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Loan doc specialist skills for your resume and career

Updated January 8, 2025
3 min read
Below we've compiled a list of the most critical loan doc specialist skills. We ranked the top skills for loan doc specialists based on the percentage of resumes they appeared on. For example, 10.0% of loan doc specialist resumes contained customer service as a skill. Continue reading to find out what skills a loan doc specialist needs to be successful in the workplace.

15 loan doc specialist skills for your resume and career

1. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how loan doc specialists use customer service:
  • Provided internal and external customer service such as resolving issues, answering questions and providing information.
  • Performed daily customer service with internal and external points of contact with professional and business mindfulness.

2. Organization

Here's how loan doc specialists use organization:
  • Prepare internally generated commercial loan documentation for all states the organization does business in.
  • Time management and organization skills to effectively prioritize multiple objectives and achieve volume goals.

3. Origination

Here's how loan doc specialists use origination:
  • Employed in boarding services department of a home equity loan origination center resolving issues with loan packages before and after funding.
  • Identified mortgages which indicated origination deficiencies, misrepresentation and Fraud, resulting in corrective action minimizing risk to the bank.

4. Loan Types

Here's how loan doc specialists use loan types:
  • Reviewed funding documents for all loan types to ensure that all dates and signatures are correct to issue funding authorization.
  • Managed large pipeline that averaged sixty-plus real deals while prioritizing loans based on loan type and estimated closing dates.

5. Title Commitments

Here's how loan doc specialists use title commitments:
  • Certified to approved title commitment, closing protection letter, homeowners insurance binder, verification of employment.
  • Review title commitments and input all fees to balance the HUD accurately.

6. FHA

The Federal Housing Administration (FHA) stands for a government agency in the United States that offers housing insurance to FHA-approved lenders who follow certain conditions.

Here's how loan doc specialists use fha:
  • Handle FHA, VA and Conventional loans; refinance and purchases; Complied with FHLMC, FNMA, and Investors guidelines.
  • Prepared documents and instructions for VA, FHA, Conventional & Texas Cash Out loans, Purchase & Refinance transactions.

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7. Va

Virtual assistants are the professionals who provide assistance for businesses virtually from remote areas. These individuals are hired by online businesses to perform management and administrative tasks of the company such as marketing, bookkeeping, and many other services. with virtual assistants, businesses can exist and work virtually without any need for a physical office.

Here's how loan doc specialists use va:
  • Order VA appraisals and Flood Certificates for Loan Officers and Loan Processors.
  • Completed several training courses required by the company regarding FHA/VA compliance.

8. Comprehensive Knowledge

Here's how loan doc specialists use comprehensive knowledge:
  • Used comprehensive knowledge of policies and procedures for loan processing.
  • Perform loan documentation duties of moderately complex loans using comprehensive knowledge of policies and procedures.

9. Loan Approval

Here's how loan doc specialists use loan approval:
  • Worked closely with Home Mortgage Consultants and customers to gather necessary and pertinent requirements for loan approval and successful closing.
  • Gather requested loan documentation needed for loan approval.

10. Loan Applications

A loan application is a form of request presented by a person to a financial institution for the approval of a loan. This application form carries detailed information regarding the petitioner's identification information, financial competence, and sources of income that indicate whether he can return the loan back or not.

Here's how loan doc specialists use loan applications:
  • Reviewed loan application package for completeness and accuracy, reconciles application against system input.
  • Conduct quality assurance ensuring loan application integrity by validating and correcting data.

11. Loan Products

Here's how loan doc specialists use loan products:
  • Processed and closed conforming/non-conforming loan products, including data analysis and validation.
  • Close loan products, approve closing disclosure send closing documents to title, wire funds to Title Company.

12. Federal Regulations

Federal regulations refer to the set of rules, both general and permanent that are published in the Federal Register by the agencies of the federal government and the executive departments. Federal regulations are the large body of rules that govern federal practice. Examples of these laws include taxes and financial regulation, discrimination law, wages law, and so on.

Here's how loan doc specialists use federal regulations:
  • Scheduled bi-weekly meetings with the Compliance team going over progress of clearing up stagnant loans not in compliance with Federal Regulations.
  • Experience: Monitored loan processes, review reports, assist clients with payments and complying with state and federal regulations.

13. Bank Policies

Here's how loan doc specialists use bank policies:
  • Evaluated information to determine compliance with applicable bank policies, state regulations and federal regulations.
  • Maintained working knowledge of bank policies, regulatory requirement, department procedures and system capabilities.

14. LIS

Libraries and Information Sciences, LIS, is the scientific and professional study of how information and information media are produced, disseminated, discovered, evaluated, selected, acquired, used, organized, maintained, and managed, either in physical or digital format. LIS careers include, but are not limited to, College Librarian, Legal Librarian, School Librarian, Data Curator, Teaching Librarian, and Emerging Technology Librarian.

Here's how loan doc specialists use lis:
  • Collect Data, verify documents and ensure the completion of applications to enter into LIS.
  • Experience with Windows operating system, keyboarding, LIS, CORE.

15. Bank Secrecy Act

Here's how loan doc specialists use bank secrecy act:
  • Complied with all credit union policies and procedures including those related to Bank Secrecy Act regulations.
  • Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC,
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List of loan doc specialist skills to add to your resume

Loan doc specialist skills

The most important skills for a loan doc specialist resume and required skills for a loan doc specialist to have include:

  • Customer Service
  • Organization
  • Origination
  • Loan Types
  • Title Commitments
  • FHA
  • Va
  • Comprehensive Knowledge
  • Loan Approval
  • Loan Applications
  • Loan Products
  • Federal Regulations
  • Bank Policies
  • LIS
  • Bank Secrecy Act
  • Mortgage Loans
  • Credit Reports
  • Financial Statements
  • Commercial Loans
  • HUD-1
  • RESPA
  • Title Policies
  • Government Regulations
  • System Data
  • Tax Returns
  • Loan Documentation
  • Investor Guidelines
  • Customer Loyalty
  • Settlement Statements
  • Conventional Loans
  • USDA
  • Sensitive Tasks
  • Inbound Calls
  • Confidential Material
  • Anti-Money Laundering
  • Fannie MAE
  • Government Loans
  • Professional Relationships
  • Loan Packages
  • Loan Closings
  • LPS
  • GFE
  • VOE
  • FNMA
  • Sound Business Decisions
  • HMC

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

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