Top Loan Consultant Skills

Below we've compiled a list of the most important skills for a Loan Consultant. We ranked the top skills based on the percentage of Loan Consultant resumes they appeared on. For example, 27.2% of Loan Consultant resumes contained Loan Applications as a skill. Let's find out what skills a Loan Consultant actually needs in order to be successful in the workplace.

The six most common skills found on Loan Consultant resumes in 2020. Read below to see the full list.

1. Loan Applications

high Demand
Here's how Loan Applications is used in Loan Consultant jobs:
  • Assist micro entrepreneurs nationwide with loan applications, preparing an in-depth review of relevant financial information, collateral and documentation.
  • Processed multiple loan applications by gathering critical information for eligibility on Genesis and Calyx point.
  • Submitted 5 loan applications monthly, with recommendation to credit analysts for underwriting approval.
  • Approve loan applications with fellow consultants including utilizing changes, upgrades and implementations.
  • Generate residential home mortgage loan applications in a national call center utilizing Internet-based leads
  • Evaluated Loan applications and documentation by confirming credit worthiness using initial underwriting software.
  • Originate loan applications and gathered all applicable information in proficient manner.
  • Administer all loan applications and ensure achievement of all customer objectives.
  • Originated loan applications and generated leads through various marketing sources.
  • Review and decision auto loan applications received through indirect lending.
  • Originate loan applications through phone calls produced by radio advertisements.
  • Review and edit student loan applications for company regulations.
  • Assisted management in analyzing and approving loan applications.
  • Prepared financial analysis of retail mortgage loan applications.
  • Gathered documentation and submitted client's loan applications.
  • Participated in bank appointments for loan applications.
  • Determine collateral values to complete loan applications.
  • Obtained and processed residential mortgage loan applications.
  • Conducted interviews for customer loan applications.
  • Originated complete and accurate loan applications.

Show More

2. Financial Status

high Demand
Here's how Financial Status is used in Loan Consultant jobs:
  • Record information about financial status of customers and collection efforts.
  • Reviewed applicant's financial status, credit reports, and property values to determine suitability for workout alternatives.
  • Consulted with current customers who desired to refinance their home mortgages to improve their financial status.
  • Analyzed financial status, credit determine granting loans.
  • Analyze financial status, credit and property evaluate to determine if prequalify for loan.
  • Analyze applicant s financial status to determine different loan options that are available.

Show More

3. Loan Portfolio

high Demand
Here's how Loan Portfolio is used in Loan Consultant jobs:
  • Managed a loan portfolio of over $20 million in assets, consisting of performing and non-performing residential and commercial loans.
  • Analyzed loan portfolios to allocate pricing and connect sellers with buyers among a nationwide network of financial institutions.
  • Developed new business and expanded mortgage loan portfolio through networking, prospecting, sales, and client relations.
  • Review a sample of a client's loan portfolio including commercial loans, construction and commercial mortgages.
  • Assess loan portfolio quality, policy adherence, loan underwriting practices and loan administration systems.
  • Prepared and analyzed SBA loan portfolios on a commission basis.
  • Service existing home loan portfolio.

Show More

4. Customer Service

high Demand
Here's how Customer Service is used in Loan Consultant jobs:
  • Provided personalized customer service focused on establishing long-term clients and recommending loan or refinancing packages and services that satisfied customer needs.
  • Provided customer service to internal and external customers, departments in accordance with levels and expectations consistent with company standards.
  • Participate in company-wide proprietary customer service program involving telephone and e-mail based customer service contact.
  • Provided customer service, educating loan recipients of their account status and updating personal information.
  • Managed client accounts and identified financial benefits to improve customer retention and customer service results.
  • Communicate with customers to get repayment of student loans while also providing exceptional customer service.
  • Maximize sales and company profits by providing excellent customer service and exceptional call handling.
  • Provide high level customer service and communication to exceed established retail sales production goals.
  • Exhibited excellent lending acumen and am committed to customer service and high quality/compliance standards.
  • Delivered excellent customer service and established personal friendships and trust within the local community.
  • Optimized customer service within a competitive market to continually drive revenue production.
  • Provided excellent customer service to current clients, including providing special attention.
  • Delivered excellent customer service by assisting each customer with their specific need.
  • Delivered loans from origination to closing with efficiency and excellent customer service.
  • Originated residential mortgages with excellent communication, and customer service skills.
  • Generated new leads by providing unparalleled customer service and memorable relationships.
  • Provided customer service and research assistance to several internal departments.
  • Maintained performance level goals and executed excellent customer service scores.
  • Provided excellent customer service and professionalism throughout the loan process.
  • Respond to customer inquiries to ensure extraordinary customer service.

Show More

5. Real Estate

high Demand
Here's how Real Estate is used in Loan Consultant jobs:
  • Contributed to engagements involving loan loss reserve methodology and validation, assessment of Loan Review Department and real estate portfolio reviews.
  • Prospected new business growth and continuously researched and developed products for existing builder communities and real estate offices.
  • Originated and processed residential loan files for real estate purchase and refinance transactions for underwriter contingency approval.
  • Assisted in preparing and participating in Real Estate Professional/Broker/Builder functions - including Open Houses and Conventions.
  • Establish relationships with the real estate community and participate in community outreach activities.
  • Participated in Real Estate professional Broker-Builder functions including Open Houses and Conventions.
  • Solicited real estate brokers and agents; participated in community outreach programs.
  • Underwrite real estate applications, including loss mitigation/financial hardship applications.
  • Handled real estate transactions including writing purchase offers, coordinating with other agents and escrow, researching property valuations for clients.
  • Recommended approval of customer applications for lines and extension of lines of credit, commercial loans, and real estate loans.
  • Recommended workout on major real estate development loans that saved the bank from significant loss through foreclosure and loan default.
  • Coordinate with Underwriters, Loan Processors, Banks, Appraisers, and Real Estate agents to find loans for individuals.
  • Prepared and filed documentation and reports; trained tellers and bankers on recognizing opportunities for all real estate lending products.
  • Work with Clients Looking to Purchase or Refinance Real estate properties, also network with Real Estate professionals, Builders.
  • Assist with the development and implementation of real estate underwriting guidelines, training documentation, and classes for the department.
  • Conduct loan and real estate presentations with clients for obtaining prospective clients and ultimately converting active buyers into homeowners.
  • Evaluate, authorized, or recommend approval of real estate loans Purchase, Refinance or Equity Line of Credit.
  • Developed business and referral base with key real estate offices as well as the local Wells Fargo mortgage professionals.
  • Established and maintained relationships with real estate companies that were not previously used; opened up East Bay market.
  • Coordinated all business matters, relating to the closing of mortgage loans and real estate transactions, i.e.

Show More

Job type you want
Full Time
Part Time
Internship
Temporary

6. Appropriate Loan Program

high Demand
Here's how Appropriate Loan Program is used in Loan Consultant jobs:
  • Evaluate each application and select the appropriate loan program for each client based upon the available parameters.
  • Put together estimated costs, qualify clients and determine appropriate loan programs for purchase and refinance transactions.
  • Provided customer assistant and selling appropriate loan programs via telephone, fax, and mail.
  • Analyzed information provided by clients to find the most appropriate loan program.
  • Search out appropriate loan programs and competitive rates from over 300 banks.
  • Recommend potential Clients appropriate loan programs and processes.

Show More

7. Credit Reports

high Demand
Here's how Credit Reports is used in Loan Consultant jobs:
  • Review credit reports and verify other documentation as required.
  • Reviewed client credit reports and financial information.
  • Reviewed loan-to-value ratio, credit reports, applications, appraisal & other documentation to ensure that each loan meets company standards.
  • Learned to read and interpret credit reports, surmise bank statements, calculate debt to income ratios for loan products.
  • Qualified buyers for loans by reviewing their credit reports, pay stubs, tax returns, and employment history.
  • Reviewed credit reports, discussed various loan types, ensured customers met qualifications and guidelines for loan approvals.
  • Overcome objectives, collections for Appraisal and Credit Reports in order to perform analysis on credit worthiness.
  • Review loan to value ratios, credit reports and applications ensure that each loan meets the guidelines.
  • Interviewed clients, pulled credit reports, and conducted preliminary title reports and opened escrow.
  • Analyzed customers' needs and presents solutions based on credit reports and product guidelines.
  • Review credit reports, analyzed income and debt structure for consumer home loans.
  • Processed loan and mortgage applications, data entry, and obtained credit reports.
  • Reviewed credit reports and discovered borrower's goals to find appropriate loan program.
  • Investigated discrepancies between applications and credit reports, employment records, et al.
  • Read credit reports for any judgments, collections, and credit score.
  • Conduct credit reports, order appraisals, open title and escrow.
  • Obtained and analyzed credit reports and Title reports.
  • Examined and evaluated clients credit reports.
  • Conducted pre-qualification interview, reviewed credit reports, and gathered required documentation to complete application file and forward to loan processing.
  • Analyze loan application, and credit reports for verifications and recommendations.

Show More

8. FHA

high Demand
Here's how FHA is used in Loan Consultant jobs:
  • Build business by calling on real estate agents throughout New England in need of Jumbo Financing, and FHA loans.
  • Supported customers in refinancing and purchasing homes with Federal Housing Administrative (FHA), conventional and jumbo loans.
  • Utilized a broad range of loan programs, including A-paper and sub-prime conventional, FHA, and VA programs.
  • Originated conventional, FHA, VA and PHFA mortgages, while establishing and maintaining relationships with referral sources.
  • Process approved Conventional, Non Conventional, FHA loans, collect all required initial and underwriting documentations.
  • Worked as one of the top agents in the company and first agent to market FHA loans.
  • Originated and processed Conventional, FHA, and VA residential purchase, refinance, and reverse mortgages.
  • Reviewed all accounts, contract and processed credit applications for FHA and VA Home Improvement loans.
  • Originated Conventional, FHA and VA loans for national home builder with follow through to closing.
  • Originated home loans consisting of FHA, VA, Jumbo and Conforming loans in Eastern Mass.
  • Processed and develop loan files for submission to FHA, conforming and/or non-conforming investors for approval.
  • Coordinated the processing of FHA/VA, Conventional, Non-Conventional Mortgages, and Sub-Prime refinances.
  • Originate various types of residential loans including conventional, sub-prime, FHA and VA.
  • Consulted prospective clients on FHA, Conventional, 2nd Trust Deed and Purchase Loans.
  • Provided conventional, FHA, VA, and home equity loans for families.
  • Reviewed and analyzed mortgage documentation to ensure that the loans meet FHA guidelines.
  • Experienced in New Construction: 1x and 2x close, FHA/VA government loans.
  • Originated FHA, VA, Conventional and Reverse Equity loans for seniors.
  • Familiarized with public benefit programs such as CHFA, FHA, VA.
  • Supervised, trained new agents on Conventional, Commercial, FHA loans.

Show More

9. Financial Statements

high Demand
Here's how Financial Statements is used in Loan Consultant jobs:
  • Evaluated clients' financial statements, qualifications and credit worthiness asses loan eligibility.
  • Reviewed financial statements per commercial client to assure qualifications for loan approvals.
  • Evaluated personal and business financial statements for loan qualification.
  • Analyze tax returns, personal and corporate, credit bureaus, financial statements, and corporate and personal bank statements.
  • Review credit reports, P&L statements, financial statements and bank accounts to determine credit worth.
  • Investigated and analyzed financial data on loan applications, credit reports, tax returns and financial statements.
  • Manage a list of clients to produce financial statements detailing a company's financial status.
  • Reviewed loan files, credit memorandums and financial statements on borrowers and business entities.
  • Analyzed complex corporate returns and financial statements for high net worth business owners.
  • Reviewed personal financial statements and tax returns to determine client's financing options.
  • Prepare payoffs, Deferment agreements, Modifications & Financial statements.
  • Prepared accurate financial statements at end of the quarter
  • Analyzed financial statements and credit reports to determine borrower's affordability.
  • Analyzed credit reports and financial statements to determine the degree of risk involved in extending credit or lending money.
  • Bank statements, hardship affidavits, pay stubs, financial statements etc.)
  • Authored executive summaries, comprehensive business plans, and investor presentations Developed Pro-Forma financial statements & forecasts Drafted contracts and business proposals

Show More

10. Phone Calls

high Demand
Here's how Phone Calls is used in Loan Consultant jobs:
  • Receive a high level of phone calls, emails and faxes containing client correspondence and documents that need to be processed.
  • Handle account activities related to collection accounts, including phone calls and face to face communications with customers.
  • Assist owner in the handling of the phone calls, organizing extra client paperwork and filing.
  • Received inbound phone calls from potential applicants and followed up on marketing leads provide by E*TRADE.
  • Organized daily phone calls to clients in order to collect balances prior to the due dates.
  • Assist with securing various loans types for customers based on information obtained via telephone calls.
  • Received incoming phone calls to start the application process for refinancing home loans.
  • Answer Phone; take messages, direct phone calls.
  • Conducted sales activities including several phone calls per day, weekly broker preview/caravan with realtors and meetings with Chamber of Commerce.
  • Handled inbound phone calls for loan generations and home loan modifications.
  • Cross trained for Assistant Manager after 3 months Achieved number 2 loan originator in 9 months Received inbound telephone calls.

Show More

11. New Clients

high Demand
Here's how New Clients is used in Loan Consultant jobs:
  • Established strong relationships with new clients by giving honest information and answer their calls at any time.
  • Generated about $10 million of loans a year by bringing in approximately thirty new clients.
  • Established a secure client base by creating marketing materials to attract new clients and existing clients.
  • Conducted multiple hours of cold-calling per week in order to seek out new clients.!
  • Developed relationships with existing and new clients which increased sales and revenue.
  • Identified and secured new clients by referrals and sales calls.
  • Provided knowledge of programs and services available to new clients.
  • Service existing client list and developing new clients.
  • Networked through realtors, home builders, attorneys, and buyers in order to draw new clients.
  • Solicited new clients for loans Collected information for applications Secured loan that best fit clients criteria

Show More

12. Loan Modifications

high Demand
Here's how Loan Modifications is used in Loan Consultant jobs:
  • Performed all data calculations to create loan modifications consistent with federal and company guidelines.
  • Reviewed loan modifications documents for accuracy, completeness and compliance.
  • Executed loan modifications for home owners in foreclosure.
  • Processed loan modifications and managed assigned pipeline.
  • Help homeowners negotiate loan modifications.
  • Negotiated and facilitated short sales, Pre-Claim Advances, Forbearance plans, Loan Modifications, and Deed in Lieu transactions.
  • Communicate with customers regarding Loan Modifications, Short Sale, Refinance & different mortgage resolution options.
  • Originated mortgage loans for new purchases, refinance, loan modifications, and home equity.
  • Worked regularly with developers, brokers, and mortgage bankers for loan modifications or reverse.
  • Originated and structured loans for mortgage refinance and purchases as well as loan modifications.
  • Processed loan modifications and short sales and deed in lieu, and forbearance plans.
  • Network to find new prospects for loan modifications, followup to collect documents.
  • Obtained and assessed loan records, title endorsements and loan modifications.
  • Processed and manually underwrote HAMP/MHA and traditional in house loan modifications.
  • Closed contracts and collected payments for loans and loan modifications above.
  • Process loan modifications and new loan processing uploads.
  • Processed and closed 150+ loan modifications.
  • Key Achievements Hands on experience in performing required loan modifications.
  • Pre-qualified customers for workout plans including various loan modifications.
  • Convert their 'dead" mortgage leads into Loan Modifications, along with fielding calls generated from direct mail campaigns.

Show More

13. Student Loans

high Demand
Here's how Student Loans is used in Loan Consultant jobs:
  • Correspond with customers in order to facilitate delinquency resolution of student loans through advanced contact, consultation and collection efforts.
  • Consolidated federal student loans accounts and assisted student in completing on-line applications.
  • Encouraged customers to consolidate student loans
  • Saved Citibank money by knowing & following the government regulations for due diligence on collections and skip tracing for student loans.
  • Meet monthly goals and stay consistent by taking incoming and outgoing calls, setting up payment plans and consolidation student loans.
  • Consolidated federal student loans for debtors who were in the repayment, deferral or grace period of their loan.
  • Assess the needs of the student or parent to obtain new student loans or in consolidate private student loans.
  • Job Duties: Answering calls and assisting students into applying for student loans.
  • Processed customer requests to apply for student loans by taking phone applications.
  • Assisted students and alumni with consolidating their Federal student loans via phone.
  • Answered incoming calls and assisted students in consolidating their student loans.
  • Assisted customers applying for private student loans for higher education.
  • Assist students and co-signers in applying for private student loans.
  • Helped people with federal student loans qualify for forgiveness programs.
  • Counseled clients in achieving successful repayment of student loans.
  • Collect a debt on federally defaulted student loans.
  • Receive inbound calls to discuss student loans.
  • Qualified and closed refinance of student loans.
  • Processed orders for consolidation of student loans.
  • Take payments on student loans.

Show More

14. Outbound Calls

high Demand
Here's how Outbound Calls is used in Loan Consultant jobs:
  • Received inbound calls and performed outbound calls to speak to clients with new mortgage inquiries as well as refinancing options.
  • Involved in making outbound calls to bankers or customers to obtain missing information and maintain SLA guidelines.
  • Placed outbound calls to potential leads while providing customers with loan options for refinancing their mortgage.
  • Average 350 outbound calls per week to generate new client connections and promote Smith Barney program.
  • Gather Documents from Borrowers being inbound or outbound calls to send to Underwriting for final review.
  • Audited inbound and outbound calls to give individualized coaching, feedback, and training to peers.
  • Performed outbound calls to homeowners to inform about loan modification or refinance options.
  • Make outbound calls to potential leads for follow up or consulting requests.
  • Manage incoming and outbound calls to sell mortgages and other products.
  • Make outbound calls to offer customers their loan options they qualified.
  • Completed daily outbound calls, up to 5-7 hours per day.
  • Received incoming calls and made outbound calls on a daily basis.
  • Contacted and spoke with customers through inbound and outbound calls.
  • Take inbound and make outbound calls to business owners.
  • Complete over 100 outbound calls on daily basis.
  • Managed 80+ inbound and outbound calls daily.
  • Maintained inbound and outbound calls from borrowers.
  • Make outbound calls to generate new business.
  • Execute 60-100 outbound calls (daily) to prospects in C.R.M.
  • Follow up with customers/ Outbound calls Responsible for booking of daily appointments.

Show More

15. Loan Origination

average Demand
Here's how Loan Origination is used in Loan Consultant jobs:
  • Facilitated the entire residential loan transaction from underwriting under regulatory compliance, processing, loan origination and marketing.
  • Consulted with customers to assess their personal business needs and requirements for loan origination/sales.
  • Identified and corrected loan origination process deficiencies in assigned territories Key Achievements:.
  • Educated clients about different loan options; Provided Loan origination and Mortgage Protection insurance
  • Contract underwriter / administrative mortgage consultant for loan compliance & loan origination.
  • Managed integration and deployment of software into loan origination and processing environments.
  • Managed HELOC loan origination and closing operations supporting sales management.
  • Manage all aspects of new mortgage loan origination for perspective borrowers
  • Completed loan origination and processing.
  • Utilized Calyx Point v5.2 and Encompass software for mortgage loan origination, locked and closed loans under time constraint conditions.
  • Attained top producer, for loan origination and closing for various quarters.
  • Handled loan origination and loan processing for new and existing customers.
  • Trained new loan officers in all aspects of loan origination.
  • Home loan origination managing my own book of business.
  • Home loan origination over the phone and lead origination.
  • Originated loan file in Loan Origination Software.
  • Handled loan originations, document preparation for underwriting, researched loan program and assistance eligibility for home buyers.
  • Increased mortgage loan originations from customers by developing strong partnerships with assigned Retail Bank Stores.
  • Worked with mentor on Real Estate Transactions and Loan Originations with a financial company.
  • Generated $10 million in loan originations monthly.

Show More

16. Borrowers

average Demand
Here's how Borrowers is used in Loan Consultant jobs:
  • Excelled in a commission-only sales position; developed new business opportunities with potential borrowers through aggressive prospecting methods and community outreach.
  • Evaluated and analyzed borrowers complex financial information to assess credit worthiness and to determine if homeowner qualified for loan programs.
  • Communicated regularly with mortgagors that were seriously delinquent in order to identify and counsel borrowers on best workout options available.
  • Expanded client base by originating and managing residential real estate loans by interviewing borrowers via telephone and obtaining application.
  • Provided referrals to approved credit counseling agencies for prospective borrowers who needed financial guidance before purchasing a home.
  • Followed up regularly according to policy and effectively retained renewal clients and converted potential clients into borrowers.
  • Consulted with existing Countrywide borrowers to improve their financial situation through home equity and mortgage refinance options.
  • Maintained knowledge of program guidelines and loan requirements offering borrowers a variety of financing options.
  • Advised potential borrowers and mortgage brokers and loan representatives regarding the underwriting and approval process.
  • Customized consolidation packages and recommended appropriate options to meet the need of borrowers.
  • Assist Borrowers and Lenders in preventing loss by identifying alternative financing techniques.
  • Assisted borrowers with Loss Mitigation/negotiations due to unforeseen circumstances to avoid foreclosure.
  • Calculated modification terms based on investor guidelines and communicated terms to borrowers.
  • Worked directly with borrowers to assure proper documentation was submitted for underwriting.
  • Counseled borrowers of the necessary actions of repayment and established repayment schedules.
  • Informed and educated borrowers regarding client benefits from company loan program.
  • Skilled customers with loan tailored for borrowers particular financing requirements.
  • Provided assistance to help potential borrowers successfully qualify for financing.
  • Contacted borrowers to negotiate mutually acceptable resolutions to their delinquencies.
  • Determined & rendered decision for overall risk for potential borrowers.

Show More

17. Sales Goals

average Demand
Here's how Sales Goals is used in Loan Consultant jobs:
  • Facilitated training to loan officers simultaneously on identifying opportunities and exceeding sales goals.
  • Maintained personal sales goals to remain in top ten percent at all times (e.g., bonuses).
  • Advertised to generate purchase, refinancing, and seller financing streams of business to met ongoing sales goals.
  • Developed overall market strategy and trained sales teams in identifying opportunities and in exceeding their sales goals.
  • Exceeded sales goals achieving monthly recognition in the regional manager's exceptional sales volume award.
  • Maintained position of top 5% of the sales force, consistently exceeding sales goals.
  • Maintained monthly sales goals and targets of 3 million per month.
  • Maintain sales goals on monthly basis.
  • Meet individual monthly sales/performance goals Consistently exceed sales goals
  • Initiated 50-60 cold calls daily in order to obtain sales goals .
  • Set appointments for members Educate members about loan products Attain monthly sales goals Organize and set applications

Show More

18. Title Companies

average Demand
Here's how Title Companies is used in Loan Consultant jobs:
  • Develop successful partnering relationships with processors, title companies and appraisers.
  • Established and maintained solid relationships with several Title Companies to ensure timely closing and funding during the loan process.
  • Corresponded directly with customers, brokers, title companies and attorneys in order to facilitate loan approvals.
  • Streamlined communications with Contractors, Title Companies, Product Managers and Borrowers on a daily basis.
  • Established and maintained relationships with borrowers, real estate agents, title companies, and attorneys.
  • Maintained wonderful working relationships, with processor, underwriter, closing agents, and title companies.
  • Refinanced customers' mortgage loans and coordinated efforts of potential lenders, appraisers and title companies.
  • Work with title companies regarding liens, bonds, judgments regarding property rights and surveys.
  • Collaborated with financial institutions and title companies to acquire the best product for each client.
  • Worked as a liaison between my clients, financial institution and Title Companies.
  • Interfaced with title companies, attorneys and banks.
  • Funded Loans and wired money to title companies.
  • Served as primary facilitator between the client, bank, escrow, title companies, county recorders offices and realtors.
  • Worked with title companies in opening title reports, researched child support issues, mechanics liens, and subordinations.
  • Work closely with processors, underwriters, closers, agents, title companies, and appraisers.
  • Originate residential mortgages via calling on realtors, title companies, and past customers.
  • Worked with preferred appraisers and title companies to ensure efficient flow of loan files.
  • Facilitated closings with title companies, attorneys, realtors and clients.
  • Maintain relationships with Realtors, appraisers, and title companies.
  • Developed external mortgage business through solicitation of realtors, builders, accountants, attorneys/title companies and financial advisors.

Show More

19. Customer Relationships

average Demand
Here's how Customer Relationships is used in Loan Consultant jobs:
  • Implemented creative ways to improve customer relationships, exploring and sharing performance enhancing suggestions
  • Visit accounts quarterly to maintain and develop customer relationships.
  • Maintained Customer relationships in a pawn broker environment.
  • Manage customer relationships, expectations and satisfaction.
  • Broadened customer relationships in residential mortgage services.
  • Build effective customer relationships over the telephone by informing customers of all attributes of loan process and time lines.
  • Team Leader in charge of development of customer relationships and increasing loan sales.
  • Monitored Loans and customer relationships ranging from $250M to $7MM.
  • created customer relationships, analyzing account data, while pro-actively providing solutions to customers.

Show More

20. Underwriting Guidelines

average Demand
Here's how Underwriting Guidelines is used in Loan Consultant jobs:
  • Validated income, assets and credit/liability documentation to support origination underwriting guidelines in addition to collection of supporting documentation.
  • Worked closely with loan processors and underwriters to ensure each application was in compliance with underwriting guidelines and procedures
  • Monitored loan coordination with supporting departments to ensure compliance regulations and underwriting guidelines were met.
  • Negotiated loan terms and cleared conditions ensuring loans met underwriting guidelines.
  • Structured loans utilizing internal systems to meet underwriting guidelines.
  • Update documentation for clients regarding underwriting guidelines.
  • Possessed license for all 50 of the United States with knowledge of diverse underwriting guidelines for each state.
  • Originate loans that comply with processing and underwriting guidelines, while working in a fast-paced call center environment.
  • Led the department in pull-through percentage by thoroughly learning all loan programs and underwriting guidelines.
  • Structure loans to meet all underwriting guidelines.
  • Maintained broad knowledge of each loan product offered by VU, including broad knowledge of pre-qualification Underwriting guidelines for each product.

Show More

21. Data Entry

average Demand
Here's how Data Entry is used in Loan Consultant jobs:
  • Processed data entry information on current and future customers obtaining home improvement loans.
  • Processed and underwrote files including data entry, legal documents, clerical, etc.
  • Order title commitments/fax/copy/file/e-mail/data entry/scanning of loan applications.
  • Lead Management - Solicit residential mortgage loans Performed data entry, computer reports and various other paperwork-related clerical tasks.
  • Performed annual escrow analysis and completed data entry of mortgage loan asset information.
  • Process remittances and monetary and non-monetary data entry.

Show More

22. Financial Needs

average Demand
Here's how Financial Needs is used in Loan Consultant jobs:
  • Provided customers with information related to specific loan programs that supported their financial needs.
  • Assist customers in determining financial needs and recommend appropriate credit solutions.
  • Interview prospective clients to obtain information concerning their financial needs and credit data, to accurately analyze their needs and goals.
  • Directed communication with clients for assistance with purchase and refinance loans; available for the client's financial needs.
  • Serviced the credit and non-credit financial needs of existing customers, maintaining a positive relationship to enhance future business.
  • Customized loan programs tailored to meet the financial needs of the client by analyzing the income and credit worth.
  • Engaged with customers to assist and educate in terms of identifying financial needs and recommending products and solutions.
  • Evaluated and consulted borrower s financial needs and recommended the right Mortgage program to truly fit their goals.
  • Coordinated with clients regarding their financial needs, monthly expenses to help them find the best loan.
  • Researched and place customers in to the loan product according the customers financial needs.
  • Marketed a variety of loan instruments to clients based on their specific financial needs.
  • Conducted financial needs analysis and recommended appropriate products to meet client's needs.
  • Reviewed, researched and negotiated loan programs to meet clients' financial needs.
  • Experience negotiating with challenging customers and ensuring that their financial needs are resolved.
  • Identify and match the personal financial needs of clients.
  • Manage total financial needs of clients.
  • Advised customers on their financial needs.
  • Evaluate financial needs of customers.
  • Worked with the purchase, refinance applications to research wholesale lending options to meet the customer financial needs.
  • Qualified potential clients Sold clients specific loan programs tailored to their individual financial needs.

Show More

23. Business Development

average Demand
Here's how Business Development is used in Loan Consultant jobs:
  • Performed business development of accounts within assigned territory> Created lead base for prospecting to generate consistent sales pipeline.
  • Supported department business development goals, called potential members, identified business needs and corresponded sales opportunities bank wide.
  • Managed the overall day-to-day operations of the loan center including continuous business development to exceed set sales/client goals.
  • Participate in business development and general civic activities to contribute to community efforts and to promote lending origination.
  • Represented bank at local business development opportunities, providing seminars on available mortgage programs to sponsors and brokers.
  • Created and executed a Business Development Plan and general civic activities to promote mortgage origination.
  • Created a consistent production of leads by participating in various business development activities.
  • Worked closely with management in executing a Business Development Plans.
  • Researched and purchased promotional premiums for the business development group.
  • Created and executing a Business Development Plan.
  • Build new business development strategies and facilitate all facets of the First Nationwide Bank Mortgage Loan System.
  • Participated in various business development activities (pilot programs), resulting in new business model.
  • Employed as a loan consultant responsible for personal business development and file processing.
  • Assisted in improving overall branch volume by d eveloping and implementing new business development strategies with branch manager.

Show More

24. Interest Rates

average Demand
Here's how Interest Rates is used in Loan Consultant jobs:
  • Calculated borrower interest rates for both consolidated and Stafford student loans.
  • Lock and negotiate borrower's interest rates to ensure profitability to the company, while satisfying borrower's needs.
  • Studied fluctuations in interest rates, market trends and other economic factors to further determine overall loan quality.
  • Prepare estimates providing the lowest interest rates, while offering catered repayment options for the borrower.
  • Confirmed loan programs with customers, locked interest rates and prepared loan file for underwriting.
  • Negotiated interest rates and fees, opened title and escrow, and ordered appraisals.
  • Assisted student borrowers in calculating interest rates on both consolidation and student loans.
  • Negotiated interest rates and pricing while forecasting market change to protect business.
  • Informed customers of current interest rates for home loans and mortgages.
  • Quoted, negotiated and lock in interest rates.
  • Negotiated interest rates primarily with Wells Fargo Bank.
  • Promote company's low interest rates.
  • Calculated interest rates on loans.
  • Analyzed eligibility requirements in regards to interest rates/programs available to potential clients in the current marketplace.
  • Key Accomplishments: Accurately assessed financial information to evaluate potential risks and maximize client interest rates.
  • Provide new loan programs and analytical solutions for homeowners with high interest rates/consumer debt.
  • Communicated mortgage loan commitment to clients by locking in interest rates and communicate loan approvals and declinations orally and in writing.
  • Finalized all financing and locked all interest rates, working with branch and sales partners to make discretions when necessary.
  • Worked directly with Appraisers, Contractors, Lean Holders/Banks Researched surrounding markets for best interest rates Served as a translator to customers
  • interest rates, APR%, Etc.)

Show More

25. Income Tax Returns

average Demand
Here's how Income Tax Returns is used in Loan Consultant jobs:
  • Analyzed profit and loss statements and income tax returns for eligibility and profitability.
  • Collected documentation required for final branch approval for example: pay-stubs, income tax returns, and bank statements.
  • Prepared individual and fiduciary income tax returns for estates and trusts.
  • Requested documents, such as income tax returns, bank account number, purchase agreements, and property description for verification.
  • Requested documents, such as income tax returns, bank account numbers, purchase agreements and property description.
  • Reviewed income tax returns for applicants who suffered losses due to disaster eligibility for a low interest rate residential mortgage.

Show More

26. Jumbo

average Demand
Here's how Jumbo is used in Loan Consultant jobs:
  • Maximize Realtor Relationships - New Construction Jumbo and Condominium Specialist.
  • Developed branch marketing, sales coaching, and served as primary mortgage contact for purchase and refinance of Conforming and Jumbo loans
  • Acquired clients and lenders for jumbo and conventional loans, high risk financing, and hard money lending.
  • Developed strong pipeline of Jumbo non conforming business, exceeded customer expectations with creative financing options.
  • Originated A paper residential Jumbo and Conventional Loans.
  • Established reputation for expertise in Jumbo loan production

Show More

27. Business Partners

average Demand
Here's how Business Partners is used in Loan Consultant jobs:
  • Organized strategic business partnerships creating small work teams and managed endeavors to generate new business.
  • Established an effective marketing strategy to solicit additional business partners and develop consistent self-generated leads.
  • Created and delivered customized sales presentations to both business partners and potential clients.
  • Gathered documents from borrowers and business partners for contingency removal.
  • Project manager overseeing team oriented marketing campaigns with business partners.
  • Originate well documented residential mortgages through contact with business partners.
  • Conduct training and educational events for business partners.
  • Maintained business partnerships by providing loan knowledge.
  • Prospected new mortgage lending opportunities through community based activities and referrals from business partners, past and present clients.
  • Originate residential mortgage loans, extensive interaction with customers, Title and Escrow Companies, and Business Partners.
  • Led negotiations, won contracts, and provided all business support to assigned business partners.
  • Established and maintained a good working relationship with assigned clients and internal business partners.
  • Organized off site presentations with business partners.
  • Solicited business for Superior Mortgage by developing relationships with realtors, builders, and other potential business partners.
  • Meet with business partners, realtors, builders, and past clients to generate new business relationships.
  • Maintain and develop business partnerships with realtors, builders, attorneys, accountants and other mortgage professionals.
  • Established and maintained positive relationships with builders, realtors, clients and other strategic business partners.
  • Liaised with bankers, realtors, account executives and related business partners regarding financial transactions.
  • Originated loans by building solid relationships with Realtors and other business partners.
  • service skills to acquire new business partners.

Show More

28. Fannie MAE

average Demand
Here's how Fannie MAE is used in Loan Consultant jobs:
  • Optimized Fannie Mae and Conventional lending products and accepted credit documentation and other disclosures to coordinate and complete application process.
  • Well versed in Conventional, Fannie Mae, and FHA programs.
  • Attended the Fannie Mae Housing Finance Institute in Atlanta, GA.
  • Originated fannie mae loans, conventional and fannie mae loans.
  • Profiled applicants according to Fannie Mae and in house guidelines to determine loan eligibility and level of documentation required.
  • Utilized underwriting systems such as Fannie Mae's Desktop Originator and Freddie Mac's Loan Prospector and other proprietary underwriting products.

Show More

29. Repayment Plans

average Demand
Here's how Repayment Plans is used in Loan Consultant jobs:
  • Formulated informal repayment plans with written confirmation for the customer.
  • Placed accounts on forbearance, deferments, repayment plans from the government and also consolidated federal and private loans as well.
  • Worked in three departments and initially took calls about home foreclosures, short sales and repayment plans.
  • Set up repayment plans, or referred to modification department for further assistance.
  • Set payments and repayment plans on accounts to bring mortgage payments current
  • Assisted customers during financial hardship with repayment plans.

Show More

30. Financial Services

low Demand
Here's how Financial Services is used in Loan Consultant jobs:
  • Maintained knowledge of new types of loans and other financial services and products in order to better meet customers' needs.
  • Consult with and cultivate an ongoing financial services relationship with clients through the delivery of world class client service.
  • Work with other areas of the Education Financial Services department to resolve issues and clarify to customers our requirements.
  • Maintained up-to-date knowledge on program policies and laws and regulations that pertain to mortgage, banking and financial services.
  • Conducted training and referral clinics to employees at Retail Bank Store to educate on products and financial services.
  • Provided strategies and executed financial services to clients wanting to refinance their existing loans.
  • Monetized client asset commodities, bank instruments, and financial services.
  • Marketed and sold financial services such as risk management.
  • Stayed abreast on new product availability and financial services that best fit the needs of my clients.
  • Determined customers financial services needs and prepared proposals to sell services that addressed these needs.
  • Processed Short Sales Processed / Constructed Private Lending Transactions Screened/Consulted with distressed homeowners Marketed financial services

Show More

31. Financial Situations

low Demand
Here's how Financial Situations is used in Loan Consultant jobs:
  • Reviewed customers' mortgage and financial situations for refinancing or restructuring opportunities.
  • Consult client while offering the ability to analyze current and projected financial situations and goals.
  • Worked with lenders, funding and State Departments to find best financial situations for clients.
  • Assess member financial situations to help develop strategic financial planning solutions.
  • Analyzed consumer financial situations and determined the most prosperous solution to their financial dilemma.
  • Collaborate with clients to assess individual financial situations and develop strategic mortgage planning solutions.

Show More

32. Property Evaluations

low Demand
Here's how Property Evaluations is used in Loan Consultant jobs:
  • Prepared property evaluations, ran credit reports, and set appointments for the owner of the company.
  • Analyzed the applicant's financial status, credit and property evaluations.
  • Analyze property evaluations, personal credit, and liquid assets to determine associated loan risks and approval qualifications of consumer applications.
  • Reviewed loan applications and performed financial analysis, credit and property evaluations to provide feasibility reports for loan requests.
  • Analyze applicants' financial status, credit worthiness, and property evaluations to determine appropriate loan product eligibility.
  • Analyze customer's financial status, approve credit applications, and conduct property evaluations to determine loan eligibility.

Show More

33. Client Relationships

low Demand
Here's how Client Relationships is used in Loan Consultant jobs:
  • Nurtured client relationships and personally generated an increase in sales that exceeded 5 million dollars in 1999.
  • Developed strong business and client relationships resulting in referrals and leads.
  • Maintain client relationships through various marketing techniques.
  • Manage and maintain client relationships in a professional manner.
  • Grow and nurture existing client relationships by providing excellent customer service in an evolving industry increasingly subject to government regulation.
  • Expand client relationships by effectively profiling/interviewing for lending needs; maintaining knowledge of and successfully offer/process residential mortgage lending products.

Show More

34. High Volume

low Demand
Here's how High Volume is used in Loan Consultant jobs:
  • Worked in a high volume brokerage to assist customers in obtaining all necessary documents for applying for and receiving loan approval.
  • Assigned to four high volume branches serving the high tech industry, resulting in 15-20 closed loans monthly minimal processing assistance.
  • Worked in a call center environment with a high volume of calls entering the queue.
  • Provided detailed benefits to produce a high volume of business to all locations.
  • Maintained a high volume call count to meet all departmental goals.
  • Fielded a high volume of customer calls and processed customer applications.
  • Work in a high volume call center originating loans nationwide.
  • Maintained high volume of sales weekly.
  • Cross-trained in other areas of service to assist with workflow and high volumes.
  • Originate and pre-qualify borrowers for loan programs, high volume of CHFA/FHA lending.
  • Licensed in 45 states Responsible for an extremely high volume of calls, applications & prequalification.

Show More

35. Financial Goals

low Demand
Here's how Financial Goals is used in Loan Consultant jobs:
  • Assessed customer profiles and determined which of the Bank's products best met the customer's needs and financial goals.
  • Worked with clients to identify financial goals and presented various loan products to suit their financial needs and circumstances.
  • Provided excellent customer service to all borrowers through understanding their needs, objectives, concerns and financial goals.
  • Assisted mortgagors to obtain appropriate loan programs to meet their short and long term financial goals.
  • Consulted with clients about their current and future needs to help them achieve their financial goals.
  • Assess the prospect's current debt, income, and desired financial goals.
  • Presented best mortgage options based upon credit review and financial goals.
  • Performed a thorough needs assessment of each customer to provide the best mortgage loan product to achieve their financial goals.

Show More

36. Financial Planners

low Demand
Here's how Financial Planners is used in Loan Consultant jobs:
  • Cultivated in-depth relationships with referral partners, including real estate agents and financial planners, resulting in increased loan applications.
  • Develop key contacts with Real Estate offices, Financial Planners, CPA's and Attorneys in targeted areas.
  • Promoted Caliber Home Loans to real estate agents, builders, developers, financial planners/CPAs, attorneys and other referral sources.
  • Accessed lead sources - referrals, builders, realtors, financial planners and Internet - to build customer base.
  • Developed relationships with multiple referral sources such as consumers, Realtors, builder/developers, stock brokers and financial planners.
  • Build and develop relationships with realtors, attorneys, financial planners and customers.
  • Networked with Realtors, Builders, and Financial Planners to obtain new clientele.
  • Maintained the client database for Realtors and Financial Planners that have affiliations with.
  • Worked heavily in company's H2O Loan software Networked with realtors, builders, attorneys, accountants, and financial planners.
  • Established and maintained long term business relationships with realtors, homebuilders, insurance agents, financial planners and attorneys.
  • Initiate sales calls to Realtors, Financial Planners to build customer base Develop marketing strategies to increase referral partners.

Show More

37. Financial Products

low Demand
Here's how Financial Products is used in Loan Consultant jobs:
  • Identified opportunities for cross-selling financial products and services.
  • Collected and analyzed customer information regarding income, assets and debt determining which financial products best meet the customer's needs.
  • Advise personal and business customers on available financial products and services to meet their financial needs.
  • Evaluated credit risk and counseled client in financial products and options.
  • Identified customer needs and cross-sold consumer and small business financial products.
  • Promoted to level two in three months Maintain and work pipeline to get applications to complete Knowledgeable in financial products and services

Show More

38. Freddie Mac

low Demand
Here's how Freddie Mac is used in Loan Consultant jobs:
  • Used knowledge of Fannie Mae/Freddie Mac and other state and Federal regulations and loan processes.
  • Possessed a strong understanding of Fannie Mae/ Freddie Mac / FHA guidelines.
  • Worked daily with set guidelines including Fannie Mae and Freddie Mac guidelines
  • Worked with Freddie Mac and private investor loans.
  • Developed understanding of Fannie Mae Freddie Mac Guidelines.
  • Originate home loans for direct sale to Fannie Mae and Freddie Mac under DU Refi Plus and Freddie Relief Refinance programs.

Show More

39. Potential Customers

low Demand
Here's how Potential Customers is used in Loan Consultant jobs:
  • Meet company established production goals and performance standards through effective calling efforts on potential customers.
  • Contacted potential customers regarding appropriate loan programs.
  • Handle qualified calls from potential customers to market our loan programs and assist customers in lowering their monthly mortgage payments.
  • Advised potential customers on suitable mortgage loans based on credit scores, debt-to- income ratios, and appraisals.
  • Confer with potential customers regarding equipment needs and advise customers which equipment to purchase.
  • Contacted potential customers using various leads for refinancing, debt consolidation & equity loans.
  • Tracked job and financial history of potential customers over 1-3 years.
  • Present Power Points to execs and potential customers.
  • Make out bound calls to over 600-1000 potential customers per-day from dialer system.
  • Informed potential customers of current mortgage rates Entered and transferred data to appropriate loan consulters

Show More

40. Credit Options

low Demand
Here's how Credit Options is used in Loan Consultant jobs:
  • Required clear communication with customers detailing loan and credit options.
  • Explain to customers types of loans & credit options available & the applicable terms.
  • Educated customers on the variety of loan products and available credit options.
  • Educated customers on the variety of loan products and available credit options.
  • Explain to customers the various types of loans and credit options, and terms, that are available.
  • Explain various loan and credit options, as well as terms of the desired products.

Show More

41. Different Types

low Demand
Here's how Different Types is used in Loan Consultant jobs:
  • Created and maintained a filing system for different types of Home Equity Products.
  • Communicated different types of mortgages.
  • Explain to customers the different types of loans options that are available, as well as the terms of those services.
  • Explained to clients the different types of loans and credit options that are available as well as terms of services.
  • Explained different types of loans and the terms of each to applicants.
  • Meet with customers and discuss the different types of consumer loans offered.

Show More

42. Customer Base

low Demand
Here's how Customer Base is used in Loan Consultant jobs:
  • Originated mortgages through the development of a strong customer base and referral systems.
  • Achieved a 100 % customer base from realtors that had previously been dissatisfied with company's service.
  • Serviced existing Wamu customer base originating 1st/2nd mortgages and lines of credit.
  • Cultivated relationships with customer base in this industry and addressed customer needs.
  • Provided currency verification and reconciliation for member banks Expanded customer base through a variety of effective sales techniques.
  • Contributed to the development of the customer base through the affiliate agencies of Exxoro Funding.

Show More

43. Calyx

low Demand
Here's how Calyx is used in Loan Consultant jobs:
  • Used Point (calyx), and ran DU with different investors.
  • Trained to use a mortgage calculator and experienced using calyx point.
  • Process loan application using Calyx Software (Point for Windows).
  • Complete Calyx-Point data file in order to submit to underwriting.
  • Processed each loan using Calyx Point/ Byte application systems.
  • Maintained pipeline reports using Calyx point.

Show More

44. Loan Agreements

low Demand
Here's how Loan Agreements is used in Loan Consultant jobs:
  • Provided assistance to all customers regarding loans including updated information Entered data into database for all loan agreements
  • Review loan agreements to ensure they meet company policy.
  • Performed level 3 verifications and filed loan agreements in a secure vault.
  • Process payday loan agreements - Verify customer data for qualification - Collect on insufficient funds accounts - Provide excellent customer service
  • Reviewed loan agreements to guarantee accuracy and completeness; submitted applications to credit analysts for verification and recommendation.
  • Assumed responsibility as the approving officer ensuring accuracy of signed loan agreements according to ECU policy.

Show More

45. DU

low Demand
Here's how DU is used in Loan Consultant jobs:
  • Provide effective and timely resolution of a range of customer inquiries, creditworthiness while setting proper expectations surrounding process and products.
  • Re-established reputation of failing branch office through formation of strategic community partnerships, offering educational seminars and showcasing bank services and products
  • Rendered assistance and guidance to new team members in appropriately handling escalated customer problems and specific product and service inquiries.
  • Worked collaboratively with cross-functional teams at all levels to ensure open, ongoing communications for effective product support and delivery.
  • Position required constant training, consumer education, and pipeline management in a very challenging mortgage environment.
  • Developed a relationship with customers to sell student loan products and services by providing exceptional customer service.
  • Generated new client relationships, originated variety of home loan products from interview to completion/funding of loans
  • Created and conducted product marketing and business development presentations for associates and senior management.
  • Obtained registration with National Mortgage Licensing System and originates in-house consumer mortgage products.
  • Position required constant product training, consumer education, and management of pipeline.
  • Conducted market trend analysis and analyzed potential markets to develop loan prospects.
  • Provided outstanding levels of service by attaining superior product and industry knowledge.
  • Maintained thorough working knowledge of extensive loan products and investor requirements.
  • Reduce delinquencies by implementing loss mitigation procedures internally and with investors.
  • Promoted products and services and discussed programs and financial management strategies.
  • Achieved consecutive President's Club recognition for outstanding sales production.
  • Maintain professional integrity and ethics through training and on-line education.
  • Provided customer service on company policies and procedures.
  • Assisted individuals and businesses in obtaining funds from lenders
  • Originated residential mortgages and home equity products.

Show More

46. Prospective Customers

low Demand
Here's how Prospective Customers is used in Loan Consultant jobs:
  • Consider needs of prospective customers and make recommendations on applicable loans through consultative process.
  • Analyzed credit data and credit worthiness in order to transition prospective customers into borrowers.
  • Informed and educated external originators and prospective customers on the intricacies of construction lending.
  • Contracted prospective customers in order to present information and explained available services.
  • Promoted and explained conventional and government programs to prospective customers.
  • Provided services to customers and prospective customers seeking residential loans.
  • Performed outbound sales calls to existing customers as well as fielding inbound calls from prospective customers.
  • Provide quality Customer Service to clients, run credit reports and determine creditworthiness of prospective customers.
  • Communicated with prospective customers to discuss needs and present loan programs.
  • Interfaced with 30 to 35 prospective customers per week.
  • Contacted prospective customers in need of a loan modification.
  • Created sales calls daily to prospective customers.
  • Managed application process for prospective customers Coordinated preapprovals with appraisers and lenders

Show More

47. Refinance Transactions

low Demand
Here's how Refinance Transactions is used in Loan Consultant jobs:
  • Interview customers for first mortgage loans including purchase and refinance transactions.
  • Handled successful purchase and refinance transactions.
  • Originated mortgage applications for 1-4 family purchase and refinance transactions.
  • Maintained an average of 10 loans in processing each month consisting of 20% purchase transactions and 80% refinance transactions.
  • Qualified clients with their purchase or refinance transactions.
  • Originate and follow up on loans for purchase and refinance transactions pertaining to real property.

Show More

48. Cold Calls

low Demand
Here's how Cold Calls is used in Loan Consultant jobs:
  • Originated residential mortgages through bilingual cold calls and marketing strategies.
  • Generated new and repeat business through cold calls and follow-up communication for referrals.
  • Make warm/cold calls to originate prospects; took applications over the phone.
  • Prospected new clientele through cold calls and referrals.
  • Recruited Clients through Cold Calls.
  • Acquired Real Estate LicenseDuties Performed:*Marketing to Potential Clients & Real Estate Agents*Cold Calls*Credit Checks*Data Entry of Potential Clients*Advertising*Research*Record Keeping

Show More

49. Company Policies

low Demand
Here's how Company Policies is used in Loan Consultant jobs:
  • Executed the mortgage closing process, ensuring adherence to company policies, guidelines and standards.
  • Uphold the company policies and procedures that our philosophy is based upon.
  • Review loan documentation and detail analysis to ensure company policies are met.

Show More

50. Market Share

low Demand
Here's how Market Share is used in Loan Consultant jobs:
  • Identified, developed and executed strategic financial plans designed to develop business relationships while expanding market share.
  • Established relationships and gained market share for WaMu upon relocating to Connecticut, in a new sales territory.
  • Offered key suggestions to increase market share and expand our small business start up.
  • Increase market share by researching optimal mortgage solutions to enhance client's financial position.
  • Arranged strategic partnerships with referral sources to combine market share efforts.

Show More

20 Most Common Skill for a Loan Consultant

Loan Applications32.1%
Financial Status12.3%
Loan Portfolio10.1%
Customer Service8.4%
Real Estate5.4%
Appropriate Loan Program4.2%
Credit Reports4.1%
FHA3.6%

Typical Skill-Sets Required For A Loan Consultant

RankSkillPercentage of ResumesPercentage
1
1
Loan Applications
Loan Applications
27.2%
27.2%
2
2
Financial Status
Financial Status
10.5%
10.5%
3
3
Loan Portfolio
Loan Portfolio
8.5%
8.5%
4
4
Customer Service
Customer Service
7.1%
7.1%
5
5
Real Estate
Real Estate
4.6%
4.6%
6
6
Appropriate Loan Program
Appropriate Loan Program
3.6%
3.6%
7
7
Credit Reports
Credit Reports
3.5%
3.5%
8
8
FHA
FHA
3%
3%
9
9
Financial Statements
Financial Statements
2.5%
2.5%
10
10
Phone Calls
Phone Calls
1.7%
1.7%
11
11
New Clients
New Clients
1.7%
1.7%
12
12
Loan Modifications
Loan Modifications
1.5%
1.5%
13
13
Student Loans
Student Loans
1.5%
1.5%
14
14
Outbound Calls
Outbound Calls
1.3%
1.3%
15
15
Loan Origination
Loan Origination
1.3%
1.3%
16
16
Borrowers
Borrowers
1.2%
1.2%
17
17
Sales Goals
Sales Goals
1.1%
1.1%
18
18
Title Companies
Title Companies
1%
1%
19
19
Customer Relationships
Customer Relationships
1%
1%
20
20
Underwriting Guidelines
Underwriting Guidelines
0.9%
0.9%
21
21
Data Entry
Data Entry
0.8%
0.8%
22
22
Financial Needs
Financial Needs
0.8%
0.8%
23
23
Business Development
Business Development
0.7%
0.7%
24
24
Interest Rates
Interest Rates
0.7%
0.7%
25
25
Income Tax Returns
Income Tax Returns
0.7%
0.7%
26
26
Jumbo
Jumbo
0.6%
0.6%
27
27
Business Partners
Business Partners
0.6%
0.6%
28
28
Fannie MAE
Fannie MAE
0.6%
0.6%
29
29
Repayment Plans
Repayment Plans
0.6%
0.6%
30
30
Financial Services
Financial Services
0.6%
0.6%
31
31
Financial Situations
Financial Situations
0.6%
0.6%
32
32
Property Evaluations
Property Evaluations
0.6%
0.6%
33
33
Client Relationships
Client Relationships
0.5%
0.5%
34
34
High Volume
High Volume
0.5%
0.5%
35
35
Financial Goals
Financial Goals
0.5%
0.5%
36
36
Financial Planners
Financial Planners
0.5%
0.5%
37
37
Financial Products
Financial Products
0.5%
0.5%
38
38
Freddie Mac
Freddie Mac
0.5%
0.5%
39
39
Potential Customers
Potential Customers
0.5%
0.5%
40
40
Credit Options
Credit Options
0.4%
0.4%
41
41
Different Types
Different Types
0.4%
0.4%
42
42
Customer Base
Customer Base
0.4%
0.4%
43
43
Calyx
Calyx
0.4%
0.4%
44
44
Loan Agreements
Loan Agreements
0.4%
0.4%
45
45
DU
DU
0.4%
0.4%
46
46
Prospective Customers
Prospective Customers
0.4%
0.4%
47
47
Refinance Transactions
Refinance Transactions
0.4%
0.4%
48
48
Cold Calls
Cold Calls
0.4%
0.4%
49
49
Company Policies
Company Policies
0.3%
0.3%
50
50
Market Share
Market Share
0.3%
0.3%

10,003 Loan Consultant Jobs

Where do you want to work?