Loan assistant resume examples from 2026
Land interviews using Zippia's AI-powered resume builder.

All resume examples
Table of content
How to write a loan assistant resume
Craft a resume summary statement
A well-written resume summary is basically an elevator pitch. You are summing up your skills and experience in a few sentences to wow recruiters, hiring managers, and decision makers into giving you an interview. Here are some tips to putting your best foot first with your resume summary:
Step 1: Mention your current job title or the role you're pursuing.
Step 2: Include your years of experience in loan assistant-related roles. Consider adding relevant company and industry experience as relevant to the job listing.
Step 3: Highlight your greatest accomplishments. Here is your chance to make sure your biggest wins aren't buried in your resume.
Step 4: Again, keep it short. Your goal is to summarize your experience and highlight your accomplishments, not write a paragraph.
These four steps should give you a strong elevator pitch and land you some loan assistant interviews.Please upload your resume so Zippia’s job hunt AI can draft a summary statement for you.
List the right project manager skills
Many resumes are filtered out by hiring software before a human eye ever sees them. A robust Skills section can let recruiters (and bots) know you have the skills to do the job. Here is how to make the most of your skills section:
- You often need to include the exact keywords from the job description in your resume. Look at the job listing and consider which of the listed skills you have experience with, along with related skills.
- Include as many relevant hard skills and soft skills as possible from the listing.
- Use the most up to date and accurate terms. Don't forget to be specific.
Here are example skills to include in your “Area of Expertise” on a loan assistant resume:
- Customer Service
- Loan Applications
- Mortgage Loans
- Financial Statements
- Order Appraisals
- Data Entry
- Credit Reports
- UCC
- Loan Payments
- Origination
- Loan Approval
- Loan Portfolio
- FHA
- Loan Closings
- Tax Returns
- Real Estate Loans
- Commercial Loans
- Customer Inquiries
- Loan Packages
- Escrow
- Bank Secrecy Act
- Financial Data
- HMDA
- SBA
- Processing Loans
- USDA
- Insurance Policies
- Tax Transcripts
- Flood Certifications
- Title Commitments
Zippia’s AI can customize your resume for you.
How to structure your work experience
Your employment history is arguably one of the most important parts of your resume. It shows you have experience and foundation in your field to successfully master the loan assistant position. Here is how to most effectively structure your work experience:
- List your most recent experience first, followed by earlier roles in reverse chronological order. Employers care about your most recent experience the most.
- Start with your job title, company name, city, and state on the left. Align dates in month and year format on the right-hand side.
- Include only recent, relevant jobs.
How to write loan assistant experience bullet points
Your resume is not a list of responsibilities or a job description. Instead, it is your chance to show your accomplishments and show why you're good at what you do.
- Use the What, How, and Why format. Answering these questions turns a bland job description into an effective showcase of your abilities.
- What were your responsibilities or goals?
- How did you accomplish them?
- Why were your results important? (How did it impact your company? Can you quantify the results in numbers? )
Here are examples from great loan assistant resumes:
Work history example #1
Loan Assistant
Wells Fargo
- Conducted quality reviews on filed loan documentation to ensure accuracy to Bankruptcy regulations and clearly documented identified issues.
- Processed Conventional, FHA and VA Mortgage files on Refinances, Purchases and Interim Construction loans.
- Served as back-up preparing direct loan documentation for small aircraft and yachts.
- Audited portfolio of assigned loans to ensure foreclosure compliance by research and analysis of over standard foreclosure delays.
- Adjusted customer's equity lines of credit as per documentation.
Work history example #2
Loan Assistant
SunTrust Banks
- Validated various documents ensuring they meet company guidelines.
- Contacted borrowers to complete applications and answer any questions regarding mortgages.
- Reviewed records for SunTrust Mortgage to ensure completeness of files, if files were incomplete obtained needed documents to complete file.
- Worked alongside to help develop and train new associates for new RESPA workflow.
- Complied with all rules and regulation with RESPA, TRID, and HUD
Work history example #3
Junior Loan Officer
Wells Fargo
- Reviewed and analyzed credit and asset information of potential borrowers to determine whether loan request meets approval guidelines.
- Researched questions using online resources and contacted foreclosure attorneys for clarification on fees billed.
- Enhanced product knowledge by coaching and mentoring staff to achieve team and individual performance goals and exceeding expectations.
- Handled bankruptcy Chapter 7 and 13 files that required additional research.
- Reviewed valuations to determine whether to continue with foreclosure process or pursue alternative resolutions.
Work history example #4
Loan Assistant
Cash America International
- Completed HMDA reports to report to the government for compliance reasons.
- Marketed the USDA Rural Development Section 502 Single Family Housing Direct Loan program to produce Economic Development.
- Reviewed applications and requested additional supporting documents from borrowers, loan agents, real estate agents, title and escrow companies.
- Assisted borrowers with questions regarding escrow, tax, forced place insurance and misapplied payment issues.
- Audited and insured FHA reverse mortgage loans, provided alternate funding, provided quality assurance on all client services.
Zippia’s AI can customize your resume for you.
Add an education section to your resume
The education section should display your highest degree first.
Place your education section appropriately on your resume. If you graduated over 5 years ago, this section should be at the bottom of your resume. If you just graduated and lack relevant work experience, the education section should go to the top.
If you have a bachelor's or master's degree, do not list your high school education. If your graduation year is more than 15-20 years ago, it's better not to include dates in this section.
Here are some examples of good education entries for resumes:
Associate's Degree in criminal justice
American InterContinental University, Chandler, AZ
2007 - 2009
Highlight your loan assistant certifications on your resume
Certifications can be a crucial part of your resume. Many jobs have required certifications.
To list, use the full name of the certification and the organization that issued it, along with the date of achievement.
If you have any of these certifications, be sure to include them on your loan assistant resume:
- Medical Assistant
- Certified Nurse Assistant (CNA)
- Certified Medical Administrative Assistant (CMAA)
- Registered Health Information Technician (RHIT)