobs

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35. Federal Student Loans

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.

1 Federal Student Loans Jobs

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36. Drivetime

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.

37. CRM

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.

38. Credit Worthiness

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.

21 Credit Worthiness Jobs

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39. Property Evaluations

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.

7 Property Evaluations Jobs

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40. Federal Regulations

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 !

10 Federal Regulations Jobs

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41. Different Types

low Demand

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.

3 Different Types Jobs

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42. New Customers

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.

42 New Customers Jobs

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43. Accurate Information

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.

44. Financial Needs

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.

45. Resource Person

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.

46. Title Companies

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.

9 Title Companies Jobs

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47. Internal Departments

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.

1 Internal Departments Jobs

No jobs at selected location

48. Collection Efforts

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.

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%

Typical Skill-Sets Required For A Loan Adviser

Rank	Skill	Percentage of Resumes Percentage
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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