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Senior loan specialist skills for your resume and career
15 senior loan specialist skills for your resume and career
1. Loan Applications
A loan application is a form of request presented by a person to a financial institution for the approval of a loan. This application form carries detailed information regarding the petitioner's identification information, financial competence, and sources of income that indicate whether he can return the loan back or not.
- Demonstrated superior quality, efficiency and customer service performance processing and closing residential loan applications.
- Submitted loan applications for approval based on credit reporting, risk analysis and evaluation.
2. Loan Packages
- Investigate, review loan packages and legal documents to determine SBA rights in pledged collateral and completed analysis to determine equity.
- Ensured proper oversight of all client accounts and confidential data, as well as compliance of loan packages.
3. Real Estate
Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.
- Managed interest rate adjustments for a $15 billion dollar portfolio of residential and commercial real estate owned by Citibank.
- Maintained successful relationships with home loan consultants, real estate agents and title companies to assure future business.
4. SR
- Escalated major and more complex income and collateral/property evaluation conditions to Sr.
- Worked for a small law firm as a Sr. Loan Processor, processing mortgage modifications and temporary work out plans.
5. Phone Calls
Phone calls are a wireless or wired connection made over a telephone or a mobile phone between two people. Two parties are involved in a phone call, the caller and the receiver. A caller dials the number of the one he wants to call, and the recipient hears a bell or a tune to which he picks up the call. The call establishes a connection between them through which they can communicate. The voice is converted into signals and is transmitted through wired or wireless technology.
- Managed daily clerical work such as phone calls, mailings, Excel, and document and file organization.
- Manage incoming phone calls from customers in a timely and satisfactory manner.
6. Financial Statements
A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.
- Analyze personal financial statements and small business profit-and-loss statements to gauge credit risk of applicants.
- Generated and delivered letters to borrowers requesting quarterly financial statements.
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Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.
- Delivered topflight customer service to clients, conducting attentive needs assessments to identify individual requirements and structure winning loan product options.
- Develop relationships with customers and local businesses through sales and maintaining excellent customer services while following applicable polices and regulations.
8. Insurance Products
- Conduct presentations offering a variety of insurance products.
9. Team Support
- Team Support-responsible for assigning underwriting conditions to Senior Loan Specialists.
10. Commercial Loans
- Provide assistance to Commercial Loan Officers in the areas of credit analysis and credit approval packages of moderately complex commercial loans.
- Provided commercial loan support by processing and closing both routine and complex commercial loans to assigned commercial banker.
11. Origination
- Identified mortgages which indicated origination deficiencies, misrepresentation and Fraud, resulting in corrective action minimizing risk to the bank.
- Determine and request recorded documents Perform detailed review of credit documents, and origination documents
12. Mortgage Loans
- Reviewed conventional residential mortgage loans for critical documentation and ensured files meet company guidelines.
- Completed comprehensive underwriting on existing mortgage loans to determine possible solutions and reduce risks.
13. Commercial Banking
- Resolved and researched simple to complex loan requests for the Regional Commercial Banking Offices (RCBOs).
- Supervised the Commercial Banking Division administrative assistants and other administrative office staff.
14. Loan Products
- Network with professional, business community organizations and community activities to promote and market loan products and enhance opportunities.
- Offer personal loan products to assist customers in making educated decisions that help them achieve their financial goals.
15. Bank Secrecy Act
- Full compliance with Bank Secrecy Act (BSA) and financial industry regulations in all local and federal applicable legislation.
- Complied with regulatory requirements including Bank Secrecy Act, Anti-Money Laundering, and Privacy Act
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List of senior loan specialist skills to add to your resume
The most important skills for a senior loan specialist resume and required skills for a senior loan specialist to have include:
- Loan Applications
- Loan Packages
- Real Estate
- SR
- Phone Calls
- Financial Statements
- Customer Service
- Insurance Products
- Team Support
- Commercial Loans
- Origination
- Mortgage Loans
- Commercial Banking
- Loan Products
- Bank Secrecy Act
- Loan Approval
- Title Commitments
- Federal Regulations
- Tax Returns
- Credit Reports
- UCC
- SBA
- Consumer Loans
- Business Development
- FHA
- Va
- RESPA
- Loan Closings
- Cash Flow
- FNMA
- Investor Guidelines
- Loan Modifications
- Gl
- Account Executives
- Automated Underwriting
- Process Loans
- Foreclosure
- Loan Programs
- Delinquent Accounts
- Auto Loans
- Freddie Mac
- Loan Payments
- Fannie MAE
- Outbound Calls
- HUD-1
- Inbound Calls
- Customer Accounts
- Conventional Loans
Updated January 8, 2025
