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Senior loan consultant skills for your resume and career
15 senior loan consultant skills for your resume and career
1. Origination
- Provided training on newest lending options to staff* Maintained above average loan origination* Reviewed individual client profiles to suggest additional financial services
- Created and implemented training protocol for new recruits across origination, processing and post-closing.
2. Loan Applications
A loan application is a form of request presented by a person to a financial institution for the approval of a loan. This application form carries detailed information regarding the petitioner's identification information, financial competence, and sources of income that indicate whether he can return the loan back or not.
- Processed residential loan applications, including ordering and reviewing necessary supporting documentation and appraisal review on all loans underwritten by AUS.
- Verified and examine information and accuracy of loan application and closing documents.
3. Loan Products
- Offered a wide variety of traditional and innovative loan products to current and potential home owners though incoming/outgoing calls
- Account Executive tasked with marketing of various loan products to Preferred Mortgage Brokers.
4. 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.
- Reviewed documentation figures before authorizing funds to be disbursed to escrow.
- Developed and executed virtual escrow business plan.
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.
- Review and verify accuracy of all documentation to ensure guidelines are met for Conventional, FHA, VA and Jumbo Loans.
- Played a vital role in originating FHA / VA, Conforming / Non-Conforming and bond loans from a virtual office.
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.
- Initiated numerous amounts of phone interactions with borrowers, loan consultants, title companies, FHA/VA representatives and customer service representatives
- Designated Countrywide REO agent for Eastern Panhandle of WV and 3 counties in VA
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- Determined appropriate loan programs for borrowers based upon their financial circumstances and credit ratings.
- Initiated promotion of loan programs utilizing various marketing and advertising methods/tools.
8. Financial Services
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.
- Keep up with new types of loans and other financial services and products in order to better meet customers' needs.
- Gained invaluable experience in fast-paced, high volume financial services office.
9. Inbound Calls
- Fielded and initiated inbound calls from clients interested in refinancing, purchasing or reverse mortgage.
- Receive inbound calls from prospective clients and generate self sourced and client referrals.
10. Loan Origination
- Revitalized the company call script so that it was more efficient which resulted in a 10% increase in loan originations.
- Coordinated all transactions from loan origination to closing of residential loans by ensuring adherence to company guidelines.
11. Business Relationships
- Cultivated business relationships with internal and external management teams with innate ability for problem resolution between staff and external departments.
- Focused on production, client satisfaction and development of repeat business relationships.
12. Client Relationships
- Managed client relationships and developed referral network.
- Maintained client relationships through constant communications via email and phone.
13. Fannie MAE
- Document Execution: Notary Public for execution of legal documents for Fannie Mae National Servicing Organization
- Developed expertise in Calyx Point, Fannie Mae and Freddie Mac underwriting systems.
14. 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.
- Analyze borrower finances, credit reports and tax returns to help determine eligibility.
- Utilized: Outlook, CRM system, Reading Credit Reports, Telephone
15. Commercial Loans
- Originated, reviewed and analyzed residential loans and commercial loans.
- Completed three commercial loans and partnered with US Trust to secure bridge financing for some higher profile athletes.
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List of senior loan consultant skills to add to your resume

The most important skills for a senior loan consultant resume and required skills for a senior loan consultant to have include:
- Origination
- Loan Applications
- Loan Products
- Escrow
- FHA
- Va
- Loan Programs
- Financial Services
- Inbound Calls
- Loan Origination
- Business Relationships
- Client Relationships
- Fannie MAE
- Credit Reports
- Commercial Loans
- Loan Packages
- Business Development
- Outbound Calls
- Student Loans
- Financial Statements
- Loan Volume
- FNMA
- Cold Calls
- SR
- Loan Process
- Credit History
- RESPA
- HUD-1
- Financial Products
- Investor Guidelines
- Real Estate Brokers
- Underwriting Guidelines
- Mortgage Products
- Referral Business
- Federal Regulations
- Loan Closings
- Interest Rates
- Residential Mortgage Loans
- CPA
- Property Evaluations
- Freddie Mac
- Calyx Point
Updated January 8, 2025