Loan Resume Sample

4 votes
Carmine Lowe
9007 Heathcote Court,  Phoenix, AZ
+1 (555) 472 9627

Work Experience

Loan Administration Specialist
05/2015 - PRESENT
San Francisco, CA
  • Manage defined loan review process with objective to ensure the timeliness and accuracy of risk rating assignments and assessment of credit quality of borrowing relationships and to provide early detection of changes in the risk content of the bank’s commercial loan customers
  • Conduct targeted examinations on specific segments of the loan portfolio, specific relationship manager loan portfolios, or specific industries. Issue timely summary reports on all target loan reviews to Line and Executive Management
  • Conduct continuous reviews on an ad hoc basic and via High Risk Loan Meetings across the portfolio, to meet regulatory requirements
  • Monitor problem loan reports for completeness and accuracy and attend quarterly problem loan meetings
  • Lead and direct special reviews in connection with regulatory oversight, including reviews of Shared National Credits for risk rating accuracy and any additional pre-review preparation or assessments as requested by line or risk executives
  • Advise on development and assessment of Basel risk rating models
  • Answer customer’s basic questions and inquiries
  • Works with client team and supervises Loan Administrators to mentor and guide their development as risk management professionals
Loan Servicer
02/2013 - 04/2015
New York, NY
  • Coordinate with Key Leasing and the Investment Management Groups to support ARG relationships
  • Coordinate with Key Bank service areas. Direct activity to minimize losses to the Bank when a bankruptcy filing has been identified
  • Provide expertise in Cash Management Department products. Open and monitor new DDA, Savings and Investment accounts; monitor NSF Review; process transfers of funds via wire transfer, branch transactions and debit and credit memos; maintain accurate records of all transactions
  • Process requests for credit bureau reports when needed, title searches and lien reports
  • Perform record storage/file retrieval from Records Management
  • Perform credit verifications
  • Prepare required department reports
  • Coordinate and assist in ensuring timely payment and tracking of invoices for workout and property disposition work in the Asset Recovery Group
Loan Processing Assistant
03/2009 - 11/2012
New York, NY
  • Exercises loan approval within designated approval limits; recommends and/or conditions requests requiring additional authority. Responsible for quality of credit approval request package, and providing guidance and direction to client team and reporting Loan Administrators regarding BBVA Compass credit culture and Credit Policy
  • Responsible for implementing strategic risk management decisions and policies within the area of responsibility as directed by Chief Credit Policy Officer
  • Coordinate and track the quarterly Non-accrual and Charge-off waiver process
  • Analyze legal documents such as forbearance agreements, amendments, loan agreements and commitment letters to define details of business requirements
  • Analyze loan system entries to verify accuracy of accrual, non-accrual and charged off loans; process officer and cost center changes; process customer payments and advances
  • Weekly review the general ledger report, for region as assigned, to verify accuracy of charges and research and clear discrepancies
  • Develop criteria needed to identify and coordinate the research and resolution of accounts


University of Mount Union
2003 - 2008
Bachelor's Degree in Finance

Professional Skills

  • Integrity and Trust Is widely trusted; is seen as a direct, truthful individual; can present the unvarnished truth in an appropriate and helpful manner; keeps confidences; doesn’t blame others for his/her own mistakes or misrepresent him/herself for personal gain or protection
  • Excellent communication skills, including verbal and writing skills
  • Strong analytical and execution skills, project management and strategic planning skills
  • Demonstrated leadership skills and experience working in a team-oriented environment
  • Excellent credit and structuring skills
  • Highly self-motivated, excellent problem solving skills and detail-oriented
  • Customer service or call center experience and advanced problem solving skills

How to write Loan Resume

Loan role is responsible for customer, microsoft, computer, excel, organizational, loan, analytical, interpersonal, basic, organization.
To write great resume for loan job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Loan Resume

The section contact information is important in your loan resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Loan Resume

The section work experience is an essential part of your loan resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous loan responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular loan position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Loan resume experience can include:

  • Assist in planning and tracking of quarterly loan review meetings including tracking and printing all Asset Quality Reports and agendas for all asset quality reviews in the assigned region
  • Coordinate and track processing of all quarterly NACO forms for accrual, grade and charge off requests and TDR and ASC Reserve calculations on a quarterly basis
  • Demonstrate strong PC skills and experience with Microsoft Office, Outlook and Adobe applications
  • Excellent customer service skills with the ability to effectively research and resolve issues and discrepancies
  • Strong negotiation skills and the ability to work effectively under adverse and hostile conditions
  • Strong attention to detail, problem solving, and strong organizational skills

Education on a Loan Resume

Make sure to make education a priority on your loan resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your loan experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Loan Resume

When listing skills on your loan resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical loan skills:

  • Demonstrated ability to work effectively without direct supervision in the face of ambiguity, shifting priorities, and rapid change
  • Solid math, reading, writing, reasoning and PC skills (i.e. excel, word, etc)
  • Prior experience in loan operations and a very good understanding of loan accounting systems and general ledger and finance interaction
  • Good judgment and decision making skills
  • Excellent organizational, problem solving, analytical and communication skills
  • Strong accounting/finance education and credit skills, as well as knowledge of loan and capital markets products

List of Typical Experience For a Loan Resume


Experience For Loan Administration Specialist Resume

  • Effectively manage and prioritize multiple tasks with minimal supervision while dealing with disruptions and change
  • Strong interpersonal skills with the ability to maintain close working relationships
  • Prior experience maintaining bank loans and revolving credit facilities within LoanIQ
  • Knowledge and basic processing skills for Loan IQ
  • Experience of mortgage experience preferably working on the Clear Par system

Experience For Loan Servicer Resume

  • Work with Senior Management and Credit Business Owners to develop and implement strategies designed to effectively mitigate identified risks
  • Superior computer skills, including
  • Assist to ensure the Strategic Plan is effectively communicated to the loan administration team and their role within the plan
  • Proficient in Microsoft Office Products with high level user skills in Excel
  • Additional European language skills would be beneficial
  • Good knowledge of banking products and banking processes, reading of the legal documentation
  • Two or more years’ experience in the banking or banking related industry
  • Experience of negotiating and closing deals with distressed borrowers and their advisors
  • Experience in booking and funding new loans

Experience For Loan Processing Manager Resume

  • Two to three years experience working in a real estate lending environment. Ability to perform daily tasks with minimal supervision
  • Experience training and leading other team members
  • Lending related experience in the financial services, banking or mortgage industry
  • Work experience using office automated systems such as email, scanners, copiers and word processing and spreadsheet applications
  • Perform a second level review of critical items to ensure accuracy prior to releasing closing documents
  • Experience in financial services operations, risk management and supervising a team performing complex operational processes
  • Mortgage banking, account reconciliation, and/or investor reporting experience

Experience For Loan Review Specialist Resume

  • Able to operate calculators, encoding, fax and copying machines
  • Related work experience in Loan Servicing, Banking or Finance
  • Solid understanding of the financial markets, corporate finance and financial accounting
  • Good attendance is essential especially during training process
  • Demonstrate a desire for continued learning and advancement in commercial real estate finance
  • Validate the accuracy of the inputs to the models utilized in the credit grading/loan review system
  • Prioritize; detail oriented and multi-task functioning
  • Knowledge of loan policies and procedures (1 to 2 years of loan preparation and processing experience)

Experience For Loan Closing Specialist Resume

  • Validate signed lending deal documents
  • Experienced in problem solving and conflict resolution, accurate in execution, able to solve complex problems
  • 1+ years experience in mortgage servicing and/or origination with knowledge of key terms and functions specific to the mortgage loan life cycle
  • Experience using interlibrary loan tools such as Illiad
  • Experience in mortgage loan servicing
  • Two or more years of experience working in collections and loan operations for a credit union/bank or financial services

Experience For Loan Processing Assistant Resume

  • Several years of college course work or equivalent training and work experience
  • Five (5) years experience with Computer including Microsoft Word and Excel
  • Knowledge and experience processing XML files
  • High proficiency and experience with the Mortgage Servicing Platform (“MSP) system
  • One to two years of experience in accounting and financial transactions and customer service activities
  • Experience using interlibrary loan software such as ILLiad

Experience For Cib-global Trade & Loan Products Resume

  • Experience in credit analysis and underwriting required
  • Expert level ability to learn how to operate in our origination system, pricing engine and CRM system(s)
  • Strong knowledge of lending products and process
  • Previous experience working in the solar industry with familiarity with technical aspects of solar system generation
  • Experience using OCLC
  • Review prior day’s critical maintenance for accuracy and supporting documentation
  • Maintains good punctuality and attendance at work
  • One or more years of experience with mortgage operations

Experience For Director, Loan Review Resume

  • Demonstrate ability to work cooperatively with multiple team members and variable project deadlines
  • Ensure fulfilment of condition precedents prior to loan drawdown or condition subsequent
  • Ensure satisfaction of condition precedents prior to loan drawdown or conditions subsequent
  • Promote and maintain effective communication with the Senior AVP & Branch Manager, Account Managers, Loan Administrators, and clients
  • Previous experience supervising a staff with at least 5 direct reports and over 30 indirect reports including remote locations is required
  • Strong commitment to accuracy and quality
  • Extensive experience in workout / restructure of troubled loans
  • Experience in a regulated institution
  • Operates computer terminal or personal computer to process loan submissions and resolve problems within given authority

Experience For Loan Collector Resume

  • Loan review and/or loan underwriting experience required
  • Operate within the Loan Review Charter and Loan Review Manual as approved by the UMBFC Board Risk Committee
  • Complete the funding screen and enter data required prior to funding
  • Excellent typing (50+ WPM), Outlook, Word and Excel
  • Typically has 5 years’ experience in securitizations of single-family performing loans
  • A combination of education and experience is acceptable if more than a HS Diploma
  • Complete required clerical functions that contribute to department effectiveness
  • Loan Review and/or Loan Underwriting experience is required

Experience For Interlibrary Loan Borrowing Specialist Resume

  • 2 – 4 years relevant professional experience
  • Experience with records and file management
  • Strong understanding of regulatory guidelines related to the lending function at the State and Federal level
  • Review and analyse legal documentation: Experience with legalese
  • Paying vendors: requesting checks, scanning copies, mailing to vendor
  • Overseeing, tracking and analyzing all relevant debt issuances and maintaining a library of benchmark transactions
  • Understanding and enforcing Bank, State and Federal loan policy with violations being noted
  • Supporting the sales team in evaluating revenues and flows from existing clients
  • Researching and acquiring all mortgage documents from the origination system

List of Typical Skills For a Loan Resume


Skills For Loan Administration Specialist Resume

  • Strong presentation and communication skills both verbal and written and demonstrated ability to handle confidential material
  • Well-developed oral and written communication skills and customer service skills
  • Excellent computer skills - Excel, Word, Outlook
  • Work effectively with patrons and staff of all ages, abilities and behavior, demonstrating an excellent customer service attitude
  • Strong research and financial analysis skills
  • Interfaces well with all levels of management and employees using proven customer service skills

Skills For Loan Servicer Resume

  • Strong presentation, negotiation, and marketing skills
  • Excellent and efficient skills using PowerPoint and Excel
  • Strong communication skills (verbal and writing)
  • Basic computer skills with good working knowledge of Microsoft Office and internet
  • Detail oriented and excellent math skills

Skills For Loan Processing Manager Resume

  • Strong computer skills; in-depth knowledge of MS Office (Word, Excel) and SharePoint
  • Strong organizational, analytical, oral, and written communication skills
  • Excellent teamwork, organization, and admin skills
  • Proven ability to provide excellent customer service to external/internal clients at various levels in accordance with BB&T’s Perfect Client Experience
  • Strong written and verbal communication skills with a customer service orientation
  • Strong organizational skills and ability to multi-task with minimal follow-up
  • Strong presentation skills, both orally and written

Skills For Loan Review Specialist Resume

  • Good written and oral skills. Ability to interface with customers, loan officers and co-workers
  • Effective communication skills with a high level of customer service
  • Multi-task and operate effectively in a high-paced environment
  • Excellent verbal communication skills; ability to influence
  • Analytical and very good execution skills
  • String Analytical & troubleshooting skills
  • Outstanding written and verbal communication skills; comfortable presenting to senior level clients, investors, and executive management

Skills For Loan Closing Specialist Resume

  • Experience executing syndicated loan transactions with a preference for experience executing leverage finance mandates
  • Experienced in the management of personnel supporting production-related tasks; effective sales strategist and communicator with multi-tasking capabilities
  • Maintains complete and accurate information within the Loan Processing System while effectively managing a high volume of loans
  • Prior experience in accounting functions, including reconciliation and general ledger transactions
  • Proven record of experience in multitasking and project management

Skills For Loan Processing Assistant Resume

  • Relevant experience (preferably underwriting or financial analysis) or equivalent combination of education and experience
  • Detail oriented, organized, and ability to communicate effectively verbally, through written means
  • Communicate and interact effectively with all levels of associates and management, as well as with customers and outside vendors as needed
  • Professional and effective interpersonal skill
  • Detail orientated with proficient organizational skills
  • Problem solving abilities, analytical skills, enthusiasm and neatness
  • Experience or equivalent combination of education and experience
  • Advanced negotiation and communication skills to deal with sensitive situations and with all levels of management

Skills For Cib-global Trade & Loan Products Resume

  • Good experience in Trade & Supply Chain Finance gained in a Product Management, Operations, Sales or Business Management role
  • Prior experience in a finance related field
  • Typically has at least 5 to 7 years of professional experience including at least 5 years of experience in credit risk analytics
  • Mortgage experience, including 1 or more years of loan set up experience
  • Communicate and interact effectively with people at all levels, including senior representatives of multinational corporates
  • Prior experience with electronic document imaging platforms, such as OnBase®
  • Accurate data entry skills and ability to work independently, and to meet deadlines

Skills For Director, Loan Review Resume

  • Effectively communicate with agent bank/middle office to resolve discrepancies
  • Effectively communicate with both internal and external requestors
  • Acquire knowledge and skills in various areas of Loan Administration to assist staff members and customers
  • Train processors on pipeline management, processing skills, and internal and external customer service standards
  • Superior analytic and logistical skills

Skills For Loan Collector Resume

  • High level of personal organization skills
  • Computer skills to include Microsoft Word, Excel, Power Point
  • Data Entry Skills (test)
  • Previous loan review experience with another bank or state/federal agency or previous experience with consumer and commercial loans desirable
  • Manage multiple priorities in a deadline-driven environment; strong detail orientation and highly organized

Skills For Interlibrary Loan Borrowing Specialist Resume

  • Prior experience with commercial real estate loan documents and procedures
  • Team oriented with tactful verbal, communication to include skills in high stress situations
  • Two or more years of prior collections work experience required
  • Depending on experience, supervision is infrequent
  • Working experience in credit risk assessment of corporates, financial institutions and sovereigns; demonstrable analytical ability
  • Strong understanding of Commercial Banking’s Sales/Marketing aspects, as well as Credit/Risk/Lending components
  • Partner with Product to drive product targeting and adoption, assist in developing pricing strategies, assist in identifying and prioritize product gaps
  • Maintains good working relationships with the client admin and partner areas by understanding and addressing challenges clients are facing

List of Typical Responsibilities For a Loan Resume


Responsibilities For Loan Administration Specialist Resume

  • Good analytical and logical reasoning skills
  • Proven experience in communicating with executive management and board reporting
  • On an ongoing basis, provide innovative ideas and solutions to improving the loan review process to make it more efficient and cost effective
  • Develop and maintain excellent long-term working relationships with other airlines as both a customer and supplier to ensure fast and high quality service
  • Good understanding of market practice in Loan Administration and Operations, especially in the Syndication Loans and Facility Agent space

Responsibilities For Loan Servicer Resume

  • Trade Support/Loan Trade Closing experience
  • Experience utilizing agency data sites (i.e. Intralinks, Debt Domain, & Syndtrak)
  • Serve as the primary point of contact for borrowers throughout the due diligence process while maintaining excellent customer service support
  • Accurately reviews data gathered prior to and post-closing
  • Strong knowledge of LSTA guidelines, loan and trade closing and settlement
  • Experience reviewing credit documentation
  • Develop effective and positive relationships within the team and internal partners, promoting co-operation and inclusiveness
  • Inputting, reviewing, and approving wire information to generate funding advice
  • Reading Credit Doc, inputting transactions in source system LIQ, and liaising with Front Office and Credit Risk

Responsibilities For Loan Processing Manager Resume

  • Working knowledge of accounting principles and loan processing procedures and related regulations
  • Developing and participating in client pitches to advise on syndicated loan financing strategies
  • Working with the deal team to prepare internal approval documents, such as underwriting memos, and presenting them to senior management
  • Developing product training and marketing materials
  • Obtaining any missing documentation needed to complete a loan file
  • Mentoring junior staff and managing them in the context of a deal team
  • Working knowledge of standard construction budget and loan servicing practices and techniques
  • Working knowledge of Intex Subroutine programming

Responsibilities For Loan Review Specialist Resume

  • Verifying completeness and accuracy of loan documentation with exceptions being noted
  • Developing in-depth client knowledge and sharing it with the client coverage team for both new business development and management of client risk
  • Working knowledge of mortgage lending processes and practices
  • Working closely with senior sales office in obtaining timely transaction approvals from senior management
  • Understanding of other IB products (ECM, DCM, M&A, hedging)
  • Reviewing and processing Personal Loan applicant documents as requested to complete the loan process
  • Preparing deficiency notices

Responsibilities For Loan Closing Specialist Resume

  • Understanding of purchase/review requirements
  • Checking in new files for accuracy. i.e. names, property addresses, descriptions, etc
  • Working knowledge of Microsoft Excel, Word, Power Point with dual screens
  • Accounting back ground is helpful but not required
  • Working knowledge of computer software programs such as word, excel, etc
  • Ongoing management and implementation of sales analysis tools
  • Lending policy, procedures, loan documentation and appraisal requirements

Responsibilities For Loan Processing Assistant Resume

  • Pricing of Trade transactions
  • Understanding of various loan products and ability to put together complex structures/transactions
  • Running programs for fraud prevention
  • Training and mentoring analysts
  • Posting loan disbursements and advance transactions online in Horizon
  • Ensuring compliance with the Bank's procedures and state and federal regulations
  • Boarding new residential mortgage loans to Horizon system
  • Processing online mortgage transactions for any proceeds and/or advances
  • Ensuring compliance with bank procedures, state and federal regulations

Responsibilities For Cib-global Trade & Loan Products Resume

  • Understanding of the primary and secondary loan trading market and settlement process, including familiarity with ClearPar
  • Responsible for managing and directing the loan closing process for the Carolina Division, including but not limited to the following
  • Assists in the training of new associates, as well as assisting existing associates with questions regarding the loan servicing process
  • Daily activity processing including borrowing/funding requests, settlement processing
  • Accountable for managing, controlling and monitoring all trade loan activities providing accurate and timely reporting of management information
  • We are looking for a Loan Closing Specialist to facilitate the closing of syndicated bank loans using ClearPar, TSI, or paper method
  • Provides customer service support to lending staff and customers on inquires regarding releases and collateral as well as fulfilling document and file requests

Responsibilities For Director, Loan Review Resume

  • Primary corporate lending contact with Credit Policy team in amending and maintaining credit policies and procedures
  • Support the Trade Sales team by answering questions on application functionality and usage including conducting client demos
  • Prepare Post Closing funding of new Business Banking loans
  • Post Closing document preparation and follow up on missing and pending
  • Overall banking knowledge pertaining to loan products and processing procedures
  • Coordinate documentation requests, including pre-closing due diligence, clearing exception items and completed document review
  • Active involvement in developing primary and secondary sell-down strategy, including transaction pricing

Responsibilities For Loan Collector Resume

  • Records executed funding requests and related data into BankUnited’s warehouse loan management system for tracking and reporting measures
  • Records executed funding requests and related data into BankUnited's warehouse loan management system for tracking and reporting measures
  • Maintain scanning and importing of all new files. Updating current files on a daily basis
  • Coordinates all Bank of the Ozarks closing activities with various parties, including internal and external, to ensure a timely and efficient closing
  • Assist in implementing processes to ensure maximum efficiency and accuracy of boarding all types of loans onto the core loan servicing system
  • Leads team in problem solving for complex issues and/or in developing new policies with supporting procedures
  • Administer real property tax activities, including tax escrow disbursements, and monitoring of non-escrowed loans, delinquent taxes and tax vendor reporting
  • Complete complex banking transactions including processing shadow/non-accrual/charge offs as requested by credit

Responsibilities For Interlibrary Loan Borrowing Specialist Resume

  • Analysis and underwriting of loans and assigning an appropriate risk rating
  • Assist in sampling, addressing reviewer comments and preparing formal written final reports on a timely basis
  • Manage Vendor Relations by ensuring that they are sending out their monthly report cards and meeting their SLA’s
  • Prepare funding information sheets detailing wiring information and disbursal of loan proceeds
  • Loan accounting, credit analysis, financial analysis, lending practices, banking regulations, and the Uniform Commercial Code

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