Loan Agent Resume
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A loan agent is a person who helps people in many aspects of obtaining a loan. This process includes finding people or companies who are ready to lend money to the client by completing a mandatory loan application and some additional paperwork required to fulfill the loan application.
Some tasks of loan agents include:
- Taking loan application with signatures of borrower and loan agents.
- Complete GFE, TIL and initial disclosures.
- Place and price the loan
- Confirm the loan by reviewing loan guideline.
- Order appraisal
- Open escrow and advise escrow for holding or ordering pay off
- Completely fill out the loan set up sheet and many more tasks.
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Sample Loan Agent Resume
Richard Anderson
1234, West 67 Street,
Carlisle, MA 01741,
(123)-456 7890.
Objective: Willing for a position of loan agent in a highly growth oriented environment.
Skills:
- Friendly and outgoing
- Self motivated
- Committed to growing their business
- Honest and reliable
- Willing to work hard and earn lots of money
- A team player with attention to detail
- DRE licensed
Experience:
Britton Mortgage Company, Merced, CA
Loan Agent
2004 - Until
- Examine the financial status of an applicant and analyze credit, and property estimation to decide possibility of granting loans.
- Give details about several types of loans and credit options available and terms and conditions for that and services offered by the company.
- Get and collect the copies of corporate financial statements, credit histories and other financial information of loan applicant.
- Analyze and modify the loan and credit files.
- Suggest loans within particular limits and pass on loan applications outside those limits to management for endorsement.
- Coordinate with the applicant for getting information about loan applications and answer their queries about the process.
- Analyze the loan agreements and make sure that they are complete and accurate according to the policy.
- Calculate payment schedules.
- Stay in touch of new financial services, products and loan types to better meet the needs of customer.
- Submit the loan applications to credit analysts for further verifications and suggestions.
- Handle the complaints of various customers and take proper action to resolve them
- Identify the financial goals of clients by working with them and find different ways achieve those goals.
- Discuss with processors to help out in resolving the mortgage application problems.
Education:
University of California
Bachelor of Commerce.
Major: Finance and Financial Issues.
2004.
