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Loan secretary skills for your resume and career

Updated January 8, 2025

3 min read

Quoted expert

Allison White

Below we've compiled a list of the most critical loan secretary skills. We ranked the top skills for loan secretaries based on the percentage of resumes they appeared on. For example, 27.8% of loan secretary resumes contained customer service as a skill. Continue reading to find out what skills a loan secretary needs to be successful in the workplace.

15 loan secretary 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 secretaries use customer service:

Communicated directly with internal and external clients/customers providing high quality customer service.
Specialized in administrative support and provided great customer service.

2. Real Estate Loans

Here's how loan secretaries use real estate loans:

Supported Vice President of Real Estate loans; prepared paperwork for residential and commercial loans.
Worked cooperatively with loan officers and legal counsel to prepare all necessary loan documentation for commercial business and real estate loans.

3. Financial Statements

A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.

Here's how loan secretaries use financial statements:

Compiled spreadsheets of financial information including business/personal financial statements and tax returns.
Analyzed financial statements and credit information for borrowers; monitored and ensured compliance guidelines and verified agreement terms were met.

4. Commercial Loans

Here's how loan secretaries use commercial loans:

Assisted Bank President with collecting information and documentation for approval and closing large commercial loans which primarily consisted of crop loans.
Worked on Commercial loans and Consumer loans to insure all the documentation was accurate and all filings were done properly.

5. 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.

Here's how loan secretaries use credit reports:

Determined credit worthiness of applicant via Credit Reports.
Processed loan applications, pulled credit reports, typed loan documents, completed loan reports and corresponded with customers.

6. Computer System

Here's how loan secretaries use computer system:

Scan images of all loan documents into the bank s computer system.
Input loans and opened new accounts for customers using the computer system.

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7. Loan Closings

Here's how loan secretaries use loan closings:

Gathered and compiled documents for loan closings, such as loan forms, insurance forms, and tax receipts.
Assisted installment loan department with preparation of documents and loan approvals and loan closings.

8. Loan Payments

Here's how loan secretaries use loan payments:

Handle all money transactions which consist of deposits, cashing checks, taking loan payments, travelers checks and cashier checks.
Served as a teller to process loan payments, completed title work on loans and processed paid off loan requests.

9. Savings Accounts

Here's how loan secretaries use savings accounts:

Opened new accounts and performed customer maintenance on checking and savings accounts.
Open and close checking and savings accounts depending on customer s needs.

10. UCC

UCC standing for Uniform Commercial Code is a set of laws and regulations concerning commercial transactions (such as sales of goods). It's not federal law but a uniformly adopted state of law covering security interests. The UCC also aims to provide consistency and clarity across the country. And because the UCC is a universally adopted law, businesses can enter into contracts with confidence. The resulting certainty of business relationships allows the economy to thrive and business to grow.

Here's how loan secretaries use ucc:

Processed auto title work, life insurance, UCC filing and recording.
monitored and updated insurance, UCC filings and cashier checks.

11. Word Processing

Here's how loan secretaries use word processing:

Use of early generation Mac for word processing and spreadsheets including preparation of daily, weekly and monthly commercial loan reports.

12. Mortgage Loans

Here's how loan secretaries use mortgage loans:

Type off Dictaphone information for loan packets Process Mortgage loans Account analysis of bank billings each month Backup to process installment loans
Typed, calculated, and processed mortgage loans in preparation for closings.

13. Loan Accounts

Here's how loan secretaries use loan accounts:

Type loans, manage paperwork, and handle past-due loan accounts.
Managed retail loan accounts, Mortgage and Commercial.

14. Wire Transfers

A wire transfer is an electronic bank transaction where funds are transferred from one person to another. The transfer can be within the same bank or from one bank to another. Wire transfer makes it possible to transfer money to anyone anywhere in the world and to also transfer money to multiple accounts seamlessly regardless of location.

Here's how loan secretaries use wire transfers:

Educated customers on overdraft reports, and wire transfers.
Managed daily incoming and outgoing wire transfers.

15. Loan Forms

Here's how loan secretaries use loan forms:

Assemble and compile documents for loans, such as titles and loan forms.
Performed all aspects of administrative duties including composition of correspondence and letters, loan forms, loan presentations.

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What skills help Loan Secretaries find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What hard/technical skills are most important for loan secretarys?

Allison White

Associate Professor, Ohio University

In addition to production software skills, including MS Outlook, Word, Excel, and PowerPoint, we often taught database skills using MS Access. Every employer has an employee database and a customer/client database that requires input and sometimes maintenance by office personnel. Keyboarding (65+ wpm), basic bookkeeping/accounting, and filing skills are a must.

Do you want to know more?

List of loan secretary skills to add to your resume

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

Customer Service
Real Estate Loans
Financial Statements
Commercial Loans
Credit Reports
Computer System
Loan Closings
Loan Payments
Savings Accounts
UCC
Word Processing

Mortgage Loans
Loan Accounts
Wire Transfers
Loan Forms
Auto Loans
Notary
ATM
SBA
Board Reports
Past Due Accounts
Bank Products

Loan Committee
Loan Packages
Customer Accounts
Tax Returns
Customer Inquiries
Financial Data
Credit Checks
Loan Reports
Loan Maintenance

Updated January 8, 2025

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.

Updated January 8, 2025

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