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Loan documentation specialist resume examples for 2025

Zippi

Build a better loan documentation specialist resume with Zippi, your AI resume builder robot.

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

Craft a resume summary statement

A resume summary is your opening statement that highlights your strongest skills and top accomplishments. It is your chance to quickly let recruiters know who you are professionally - and why they should hire you for the loan documentation specialist role.

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

Step 2: Include your years of experience in loan documentation specialist-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 documentation specialist interviews.

Hi, I'm Zippi, your job search robot. Let me write a first draft of your summary statement.

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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. Look at the job listing and skills listed. You need to include the exact keywords from the job description to get your resume in front of an actual human. Do you have those skills? Fantastic! Be sure to list them.
  2. Include as many relevant hard or technical loan documentation specialist skills as possible for each job you apply to.
  3. Be specific with the skills you have and be sure you are using the most up to date and accurate terms.
These five steps should give you a strong elevator pitch and land you some loan documentation specialist interviews.

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

  • Customer Service
  • Loan Applications
  • Real Estate Loans
  • Underwriting Guidelines
  • FHA
  • Loan Products
  • Commercial Loans
  • UCC
  • Comprehensive Knowledge
  • LIS
  • Bank Policies
  • Federal Regulations
  • Loan Documentation
  • Credit Reports
  • Government Regulations
  • Loan Approval
  • Customer Loyalty
  • HUD-1
  • System Data
  • SBA
  • Laser Pro
  • Investor Guidelines
  • Insurance Policies
  • Sensitive Tasks
  • Loan Types
  • Tax Returns
  • Financial Statements
  • Loan Closings
  • RESPA
  • Title Commitments

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How to structure your work experience

Next you should include your work experience. Structure your work experience section by listing your most recent experience first, followed by earlier roles in reverse chronological order.

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. Avoid including work experience over 20 years to avoid ageism.

Beneath each job, you should have bullet points to emphasize why you're the perfect fit for the loan documentation specialist.

How to write loan documentation specialist 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 great bullet points from loan documentation specialist resumes:

Work history example #1

Real Estate Closer

REALTYUSA

  • Mentored clients with selling and purchasing homes and land, from browsing online to assisting with lenders to completed contract closings.
  • Managed front office with high-volume communication with potential clients via telephone, face-to-face communication and email.
  • Conducted real estate closings with major lenders.
  • Organized & maintained the office filing systems and Managed Departmental Payroll.
  • Represented buyers and sellers of developed and undeveloped properties.

Work history example #2

Loan Processor (Part-Time)

Wells Fargo

  • Revitalized Policy and Procedures to implement a more timely completion of the foreclosure process.
  • Updated codes in MSP of all accounts that have failed peer review to have document resent to customer.
  • submitted files for review and approval from Underwriters for loan requests of new mortgages, refinances and home equity.
  • Maintained on target quality work on a monthly base Utilized applications such as ICMP, LIRA, LOAN/Arrow, MSP
  • Provided work direction to team members and acted as an escalation point for specialist to resolve issues and provided training.

Work history example #3

Mortgage Loan Specialist

Freedom Mortgage

  • Reviewed files for compliance, including RESPA, Fair Lending and Equal Credit.
  • Tracked borrowers receipt of CD with correct date per TRID regulations.
  • Assisted customers by providing payment Information and updated tax and homeowners insurance for escrow.
  • Validated automated underwriting decision per delegated authority.
  • Reviewed HUD1settlement statement for approval communicating and rectifying deficiencies with settlement agent to comply with RESPA requirements.

Work history example #4

Loan Documentation Specialist

Bank of America

  • Verified FHA refinance authorization forms.
  • Adhered to all revised/updated product guidelines and procedures prior to submission for final underwriting evaluation/assessment.
  • Reviewed and approved HUD-1 Settlement Statement in accordance with RESPA guidelines and company policies.
  • Processed purchases and refinance loans for multiple loan officers using AS400 and Edge for Conventional and FHA loans.
  • Audited and analyzed work outputs for contested foreclosure cases by interpreting government agency and departmental guidelines/standards.

You can let Zippi customize your resume.

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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:

High School Diploma

2005 - 2005

Associate's Degree in accounting

Baruch College of the City University of New York, New York, NY

2005 - 2007

Highlight your loan documentation specialist certifications on your resume

If you have any additional certifications or education-like achievements, add them to the education section.

Include the full name of the certification, along with the name of the issuing organization and date of obtainment.

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

  1. Certified Resume Specialist: Accounting and Finance (CRS+AF)
  2. International Accredited Business Accountant (IABA)
  3. Certified Billing and Coding Specialist (CBCS)

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