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Loan Representative resume examples for 2025

Updated January 8, 2025
8 min read

Loan representative resume research summary. We analyzed 349 loan representative resumes to determine which ones land the most jobs. Below you'll find example loan representative resumes that can help you get an interview (and a job offer) from companies like Wells Fargo and JPMorgan Chase & Co. Here are the key facts about loan representative resumes to help you get the job:

  • The average loan representative resume is 358 words long
  • The average loan representative resume is 0.8 pages long based on 450 words per page.
  • Customer service is the most common skill found on resume samples for loan representatives. It appears on 12.6% of loan representative resumes.

After learning about how to write a professional resume for a loan representative, make sure your resume checks all the boxes with our AI resume builder.

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Loan Representative resume example

Choose from 10+ customizable loan representative resume templates

Choose from a variety of easy-to-use loan representative resume templates and get expert advice from Zippia’s AI resume writer along the way. Using pre-approved templates, you can rest assured that the structure and format of your loan representative resume is top notch. Choose a template with the colors, fonts & text sizes that are appropriate for your industry.

Loan Representative Resume
Loan Representative Resume
Loan Representative Resume
Loan Representative Resume
Loan Representative Resume
Loan Representative Resume
Loan Representative Resume
Loan Representative Resume
Loan Representative Resume
Loan Representative Resume
Loan Representative Resume
Loan Representative Resume
Loan Representative Resume
Loan Representative Resume
Loan Representative Resume
Loan Representative Resume

Loan Representative resume format and sections

  1. 1

    1. Add contact information to your loan representative resume

    Your name should be the biggest text on the page and be at or near the top of the document. Your address doesn't need to include your street name or house number - listing your city and state works just fine. Your email address should be professional, but not your current work email address. It's not a good look to use your work email for personal projects (job-searching). Your social media can be included if you have a fully-fledged LinkedIn page or another social media page that showcases your relevant skill set.

    Loan Representative Resume Contact Information Example #1

    Jane Moore

    Montgomery, AL 36043| 333-111-2222 | jane.moore@email.com

    Do you want to know more?
    How To Write The Perfect Resume Header
  2. 2

    2. Add relevant education to your loan representative resume

    Your resume's education section should include:

    • The name of your school
    • The date you graduated (Month, Year or Year are both appropriate)
    • The name of your degree

    If you graduated more than 15 years ago, you should consider dropping your graduation date to avoid age discrimination.

    Optional subsections for your education section include:

    • Academic awards (Dean's List, Latin honors, etc. )
    • GPA (if you're a recent graduate and your GPA was 3.5+)
    • Extra certifications
    • Academic projects (thesis, dissertation, etc. )

    Other tips to consider when writing your education section include:

    • If you're a recent graduate, you might opt to place your education section above your experience section
    • The more work experience you get, the shorter your education section should be
    • List your education in reverse chronological order, with your most recent and high-ranking degrees first
    • If you haven't graduated yet, you can include "Expected graduation date" to the entry for that school

    Check More About Loan Representative Education

    Majors
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    Loan Representative Resume Relevant Education Example #1

    High School Diploma 2016 - 2018

    Loan Representative Resume Relevant Education Example #2

    Associate's Degree In Finance 2005 - 2007

    University of Houston Houston, TX

  3. 3

    3. Next, create a loan representative skills section on your resume

    Your resume's skills section should include the most important keywords from the job description, as long as you actually have those skills. If you haven't started your job search yet, you can look over resumes to get an idea of what skills are the most important.

    Here are some tips to keep in mind when writing your resume's skills section:

    • Include 6-12 skills, in bullet point form
    • List mostly hard skills; soft skills are hard to test
    • Emphasize the skills that are most important for the job

    Hard skills are generally more important to hiring managers because they relate to on-the-job knowledge and specific experience with a certain technology or process.

    Soft skills are also valuable, as they're highly transferable and make you a great person to work alongside, but they're impossible to prove on a resume.

    Example of skills to include on an loan representative resume

    • Customer Service Skills.
       

      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.

    • Outbound Calls Skills.
       

      An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.

    • Financial Services Skills.
       

      Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.

    • Student Loans Skills.
       

      Student loans refer to money borrowed from the government or a private lender to pay for college. Students must settle the loan later, along with the interest that builds up over time. The primary uses of the money include payment for tuition, accommodation, and books.

    • Credit Reports Skills.
       

      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.

    Top Skills for a Loan Representative

    • Customer Service, 12.6%
    • Outbound Calls, 6.5%
    • Consumer Loans, 6.0%
    • Corporate Financial Statements, 5.2%
    • Other Skills, 69.7%
    Not sure which skills are really important?
    3 Big Tips For Listing Skills On Your Resume
  4. 4

    4. List your loan representative experience

    The most important part of any resume for a loan representative is the experience section. Recruiters and hiring managers expect to see your experience listed in reverse chronological order, meaning that you should begin with your most recent experience and then work backwards.

    Don't just list your job duties below each job entry. Instead, make sure most of your bullet points discuss impressive achievements from your past positions. Whenever you can, use numbers to contextualize your accomplishments for the hiring manager reading your resume.

    It's okay if you can't include exact percentages or dollar figures. There's a big difference even between saying "Managed a team of loan representatives" and "Managed a team of 6 loan representatives over a 9-month project. "

    Most importantly, make sure that the experience you include is relevant to the job you're applying for. Use the job description to ensure that each bullet point on your resume is appropriate and helpful.

    Don't have any experience?
    How To Show Your Experience On a Resume... Even When You Don't Have Any
    Work History Example # 1
    Loan Representative
    Quicken Loans
    • Reviewed and analyzed mortgage applications and documents; expedited materials; evaluated and audited most data.
    • Reviewed agent escrow and operating bank reconciliations.
    • Processed escrow for loans that have applied for a loan modification.
    • Resolved mortgage issues with clients concerning delinquent taxes, expired homeowner's insurance, and explain escrow analysis.
    • Coached newer hired teammates on how to use the company's software programs and how to review HUD-1 statements.
    Work History Example # 2
    Customer Service Clerk
    Walgreen Co
    • Greeted the customers as they entered and exited the store, advises customers of locations of products within Walgreens.
    • Demonstrated products knowledge and customers-focus in the presentation, and sales of various specialty items for Walgreens.
    • Created a welcoming, positive customer experience while entering sales at the front registers.
    • Established positive relationships with all customers to foster customer loyalty and satisfaction.
    • Scanned in all product deliveries from vendors.
    Work History Example # 3
    Debt Collector
    Wells Fargo
    • Negotiated payments and collected loan payments by responding to mortgagors that were in a 30-day delinquency status to being in foreclosure.
    • Handled account analysis, repossession outsourcing, skip tracing, and reaffirmations resulting from bankruptcy.
    • Trained and company certified on FDCPA, RESPA and Information Protection.
    • Experienced in repossession, skip tracing, and credit research (1995-2002) Training in FDCPA laws.
    • Resolved customer invoicing issues through proactive communication with customers and negotiation of payments.
    Work History Example # 4
    Staff Accountant
    Florida State University
    • Engaged in general bookkeeping using QuickBooks accounting software.
    • Designed training programs for instruction of University personnel in accounting procedures.
    • Analyzed Payroll salary advance account.
    • Approved hiring requests, monitored payroll expense, and prepared payroll projections.
    • Processed highly confidential payroll action paperwork such as new hires, transfers, salary increases, terminations.
  5. 5

    5. Highlight loan representative certifications on your resume

    Specific loan representative certifications can be a powerful tool to show employers you've developed the appropriate skills.

    If you have any of these certifications, make sure to put them on your loan representative resume:

    1. Certified Management Accountant (CMA)
  6. 6

    6. Finally, add an loan representative resume summary or objective statement

    A resume summary statement consists of 1-3 sentences at the top of your loan representative resume that quickly summarizes who you are and what you have to offer. The summary statement should include your job title, years of experience (if it's 3+), and an impressive accomplishment, if you have space for it.

    Remember to emphasize skills and experiences that feature in the job description.

    Are you a recent grad?
    Read our guide on how to write a resume summary statement

Common loan representative resume skills

  • Customer Service
  • Outbound Calls
  • Consumer Loans
  • Corporate Financial Statements
  • Payment Arrangements
  • Financial Services
  • Mortgage Loans
  • Student Loans
  • Loan Payments
  • Credit Reports
  • Inbound Calls
  • FDCPA
  • Bank Secrecy Act
  • Loan Products
  • Loan Portfolio
  • Federal Regulations
  • Equity Loans
  • Commercial Loans
  • Bank Products
  • Anti-Money Laundering
  • Auto Loans
  • Tax Returns
  • Customer Accounts
  • FHA
  • UCC
  • Automated Underwriting
  • Delinquent Accounts
  • Loan Closings
  • HUD
  • Customer Inquiries
  • Loan Accounts
  • Collection Calls
  • Interest Rates
  • Loan Modifications
  • Loan Packages
  • Computer System
  • Loan Agreements
  • ACH
  • Credit Worthiness
  • Customer Complaints
  • Insurance Policies
  • Financial Data
  • Commercial Banking
  • Business Development
  • Property Evaluations
  • Bank Deposits
  • Mortgage Brokers
  • Credit Card
  • Loan Approval

Loan Representative Jobs

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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