Top Senior Loan Officer Skills

Below we've compiled a list of the most important skills for a Senior Loan Officer. We ranked the top skills based on the percentage of Senior Loan Officer resumes they appeared on. For example, 20.6% of Senior Loan Officer resumes contained Loan Applications as a skill. Let's find out what skills a Senior Loan Officer actually needs in order to be successful in the workplace.

The six most common skills found on Senior Loan Officer resumes in 2020. Read below to see the full list.

1. Loan Applications

high Demand
Here's how Loan Applications is used in Senior Loan Officer jobs:
  • Managed and analyzed credit risk for non-prime and sub-prime loan applications from franchised auto dealerships to determine viability and ensure accuracy.
  • Take loan applications from potential clients for loan processing including follow-up for documentation required for accordance with lender policies and procedures.
  • Evaluated new loan applications, documentation and credit facility safeguards, and ensured loan closings consistent with approval process.
  • Exercised implemented loan authority on daily member submitted branch office and online consumer and real estate loan applications.
  • Gathered loan applications, performed cursory title reviews, ordered and reviewed appraisals and flood determination reports.
  • Collected appropriate financial information and built strong relationships to insure smooth production of loan applications through funding.
  • Mentored and assisted new loan officers, reviewing their customer loan applications for accuracy and completeness.
  • Evaluated loan applications and to ensure loan quality and repayment potential by confirming credit worthiness.
  • Process over 600 internet and indirect loan applications monthly while maintaining efficiency and accuracy goals.
  • Analyzed and evaluated loan applications, structured financial assistance packages and managed existing loan portfolios.
  • Reviewed and analyzed loan applications to ensure compliance with program guidelines and mortgage lending legalities.
  • Processed and completed loan applications, keeping management and customers updated on loan application details.
  • Analyzed loan applications of different applicants in residential/commercial loans and approved or denied them.
  • Assembled all required documentation required for the processing and underwriting of new loan applications.
  • Processed loan applications and prepared effective loan proposals for corporate clients and individuals.
  • Key processor, originating re-finance applications and preparation of loan applications for submissions.
  • Assisted customers with additional application requirements to improve loan applications and increase business.
  • Submitted credit and loan applications to management with recommendations per lending institutions policies.
  • Provide underwriting with complete and accurate loan applications by analyzing customer financial situations.
  • Meet with borrowers at residences to complete loan applications and collect pertinent documentation.

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2. Financial Status

high Demand
Here's how Financial Status is used in Senior Loan Officer jobs:
  • Analyze applicant s financial status, credit, and property evaluation to determine qualifications for mortgage products and programs.
  • Analyzed applicant's financial status, credit, property valuations, and project for granting loan(s).
  • Analyze applicant financial status, credit and property evaluation to determine approval or denial for the loan requested.
  • Analyzed customer's financial status, credit, and other prudent financial information to identify appropriate mortgage programs.
  • Analyzed applicants financial status, credit history and property valuations to determine the feasibility of the loan approval.
  • Analyze the financial status and credit history of the consumer to determine feasibility of granting a loan.
  • Entered codes for computer program to generate ratios for use in evaluating residential customer's financial status.
  • Analyzed applicant's financial status, credit, and home valuations to establish qualification for loans.
  • Analyzed applicants' financial status, credit, and verified income to determine eligibility.
  • Analyzed clients' credit history, financial status, and provided financial counseling.
  • Work with clients to understand financial status/needs to help identify a sensible solution.
  • Advised clients on loans that best matched their interests and financial status.
  • Advise borrowers on financial status and methods to create financial wealth.
  • Identify client needs, financial status and availability for special programs.
  • Analyzed applicants' financial status, credit, and property evaluation.
  • Research applicant's financial status and property value.
  • Analyze applicants' financial status, credit worthiness.
  • Completed mortgage applications, secured loan application, processed documentation, analyzed applicant financial status.
  • Analyzed applicants' financial status,credit and property, evaluation to determine the best loan program for my clients.
  • Analysed financial status, credit, employment history and property types to grant loans.

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3. Loan Portfolio

high Demand
Here's how Loan Portfolio is used in Senior Loan Officer jobs:
  • Monitored and periodically assessed the existing loan portfolio.
  • Monitored and analyzed monthly & quarterly loan department reports to keep top management fully informed on the Bank's loan portfolio.
  • Supervised a lending staff of five and managed a $42M loan portfolio with goals to maximize profitability of the bank.
  • Directed a staff of 22 and managed a $270,000,000 loan portfolio, contributing to a $365,000,000 institution.
  • Processed closing transactions averaging 100 million dollars monthly, and approximately $1.2 billion annually on retail loan portfolios.
  • Grow and maintain relationships with wholesale investor representatives in order to strengthen loan portfolio and loan terms for clientele.
  • Hand-selected to manage commercial loan portfolio totaling approximately $25.0M with net overall growth totaling $11.5M annually.
  • Maintained annual Loan Audit, Collections, Loss Mitigation, Foreclosure and REO Sales activities for loan portfolio.
  • Produced more than $14 million in new loan commitments and grew loan portfolio by $10million.
  • Managed and developed Commercial Real Estate loan portfolio of 400+ loans in excess of $125M.
  • Acted as Branch Credit Manager for a $22 million loan portfolio at Bend Oregon.
  • Inherited loan portfolio with rated loans from 140% down to 14% of portfolio.
  • Performed due diligence on acquisition of failed bank loan portfolio which led to winning bid.
  • Performed comprehensive reviews of the most complex credits in the bank's loan portfolio.
  • Manage and develop real estate loan portfolio of both construction and term loans.
  • Inherited loan portfolio with non-accrual loans from $12,000,000 down to $2,000,000.
  • Supervised 4 loan officers and was responsible for $15MM Loan Portfolio.
  • Managed a loan portfolio of approximately 105 customers and $36,000,000.
  • Maintained loan portfolio over $50K to attract and retain members.
  • Maintained and continuously grew a loan portfolio through new business development.

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4. Real Estate

high Demand
Here's how Real Estate is used in Senior Loan Officer jobs:
  • Created alliances and built relationships with over 150 financial institutions and real estate-related professionals in B2B and B2C relationship management.
  • Account management through business to business and business to consumer relationships and perspective for real estate investment finance products.
  • Facilitated educational seminars covering financial services such as debt consolidation, credit counseling, and real estate marketing seminars.
  • Supported management team through analysis of real estate and loan operations, Facilitated monthly loan reporting packages.
  • Provided a consultative sales approach in selling real estate financial instruments to National City Mortgage customers.
  • Established and maintained preferred lender status with numerous residential construction firms and area real estate professionals.
  • Coordinated closings and provided all necessary closing documents with numerous real estate attorney's.
  • Identified and cultivated prospects interested in the purchase or refinancing of residential real estate.
  • Collaborated with real estate and financial specialists in acquiring new business.
  • Demonstrated effectiveness in an extremely difficult real estate market environment.
  • Designed and implemented promotional campaigns with real estate professionals.
  • Provided administrative support to commercial real estate relationship managers.
  • Originate and underwrite commercial multifamily real estate loans.
  • Originated commercial and residential real estate loans.
  • Represent Both Professional Real Estate Title and Appraisal Companies in Small Claims Court with relationship to delinquent payments for services rendered.
  • Advised clients in all matters of real estate finance transactions including the purchase and the refinancing of residential and commercial properties.
  • Launched new presence in Texas for west coast lender for deposits by soliciting and marketing to real estate companies for deposits.
  • Established referral sources through local banks, real estate agents and previous business, resulting in 25% increase in referrals.
  • Coordinated team of lenders, real estate agents, underwriters, appraisers and escrow reps to meet strict lending deadlines.
  • Plan and organize mortgage seminar for existing and first-time home buyers and real estate investors which substantially improved company revenue.

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5. Va

high Demand
Here's how Va is used in Senior Loan Officer jobs:
  • Assisted in reviewing and establishing underwriting standards and practices and participated in investment approval meetings for all regional field offices.
  • Reviewed borrower's loan packages for accurate completion for potential lenders providing quicker approval time and minimized funding delays.
  • Solidified customer loyalty through follow-up to determine level of satisfaction and expanded referral network through cultivation of client relationships
  • Cultivated strong relationships with lenders and business partners, resulting in increased customer referrals and overall bottom-line.
  • Analyzed customer's financial status and created a strategy for effective financial management and loan approval.
  • Developed and maintained relationships with various vendors through networking and business development using various methods.
  • Analyze borrower financial condition, credit history, and property information for credit approval.
  • Interview potential clients to determine eligibility for various federal and private funding sources.
  • Review appraisals, technical & economic evaluations, feasibility studies and operating costs.
  • Contacted customer to the advice of approval to get additional documentation needed.
  • Submit applications to various banking institutions for verification and approval.
  • Cultivated relationships with company lenders and successfully negotiated loan prices.
  • Interview clients for qualifications and evaluate credit and financial information.
  • Qualified students and parents for various federal loan consolidations.
  • Review feasibility studies and project technical & economic evaluations.
  • Presented lending options and requirements to various borrowers.
  • Communicated to sales personnel and other functions within NovaStar
  • Respond to customer inquires regarding available financing.
  • Prepare applicants financial packets for underwriter approvals.
  • Collected receivables and managed delinquencies.

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6. Customer Service

high Demand
Here's how Customer Service is used in Senior Loan Officer jobs:
  • Key member building revenue pipeline by delivering remarkable customer service and introducing key performance strategies that increased loan production output.
  • Developed and maintained longstanding referral based relationships and delivered an outstanding level of customer service developed in an independent environment.
  • Generated and managed 28 million dollars in residential mortgages through excellent customer service, integrity and innovative marketing tools.
  • Created and maintained outstanding relationships with Finance Managers in the auto industry through excellent communication and customer service skills.
  • Achieved professional customer service, treating consumers with individualized accommodations with the highest ethical standards, maintained office supplies.
  • Recognized for exceptional customer service, excellent communication skills and ability to network successfully in a highly competitive market.
  • Design and implement innovative sales and marketing strategies in order to originate loan processes and execute superior customer service.
  • Provided outstanding customer service by providing advice on appropriate programs and information regarding underwriting requirements and loan procedures.
  • Maintained excellent time management as well as exhibited strong customer service in addition to investor relation skills.
  • Developed business through a strong referral base by providing tenacious client follow-up and exceptional customer service.
  • Develop and strengthen customer relations by implementing programs that emphasize commitment to providing customer service excellence.
  • Surpassed all sales and customer service expectations by delivering top-notch customer service and implementing effective loans.
  • Managed market pipeline and provided excellent customer service from initial application through loan closing.
  • Provided excellent communication and customer service to clients from origination to funding of loan.
  • Provided customer service, pipeline management and building, file accuracy and client follow-up
  • Established strong referral base through exceptional customer service and effective outside marketing.
  • Generated additional loan closings from referral sources by providing superior customer service.
  • Maintain quality control records while constantly implementing ways to improve customer service.
  • Encompassed excellent communication skills and an exceptional aptitude for internal/external customer service.
  • Created and maintained excellent relationships with clients and providing excellent customer service.

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7. Credit Reports

high Demand
Here's how Credit Reports is used in Senior Loan Officer jobs:
  • Leverage cross-selling and promotional sales opportunities while providing short-term financial advising consultation and analysis of credit reports for members.
  • Reviewed credit reports and financial backgrounds to determine credit worthiness and ability to repay loans based on information obtained.
  • Determined credit worthiness and risk profiles of prospective borrowers by analyzing credit reports and personal financial data.
  • Analyzed financial statements, credit reports and pertinent information to determine credit worthiness of prospective customers.
  • Reviewed and analyzed credit reports for preliminary approval or denial according to lender's guidelines.
  • Determined borrower's qualifications by analyzing credit reports, financial statements and income documentation.
  • Scrutinized credit reports and credit applications to determine character and credit worthiness.
  • Analyze credit reports and pertinent information to determine credit worthiness of members.
  • Obtained and evaluated pertinent documents including credit reports and appraisals.
  • Reviewed credit reports and income related documents to qualify customer.
  • Reviewed credit reports, analyzed income statements and performed underwriting.
  • Order credit reports, Income info, asset info, order Appraisal, prelims and package loan for submission to Lender.
  • Consulted customers, completed applications, analyzed credit reports, developed proposals, arranged title work, and processed loans.
  • Required to identify Loan Fraud and understanding of property valuations as well as expert in credit issues and credit reports.
  • Analyzed credit reports, and prepared and reviewed loan documents for purchase, refinancing, and personal financial investment.
  • Evaluated credit reports, analyzed income statements, and performed underwriting of income versus debt and combined asset worth.
  • Review credit reports, analyze income and collect all necessary documents to present to underwriter for loan approval.
  • Analyzed credit reports, appraisals, title reports, bank statements & employment documentation to ensure qualification.
  • Conducted review of applicant financial statements, credit reports, and purchase contracts to ensure loan approval.
  • Collect all documents for loan submission, oversee the timely completion of appraisal and analyze credit reports.

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8. Loan Origination

high Demand
Here's how Loan Origination is used in Senior Loan Officer jobs:
  • Maintained close relationships with loan processors and problem-solved upcoming issues to ensure quality loan origination and minimized last-minute conditions of approval.
  • Oversee the loan origination process from inception to completion and initiate aggressive business growth opportunities in a highly competitive market.
  • Developed and managed company website, loan origination software, and lead generation system which streamlined residential mortgage origination.
  • Initiated residential loan origination applications from inception to closure, totaling $25 million in origination sales revenue.
  • Executed daily operations of coordinating the modification and refinance process as well as new loan origination.
  • Sourced, developed and executed residential loan origination across the United States.
  • Conducted in- depth credit analysis, with counseling necessary for loan origination.
  • Identified, documented, and resolved fraudulent loan origination in designated markets.
  • Executed loan origination process for portfolio, secondary market and MassHousing products.
  • Interview clients to obtain information and gathered documents for loan origination.
  • Assisted clients with commercial and residential property loan origination and financing.
  • Performed loan origination and packaging, as well as underwriting responsibilities.
  • Input data into loan origination/processing system and verified data accuracy.
  • Initiated mortgage loan origination process through completion of detailed applications.
  • Developed expertise in operating CALYX Point Loan Origination System.
  • Participated in a call center loan origination system.
  • Entered information into loan origination software.
  • Facilitated loan origination for potential borrowers.
  • Utilized Encompass Loan Origination System.
  • Maintained quality control over loan origination and processing for the purposes of compliance with the Arkansas Securities and Exchange Commission guidelines.

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9. Equity

high Demand
Here's how Equity is used in Senior Loan Officer jobs:
  • Solicited home equity and home purchase Loans -Analyzed income and mortgage documents -Prepared documents for underwriting review -Closed on home equity loans
  • Originated acceptable residential mortgages and home equity products from leads and referrals.
  • Analyzed risk potential and recommended mortgage and equity loans based on qualifications.
  • Solicited, processed, and closed self-originated sub-prime home equity loans
  • Evaluated the client's income, credit, and home equity and provided loan options based on the borrower's profile.
  • Processed consumer loans from start to finish, processed home equity loans from start to finish including decision making on loans.
  • Partnered with company underwriters to review income, credit, equity and assets of potential homeowners through the qualification process.
  • Make outbound phone calls to inform seniors of new changes to the Home Equity Conversion Mortgage (Reverse Mortgage).
  • Review and packages to FHA, VA, conventional, purchase money second trust deeds, equity line of credit.
  • Evaluate and propose financial options to optimize client savings and/or utilize, where appropriate, the equity of their homes.
  • Provide secured and unsecured loans and insurance products specific to certain loans, Mortgages, Home Equity and Auto loans.
  • Brokered loans to various wholesale lenders which included conventional, FHA/VA, jumbo, construction, lot and equity loans.
  • Cross sell credit cards, new account openings, home equity, LOC, and business loans for the branches.
  • Worked with customers, conforming and nonconforming to provide refinance, purchase, streamline, modifications and equity loan options.
  • Specialized in equity 2nds, Title I's, 125% CLTV and first mortgages utilizing numerous national lenders.
  • Originated Conventional, FHA, VA, Construction to Permanent and Home Equity Lines of Credit in 47 states.
  • Originate and underwrite all types of consumer loans, including home equity products and ensures efficient progression until closing.
  • Helped clients apply for several types of loans ARM, Fixed, Equity Refinance, Purchase and Second Mortgages.
  • Retain business for all retail customers, open accounts, home loans, equity loans and lines of credit.
  • Concurred and verified closing documentation on all Home Equity Loan products with other team members and gave final approval.

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10. Financial Statements

high Demand
Here's how Financial Statements is used in Senior Loan Officer jobs:
  • Examined and evaluated prospective clients/applicants' financial statements, credit, and property evaluations to determine feasibility of granting loans.
  • Reviewed and analyzed offering memorandums, partnership agreements and equity structure, and financial statements and budgets.
  • Reviewed and analyzed financial statements including information from businesses in a wide range of industries.
  • Gained expertise in analyzing personal/business tax returns and financial statements to determine program s eligibility.
  • Compiled a database of loan applicants credit histories, financial statements and other financial information.
  • Collect, analyzed and processed financial statements and pertinent information to determine credit worthiness.
  • Analyze financial Statements/Credit and Property evaluation to making decision regarding investing or lending capital.
  • Analyzed borrower data, financial statements and documents for purchase or refinance transactions.
  • Prepared financial reports for monthly and quarterly financial statements utilizing Microsoft Excel.
  • Analyzed financial statements and pertinent information to determine creditworthiness.
  • Obtain, compile and analyze loan applicant credit history, tax returns, financial statements and other required financial information.
  • Evaluated clients' credit data and financial statements in order to determine the degree of risk involved in lending.
  • Review financial statements, income statements, documents, and accompanying notes to make recommendations for credit approval.
  • Reviewed all credit information, financial statements and income information and update credit and loan files.
  • Gather credit histories, financial statements and all other relevant financial information of the applicants.
  • Prepared financial projections, financial statements and audit reports on Loan Officers to maintain compliance.
  • Analyze financial statements to determine borrower's qualifications and best program for their needs.
  • Evaluated financial statements, future debt obligations, and property valuations throughout investment cycle.
  • Coordinate projects phases, review financial statements and assure on-time delivery of projects.
  • Obtained credit histories, corporate financial statements, and other financial information.

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11. New Clients

high Demand
Here's how New Clients is used in Senior Loan Officer jobs:
  • Generated new business development by prospecting and qualifying new clients.
  • Developed ongoing business relationships while closing transactions with new clients.
  • Recruited 5-7 new clients per month/approximately 20-30 applicants
  • Developed a successful process to source potential clients through government websites which resulted in a 20% increase in new clients.
  • Managed 6-8 junior loan officers for income review, regulations, product guidelines, procedures, and prospecting new clients.
  • Assist team leads/supervisors with various projects when volume is lower such as client audits and quiz developments for new clients.
  • Instructed training classes in sales, marketing, Business to Business, lenders, and in prospecting new clients.
  • Teamed with marketing to create educational and promotional materials to increase consumers' knowledge base and create new clients.
  • Attended monthly events, First Time Home Buyer seminars, Credit Repair Seminars to network with potential new clients.
  • Hired and trained junior loan officers to gain new clients, originate loans and expand the companies network.
  • Maintain a rolling pipeline for new clients entering the process and walking existing clients through closing and funding.
  • Originated new clients through cold calling, warm transfers, and direct mail for some inbound calls.
  • Prospected for new clients in need of loans, and verified applications to determine client's creditworthiness.
  • Prospected for new clients and sold financial products to residential consumers with prime and impaired credit histories.
  • Generated; new clients through direct contact, direct marketing, advertising, & referral base.
  • Conducted; loan counseling, home buying seminars and developed effective solutions for new clients.
  • Assisted and awarded first and second mortgages, debt consolidation and purchases for new clients.
  • Networked with business professionals to generate new clients as well as increasing my referral base.
  • Analyzed potential loan markets and developed an extensive referral network to locate new clients.
  • Obtained new clients through direct marketing, telephone sales, and networking referrals.

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12. Sub-Prime

high Demand
Here's how Sub-Prime is used in Senior Loan Officer jobs:
  • Specialized in sub-prime market and facilitate loan processing from origination to closing for loans valued up to approximately $2million
  • Achieved all objectives while originating consumer mortgage financing in prime and sub-prime division while procuring consistent pipeline.
  • Maximized operations by leveraging prime/sub-prime loan product and marketing expertise to enhance cost-effectiveness and lower expenses.
  • Conducted successful origination of prime and sub-prime residential mortgage loan products.
  • Originated conventional and sub-prime loans.
  • Demonstrated experience in closing conventional and sub-prime loans (B, C, and D) to meet individual client needs.
  • Originated all types of loans including sub-prime, conventional, negative amortization, FHA, hard money and jumbo loans.
  • Arranged FHA, sub-prime and prime mortgage loans for applicants, and negotiated the best terms for their individual needs.
  • Developed relationships with various wholesale lenders (prime and sub-prime) and utilized various AUS systems for loan approval.
  • Developed lender expertise in all areas of residential financing, including sub-prime, Alt-A, and prime loans.
  • Initiated speaking and training engagements with real estate groups and corporations to educate them on sub-prime lending markets.
  • Develop, structure and maintain sub-prime mortgage loan files in accordance with policies and prepare files for underwriting.
  • Originated Conventional, FHA, Sub-Prime and Alt-A loans through referrals and web generated, company supplied leads.
  • Counseled clients on the loan process for both Conforming and Sub-Prime lending to include FHA and VA loans.
  • Originated self-generated VA, FHA and Conventional Prime, Sub-Prime and Alt A purchase and refinance residential loans.
  • Worked as a Document Control Reviewer- Processor to Sr. Loan Officer for sub-prime clients with credit challenges.
  • Originated first lien Conventional, Jumbo, FHA, VA, Guaranteed Rural Housing, Sub-prime loans.
  • Succeeded as Senior Loan Officer, and leading Sub-Prime consultant, within a 100 % commission environment.
  • Hired, trained, supervised, and helped four production sales officers in originating prime/sub-prime loans.
  • Provided clients with a variety of residential sub-prime mortgage products based on their qualifications and needs.

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13. Property Evaluations

high Demand
Here's how Property Evaluations is used in Senior Loan Officer jobs:
  • Analyzed applicant's financial status, debt obligations, credit scores and property evaluations to determine loan eligibility.
  • Analyze property evaluations, personal credit, and liquid assets to determine associated loan risks and approval qualifications of consumer applications.
  • Reviewed loan applications and performed financial analysis, credit and property evaluations to provide feasibility reports for loan requests.
  • Analyze applicants' financial status, credit worthiness, and property evaluations to determine appropriate loan product eligibility.
  • Analyze customer's financial status, approve credit applications, and conduct property evaluations to determine loan eligibility.
  • Analyzed customers financial statuses, credit and property evaluations to determine the feasibility of refinancing/and or purchase options.

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14. Title Companies

high Demand
Here's how Title Companies is used in Senior Loan Officer jobs:
  • Communicate with other industry professionals such as appraisers, title companies, underwriters to ensure that all client expectations are exceeded.
  • Sustained daily contact with Title Companies and Lenders for loan approval, underwriting conditions, closings, to include reconciling funds.
  • Coordinated closings with brokers, title companies and closing department; Completed locking procedures and fee distribution prior to closings.
  • Initiated and finalized vendor relationships with title companies, appraisers, credit reporting agencies, indirect dealers and many others.
  • Collaborated with loan processors, appraisers, home inspectors, and title companies to ensure loans closed on time.
  • Facilitated communication between potential homeowners and real estate agents, attorneys, appraisers, and title companies.
  • Clear and decisive communication between clients, Realtor and title companies to efficiently close on the loan.
  • Coordinate with buyers, sales agents, title companies, & builder employees on a daily basis.
  • Established extensive referral network of real estate offices, title companies and insurance companies to generate leads.
  • Worked with borrowers, loan officers, title companies, escrow companies, appraisal companies and lenders.
  • Managed the company's relationships with multiple title companies as well as real estate agency's.
  • Worked with underwriters, banks, lenders, title companies and attorneys to ensure mortgage financing.
  • Negotiate with Title Companies, Appraisal Companies, and other third party entities to perform duties.
  • Solicited quality title companies for title search to close loans in a timely and effectively manor.
  • Solicited mortgage loans through referrals, brokers, builders, title companies and other networking avenues.
  • Work with Title companies to ensure farm listings across Hawaii to target towards residential markets.
  • Generate and maintain working relationships with real estate agents, title companies, and attorneys.
  • Formed valuable relationships with top real estate agents, wholesales lenders and local title companies.
  • Coordinated loan closings with real estate agents, title companies, appraisers and inspectors.
  • Coordinated and supported loan closings with borrowers, title companies, and loan processors.

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15. Fannie MAE

average Demand
Here's how Fannie MAE is used in Senior Loan Officer jobs:
  • Used Fannie Mae guidelines and Desktop Underwriter to perform borrower qualification analysis.
  • Excelled knowledge of FHA, Fannie Mae, Freddie Mac, and VA mortgages ensuring compliance with industry laws and regulations.
  • Familiarized with all changes in the mortgage industry along with being an expert on all Freddie Mac and Fannie Mae guidelines.
  • Read, interpreted, and analyzed Fannie Mae, Freddie Mac, VHDA, and FHA guidelines to ensure compliance.
  • Structured loan proposals and submitted loans through in house underwriting through Fannie Mae Desktop Underwriter or Freddie MAC Loan Prospector.
  • Originated Loans for the retail consumer using a propriety application specializing in Fannie Mae and Freddie Mac Guidelines.
  • Assess and evaluate customer's financial needs through Fannie Mae and Freddie Mac's Automated Desktop Underwriting software.
  • Utilize Desktop Underwriter (DU) to determine final eligibility of loan with respect to Fannie Mae guidelines.
  • Processed and underwrote files to conform to Fannie Mae, Freddie Mac, FHA, And VA guidelines
  • Cultivate new business specializing in Renovation (FHA 203k Standard and Limited, Fannie Mae HomeStyle).
  • Review closed loan files for eligibility with respect to Freddie Mac, FHA and Fannie Mae guidelines.
  • Conducted product training and supervision of Junior Loan Officers; Originated Fannie Mae and Freddy Mac Mortgages.
  • Process loans parameters through the Fannie Mae or Freddie Mac underwriting software to gain an approval.
  • Underwrite loans through Fannie Mae Desk Top Underwriting Software & other various underwriting Software Programs.
  • Maintain knowledge of Fannie Mae/Freddie Mac products and guidelines to incorporate into solid loan files.
  • Worked to sell non-conforming and conforming Fannie Mae mortgages to an array of customers.
  • Perform risk analysis to insure loan will be within Fannie Mae/FHA/Freddie Mac guidelines.
  • Underwrite all loan files that are within Fannie Mae/FHA/Freddie Mac guidelines.
  • Coordinated appraisals, loan signings, and locked Fannie Mae rates.
  • Experience selling and pricing Fannie Mae, Freddie Mac Programs.

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16. Sales Goals

average Demand
Here's how Sales Goals is used in Senior Loan Officer jobs:
  • Top loan producer yielding an average in excess of $900,000 per month and exceeding sales goals for over 17 months.
  • Provided guidance training, education and motivation to assigned team of Originators to achieve planned sales goals through relationship building.
  • Created new and managed current B2B relationships for referrals sources and leads based on the company's sales goals.
  • Generated complete mortgage applications, ensuring appropriate procedures and policies were followed, while meeting sales goals and objectives.
  • Maximized my sales goals and standards as well as increased the potential to develop more revenue for the company.
  • Managed Processing Department as well as achieved personal sales goals through internal and external marketing of loan products.
  • Led & trained sales force to profitability and responsible for monthly production, sales goals and team marketing.
  • Surpassed corporate sales goals by over 150% by using and refining Best in Practice sales techniques.
  • Led and trained a staff of Loan Officers to exceed daily performance, lending and sales goals.
  • Exceeded credit sales goals by closing $130 million in new credit relationships for the Bank.
  • Received numerous awards for outstanding performance and reaching (exceeding in most cases) monthly sales goals
  • Exceeded individual and team sales goals with production of USD $ 2-4 million per month.
  • Experienced in developing customer contact, business lead generation while implementing and exceed sales goals.
  • Strive to achieve individual sales goals and contribute to the overall unit and company.
  • Assisted in attaining brokerage closing/sales goals set by the executive broker of the branch.
  • Originate loans through web-based applications and established data sources, Meet established sales goals.
  • Coached and mentored a team of 5 Jr. Loan Officers to meet sales goals.
  • Hired and trained all sales staff for new office location.-Exceeded quarterly sales goals.
  • Retail Senior Loan Officer responsible for all self-sourced business while maintaining sales goals.
  • Managed up to 6 people towards $1,000,000 monthly loan volume sales goals.

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17. Business Development

average Demand
Here's how Business Development is used in Senior Loan Officer jobs:
  • Marketed and developed business using Lending Tree model on a national basis, leveraging business development to local referral partners.
  • Contract negotiation, account management, new business development and quality control of operations.
  • Originate conventional and government residential mortgages and participate in related business development activities.
  • Participated in continuous and aggressive business development to ensure a profitable bank.
  • Guided business development through critical state compliance regulations for its lending services.
  • Manage business development activities including managing 2,000+ dealer relationships in 11 states.
  • Develop sales and strategic marketing campaigns designed to increase business development opportunities.
  • Generated business through personal marketing, networking and business development strategies.
  • Researched and implemented continuous new business development plans.
  • Maintain constant business development and marketing.
  • Employed as a senior loan officer, responsible for personal business development and file processing until the company closed Kauai operations.
  • Developed and executed business development plans and activities to retain and expand client portfolio of residential and commercial loans & liens.
  • Achieved significant business development in face of declining market with focus on close of loans to clients with troubled credit histories.
  • Trained and supervised loan personnel including junior loan officers, sales assistants, loan processors, and business development assistants.
  • Serve as an internal resource and coordinator between the business development, closing team members and when applicable financial institutions.
  • Developed and implemented detailed financial plans for business development, client retention, staff development, and incentive programs.
  • Employed as a senior loan officer, responsible for personal business development, branch processing operations and marketing.
  • Optimized new business development resources, marketing, cold calling, and persistent communication to target prospective leads.
  • Participated in branch business development for the second and fifth largest branches in the Western system.
  • Originated, developed and implemented business development schedules, plans and KPI analysis for measuring S.M.A.R.T.

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18. Borrowers

average Demand
Here's how Borrowers is used in Senior Loan Officer jobs:
  • Developed and maintained relationships with sales associates and borrowers before, during and after loan closings ensuring quality customer service.
  • Reviewed application documentation for accuracy and compliance, and communicated with program staff and borrowers as necessary.
  • Processed loans, assisted underwriters and helped borrowers to consolidate debt and/or avoid bankruptcies and foreclosures.
  • Worked with borrowers to devise beneficial loan programs by evaluating underwriting guidelines for over 20 investors.
  • Reviewed borrowers loan application to insure completeness of data; verified information listed on application.
  • Evaluated the financial position of bank borrowers to analyze repayment capacity of loan customers.
  • Facilitated clear communication between borrowers, closing attorneys, real estate brokers and underwriters.
  • Negotiated and finalized approved mortgages with borrowers based on receiving all final documentation.
  • Provided credit counseling to prospective borrowers who had problems qualifying for traditional loans.
  • Analyzed credit qualifications, created loan proposals and maintained contact with borrowers.
  • Prepared loan documents for potential borrowers for residential and commercial property loans.
  • Led seminars and coaching workshops for potential borrowers and other industry professionals.
  • Evaluated credit worthiness of borrowers and assisted underwriters in determining repayment ability.
  • Communicated directly with borrowers from construction loan closing through project completion.
  • Worked with private investors to provide alternate financing for challenged borrowers.
  • Advised Lock-in-policy borrowers and insured that lock requests were completed properly.
  • Maintained great relationships with borrowers for future business and referrals.
  • Conducted seminars and workshops for borrowers and industry professionals.
  • Analyzed credit and financial data of potential borrowers.
  • Qualify borrowers and prepare loan documents for underwriting.

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19. Client Relationships

average Demand
Here's how Client Relationships is used in Senior Loan Officer jobs:
  • Sourced, developed and maintained client relationships with owner-operators, top-tier national and regional developers, institutional investors and brokers.
  • Participated in aggressive business development programs to cultivate client relationships and achieve their mortgage lending and banking needs.
  • Cultivated client relationships and provided expert consultation by performing credit, loan and budget evaluations.
  • Studied potential loan markets and identified opportunities to expand client relationships and leverage cross- selling.
  • Developed and maintained client relationships, as well as interacting with banking representatives.
  • Cultivated excellent client relationships to maximize satisfaction, referrals and loyalty.
  • Cultivated exceptional client relationships with key financial institutions.
  • Value Management: Formed and managed client relationships
  • Supervised a team of 25 loan officers to cultivate client relationships - increasing book of business by 45%.
  • Established and fostered professional client relationships by providing quality service that resulted in increases in client and referral base.
  • Maintained the largest number of client relationships and exceeded goals for problem resolutions or exit of undesirable relationships.
  • Implemented strategies to acquire new client relationships to generate recurring revenue and deepen level of cross-sell.
  • Build new client relationships and deal with the borrower from initial contact to funding.
  • Created a new account base, while maintaining and cultivating existing client relationships.
  • Originated a significant number of new loans through excellent client relationships and referrals.
  • Developed client relationships through Realtor, builder, affinity partners and banking referrals.
  • Maintained client relationships for an average three month sales cycle and beyond.
  • Developed and maintain client relationships from initial contact through closing.
  • Established senior corporate client relationships in support of corporate goals.
  • Mine client relationships for direct referrals of mortgage loan opportunities.

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20. Jumbo

average Demand
Here's how Jumbo is used in Senior Loan Officer jobs:
  • Funded loans included First Time Buyer programs, FHA / VA loans, Jumbo loans, both Purchase and Refinance transactions.
  • Provide jumbo loans, reverse mortgages and commercial deals in all 50 states while seamlessly processing large volumes of confidential information.
  • Originate conventional, FHA, USDA, JUMBO, and VA mortgage loans through sales contracts generated from new homes communities.
  • Utilized automated underwriting engines to assess credit and collateral risk for conventional, Jumbo, VA and FHA lending.
  • Originated conforming, non-conforming, jumbo, and FHA, VA, OHFA, and USDA Rural Housing Loans.
  • Originate and sell FHA, VA, Jumbo, Reverse, Conventional, and Streamline mortgage loans.
  • Evaluated prospective commercial and residential loans including Jumbo, FHA, VA, and all conventional loans.
  • Provided Conventional, Jumbo and FHA mortgage loans in the Washington D.C. and Suburban Maryland areas.
  • Originated conventional, FHA, JUMBO, and VA mortgage loans through face-to-face and telephone solicitation.
  • Originated conforming, jumbo, and government loans in addition to structuring home loan requests.
  • Have experience in Conventional, Jumbo, FHA and VA purchase and refinance loan types.
  • Originated both Jumbo and Super Jumbo loans for properties located throughout the United States.
  • Specialized in conventional, FHA, VA and USDA, Jumbo products and HARP.
  • Retail and Wholesale Residential mortgage lending Conventional, Conforming, FHA/VA and Jumbo.
  • Specialized in high wealth clientele, jumbo loans, and self-employed income analysis.
  • Sell mortgages for FHA, Conventional, Jumbo and Preferred Jumbo.
  • Equal familiarity with sub prime BCD and conventional and jumbo A paper
  • Focused on Affinity leads, FHA, and Jumbo loan Programs.
  • Gained useful experience with Jumbo Loans with creative mortgage solutions.
  • Originated home loans (FHA/VA/HARP/ Fannie/Freddie Conforming /Jumbo Loans).

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21. Customer Relationships

average Demand
Here's how Customer Relationships is used in Senior Loan Officer jobs:
  • Instituted a branch-wide focus on customer relationships by continuously coaching staff on relationship development, consultative sales and community outreach strategies.
  • Advised senior executives on process design improvements resulting in improved customer relationships and the generation of additional revenue on existing services.
  • Created and implemented marketing campaigns to secure new customer relationships and support existing clients by presenting new and innovative products.
  • Established and built customer relationships, educating customers in financial management to obtain financial balance while obtaining a mortgage.
  • Developed strong customer relationships by providing thorough and timely consultation, advice, counseling and service.
  • Developed solid customer relationships and identified appropriate solutions for financial institution of over 2000 employees.
  • Promoted a positive attitude and team approach to customer relationships.
  • Managed and maintained customer relationships through entire loan process.
  • Originated residential loans and maintained establish customer relationships.
  • Developed Customer relationships through telephone sales leads.
  • Track record of expanding existing customer relationships.
  • Established and cultivated customer relationships.
  • Originated new mortgages, as well as created, retained and enhanced customer relationships with affinity partners across the United States.
  • Develop strong customer relationships, resulting in and average of 80% repeat customers.
  • Earned client trust as an expert which increased business and created strong customer relationships.
  • Maintained excellent customer relationships, referring new customers to appropriate staff for new services.
  • Established a book of business through lead generation and maintaining strong customer relationships.
  • Enhanced quality of customer relationships by developing a clientdatabase system that tracked relevant customer financial data.
  • Processed loans to completion with bank officers, developed strong customer relationships
  • Establish and support customer relationships to increase overall sales, achieve sales goals Monthly and maintain high sale productivity.

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22. Financial Needs

average Demand
Here's how Financial Needs is used in Senior Loan Officer jobs:
  • Sold/qualified prospective clients nationwide via telephone, advised prospective clients on personal financial needs.
  • Assisted clients in determining financial needs and recommended appropriate credit and financing solutions.
  • Assisted customers to determine financial needs and recommended appropriate credit solutions.
  • Assisted customers in assessing financial needs and recommended appropriate credit solutions.
  • Maintain knowledge of different investors products in order to place customers with the lender best suited for their financial needs.
  • Worked with customers to review their financial needs and provided recommendations for short term and long term financial success.
  • Profile customer financial needs by probing for opportunities to cross-sell additional Bank, Investment & Insurance products and services.
  • Assess the financial needs of each applicant to map out a strategy for their home buying/ refinancing process.
  • Manage every client's portfolio thoroughly, while familiarizing my self with their financial needs and goals.
  • Partnered with Branches to ensure that all clients where receiving all products for their financial needs.
  • Fielded phone inquiries and contacted prospective clients in order to assist them in their financial needs.
  • Suggested and implemented new products to increase client cash flow, financial needs and goals.
  • Educated members on financial matters and gave options to their financial needs and opportunities.
  • Originated mortgage loans that fit the financial needs of the customers using various programs.
  • Discussed multiple mortgages loans based off of client's financial needs and goals.
  • Assessed client's financial needs and developed a strategy to accomplish their goals.
  • Ordered Appraisals, Title, and assisted customers with insurance and financial needs.
  • Educate clients of various mortgage programs to custom fit their financial needs.
  • Meet with clients to recognize financial needs and make independent credit decisions.
  • Customized loan programs to meet client's financial needs and benefit.

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23. Freddie Mac

average Demand
Here's how Freddie Mac is used in Senior Loan Officer jobs:
  • Gathered information controlled its quality according to Freddie Mac and Fanny Mae underwriting guidelines.
  • Structured loans, priced loans, consulted with clients on loan options, and generated loan approvals via Freddie Mac/FHA/VA.
  • Obtained mortgage application information; approvals through Fannie Mae / Freddie Mac systems and sent out and reviewed disclosures with borrowers.
  • Demonstrated comprehensive knowledge of Fannie Mae, Freddie Mac and Government (FHA and VA) Loan programs.
  • Worked on P+I Freddie Mac and Private Investor bank reconciliations involving aged outages that were over a year old.
  • Applied knowledgeable of government guidelines for FHA, VA, Fannie Mae and Freddie Mac loans.

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24. Usda

average Demand
Here's how Usda is used in Senior Loan Officer jobs:
  • Process FHA/VA, USDA, Non-Conforming loans, and order Appraisals/Flood Carts.
  • Originated Conforming, Non-Conforming, Conventional, Government, USDA and Bond Loans
  • Originated conventional, government and USDA loans based on client suitability.
  • Developed community lending partnership with Keystone, USDA.
  • Originated $3million in first mortgage loans (Conventional, VA, FHA, USDA and HARP loans).
  • Review of all loan types both Government and Conventional: USDA, VA, Bond, HARP, etc.
  • Provided in depth mortgage loan products such as VA, Conventional, FHA, HARP, and USDA loans.
  • Originate USDA RD loans, FHA & VA loans, HARP2 loans, FHA 203k Full and Streamline.
  • Mortgage Banker - USDA RD, VA, FHA and Conventional loan specialist.
  • Originate mortgage loans, FHA, VA, USDA, Conventional loan programs.
  • Demonstrated leadership by continuing to be the largest single originator of USDA loans in the State of NJ.
  • Process mortgage loans including FHA, VA, USDA and Conventional loan for top producing loan officer.
  • Directed the lending of the USDA Intermediary Relending Program and Economic Development Administration funds.
  • Maintained 7+ pipeline monthly Focus is Purchase market, VA, USDA and FHA Programs

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25. DU

average Demand
Here's how DU is used in Senior Loan Officer jobs:
  • Communicated directly with branch manager to efficiently coordinate underwriting and closing procedures that would help entire branch.
  • Conducted discovery meetings with prospective borrowers to analyze financial and credit data to determine customer financing objectives.
  • Developed benefit statements to assist in the delivery of counter-offers, rate negotiations and product explanations.
  • Developed a solid network of businesses/individuals to promote products and services while maintaining quality customer relationships.
  • Determine appropriate product for borrower, Provide detailed explanation on application process, expectations and cost.
  • Developed and managed promotional activities aimed at enhancing product awareness, resulting in new prospects.
  • Negotiate payment arrangements by selling renewals and educating the customers on developing good payment habits.
  • Assisted clients with mortgage application process including analyzing the borrowers needs and recommending appropriate product.
  • Make recommendations to Executive team on ways to optimize procedures for peak operational efficiency.
  • Worked alongside the sales and management teams by communicating pipeline updates during executive meetings.
  • Created and executed marketing campaigns, including new product introductions and existing product development.
  • Created and developed a non-conforming loan product department within an existing Fannie Mae mortgage company
  • Developed and executed strategies to identify new customer products and opportunities to ensure growth.
  • Promoted to a producing sales manager to develop affiliated business agreements and joint ventures.
  • Scheduled appraisals, notarized documents, received payments and prepared daily bank deposits.
  • Developed expertise in understanding and selling unique product niches offered by multiple lenders.
  • Managed underwriting and directed extensive due diligence on commercial mortgage loan transactions.
  • Educated customer on benefits of refinances and communicated details of loan process.
  • Served prospective clients by providing mortgage products for conforming and non-conforming constituents.
  • Developed relationships with customers and analyzed loan products to fit customer needs.

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26. Financial Planners

average Demand
Here's how Financial Planners is used in Senior Loan Officer jobs:
  • Account development calling on real estate agents and brokers, financial planners, insurance agents, and other financially related contacts.
  • Generated $7.8M average annually in new revenue from selling lending products through calling on accountants and financial planners.
  • Organized, promoted and led monthly seminars which cross-sold lending products with the services of accountants and financial planners.
  • Developed strong referral network in community, especially builders, real estate agents and financial planners in the area.
  • Developed relationships with real estate brokers, financial planners, attorneys and accountants to prospect for potential clients.
  • Established and cultivated strong referral network comprised of financial planners, insurance brokers and attorneys spanning 5 states.
  • Established client referral database and networked with financial planners, insurance agents, and title agencies.
  • Originate home loans from real estate agents, financial planners and local builders.
  • Established and nurtured productive business relationships with realtors, builders and financial planners to generate consistent client referrals and sales leads.
  • Establish and maintain relationships with realtors, builders, financial planners and former clients to build a strong referral network.
  • Worked in conjunction with Realtors, Builders, Attorneys, and Financial Planners to educate and generate new business.
  • Saved clients an average of $376 a month Successfully merged mortgage office with Certified Financial Planners Firm.
  • Originated & closed leads through self-generated marketing campaigns & networks (realtors, financial planners etc).
  • Sustain relationships with business partners to include realtors, builders, financial planners and other lead sources.
  • Originated Mortgages and learned 203k loans as well as developing relationships with more realtors and financial planners.
  • Originate mortgage loans by establishing and maintaining relationships with Realtors, Builders, Financial Planners, etc.
  • Established relationships with realtors, divorce attorneys, and financial planners to build a referral network.
  • Developed outside referral source through realtors, builders, certified financial planners, accountants and clientele.
  • Developed strong referral relationships with realtors, builders, financial planners, and insurance agents.
  • Developed and maintained strong relationships with Borrowers, Realtors, Builders, and Financial Planners.

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27. Customer Base

average Demand
Here's how Customer Base is used in Senior Loan Officer jobs:
  • Developed and maintained business relationships to increase customer base and to renew previous accounts.
  • Developed and launched high-impact marketing strategies to generate referrals and expand customer base.
  • Retained a customer base through fortifying relationships and customer service.
  • Develop and maintain customer base through telemarketing and networking.
  • Developed marketing strategies to enhance customer base through mass mailings, cold-calling, referrals, walk-and-talks, expositions and trade shows.
  • Managed a strong and loyal customer base through relationship-building skills with a focus on a solution and superior service approach.
  • Increased customer base, contributing to growth of CFIC, a company with sales exceeding $50 million annually.
  • Participated in field trips with new Loan Officers to assist with building new customer base & marketing loan product.
  • Account development relationships through the GM Family and GM Supplier programs representing 50% of my customer base.
  • Increased the customer base through cold-calling, direct mail, email, networking, and channel development.
  • Share experience, knowledge, and pool business together to benefit our customer base and lender pricing.
  • Managed the daily operations of the business efficiently while increasing and maintaining the existing customer base.
  • Prime and sub prime lending with emphasis on the H& R Block tax customer base.
  • Maintained and worked contacts and customer base resulting in additional and repeat business for the company.
  • Established a dedicated and loyal customer base though networking and referral sources while satisfying customer needs.
  • Developed and successfully implemented long-term mortgage program that increased customer base by 15% annually.
  • Implemented new marketing plan to leverage Chase customer base and cross-sell services to borrowers.
  • Contributed to company marketing trends while developing new customer base within real estate market.
  • Called into existing customer base to cross sell new loan products introduced to market.
  • Assisted the loan servicing department and overall customer base on a daily basis.

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28. Financial Goals

average Demand
Here's how Financial Goals is used in Senior Loan Officer jobs:
  • Generated new business by contacting customers, maintained good communication and assured their financial goals with our company.
  • Analyzed borrowers credit, income, debt, assets and presented multiple scenarios for financing that best accomplished their financial goals.
  • Determined their financial goals offering guidance to assist them in their investments vehicles for their future financial goals.
  • Created strategies and implemented appropriate products to meet short and long term financial goals of each individual client.
  • Work with Clients to identify their financial goals and market products to help applicant in reaching these goals.
  • Contacted prospective clients, qualified the client, and offered financing options that met their financial goals.
  • Consult with customers about their current and future needs to help them achieve their financial goals.
  • Work independently, but as part of a team driving towards shared financial goals of Chase.
  • Worked with clients to identify their financial goals and consulted on how to reach those goals.
  • Interviewed applicants; worked with customers to assess their financial goals & identify needs.
  • Analyzed borrower's financial goals to create several loan options for every unique situation.
  • Assist customers in making financial decisions that help them achieve their financial goals.
  • Created plans of action and advised homeowners on loan programs and financial goals.
  • Manage personal loan pipeline to ensure service standards and financial goals are met.
  • Assisted clients in identifying their financial goals and how to attain them.
  • Analyzed data to solve problems so clients can meet their financial goals.
  • Sell contracts to individuals focused on specific financial goals.
  • Collaborated with clients to identify their financial goals.
  • Reached aggressive financial goals on deadline.
  • Worked closely with borrowers to indentify their financial goals and provided solutions.

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29. Credit Options

average Demand
Here's how Credit Options is used in Senior Loan Officer jobs:
  • Explain to customers types of loans & credit options available & terms of those services.
  • Explained and reviewed the different loan types, credit options, and terms of services.
  • Present customized loan and credit options available with applicable qualified program, term and services.
  • Approve and identify best loan program to satisfy customer's loan and credit options.
  • Educated customers in a variety of loan products and credit options.
  • Explain loan types, terms and other credit options.
  • Educated customers on the variety of loan products andavailable credit options.

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30. Calyx

low Demand
Here's how Calyx is used in Senior Loan Officer jobs:
  • Experienced with Point/Calyx loan originating system used within the mortgage industry.
  • Process all secondary market purchase and refinance loans for our company on operating platforms Calyx Point 5.2 and PC Lender.
  • Completed mortgage applications (1003) using Calyx Point software, including initial required documentation and stipulations.
  • Assisted investors in purchasing investment properties and utilized the Calyx Point mortgage software to process these transactions.
  • Trained and coached new Loan Officers on use of Calyx software and managing the origination process.
  • Used Calyx mortgage processing software, DU & Loan Prospector to originate and submit loans.
  • Collected all paperwork needed to begin loan processing and entered information into Calyx Point.
  • Trained and supervised loan officers on the use of Calyx mortgage origination system.
  • Processed all loans personally prior to submission, via Calyx software system.
  • Trained and fully conversant in Calyx Point and Encompass 360 loan software.
  • Originate, process, close loans using Calyx Point software.
  • Filled out 6 applications per day using Calyx point.
  • Trained all new employees on use of Calyx software
  • Utilize Calyx Point 6.0 software.
  • Experienced in calyx and encompass mortgage origination software * Managed significant pipelines and able to work numerous loans at one time.
  • Team Lead, originate, process, close loans using Calyx Point and Encompass software.
  • Utilized Calyx Point and other financial software for web based submittal and approvals.
  • Work with Calyx, Encompass and many other mortgage systems.

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31. Financial Services

low Demand
Here's how Financial Services is used in Senior Loan Officer jobs:
  • Managed customer portfolios, serviced relationships, and cross-sold investment related financial services.
  • Provided financial services to membership by coordinating and conducting need assessments.
  • Manage financial services loan officers including job responsibilities & performance reviews.
  • Remained up to date on Compliance and Regulatory changes regarding Mortgages and consumer loans and well as other related financial services.
  • Acted as loan officer liaison for financial services teams creating additional cash flow for clients by refinancing existing loans.
  • Ace Mortgage was voted Ernst & Young Entrepreneur of the Year in the Financial Services Category.
  • Researched new types of financial services and products in order to better meet members' needs.
  • Determine customer financial services needs and prepare proposals to sell services that address those needs.
  • Set up First Financial Services with multiple banks and lending institutions to broker loans through.
  • Combined knowledge of financial services options and loan programs for a win-win client outcome.
  • Provided full financial services to credit union members, including debt counseling.
  • Stay abreast of new types of loans and other financial services.
  • Provided key financial services to the residential and small commercial market.
  • Researched new types of loans and other financial services and products.
  • Manage & oversee multiple financial services accounts.
  • Cross selling other bank products such as home owners insurance, auto draft, and referrals to Merrill Edge Financial Services.
  • Managed existing book of business and new originations for these regional mortgage loan and financial services providers.
  • Managed the daily operations of a financial services company.

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32. Nmls

low Demand
Here's how Nmls is used in Senior Loan Officer jobs:
  • Licensed in twenty-four states through the NMLS, was working on obtaining licensing in all fifty states at time of departure
  • Adhered to all Federal & State compliance rules relative to all mortgage lending & NMLS requirements.
  • Mortgage Loan Originator (MLO) registered with Nationwide Mortgage Licensing System (NMLS).
  • Obtained various state licensing through NMLS, completed continuing education courses to maintain required license.
  • Obtained NMLS license and Department Real Estate license within first 5 months of starting.
  • Maintain NMLS license number as required each year by completed required education and training.
  • Obtained Loan Officer License in Massachusetts & New Hampshire, NMLS number 340692.
  • Passed National and Texas NMLS exam within 2 weeks of completing SAFE course.
  • Maintain Nationwide Mortgage (NMLS) licenses in all 50 states.
  • Obtained Federal NMLS license with Federal background check.
  • Licensed in NMLS and individually in nine states.
  • Completed NMLS continuing education and National Exam.
  • Obtained NMLS and State Licenses.
  • Acquired licenses in PA, DE, MA, and CT under Nationwide Mortgage Licensing System (NMLS).
  • Hold 16 State Licenses through NMLS.
  • Studied and passed all required NMLS courses and exams for licensure in 5 states.
  • licensed Loan Officer with NMLS.

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33. Fnma

low Demand
Here's how Fnma is used in Senior Loan Officer jobs:
  • Originated residential home mortgages for both new home purchases and refinances with FNMA and FHA mortgage products.
  • Underwrite over 30 FNMA modification loans determining terms of trial and permanent modifications.
  • Processed complete loan packages in compliance with FNMA and Freddie Mac guidelines.
  • Issued on-the-spot loan approvals using FNMA Desktop Underwriter.
  • Managed, processed and pre-underwrite pipeline of over 200 FNMA modification loans.
  • Well versed in all types of home financing options, including FHA, VA, FNMA, I/O, and HELOCs.

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34. Loan Agreements

low Demand
Here's how Loan Agreements is used in Senior Loan Officer jobs:
  • Review loan agreements to ensure accuracy according to policy.
  • Review loan agreements for completeness and accuracy.
  • Explain loan agreements to members ensuring they understand fully and set up automatic transfers for loan payment from account as needed.
  • Reviewed loan agreements for potential risk and fraud red flags, ensured files were complete and accurate.
  • Ensured loan agreements are complete and accurate according to federal, state and company policy.
  • Write loan agreements, get loan approvals, work with lenders to secure funds for clients
  • Reviewed loan agreements and disclosures to ensure compliance with all state and federal regulations.
  • Reviewed approved loan agreements to determine if all conditions were met prior to closing.
  • Reviewed commitment letters, promissory notes and loan agreements for accuracy.
  • Ensured loan agreements are complete and accurate according to lending regulations.
  • Assured loan agreements conformed to partner credit unions policies and practices.
  • Reviewed loan agreements to ensure compliance with federal lending policies.
  • Ensured loan agreements were complete and accurate according to policy.
  • Prepare loan agreements and ensure that they are completed accurately.
  • Verified loan agreements to ensure they were accurate and complete.
  • Reviewed loan agreements to ensure accuracy according to the guidelines.
  • Ensured loan agreements are complete and accurate.
  • Received "Employee of the Year" award in 2013 Reviewed and edited loan agreements to ensure accuracy.

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35. SR

low Demand
Here's how SR is used in Senior Loan Officer jobs:
  • Verify customer and callers according to credit and other related data to prevent fraud and misrepresentation.
  • Verified applicant and project eligibility with the SRF program requirements.
  • Examined legal documentation for possible misrepresentation, warranty violations, and fraud while determining sources and action to be taken.
  • Started as a Loan Officer and worked hard to reach the title of Sr. Loan Manager.
  • Served as Sr. Loan Officer and Financial Team Leader while consistently exceeding sales goals.
  • Worked as a Sr. Loan Officer helping to manage $35 million portfolio.
  • Distributed weekly and monthly exception reports to Sr. VP and Risk management.
  • Started with company as a Regional Underwriter and was promoted to Sr.
  • Promoted to Sr. Loan Officer in minimum amount of time required.
  • Increased branch revenues and promoted to Sr. Loan Officer.
  • Performed same duties of Sr. Loan Officer described above.
  • Promoted to a Sr. level position within a year.
  • Achieved Sr. Loan Officer status within 6 months.
  • Promoted from Sr. Loan Processor to Loan Officer.
  • Promoted to Sr. loan officer in one year.
  • Position: Sr. Financial Representative and Loan Officer
  • Worked as an assistant for the first 6 months and strategically worked my way up to Sr. loan officer.
  • Promoted from Administrative Assistant, to Sr. Loan Officer, to Team Lead, to Sales Manager)
  • Served as Sr. Loan Officer focusing on building outside relationships with Realtors, Developers and Attorneys.
  • Originated and processed mortgage loansReason for leaving: Harbor closed its Corpus Christi branch.

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36. Interest Rates

low Demand
Here's how Interest Rates is used in Senior Loan Officer jobs:
  • Refinanced prime and sub-prime residential and commercial borrowers into upgraded programs and interest rates.
  • Stayed abreast economic fluctuations and legislative actions impacting the mortgage industry and interest rates.
  • Proposed loan programs for homeowners, negotiated interest rates, origination and discount points, broker fees, and underwriting fees.
  • Determined collateral required to secure loans, appropriate interest rates, loan repayment terms, purpose codes, and special instructions.
  • Informed prospective and existing customers of MetLife Home Loans lending programs, interest rates, policies, underwriting requirements and procedures.
  • Maintained daily contact with investors to establish a pricing schedule, profit margin and competitive interest rates for the mortgage consumer.
  • Pursued leads for soliciting the refinancing of homeowners to lower interest rates and also provided cash-out refinance loans when appropriate.
  • Worked with lender representatives to acquire locked interest rates by submitting Good Faith Estimates and prerequisite lender conditions.
  • Direct clients toward the best interest rates, loan programs, terms and cost for their specific need.
  • Developed personal budget and credit strategies for clients when qualifying for loans and obtaining the best interest rates.
  • Arraigned financing, negotiated interest rates, and offered aftermarket products to protect the customer's investment.
  • Informed and educated new applicants of interest rates and new programs that are available to them.
  • Hosted monthly office meetings to discuss new loan programs, market trends, and interest rates.
  • Track current interest rates and loan programs to provide accurate and timely information to borrowers.
  • Tracked interest rates and loan product solutions that make beneficial sense for the borrowers.
  • Searched property farm lists for potential refinances based on available products and interest rates.
  • Present current interest rates to borrower, and go to closing with borrowers.
  • Manage applicants expectations related to processing times, interest rates and closing dates.
  • Negotiated interest rates, costs and explained products to potential borrowers.
  • Negotiated interest rates and closing costs with borrowers and loan underwriters.

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37. Underwriting Guidelines

low Demand
Here's how Underwriting Guidelines is used in Senior Loan Officer jobs:
  • Demonstrated leadership and integrity in conducting new hire training; provided assistance in targeting lenders' underwriting guidelines and developing proposals.
  • Provided assistance to new agents in understanding and following underwriting guidelines.
  • Review loan documentation and follow underwriting guidelines and policies.
  • Developed knowledge of underwriting guidelines and government loan requirements.
  • Reviewed supporting documentation for adherence to underwriting guidelines.
  • Devised original procedures and solutions for ever-shifting underwriting guidelines
  • Required extensive knowledge of loan underwriting guidelines.
  • Qualify Loans using lenders underwriting guidelines.
  • Originate residential, commercial and reverse mortgage loans within processing and underwriting guidelines, while working to create customer value.
  • Developed underwriting guidelines for the new loan products and presented the final recommendations to management and HAC Loan Committee.
  • Experienced in processing, underwriting guidelines, closing and funding operations to establish clear expectations for clients.
  • Direct interaction with clients to educate on loan process and discuss underwriting guidelines and requirements.
  • Communicated to sales team marketing plans, pricing, sales priorities, and underwriting guidelines.
  • Follow through to closing resolving any problems while maintaining compliance and underwriting guidelines.
  • Assured all retail sales contracts meet company underwriting guidelines and compliance.
  • Ensured compliance with FHA underwriting guidelines and lending program requirements.
  • Review underwriting guidelines, and review various lender offerings.
  • Conducted analysis of clients needs, credit qualifications to meet prime, Alt-A, FHA, VA underwriting guidelines.
  • Insure file meets underwriting guidelines through pre underwriting and closing.

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38. Different Types

low Demand
Here's how Different Types is used in Senior Loan Officer jobs:
  • Explain to customers the different types of loans available as well as the terms of those services, 4.
  • Presented details about different types of loans and credit options available to customers to match their needs.
  • Assess customer needs, explore all options and offer different types of loans.
  • Explain to client the different types of loans/credit options and terms of service.
  • Coach members on rates, fees and different types of loan programs.
  • Explained different types of loans and credit options and their terms.

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39. Referral Business

low Demand
Here's how Referral Business is used in Senior Loan Officer jobs:
  • Increased business without incurring marketing costs by developing a referral business from current clients and providing excellent customer service.
  • Cultivate referral business experience utilizing laptop technology for communication purposes including accessing rate, credit and loan status information.
  • Call on existing and potential customers in order to maintain successful relationships and foster referral business.
  • Generated and established relationships with Real Estate professionals for referral business.
  • Self-generated sales activity, referral business generation & lead follow-up.
  • Developed and maintained strong business relationships to obtain referral business.
  • Developed referral business from community banks with niche products.
  • Canvassed assigned outside territory to obtain referral business.
  • Developed relationships that increased repeat and referral business.
  • Maintain customer relations for referral business.
  • Generated referral business and relationships with existing clients, individuals, Real Estate Professionals and past clients.
  • Established a loyal customer base, with over 60% of my business being referral business.
  • Established a professional relationship with clients resulting in a strong repeated and referral business base.
  • Attended trade shows, chamber mixers, and community events to maintain referral business.
  • Established relationships with real estate agents and brokers to obtain referral business.
  • Started a networking group of real estates professionals for referral business.
  • Develop relationships with and extract referral business from these accounts.
  • Generated referral business from all sources of the industry.
  • Handled both telephone sales and referral business.
  • Increased referral business by 400%.

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40. High Volume

low Demand
Here's how High Volume is used in Senior Loan Officer jobs:
  • Originated a high volume of residential mortgage loans through lead generation and referrals from satisfied customers and community/business relationships.
  • Execute management decisions in high volume environment.
  • Worked efficiently as a loan officer with no assistant and handled all documents and paperwork yet still handled high volume.
  • Process a high volume of loans per month from origination to funding including post-closing packaging and quality control audits.
  • Worked in a high volume call center environment and contacted potential customers who requested information through an Internet Website.
  • Sourced new clients through telemarketing, cold calling and direct sales as well as a high volume of referral.
  • Worked in a high volume outbound calling center, with minimal supervision, generated from Internet lead sources.
  • Generated high volume of sales on weekly basis; sparking efforts of sales team and lifted office morale.
  • Utilized strategic business development tactics to successfully close high volume of loans, even in tough market.
  • Sell and close refinance and purchase mortgage loan products in a high volume incoming sales call center.
  • Originated high volumes of mortgage loans for various states in both prime and sub prime lending.
  • Trained and developed loan processors and loan assistants to keep pace with periods of high volume.
  • Achieved the firm's highest customer satisfaction rating while managing a high volume of accounts.
  • Review loans within a timely manner, in a constant high volume high paced environment.
  • Worked in a high volume call area with a volume of 40-50 calls per day.
  • Managed and maintained high volume pipeline which mainly consist of high profiled clientele.
  • Originated a high volume of prime, alt-a, and sub-prime mortgage loans.
  • Handle over $13 million in high volume purchases and refinances.
  • Qualified, originated, and processed high volumes of loans.
  • Receive and make high volume phone calls to originate loans.

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41. Cold Calls

low Demand
Here's how Cold Calls is used in Senior Loan Officer jobs:
  • Conducted cold calls on perspective customers and maintained and developed business relationships with existing customers.
  • Initiate new business from cold calls to closure and personal relationship building for future opportunities.
  • Generated mortgage loans through referrals, company leads, cold calls and courthouse public records.
  • Completed 150 outbound cold calls per day in order to obtain new clientele.
  • Completed 100+ daily cold calls, emphasized products based on customer needs.
  • Solicited loans through cold calls, referrals, and customized marketing/promotional strategies.
  • Initiated cold calls to obtain new business.
  • Build business through various marketing strategies such as cold calls, direct mail, and internet leads.
  • Key Accomplishments: Developed $725K in new business through lead generation and cold calls.
  • Generated business through current client base, cold calls, and realtors.
  • Submit weekly pipeline and projected closing forms - Make nightly cold calls and follow-up old "tickler" files
  • Present several Options to clients FHA-VA-Conventional loans Make cold calls Close loans on a timely manner Establish Referral Base Negotiate Rates

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42. Outbound Calls

low Demand
Here's how Outbound Calls is used in Senior Loan Officer jobs:
  • Initialized outbound calls to originate new home loans and while also receiving inbound calls to effectively plan refinancing formulas.
  • Originated first and second trust deed mortgage loans by taking inbound and making 80-100 outbound calls daily.
  • Initiated 100-150 outbound calls per day to obtain detailed information to qualify home-owners for appropriate loan products.
  • Originated loans - 70% inbound and outbound calls, 30% personal creative advertising and prospecting.
  • Conducted outbound calls to existing and prospective customers as part of National City's Retention Department.
  • Handled inbound and outbound calls, turned leads into borrowers and closed loans within ten days.
  • Receive Inbound calls and make Outbound calls to prospective Borrowers from Lower my Bills lead source.
  • Complete calls logs and produce call reports for 300 + inbound and outbound calls daily.
  • Received and made inbound/outbound calls in a call center environment for refinancing of home mortgages.
  • Exercised ability to successfully sell loans via internet leads, inbound calls and outbound calls.
  • Worked with company leads through inbound and outbound calls along with customer referrals.
  • Marketed tax services and made up to 100 outbound calls per day.
  • Field inbound calls, outbound calls and followed up on online leads.
  • Performed outbound calls to existing customer base to improve customer retention.
  • Completed daily outbound calls, up to 9hours per day.
  • Managed high call volume in inbound and outbound calls.
  • Originate loans, inbound and outbound calls.
  • Managed a high volume of inbound/outbound calls.
  • Prospect mortgage-01/2013-07/2013 Take inbound and outbound calls from borrowers in regards to Refinance and home purchase transfer to senior loan officer
  • Make outbound calls on leads from relocation companies to pre-qualify and initiate new home loan relocation process.

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43. HUD

low Demand
Here's how HUD is used in Senior Loan Officer jobs:
  • Examined preliminary title reports for accuracy and preliminary HUD Settlement statements.
  • Originated Conventional, FHA (HUD) and VA mortgages for the purpose of securing residential housing commitments for my clients.
  • Attend huddles with bank staff refer clients for bank checking, savings accounts and any investments to the branches.
  • Solicited and originated sub-prime residential loans, in accordance with all the rules and regulations of HUD and RESPA.
  • Attend bank huddles with bank staff personal bankers, tellers and manager to review potential leads from branch.
  • Prepared all closing documents and coordinated with escrow to balance HUD 1 statements and review closing instructions.
  • Approved HUD's and collected all necessary paperwork from Title Company for proper funding of loans.
  • Participated in HUD sponsored trade shows, first time home buying seminars and CRA related events.
  • Make sure customers are fully aware of HUD disclosures during both RESPA signing and closings.
  • Verified final calculations for HUD 1 from Closing Attorney; communicated with all parties involved.
  • Assisted attorney s office with closing, HUD-1 Settlement Statements and all closing documents.
  • Approved the HUD and sent it to closer in timely manner through Equator.
  • Balance GFE with HUD1 to make sure all fees are within tolerance levels.
  • Reviewed appraisal, title and HUD Settlement statements before sending documents to processing.
  • Experienced in conventional/government guidelines; Fanny Mae, Freddie Mac, HUD.
  • Ordered title and taxes from Closing Attorney and prepared HUD 1 statements.
  • Assisted in all aspects of processing, title work and HUD reviews.
  • Follow up on trailing documentation including final HUD, HUD corrections.
  • Ordered Appraisals, Title searches and approved HUD's for closings.
  • Review of final HUD 1 settlement statements before closing.

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44. CPA

low Demand
Here's how CPA is used in Senior Loan Officer jobs:
  • Formulated professional relationships with Bank Managers, Investment Bankers, Real Estate Agents, Builders, CPA's and Attorneys.
  • Develop numerous leads through maintaining client referral relationships with Realtors, Builders, Developers, CPA's and Financial Planners.
  • Developed and maintained relationships with realtors, attorneys, financial planners, & CPA s to generate self originated business.
  • Call on prospect Realtors, CPA's, Lawyers, and other referral sources to build a book of business.
  • Performed controllership duties including payroll, preparation of financial statements, banking, and communications with outside CPA firm.
  • Fostered prosperous relationships with Financial Planners, attorneys, CPAs and real estate agents to promote business development.
  • Increased revenue by networking with local Relators, Brokers, Builders, CPA's and Financial Planners.
  • Solicit mortgage loan products to potential customers, Realtors, Builders, CPA and other networking avenues.
  • Originated and closed residential mortgage loans via targeted marketing to realtors, CPA's, builders/developers.
  • Develop partnerships with local Realtors, Brokers, Builders, CPA s and Financial Planners.
  • Build a strong referral network with CPAs, real estate agents, and attorneys.
  • Promoted services to real estate agents, CPAs, attorneys and other referral sources.
  • Maintained and developed new business relationships with CPA's, Financial Planners and Realtors.
  • Obtained referrals and established relationships with attorneys, CPAs, financial planners.
  • Solicit sales from Real Estate Agents and CPAs.
  • Worked with network partners including, Realtors, CPA's, Financial planners and attorneys to generate mortgage purchase and re-finance business..
  • Originated residential 1-4 family mortgages by selling to builder, realtors, financial planners, CPAs and credit unions.
  • Established referral relationships with builders, realtors, CPAs, financial planners, small businesses and credit unions.
  • Generated new business from CPA's, attorneys, financial advisors, realtors, builders and previous clients.
  • Originated loans by networking with Realtors, CPA's, financial advisors and past clients.

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45. Financial Advisor

low Demand
Here's how Financial Advisor is used in Senior Loan Officer jobs:
  • Worked with Bank of America Client Managers, Financial Advisors and Personal Bankers to develop home financing needs to their clients.
  • Act as sole point of contact for Financial Advisors and their clients; managing the loan from registration to closing.
  • Developed and maintained successful relationships with real estate professionals, builders, financial advisors, and personal contacts.
  • Collaborated with the branch banking and financial advisory team as well as outside realtors to generate customer leads.
  • Established business relationships with local realty offices, financial advisors, appraisers and brokers.
  • Develop business relationships with real estate brokers, accountants, and financial advisors.
  • Developed professional relationships with area realtors, financial advisors and multiple other business partners.
  • Established business-generating relationships with realtors, builders and financial advisors in the Philadelphia area.
  • Served as an Outside & Inside Sales & Marketing representative to Financial Advisors, Realtors, and other networks.
  • Coordinated local realtors, contractors, financial advisors, and other referral sources needed to originate the mortgage.
  • Cultivated extensive network of local realtors, contractors, financial advisors, and other referral sources.
  • Solidify contacts with local realtors, contractor's financial advisor, and other referral sources.
  • Establish quality relationships with realtors, accounts, financial advisors, etc.
  • Solidified contracts with local realtors, contractors and financial advisors.

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46. Fhlmc

low Demand
Here's how Fhlmc is used in Senior Loan Officer jobs:
  • Mortgage banking company originating loans for secondary market resale including FHA and VA Insured Loans, FNMA/FHLMC and State Bond Programs.
  • Implemented a quality controlled process in regulation with selling mortgage applications for delivery to FNMA and FHLMC.
  • Conduct feasibility lending studies for various FNMA, FHLMC, and FHA products and programs.
  • Utilize a thorough knowledge of FNMA, FHLMC, FHA, VA, PMI and underwriting guidelines.
  • Originate GNMA, FNMA, FHLMC, FHA, VA, and USDA residential mortgages.
  • Experience with FHA, VA, FNMA and FHLMC guidelines.
  • Originated various first and second mortgage loans: FHA, VA, FNMA/FHLMC, Non- Conf., A-C paper.

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47. Past Clients

low Demand
Here's how Past Clients is used in Senior Loan Officer jobs:
  • Created and coordinated customer marketing database/marketing campaign with over 500 past clients/referral partners.
  • Originated loans from past clients and referrals, while developing new business opportunities through extensive networking in the Greensboro area.
  • Market to my customer data base of over 400 past clients to generate an ongoing flow of loans.
  • Solicit market and bring new business in by means of cold calling, referrals and past clients.
  • Originate Home Loan, direct marketing by way of direct mail and referral past clients based.
  • Originated loans from past clients and referrals while relocating to North Carolina from Maryland.
  • Originate new loans through RE agents, referrals and past clients.
  • Generated business from referrals, past clients, and professional networks.
  • Networked with past clients asking for referrals.
  • Develop referral based business from past clients, former business associates, builders and realtors through extensive networking activity.
  • Maintain and service all business partners including builders, realtors, insurance agents and past clients.
  • Developed fruitful relationships with realtors and other referral partners, including referrals from past clients.
  • Develop relationships with realtors and attorneys and convert past clients into referral sources.
  • Developed and maintained successful relationships with business referral sources & past clients.
  • Generate mortgage loans through referrals and leads Network with past clients and associates Provide support and guidance throughout the mortgage process
  • Originated loans and cultivated leads from Financial Advisors, Realtors, past clients, and networking events.

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48. Potential Customers

low Demand
Here's how Potential Customers is used in Senior Loan Officer jobs:
  • Generated new business through prospecting, lead generation and qualification, and direct communications with potential customers.
  • Initiated contact with potential customers interested in refinancing or purchasing a home.
  • Developed a client database of customers/potential customers for the company.
  • Provided daily market and economic data to potential customers.
  • Verify and validate backup documents for potential customers.
  • Determined the credit worthiness of potential customers.
  • Maintain a good relationship with the bank and the customers and outreach to potential customers.
  • Contacted potential customers and provided brokerage service options that best fit their mortgage needs.
  • Conduct presentations to selected groups of potential customers in agricultural fairs and shows.
  • Call on existing or potential customers to develop and retain business.
  • Conducted sales presentations over the phone and in person with realtors, excelling at face-to-face sales presentations with potential customers.
  • Provide pre-qualification for potential customers who are interested in purchasing a new home from the builders.

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49. New Accounts

low Demand
Here's how New Accounts is used in Senior Loan Officer jobs:
  • Maintained and created new contacts and client acquisitions, and developed new accounts through cold calling and lending seminars.
  • Call on existing and potential customers in order to retain existing accounts, as well as develop new accounts.
  • Opened new accounts, referred clients to internal business partners, and executed follow-up strategies for up-sell opportunities.
  • Reviewed all new accounts, to insured proper holds, confirmed notifications mailed based on federal bank regulations.
  • Opened new accounts, took loan applications, closed loans, and referred customers to specialized bankers.
  • Demonstrated significant growth of 19% in the placement of new accounts from 2005 to 2006.
  • Managed credit card portfolio and completed maintenance as needed on existing accounts and created new accounts.
  • Manage and develop new accounts to expand market share and exceed sales goals.
  • Open new accounts and cross-sell other financial services and insurance products.
  • Implemented telemarketing programs to maximize new accounts for refinance client base.
  • Generated new loans and new accounts for banking center.
  • Back up new accounts and tellers when needed.
  • Excelled in the development of New Accounts.
  • Opened new accounts following credit union guidelines.
  • Obtain new accounts through customer referrals.
  • Originate new accounts for Mortgage loans * Worked with FHA/VA, sub-prime, conventional, RDA and reverse mortgages.
  • Averaged 14 loan closings per month Prospected to obtain new accounts while maintaining relationships with existing accounts.
  • Top 25 Loan Officers nationwide Acquired new accounts through cold sales.

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20 Most Common Skill for a Senior Loan Officer

Loan Applications25.1%
Financial Status13.2%
Loan Portfolio12.1%
Real Estate7.7%
Va7.2%
Customer Service6%
Credit Reports5.9%
Loan Origination2.7%

Typical Skill-Sets Required For A Senior Loan Officer

RankSkillPercentage of ResumesPercentage
1
1
Loan Applications
Loan Applications
20.6%
20.6%
2
2
Financial Status
Financial Status
10.8%
10.8%
3
3
Loan Portfolio
Loan Portfolio
9.9%
9.9%
4
4
Real Estate
Real Estate
6.3%
6.3%
5
5
Va
Va
5.9%
5.9%
6
6
Customer Service
Customer Service
4.9%
4.9%
7
7
Credit Reports
Credit Reports
4.8%
4.8%
8
8
Loan Origination
Loan Origination
2.2%
2.2%
9
9
Equity
Equity
2.2%
2.2%
10
10
Financial Statements
Financial Statements
1.9%
1.9%
11
11
New Clients
New Clients
1.8%
1.8%
12
12
Sub-Prime
Sub-Prime
1.5%
1.5%
13
13
Property Evaluations
Property Evaluations
1.4%
1.4%
14
14
Title Companies
Title Companies
1.2%
1.2%
15
15
Fannie MAE
Fannie MAE
1.2%
1.2%
16
16
Sales Goals
Sales Goals
1.2%
1.2%
17
17
Business Development
Business Development
1.1%
1.1%
18
18
Borrowers
Borrowers
1%
1%
19
19
Client Relationships
Client Relationships
1%
1%
20
20
Jumbo
Jumbo
1%
1%
21
21
Customer Relationships
Customer Relationships
0.9%
0.9%
22
22
Financial Needs
Financial Needs
0.8%
0.8%
23
23
Freddie Mac
Freddie Mac
0.8%
0.8%
24
24
Usda
Usda
0.8%
0.8%
25
25
DU
DU
0.8%
0.8%
26
26
Financial Planners
Financial Planners
0.7%
0.7%
27
27
Customer Base
Customer Base
0.7%
0.7%
28
28
Financial Goals
Financial Goals
0.7%
0.7%
29
29
Credit Options
Credit Options
0.7%
0.7%
30
30
Calyx
Calyx
0.7%
0.7%
31
31
Financial Services
Financial Services
0.7%
0.7%
32
32
Nmls
Nmls
0.7%
0.7%
33
33
Fnma
Fnma
0.6%
0.6%
34
34
Loan Agreements
Loan Agreements
0.6%
0.6%
35
35
SR
SR
0.6%
0.6%
36
36
Interest Rates
Interest Rates
0.6%
0.6%
37
37
Underwriting Guidelines
Underwriting Guidelines
0.6%
0.6%
38
38
Different Types
Different Types
0.6%
0.6%
39
39
Referral Business
Referral Business
0.6%
0.6%
40
40
High Volume
High Volume
0.5%
0.5%
41
41
Cold Calls
Cold Calls
0.5%
0.5%
42
42
Outbound Calls
Outbound Calls
0.5%
0.5%
43
43
HUD
HUD
0.4%
0.4%
44
44
CPA
CPA
0.4%
0.4%
45
45
Financial Advisor
Financial Advisor
0.4%
0.4%
46
46
Fhlmc
Fhlmc
0.4%
0.4%
47
47
Past Clients
Past Clients
0.4%
0.4%
48
48
Potential Customers
Potential Customers
0.4%
0.4%
49
49
New Accounts
New Accounts
0.4%
0.4%

20,113 Senior Loan Officer Jobs

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