Loan specialist resume examples for 2025
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How to write a loan specialist resume
Craft a resume summary statement
Your resume summary sums up your experience and skills, making it easy for hiring managers to understand your qualifications at a glance. Here are some tips to writing the most important 2-4 sentences of your resume:
Step 1: Mention your current job title or the role you're pursuing.
Step 2: Include your years of experience in loan 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 specialist interviews.Hi, I'm Zippi, your job search robot. Let me write a first draft of your summary statement.
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:
- Start with the job listing. Frequently, the keywords looked for by recruiters will be listed. Be careful to include all skills in the job listing you have experience with.
- Consider all the software and tools you use on a daily basis. When in doubt, list them!
- Make sure you use accurate and up to date terms for all the skills listed.
Here are example skills to include in your “Area of Expertise” on a loan specialist resume:
- Loan Applications
- Customer Service
- Financial Statements
- Outbound Calls
- Credit Reports
- Mortgage Loans
- Escrow
- Loan Payments
- Foreclosure
- Loan Modifications
- FHA
- Inbound Calls
- Bank Policies
- Commercial Loans
- Student Loans
- Loan Packages
- Business Administration
- Loan Products
- Customer Inquiries
- Process Loans
- UCC
- Loan Approval
- Computer System
- Investor Guidelines
- Tax Returns
- Due Diligence
- Federal Regulations
- Payment Arrangements
- SBA
- Delinquent Accounts
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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 specialist.
How to write loan specialist experience bullet points
Your resume is your chance to show your biggest accomplishments. Don't just list your job responsibilities, instead take the opportunity to show why you're really good at what you do. Here is how you do that:
- Start with strong action verbs like managed, spearheaded, created, etc. Your goal is to show what you did and verbs will help demonstrate your contributions.
- Use numbers to quantify your achievements. Did you save time with a new report? Increase revenue? How large was the team you managed?
- Keep it concise. You're highlighting your achievements. Consider if all details you are sharing are relevant, or can be written more efficiently.
Here are examples from great loan specialist resumes:
Work history example #1
Loan Specialist
Freedom Mortgage
- Ensured correspondent loan documents met underwriting approval.
- Tracked borrowers receipt of CD with correct date per TRID regulations.
- Resolved customer complaints regarding payment history and escrow on delinquent loans.
- Assigned area(s) may include charge off; advanced escrow administration and/or specialized bankruptcy activities.
- Verified/Validated documents, files and transactions for accuracy researches and resolves issues.
Work history example #2
Loan Processor
Robert Half International
- Compared HUD-1 monthly escrows, initial escrow deposit and interest at closing with LPS/MSP.
- Processed FHA, VA and Conventional residential loans for Wells Fargo Home Mortgage.
- Determined document validity based on HUD requirements.
- Processed loans in Fidelity/CPI system including macros.
- Reviewed mortgage foreclosures to determine if wrongful foreclosure or financial harm financial institution's error.
Work history example #3
Loan Clerk
WORLD SAVINGS LOAN ASSOC
- Opened and closed tasks for Cashiering Department in CPI pertaining to payments, disputes, refunds, etc.
- Worked within a team with Underwriters to ensure all loans were correctly prepared to meet FNMA guidelines.
- Corresponded with Cashiering Department and other internal customers by phone, email, and notes in CPI.
- Prepared and delivered closing documents to escrow for settlement.
- Delivered positive customer service for home equity borrowers through exemplary communication and cooperation with both internal and external partners.
Work history example #4
Loan Specialist
JPMorgan Chase
- Developed and implemented process improvement plans to improve operation and production efficiency.
- Secured modification documents including HAMP and bank required documents.
- Provided foreclosure auction bidding instructions to our vendor/attorney's office.
- Demonstrated working knowledge of Federal and State rules and regulations, including RESPA, TILA, ECOA and HMDA.
- Provided experience & proficient underwriting knowledge of FNMA, FHLMC, FHA, USDA, VA, Securitized & HELOC loans.
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Add an education section to your resume
Here is the best way to format your education section:
- Display your highest degree first.
- If you graduated over 5 years ago, put this section at the bottom of your resume. If you 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 from loan specialist resumes:
Associate's Degree in criminal justice
Troy University, Troy, AL
2008 - 2010
Highlight your loan specialist certifications on your resume
Certifications are a great way to showcase special expertise or niche skills. Some jobs even require certifications to be hired.
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 specialist resume:
- International Accredited Business Accountant (IABA)
- Certified Management Accountant (CMA)
- Certified Professional, Life and Health Insurance Program (CPLHI)
- Certified Billing and Coding Specialist (CBCS)
- Certified Resume Specialist: Accounting and Finance (CRS+AF)
- Certified Public Accountant (CPA)
- Certified Customer Service Representative (CCSR)
- Certified Coding Specialist (CCS)