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Loan clerk resume examples from 2026

Zippi

Land interviews using Zippia's AI-powered resume builder.

Updated March 26, 2025
6 min read
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How to write a loan clerk resume

Craft a resume summary statement

Your resume summary sums up your experience and skills, making it easy for hiring managers to understand your qualifications at a glance. Here are some tips to writing the most important 2-4 sentences of your resume:

Step 1: Mention your current job title or the role you're pursuing.

Step 2: Include your years of experience in loan clerk-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 tips will help you demonstrate why you are the perfect fit for the loan clerk position.

Please upload your resume so Zippia’s job hunt AI can draft a summary statement for you.

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List the right project manager skills

Your Skills section is a place to list all relevant skills and abilities. Here is how to make the most of your skills section and make sure you have the right keywords:

  1. 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.
  2. Include as many relevant hard skills and soft skills as possible from the listing.
  3. Use the most up to date and accurate terms. Don't forget to be specific.
These five steps should give you a strong elevator pitch and land you some loan clerk interviews.

Here are example skills to include in your “Area of Expertise” on a loan clerk resume:

  • Customer Service
  • Loan Payments
  • Financial Data
  • Mortgage Loans
  • Credit Reports
  • General Ledger Accounts
  • Computer System
  • Real Estate Loans
  • Loan Forms
  • Escrow Accounts
  • Financial Statements
  • Insurance Policies
  • Commercial Loans
  • Loan Accounts
  • Bank Deposits
  • UCC
  • Customer Accounts
  • Delinquent Accounts
  • Customer Inquiries
  • Past Due Accounts
  • Loan Data
  • Consumer Loans
  • Loan Closings
  • Insurance Forms
  • Process Loans
  • Bank Secrecy Act
  • ATM
  • Auto Loans
  • Loan Packages
  • ACH

Zippia’s AI can customize your resume for you.

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How to structure your work experience

Your work experience should be structured:

  1. With your most recent roles first, followed by earlier roles in reverse chronological order.
  2. Job title, along with company name and location on the left.
  3. Put the corresponding dates of employment on the left side.
  4. Keep only relevant jobs on your work experience.

How to write loan clerk experience bullet points

Remember, your resume is not a list of responsibilities or a job description. This is your chance to show why you're good at your job and what you accomplished.

Use the XYZ formula for your work experience bullet points. Here's how it works:

  • Use strong action verbs like Led, Built, or Optimized.
  • Follow up with numbers when possible to support your results. How much did performance improve? How much revenue did you drive?
  • Wrap it up by explaining the actions you took to achieve the result and how you made an impact.

This creates bullet points that read Achieved X, measured by Y, by doing Z.

Here are effective examples from loan clerk resumes:

Work history example #1

Loan Clerk

East West Bank

  • Assisted in the preparation of loan documentation on new residential loans for RESPA/GFE.
  • Received recognition by upper management for delivering reports on deadline.
  • Managed a pipeline of 20-40 customers simultaneously from mortgage application through closing.
  • Obtained stipulation documents from borrowers and forwarded to processor, underwriter or closer.
  • Researched and successfully resolved account discrepancies.

Work history example #2

Loan Clerk

United Parcel Service

  • Mastered facility computer system conversion, which included original UPS address database and a new internet-based system.
  • Created synchronicity and efficiency within our team.
  • Worked and communicate with members to provide guidance and credit counseling to loan applicants and borrowers.
  • Recorded all serial numbers and ensured that ''bait'' money was working properly, balanced cash dispenser and ATM Machine.
  • Trained in data entry, Microsoft office including Word, Excel, and Outlook, and AS400.

Work history example #3

Loan Clerk

Sallie Mae Bank

  • Developed effective relationships with all call center departments through clear communication.
  • Coordinated and conducted closings for home equity loans and home equity lines of credit.
  • Ordered various loan documentation and searches to include title, flood, UCC, insurance, regulatory language, property insurance.
  • Reviewed portfolio reports in order to determine compliance, integrity and timeliness of the foreclosure processing.
  • Corresponded with Cashiering Department and other internal customers by phone, email, and notes in CPI.

Work history example #4

Loan Clerk

Bank of America

  • Experienced in investor reporting and compliance for the private investor and FNMA product.
  • Ensured compliance and regulations were not violated regarding fee charges to borrowers.
  • Processed and closed residential or commercial loans as per FNMA and Bank of America guidelines.
  • Worked closely with processing, underwriting and escrow to ensure a smooth process for the customer.
  • Communicated with escrow/settlement agent in reference to vesting, estimate closing fees and obtain HUD-1.

Zippia’s AI can customize your resume for you.

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Add an education section to your resume

Employers are looking for a few things when looking at the Education section of your resume:
  • The highest degree you have achieved.
  • TWhere you attended school, and the dates (Although if you graduated some time ago, leave the date off to avoid ageism)
  • TField of study
  • TAny honors, relevant coursework, achievements, or pertinent activities

Here are some examples of good education entries for resumes:

High School Diploma

2014 - 2014

High School Diploma

2004 - 2004

Highlight your loan clerk certifications on your resume

Certifications are a great way to showcase special expertise or niche skills. Some jobs even require certifications to be hired.

Start simple. Include the full name of the certification. It's also good to mention the organization that issued the certification. Next, specify when you obtained the certification.

If you have any of these certifications, be sure to include them on your loan clerk resume:

  1. Certified Management Accountant (CMA)
  2. International Accredited Business Accountant (IABA)

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