Loan Originator Resume Example: 4 Templates

Loan Originators, also known as Mortgage Loan Officers, work for mortgage businesses and banks, and their primary responsibility is to find prospective clients for new mortgage loans. Mortgage Loan Originator resume examples include abilities such as assessing applicants’ financial position, credit, and property assessments to evaluate loan feasibility, as well as daily maintenance of the loan applicant database. 

Resume Template: 1

Loan Originator Resume Example: 1

Richard D. Harding

Laguna Beach, Los Angeles 

(123) 4567890

[email protected]


Summary

Employers prefer individuals with bachelor’s degrees in business or finance, as well as federal licensure, which includes a background check and credit permission.


Experience

Company A, Loan Originator      

  • Successfully developed and maintained connections with business referral sources.
  • Throughout the lending process, I spoke with and advised clients and partners.
  • Complete and correct loan applications were submitted to underwriting.
  • Oversaw the loan process from origination through closure to provide an amazing customer experience.
  • Utilized training materials, reference tools, and other resources to give customers and partners correct, up-to-date loan program/policy information.

Company B, Loan Originator     

  • Recipient of the [period] Wall of Fame Award for loan closings totaling $[amount] million.
  • Exceeded the [number] customer satisfaction objective by maintaining a [rate] rating.
  • Analyzed client financial circumstances to guarantee acceptance of conventional, jumbo, FHA, and VA loans.

Company C, Loan Originator     

  • Loans for residential mortgages were created in a contact center setting.
  • Concerns and inquiries for parties engaged in each transaction were addressed to assure success.
  • When speaking with new and returning customers about and providing different sorts of loan products, I provided nice customer service and got sales commitment.
  • Reviewed client loan applications to decide whether to approve or deny the loan and gave consumers credit ratings.

Education

Florida State University

Masters in Computer science 


Certifications

  • Certified Public Loan Originator     
  • Certified company Loan Originator     

Skills

  • Understanding of real estate lending laws and regulations
  • Shown aptitude for organizing
  • Strong communication abilities, both in writing and speaking
  • Shown abilities in customer service and teamwork

Resume Template: 2

Loan Originator Resume Example: 2

Richard D. Harding

Laguna Beach, Los Angeles 

(123) 4567890

[email protected]


Summary

A mortgage loan officer has at least six years of experience analyzing loan procedures by keeping an eye on the status of the loans, the terms, and the law. Able to effectively establish and develop contacts through networking and prospecting to bring in business. I’m looking for a job with [company name] to help consumers make wise financial decisions.


Experience

Company A, Loan Originator      

  • Responsibilities include finding and cultivating customer connections and referrals while utilizing branch staff to take advantage of cross-selling possibilities.
  • Understanding of the underwriting, processing, and closing procedures for residential mortgages
  • Understanding of underwriting, processing, and federal lending requirements
  • Utilizes all available opportunities to close a transaction, stealing market share from more established rivals in the process.

Company B, Loan Originator     

  • Makes sales calls to potential or current clients as specified in the marketing plan to grow a company or maintain client relationships.
  • Makes sales calls to potential or current clients by the region’s marketing plan to grow business or maintain client relationships.
  • Participate in networking through associations with businesses, professionals, and the community to sell and advertise loan products.
  • Networks through corporate, professional, and community groups and engages in marketing and advertising loan products
  • Responds to client calls and greet customers in person to discuss different loan packages and qualifying details.
  • Completes mortgage applications for submission to the loan processing and underwriting departments, including names of future and current loan clients, realtors, builders, developers, etc., and frequency of interaction

Company C, Loan Originator     

  • Create referral relationships (realtors, builders, professional and personal contacts)
  • Assist the designated branch office(s) in ensuring knowledge of the mortgage lending products and guidelines.
  • Inform branches and/or applicants of your plan to deliver regular updates and progress reports.
  • Create CRA referral connections and prospects (realtors, builders, professional and personal contacts)

Education

Florida State University

Masters in Computer science 


Certifications

  • Certified Public Loan Originator     
  • Certified company Loan Originator     

Skills

  • Powerful in sales
  • Excellent verbal and written communication abilities, with the ability to interpret financial data.
  • Bilingual (Spanish Chaldean) (Spanish or Chaldean)
  • Understanding of traditional lending standards and/or government lending standards
  • Understanding of residential mortgage underwriting, processing, and closing procedures

Resume Template: 3

Loan Originator Resume Example: 3

Richard D. Harding

Laguna Beach, Los Angeles 

(123) 4567890

[email protected]


Summary

Maintaining records and notes in the systems for customer relationship management and origination software, as well as reviewing fresh leads every day and getting in touch with them to secure their business.


Experience

Company A, Loan Originator      

  • Provide frequent updates and progress reports to applicants and/or referral sources to maintain communication
  • Already have a book of business (local centers of influence willing to refer mortgage loans to you)
  • Understanding of real estate lending laws and regulations

Company B, Loan Originator     

  • Creates a database of quality leads by networking, cold contacting on the phone, face-to-face, direct mail, and email.
  • Prepares documents for the loan committee, underwriter, private mortgage insurance company, and investor, including the loan approval sheet.
  • Mortgage loan creation and maintenance create a database of quality leads by networking, cold contacting on the phone, face-to-face, direct mail, and email.
  • Prepares documents for the loan committee, underwriter, private mortgage insurance company, and investor, including the loan approval sheet.
  • Mortgage loan creation and maintenance

Company C, Loan Originator     

  • Manage $[amount] million in client assets, foresee client requirements, and deliver exceptional client care to high-net-worth customers in all relationship management facets
  • Offering suitable mortgage packages that adhere strictly to all applicable federal and state regulations will ensure that clients are safeguarded.
  • Develop strong customer connections, deal with any issues that arise during the application process, and weigh the advantages and disadvantages of each loan choice.

Education

Florida State University

Masters in Computer science 


Certifications

  • Certified Public Loan Originator     
  • Certified company Loan Originator     

Skills

  • Analytical thinking
  • Time management
  • Teamwork
  • Integrity
  • Multitasking
  • Customer service skills

Resume Template: 4

Loan Originator Resume Example: 4

Richard D. Harding

Laguna Beach, Los Angeles 

(123) 4567890

[email protected]


Summary

Want a job involving interaction with people and original problem-solving? Work incredibly well under pressure, excel at multitasking, and are very proficient at delivering first-rate customer service in any situation.


Experience

Company A, Loan Originator      

  • While providing guidance, doing research, and resolving difficult account issues for customers and mortgage advisers, generated a yearly loan volume of $[amount] million.
  • Kept abreast of new mortgage products and changes to mortgage rules, adhered to high industry standards, and offered qualified unbiased financial advice.
  • After determining the sort of mortgage that was most acceptable for the customer, explained the various mortgage plans and gave product suggestions.

Company B, Loan Originator     

  • Built and maintained a strong referral network to attract new customers while assisting others in doing the same.
  • Answered queries and issues.
  • To guarantee customer happiness, we explained pricing and clients.
  • Used their understanding of fraud and risk piling.
  • Created, examined, handled, closed, and managed client loan proposals.
  • Prepared the file’s documentation by the relevant underwriting standards.

Company C, Loan Originator     

  • Built and maintained a strong referral network to obtain new clients while also assisting others in gaining new business.
  • Concerns and questions have been addressed.
  • Fees and consumers were explained to promote client happiness.
  • Applied understanding of risk and fraud stacking.
  • Customer loan proposals were created, evaluated, processed, closed, and managed.
  • I documented the file by the underwriting standards.

Education

Florida State University

Masters in Computer science 


Certifications

  • Certified Public Loan Originator     
  • Certified company Loan Originator     

Skills

  • Calyx Point
  • Encompass
  • Leningrad
  • Microsoft Office

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