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Loan officer assistant skills for your resume and career
15 loan officer assistant 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.
- Generated sales and customer loyalty by providing exceptional customer service and representing the bank in local community organizations.
- Performed residential loan processing and provided enhanced customer service, communicating with borrowers, collecting and verifying documents.
2. Origination
- Assisted Loan Officer in the origination and compilation of paperwork required for applicants residential mortgage.
- Prepare and review documents pertinent to commercial loan origination.
3. Loan Process
- Demonstrated integrity by interviewing and counseling clients, providing insight into the loan process and assistance in completing the procedure effectively.
- Maintain knowledge of compliance laws and regulations applicable to Consumer/Home Equity loans Requirements Experience in consumer /home equity loan processing preferred.
4. Loan Origination
- Assisted Loan Consultant in all aspects of loan origination/production, CVL, FHA, Jumbo products.
- Supported Senior Loan Officer in procuring purchase and refinance loan originations.
5. 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.
- Collect and organized sales and listing data for files, assembled all data in accordance with Fannie Mae and FHA guidelines.
- Assist high-producing loan officer with a large book of business averaging 30-40 loans monthly with FHA, VA Conventional loans.
6. 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.
- Processed FHA/VA & Conforming loans from the beginning of the processing stages.
- Complete VA requirements for Veterans obtaining COE for VA loans.
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- Performed moderate complex administrative tasks for management, provided support for large projects managed by others.
- Supported operations by completing additional administrative tasks as needed.
8. Credit Reports
Credit reports are statements that carry information about your credit affairs and current credit situation like loan payment history and credit accounts status. A credit report acts as history because it contains the record from the day you opened the account till your account balance. Potential lenders and creditors make use of credit reports and decide whether to offer you credit or not and under what conditions.
- Obtained credit reports, full credit analysis, conducted background investigations including verification of references.
- Processed loan applications and validated credit reports for each applicant.
9. Escrow
An escrow refers to a third party who holds in their custody money or asset on behalf of other parties involved in a business transaction. Every month a lender deposits an escrow amount of the mortgage into another party's account and handles the insurance premiums plus the estate taxes.
- Notarized signed documents and delivered them to escrow company.
- Call Real Estate Agents, Escrow Officers, Lenders and Insurance companies to receive or send documents necessary to process loans.
10. NMLS
- Passed the NMLS Safe Exam needed to become a Mortgage Loan Officer.
- Completed DRE and NMLS online schooling in one week.
11. Loan Programs
- Prepare Residential and Commercial loan applications and requirements Consult clients with various situations and introduce appropriate loan programs
- Process and prepare for closing retail mortgage loans under various loan programs in accordance with policies and procedures.
12. Loan Products
- Contacted individuals by telephone in order to solicit loan applicants, explained loan products, answered questions and completed loan applications.
- Played a pivotal role in development of the promotional strategies for existing loan products of American Financial Network, Inc.
13. Order Appraisals
Order appraisal is the process by which a licensed appraiser thoroughly conducts a property to know its value and worth. An offer must first be put on a property, be accepted and purchase of agreement be signed before the lender can order the appraisal.
- Order appraisals for those clients acquiring new loans for the purpose of purchasing a new home or refinancing their existing homes.
- Submit loans and lock rates, order appraisals, homeowner Insurance, VOE, and VOR.
14. Tax Returns
- Conducted financial analysis including personal & business tax returns analysis.
- Gather loan documents; analyze tax returns, perform income calculations, insure information is accurate when running DU/LP and GUS.
15. Bank Secrecy Act
- Maintain regulatory compliance including Bank Secrecy Act.
- Detailed knowledge of the Bank Secrecy Act, USA PATRIOT Act and Office of Foreign Assets Control laws and regulations
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What skills stand out on loan officer assistant resumes?
Dr. Bert Greenwalt
Professor of Agricultural Economics, Arkansas State University
-1-3 yrs. experience in the agribusiness sector
What soft skills should all loan officer assistants possess?
Dr. Bert Greenwalt
Professor of Agricultural Economics, Arkansas State University
-Ability to explain complex concepts
List of loan officer assistant skills to add to your resume
The most important skills for a loan officer assistant resume and required skills for a loan officer assistant to have include:
- Customer Service
- Origination
- Loan Process
- Loan Origination
- FHA
- Va
- Administrative Tasks
- Credit Reports
- Escrow
- NMLS
- Loan Programs
- Loan Products
- Order Appraisals
- Tax Returns
- Bank Secrecy Act
- Loan Approval
- Loan Packages
- USDA
- Underwriting Guidelines
- Automated Underwriting
- Investor Guidelines
- RESPA
- Fannie MAE
- Anti-Money Laundering
- AUS
- Loan Closings
- Bank Statements
- Scheduling Appointments
- Mortgage Process
- Interest Rates
- Mortgage Loan Applications
- VOE
- HUD
- DU
- Social Media Sites
- Financial Data
- Commercial Loans
- Corporate Financial Statements
- Client Database
- Calyx
- VOR
- District Court
- Expense Reports
- Loan Submissions
- Commercial Banking
- Property Evaluations
- Loan Tracking
- Calyx Point
- Credit Checks
- Ammunition
Updated January 8, 2025
