Loan Agent Resume Example: 4 Templates

A career as a loan agent might be ideal for you if you’re looking for a position with excellent benefits, consistent pay, and room for advancement. By connecting customers with lenders who can provide affordable rates and terms, you will assist them in obtaining financing for major purchases like homes or cars. 

To succeed in this position, you’ll need excellent communication abilities, attention to detail, and knowledge of how banks operate. Here are some pointers to assist you in creating an outstanding loan agent resume that will catch the attention of hiring managers in a variety of industries.

Resume Template: 1

Loan Agent Resume Example: 1

Richard D. Harding

Laguna Beach, Los Angeles 

(123) 4567890

[email protected]


Summary

Experienced loan agent with more than ten years’ worth of knowledge in the mortgage sector. demonstrated success in exceeding and achieving sales targets. expert at building rapport with customers and offering top-notch customer service. 

Being able to handle a lot of work. understanding of the rules and procedures for offering personalized services to customers and assessing their satisfaction.


Experience 

Company A, Loan Agent 

  • Managed a [Mention the amount] billion loan portfolio and brought in more than [Mention the amount] million in new business each year.
  • Developed, implemented, and oversaw the first digital marketing plan for the business, which increased online leads by [Mention the percentage].

Company B, Loan Agent 

  • Strategic cost-cutting measures, such as negotiating vendor contracts for office supplies and services like phone service, internet, etc., helped to reduce operating expenses by [Mention the percentage].
  • Adopted an automated document imaging system that cut processing time from three to one day, saving the business [Mention the amount] a month just in courier costs.

Company C, Loan Agent 

  • Built and maintained a database of more than a thousand potential customers to contact when necessary.
  • Contacted past-due accounts on a weekly basis to follow up and prevent late fees.
  • Maintained a [Mention the amount] average monthly sales quota by cultivating trusting relationships with clients.

Education

Florida State University

Masters in Accounting


Certifications

  • Certified Public Loan Agent 
  • Certified Company Agent 

Skills

  • Strong proficiency with computers and knowledge of laptop technology
  • Excellent phone manners, listening, and presentation abilities
  • Possess strong organizational and analytical abilities

Resume Template: 2

Loan Agent Resume Example: 2

Richard D. Harding

Laguna Beach, Los Angeles 

(123) 4567890

[email protected]


Summary

Loan agents process loan applications for both individuals and businesses, approving or rejecting them as necessary. The typical duties listed on a sample resume for a loan agent include gathering applicant data, developing debt payment plans, defending decisions, writing loan contracts, keeping track of client accounts, and cross-selling financial products. 

According to the resumes we have collected for this position, the primary skills needed for the job are familiarity with loan products, analytical thinking, decision-making, effective communication, integrity, and confidentiality. Most applicants have a [Mention the degree] degree in economics or finance.


Experience 

Company A, Loan Agent 

  • Promptly [within 24 hours] responded to customer calls and emails regarding any queries or issues they may have had
  • Created new marketing campaigns in conjunction with the management team that resulted in a [Mention the percentage] increase in clientele.
  • Before obtaining a real estate and [Mention the name] license in [Mention the year], I oversaw more than [Mention the number] rental properties.

Company B, Loan Agent 

  • Used a variety of computer programs, including but not limited to Excel, QuickBooks Online, Outlook, Gmail, and Windows email client, to carry out daily tasks related to the management of online and incoming loan applications.
  • Utilizing knowledge of pertinent SBA regulations and procedures, maintain accurate documentation for assigned loans in the business’ electronic records system.
  • Supported customers’ requests for information on open or closed SBA Loan Applications by phone or email.
  • To fill vacancies, landlords advertised, interviewed, and background-check potential tenants. Arranged and scheduled tenants’ requested repairs.

Education

Florida State University

Masters in Accounting


Certifications

  • Certified Public Loan Agent 
  • Certified Company Agent 

Skills

  • Show superior customer service abilities and a strong desire to please both internal and external customers.
  • Strong proficiency with computers and knowledge of laptop technology

Resume Template: 3

Loan Agent Resume Example: 3

Richard D. Harding

Laguna Beach, Los Angeles 

(123) 4567890

[email protected]


Summary

[Mention the number] years of extensive experience in approving loans up to a certain limit and referring loan applications outside of that limit to management for approval; meeting with potential borrowers to gather data for loan applications and address their inquiries about the procedure

knowledgeable about analyzing applicants’ finances, credit, and property evaluations to assess whether it is feasible to grant loans; describing to clients the various loan and credit options that are offered, as well as the conditions of those services. Capable of obtaining and compiling copies of the corporate financial statements, personal financial statements, and other financial records of loan applicants; reviewing and updating credit and loan files, and reviewing loan agreements to make sure they are complete and accurate in accordance with policy.


Experience 

Company A, Loan Agent 

  • Prepare appropriate updates to all credit history, propose appropriate solutions, and document all underwriting transaction processes.
  • Manage the real estate industry’s network of professionals and personal contacts, and take part in all business development activities.
  • Administration of all mortgage loans and a variety of specialized loan products; up-to-date knowledge of all products and programs; effective customer advocacy.

Company B, Loan Agent 

  • Conduct interviews with all applicants and suggest modifying documentation as necessary
  • Assist in taking all incoming calls for loan services and customers
  • Fix all problems and stay knowledgeable about all loan servicing procedures

Company C, Loan Agent 

  • Organize all loan repayment options and create all loan application paperwork.
  • Manage all correspondence with internal divisions to make the loan application process easier.
  • Work with the funding center to prepare all closing procedures and to keep records of every department employee. You should also keep an eye on all loan applications and record all underwriting steps.

Education

Florida State University

Masters in Accounting


Certifications

  • Certified Public Loan Agent 
  • Certified Company Agent 

Skills

  • Computer Proficiency
  • Languages
  • Personal Interest

Resume Template: 4

Loan Agent Resume Example: 4

Richard D. Harding

Laguna Beach, Los Angeles 

(123) 4567890

[email protected]


Summary

Authorizing, examining, and making recommendations for the approval of business and personal loans are the responsibilities of a loan agent. To determine an applicant’s creditworthiness, you must meet with them if you’re a prospective loan officer. In commercial banks, mortgage firms, credit unions, and other financial institutions, this position is crucial. A loan officer needs to have interpersonal and sales skills in addition to a license. You have duties associated with this position, such as achieving loan production goals and selling loan products. 

You also carry out business development tasks like managing the pipeline using referrals and lead generation. A loan agent needs to have strong communication skills both verbally and in writing, as well as proficiency with Microsoft Office.


Experience 

Company A, Loan Agent 

  • Provides clients with information on the drawbacks, advantages, and risks of alternative lending solutions.
  • Evaluates the data and supporting documentation provided by the borrower to create loan applications.
  • Consults with clients to determine their lending needs in order to assist them in achieving their financial objectives, gathering and analyzing data regarding the client’s financial situation.

Company B, Loan Agent 

  • Identifies any additional requirements after reviewing the applicant’s loan application and supporting documentation.
  • Explains to clients the risks, benefits, and drawbacks of alternative lending options.
  • Evaluates the information and supporting materials the borrower provides to produce loan applications.

Company C, Loan Agent 

  • Gathers and analyzes information about the client’s financial situation while consulting with clients to determine their lending needs in order to help them reach their financial goals.
  • After examining the loan application and supporting documents submitted by the applicant, determine any additional requirements.
  • Updates job knowledge by taking advantage of educational opportunities, reading specialized literature, keeping up a professional network, and joining organizations for professionals.

Education

Florida State University

Masters in Accounting


Certifications

  • Certified Public Loan Agent 
  • Certified Company Agent 

Skills

  • Analyzing information
  • Decision making
  • Professionalism
  • Quality focus
  • Negotiation skills

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