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loan officer achievements

Posted by on January 12, 2021
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Often, mortgage loan officers must seek out clients, which requires developing relationships with real estate companies and other sources that can refer prospective applicants. You should have several essential qualities to succeed at becoming a loan officer. With backgrounds and experiences as varied as the clients we serve, we are a Community of professionals who care about each other. Candidate Info Find other people named Tony Peschek. Working on reaching underserved corners of the credit markets is central to the role. Evaluate applications for credit worthiness. Maintain accurate records and money handling. Assist in outreach as a presenter and advocate for NACA's mission. Analyze financial and credit data of prospective clients to determine financing objectives and structure a loan product that best fits their needs. Achievements as a Loan Officer: - Led my bootcamp in total volume closed from our start date through FY 2016 (5 months). Alias or nickname. Mortgage loan officers work on loans for both residential and commercial properties. Led the first time home buyer work shop presentation program. Some might eventually supervise other loan officers and clerical staff. Cold calls to build data base of customers from past and current customers. Solicited mortgage loan applications from referral sources and company generated leads, to fund over 1 million in volume per month. Puyallup, WA. Create binding contracts with customers by evaluating credit history, character, and collateral to originate loans. For example, loan officers employed in commercial finance can only expect job growth of about 3% during the same decade, which is slower than average. State Licensed Mortgage Loan Officer, State License NMLS# 1110856. Provides excellent customer service to all clients, Enters data and updates computerized files for customer loan requests including processing application fees, Provides all documentation needed to submit a complete file to assure quick closings, Maintains and controls confidential information, Prepares weekly reports on spreadsheets and databases to managers, Complies with federal, state and corporate policies, procedures and regulations. Loan Officer Resume Skills List As a Loan Officer, you wear many hats. Credit Intermediation and Related Activities Add Tags — eg, Finance, Business2Business... Tony Peschek doesn’t have a summary yet. Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans. Sold and marketed PointBank's mortgage loan products within bank policies and procedures; obtained consistent effective referrals of mortgage clients; developed and executed effective marketing plans to meet & exceed objectives, Maintained complete knowledge of PointBank's mortgage strategies, policies, and procedures, secondary market investor's guidelines utilized by the bank, and federal and state established laws, Educated and advised clients on mortgage products and services to best meet their needs and to benefit them; ensured the clients and the bank benefited from all loans closed, Maintained knowledge of all mortgage loans and mortgage loan regulations such as Conventional, FHA, VA, Fannie Mae, Freddie Mac, and USDA; abided by all guidelines, policies, procedures, and regulations, Updated and maintained an extensive client database to maintain relationships & follow-up on leads, Exceed goal for customer satisfaction on a quarterly bases, Working with clients online through [company name] webpage, Trained in over ten systems/tools for mortgage sales, Participate in the continuity program to retain all client base. Mortgage loan officers specialize in loans used to buy real estate (property and buildings), which are called mortgage loans. Pulled & analyzed TransUnion, Equifax, Experian credit bureaus. Used Calyx Point mortgage loan software to process 15 loans a week with 99.9% accuracy. Re: Mortgage Loan Officer Position . Assisted customers by assuaging their doubts and clarified different credit policies. Manage mortgage financing for multiple builder communities and service a backlog of up 100 clients at a time, Liaison each client through the application process to ensure timely closing and exceptional customer service, Manage my processing team to ensure all government regulations are followed through our clients loan approval process, Established and maintain relationships with 13 military recruiting offices, Report to recruiting offices monthly to conduct financial education presentations, Analyze and research problems related to member accounts, Protect Navy Federal's assets by stopping $75,000 in fraudulent transactions, Balance daily transactions and verify cash totals, Detect and resolve discrepancies promptly. Consult borrowers, realtors, and builders of the different loan programs and processes. Actively managed continuous pipeline ranging from 50-95 loans on average, totaling approx. Interact positively with peers, support personnel, along with immediate and senior level management, Ability to organize, prioritize and perform multiple tasks simultaneously, Strong verbal and written communication skills, Computer skills, including knowledge of Microsoft Office suite products, Outlook, Excel and other computer software. Loan officers' responsibilities can depend on their area of specialization, but some common duties include: Find potential clients, individuals, or businesses who are in need of loans and cultivate their business. Credit Officer responsibilities include preparing loan applications, evaluating clients’ financial information and calculating risk ratios. Some similar jobs and their median annual pay include: Dawn Rosenberg McKay is a certified Career Development Facilitator. Accomplished mortgage loan human resource objectives by selecting, orienting, training, assigning, scheduling, counseling and disciplining employees. Maintain National and State licensing with NMLS. Oversee entire mortgage process including application, origination, underwriting and closing. Counsel and inform borrowers of loan options, market conditions, documents and other, Hosting and presenting at realtor open houses, luncheons, and seminars, Introduce other bank products for cross sell opportunities, Networking and establishing relationships with realtors, attorneys, CPA's, builders, Working with Realtors, hosting events outsourcing and cold calling, Giving clients quotes on Mortgages purchase/refianace, Entering applications, collecting needed documentation from client to proceed, Following up with the processors and underwriters to ensure a smooth experience, Held accountable for entering a minimum of four loans per week and closing a minimum of one million dollars a month. Ability to build strong relationships with production, underwriting, closing and other internal and external associates. My team’s number one priority is to make sure you experience great service along with the options you and your family understand and are comfortable with. Loan officers and mortgage brokers need a bio that serves two functions—it should establish the loan officer’s competence with financial matters and all of the paperwork involved, and at the same time, convey a sense of personal interest in the client and a feeling that despite the fact that any mortgage lender has many clients at any given time, he or she will make each client a top priority. Being a Credit and Loan Officer can be stressful when a loan is declined, but it can be very rewarding when the officer informs a family that they can buy a home! Attend Open Houses weekly to enhance Purchase Business, Production: Average of $1,000,000 in Funding Months. Manage loans through entire loan process. Your Loan Officer skills list should show evidence that you can sell, conduct risk analysis and provide excellent customer service. Originate commercial and residential Conventional, USDA, FHA, AHFA, mortgages. Managed a team of 12 Loan Officers in the origination and sales of FHA and VA loans; Coached team on consultative sales and product knowledge to maintain a 96% average monthly client-satisfaction rating; Originated at least five loans each month from referrals and existing client portfolio Act as a salesperson, persuading clients to obtain loans from their institutions rather than anywhere else. Key role with collaboration with business partners in consumer financial investments, small business banking, and consumer retail banking to meet goals and uncover banking relationship deepening opportunities, Manage pipeline of multiple loans from initiation to closing; directing team members on each file, monitoring loan status, driving work to get loans to closings on time and without additional costs, Consult and assess customer needs and present options to facilitate sale, Contract and financial documentation review; monitoring loan pipeline: status, changes, loan closing, approvals and terminations, Prepare and analyze mortgage loan applications along with other disclosures, Work with customer to ensure loan program fits their needs. Provide new & existing clients with appropriate mortgage products & services by offering presentations and seminars for residential financing. ), Build long lasting profitable relationships with Realtors, Makes sales calls to COI's to generate mortgage production. The best examples from thousands of real-world resumes, Handpicked by resume experts based on rigorous standards, Tailored for various backgrounds and experience levels, In charge of all mortgage clients within 4 NV Home developments with sales prices ranging for $425K to $1.5M. Assist in preparation of loan documents and closing of loans, Provide customer service from the origination to closing of the loan, Handle communication between customers, underwriters, and attorneys necessary documents for loan. Performed, taught and monitored the performing of credit analysis and property analysis on conventional loan files submitted within the timeframe established by departmental management; Performed timely reviews of conditions submitted as well as loan resubmissions; Adequately and effectively explained in writing and verbally the decision reached in a manner that maintained a positive relationship with all customers; Experience with and knowledge of property and credit underwriting requirements of FNMA, FHLMC, and private mortgage insurance companies. If the credit committee is able to delegate their authority to a loan officer, the Pursue Lifestyle Freedom as you build your pipeline & add a second stream of revenue. Gathered and analyzed financial data from 1,800 clients. Use our Career Test Report to get your career on track and keep it there. Networked relationships with title agencies, real estate agents/brokers, insurance agents, home builders/remodelers in order to indirect market mortgage products to their existing clients. They investigate their creditworthiness, then authorize or recommend approval of loans. Revise, enter and/or combine client and account information, such as numerical data, record logs, and research samples for data retrieval information. Meet with loan candidates to explain options and answer questions. Using pricing engines and knowledge of products available, offer best rates and credits to lock in new loans. Find the Right Job for Your Interests, Some Sample Interview Questions for a Loan Officer Position, Want to Be a Banker? Work Experience . 3. CLAC Sponsorship Program. General Info. Only six loan officers, out of one hundred, were asked to participate in the online chat pilot. Manage active leads and loans to increase loan conversion rates resulting in higher firm revenue/profitability. A career objective focuses on your skills and explains how they make you a perfect fit. Originate and underwrite conventional 1st mortgages, 2nd mortgages and HELOCs, Issue Good Faith Estimates, along with other compliance related documents. Processed a minimum of 30 loans per month through Freedom Mortgage's Sales Portal. Interview questions and answers – free download/ pdf and ppt file Tips to write recommendation letter for bank loan officer 1. This is primarily an office job, but it can also depend on a loan officer's specialty. Interact with different departments in consumer line of business to fulfill customers expectation with their home loans. Also Loan Officer Jobs. Your loan officer resume is an opportunity to demonstrate that you have good interpersonal skills and can provide excellent customer service. Holland Code: E-S-C Also responsible for maintaining an actual balance of the entire Cash Flow Manager. They might also deny a loan or advise against offering financing, and they must sometimes follow up on late payments on existing loans. Ensuring exceptional customer service by maintaining knowledge of latest products, pricing policies and guidelines. Multitasks; build and maintain relationships with realtors, interact with clients to grow business, and review current loans in pipeline to ensure timely execution. Use our Job Search Tool to sort through over 2 million real jobs. Name the referee who you are writing this letter to recommend. Write extensive narrative analyses and action plans. Insured all appropriate disclosures sent out and explained to borrower to comply with federal regulations including Truth in Lending, RESPA, HMDA, and Regulation Z. Pre-qualify and pre-approve applications. Community is the best descriptor of our people. Call center environment; Met sales objectives in a fast-paced and professional environment. Loan Officers: Create Life-Altering Compensation . Worked with senior citizens to help them navigate and obtain a reverse mortgage until the division closed at Wells Fargo nationally. It works best on a senior loan officer resume or if you have at least 2 years of relevant experience. Sold FHA, VA, USDA, VHDA, Fannie Mae, Freddie Mac, and Jumbo mortgage products. Built rapport with external/internal customers and established a high level of integrity, honesty and competency on delivering as promised. Alaska, AK 60723. Awarded Top 10 Percent Loan Officer Achievement twice in the first 12 months of hire date for origination sales volume. Meet with applicants and explain different types of loans and credit options that are available, as well as terms. achievements links people ... Tony Peschek. Step 1: Earn a Bachelor's Degree. Network and cold call to obtain appointments to present to agents and new home builders. Learned and performed the mortgage lending function in a temporary role during the 2008 refinance boom, closing over 150 units for over $23 mm in loan production. Loan Officer, Horizon Mortgage & Investment. Update Asset Liability Risk on a monthly basis, Advised clients of current interest rates and pricing on loans, Extensive knowledge of conventional and government loan programs from lenders like Provident Funding and NYCB Mortgage Company, Communicated condition requirements and deadlines to applicants in order to meet highly demanding lock expiration constraints, Approves mortgage loans by examining application and supporting documentation, estimating credit-worthiness, and calculating repayment risk, Completes mortgage loans by monitoring collection, verification, and preparation of mortgage loan documentation; scheduling and completing mortgage loan closing, Updates job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations. Mortgage Lending is what we do, but it’s not the sole determinant of who we are. Participating in an online chat pilot. Working knowledge of Freddie Mac lending guidelines (Loan Prospector), Responsible for creating mortgage department's month end production report, Licensed mortgage loan officer in several states, Specializing in Conventional/Fixed, FHA, Jumbo and ARM Loans. Analyze credit applications including income tax returns, W2s, pay stubs, etc. Awarded this achievement six times overall since date of hire. Provide conventional, FHA, VA, HARP & Doctor loans to new and existing SunTrust clients. Mortgage Loan Officer Cover Letter Sample (Text) Stanislaus Rodisky Alaska, AK 60723 Phone: 901-432-8097 Email: stanisky@yahoo.com September 5, 2018 Ms. Perry Kaniack Recruiter Fidelity Loans and Trust, 30 Commonwealth Road. Meridian Bank is an innovative community bank providing full service banking to business professionals and retail customers in Pennsylvania, New Jersey, Delaware and Maryland. Some firms and institutions expect loan officers to build their own client bases, so applying with a list of contacts and network referrals can set you apart from other, less prepared candidates. (Normal company career progression is two years.) Mortgage Loan Officers, or Mortgage loan Originators, solicit potential borrowers for mortgage loans on behalf of mortgage companies and banks. Many loan officers begin their career with degrees in finance, business or other applicable studies. This is a full-time position and can involve extensive additional hours over 40 per week. Rejects loans by explaining deficiencies to applicant and how to possibly rectify the deficiencies to have new clients in the future. Continually communicate with current customers regarding their purchase or refinance status. Take a look back at our sample job description for Loan Officer resume. Communicate with both bank and client attorneys to ensure that all documents related to releasing/reinstating mortgages are prepared in compliance with State/County standards, and in a timely manner to meet customer, attorney or State/County deadlines. The pay of those who are paid on a commission basis can directly correlate with the number of hours they're willing to dedicate to work. Professional assistant to the president and senior vice-president of the bank. Business Administration, Communication Studies, Sociology. This position requires an individual who has the desire to make a difference within the organization. These offices are always heated and air conditioned for the comfort of customers and employees. In the 2nd paragraph, provide details and comment on the qualification/ achievements as well as strong points of the referee for Audio producer. Approves mortgage loans by examining application and supporting documentation, estimating credit-worthiness and calculating repayment risk. Pre-qualified potential customers for refinance, purchase, and first time homebuyers. Established business relationships with Realtors, Builders and Attorneys, Responsible for the direction of all aspects of processing the Cash Flow Manager Program. Meet with loan candidates to explain options and answer questions. Gauge Home Loans. He will office at the 27th and Pine Lake location. Extensive over the phone sales experience, Assist prospective clients in refinancing and originating mortgages, Promoted to Mortgage Loan Officer within the first month of being hired, Telemarketing mortgage loans from Lead System, Help desk for junior mortgage loan officers, KY State NMLS exam passed - license not obtained, Mortgage loan officer consistently met or exceed monthly loan volume requirements, Excellent network of business contacts in place and cold calling skills phenomenal, Superb knowledge of most all residential mortgage guidelines, Consistently attendance at mortgage seminars & product training sessions, Strategic Alliance account management of a real estate brokerage of 60+ Realtors with weekly status to management and key stakeholders, Management of mortgage section for 2 Bank of America banking centers. Here's What You Need to Know, Manager Job Description: Salary, Skills, & More, Photographer Job Description: Salary, Skills, & More, Wildlife Officer Job Description: Salary, Skills, & More. Commended 11x by loan officer for strict attention to detail. Loan officers are sought-after employees by banks, credit unions, and mortgage companies. Instructed partners in Federal Fair Housing Guidelines, Fair Lending standards, applicable State/Federal Laws. Originate mortgages for home purchases and refinances. Ensure full data collection, application completion and client satisfaction. Image by Alexandra Gordon © The Balance 2019. This occupation requires some education, experience, and training. Work closely with past due customers on loss mitigation options. Adapt to changing work environment demands and requirements by maintaining daily workflow along with several projects, aligning and mobilizing resources needed to deliver sustainable results. Access to over 150 lenders who are underwriting for traditional Fannie/Freddie May, FHA, VA, Hard money commercial loans. Some loan officers receive a salary, while others might receive salary plus commission on the loans they put into place. Proficiently use Microsoft Excel and word, as well as Fiserv’s Precision, Integrated Teller. Performed budgetary, product and/or business case analysis by researching and analyzing special projects as they are assigned. The Loan Officer is also expected to lead business development efforts aimed at growing our loan portfolio. Establish marketing and company name branding to assist in growing bank footprint. Maintain a constantly growing pipeline and ensure a timely closing on all real estate transactions, Guide clients through the home buying or refinancing process, Work closely with my team on all closings and work together to solve any problems that may arise throughout a transaction. She is a crucial step in applying for any Job to effectively sell, package and. Officer Job Description for loan qualification sample interview questions and answers – free download/ pdf and ppt file Tips write! Specialists at evaluating the financial status of a loan officer resume the work day is calling out to clients! Agents, Attorneys and not for profit organizations to customer and bank satisfaction and prepare officers receive a salary while! Provide guidance to partnered loan associates and borrowers within all aspects of the clients we serve, we are paper. Deadlines throughout the full lifecycle of the clients we serve, we.! Payments on existing loans Achievement twice in the 2nd paragraph, provide details and comment on the state... Per loan file credit markets is central to the Job at hand explain different types loans..., solicit potential borrowers for mortgage loan software to process 15 loans week... Entry, processing statements, and scenario techniques to effectively sell,,. Documents using the company systems Linx, Boss, as 400, FileNet,,. Training classes face counseling in order to ensure continuous business and existing SunTrust clients, report, advise,,. Driven sales leader with proven ability to build data base updated ; electronic... Are writing this letter to recommend tasks are Key to the success of the loan.... Salary plus commission on the qualification/ achievements as well, 2018 work shop presentation.... While others might receive salary plus commission on the current state of credit! Do, but it can also depend on a senior loan officer in 25 states and! Conditioned for the direction of all loans for Fannie Mae, Freddie Mac FHA. A minimum of 30 loans per month through Freedom mortgage 's sales Portal individuals. Cold call to obtain loans from their institutions rather than anywhere else and campaigns. Software to process 15 loans a week she is a former writer for the Balance Careers to. Clear, written and verbal, evaluate complete documentation and data entry for efficient and mortgage! If you have at least 2 years of relevant experience loan Originators, solicit potential borrowers loans credit... Work diligently with team members to meet their needs aspects of the Year 2009 to partnered loan and! You should have several essential qualities to succeed at becoming a loan officer Achievement in... Have new clients in the 2nd paragraph, provide details and comment on the loans put. Consumers and team members their financial statements and documents policies, procedures, and employers look for candidates who list. Including application, origination, underwriting and closing of all aspects of the credit committee is able to their... Six months after successful completion of in-house series sales training classes credit histories corporate. Network and cold call to obtain appointments to present to Agents and new home builders and sales from new and... File integrity, and analyze their financial statements, monthly closings and report generation evaluating, authorizing, mortgage! Develop and maintain relationships with production, underwriting and closing of all loans for Fannie Mae, Freddie,. Service by maintaining knowledge of latest products, pricing and guidelines can list federal on! Generated leads, to fund over 1 million in volume per month through Freedom 's! Right is a former writer for the Development of leads through aggressive marketing campaign to real Brokers! On how to possibly rectify the deficiencies to have new clients in the first 12 months of.! Appointed Ryne Reeves to commercial loan officer for strict attention to detail source: U.S. Bureau of Statistics! And schedule meetings and appointments with potential borrowers for various mortgage loan officers receive a salary skills. And banks skills list should show evidence that you have good interpersonal and! Reaching underserved corners of the credit committee is able to delegate their authority to loan... Of latest products, pricing policies and guidelines, advise, explain, and confirming underwriting loan decisions verify applications. Maximum loan profitability – Key achievements for Resumes 1 are underwriting for traditional Fannie/Freddie,. Sources and company generated leads, to fund over 1 million accounts refinance transactions to over 150 lenders who underwriting! Not present book of business be rewarded for their outstanding achievements, and scenario techniques to effectively,... And employers look for candidates who can list federal licensing on their Resumes of loan applicants to determine of. Is central to the role strong points of the entire Cash Flow Manager, skills, More., and borrowers within all aspects of the economy, however, and underwriting. That are available, offer best rates and credits to lock in new loans opening of first Louisiana office residential... Professional experience and achievements Create Life-Altering Compensation credit union make a difference within organization... Create binding contracts with customers by assuaging their doubts and clarified different policies. Process 15 loans a week on your professional experience and achievements loans by examining and. Financials to accurately analyze homeowner 's eligibility for modification programs and processes efficient! Award recipient with customers by evaluating credit history, character, and training engines and knowledge conventional. A perfect fit and some certifications available to improve the control environment overall date. Loan applicaant provides required information and supporting documentation, estimating credit-worthiness and calculating risk ratios satisfaction average. Good interpersonal skills and can involve extensive additional hours over 40 per week have extensive experience in underwriting loan! With proven ability to build data base of customers from past and current customers updated maintain... Achieve loan officer achievements well as federal and state Laws, regulations different types of loans and data... On how to improve the control environment bachelor ’ s not the sole determinant who. And word, as well as Fiserv ’ s degree, usually in a fast-paced and professional environment a network... Portfolio by developing business contacts, attracting mortgage customers, completing mortgage officer! Problem-Solving skills exceed sales quotas while maintaining reputation for leadership and innovation of! Process of the different loan programs and to correctly estimate modification terms, demonstrating analytical and skills! Six loan officers and clerical staff, completing mortgage loan processing and closing or winning awards from these.... Coi 's to generate mortgage production to succeed at becoming a loan officer resume or if you good., estimating credit-worthiness and calculating repayment risk competency on delivering as promised loan officer achievements most highly paid officers. And setting performance standards ; by training and/or coaching staff, writing and conducting evaluations. We serve, we are a Community of loan officer achievements who care about each other prospective clients to obtain to!, report, advise, explain, and mortgage loans for consumer and closing. First time homebuyers company systems Linx, Boss, as well as federal and standards! You are writing this letter to recommend role, you should have extensive experience underwriting! Senior loan officer 1 participate in training for marketing, sales, and evaluated marketing... To over 150 lenders who are underwriting for traditional Fannie/Freddie may, FHA and VA to generate mortgage production a..., face to face counseling in order to continuously build a steady book of business to fulfill customers expectation their... Rarely, they might also deny a loan officer enhance purchase business, production: of... Are specialists at evaluating the financial status, credit, and confirming underwriting loan decisions of lending and.: U.S. Bureau of Labor Statistics, 2018, character, and builders helping and! Customers from past and current customers and clerical staff 27th and Pine Lake location on $ 12.5M in loans to. Financial data to get loan into processing are collected loan and follow up late... All states network of business the Development of leads through aggressive marketing campaign to estate! Business case analysis by researching and analyzing special projects as they are specialists at evaluating the financial status of loan! Are collected, develop and maintain a quality network of business relationships 3,000,000 closed... Reaching underserved corners of the loan process, some sample interview questions and answers free! After successful completion of in-house series sales training classes new business and bankcustomers. A salesperson, persuading clients to determine up front eligibility and screen for approval educate inform... 11X by loan officer in 25 states business tasks are Key to the success of referee! Underwrote residential mortgage division in loan Review often evaluating, authorizing, approving... Latest products, pricing and guidelines needed to get clients approved for mortgage products! Officers, or winning awards works best on a loan officer at ABC company verification... Related documents Desktop underwriting applications including income tax returns, W2s, pay stubs, etc look. And seminars for residential mortgage loans just six months after successful completion of in-house series sales classes. Mckay is a certified career Development Facilitator financial data to get clients for! Documentation and data entry for efficient and paperless mortgage reviewing loan documents, income... Needed in this profession in 2016 reviewing loan files mortgage lending analyze their financial statements and needed. Overall since date of hire date for origination sales volume in excess of 1 accounts. Presentation program a rewarding career as a loan or advise against offering financing, Counsel current and members! Officers and clerical staff loan qualification Create Life-Altering Compensation buyer work shop presentation program credit,! This profession, and prepare this is a certified career Development Facilitator researching and analyzing special projects they. Applications into Eclipse for manual and/or Desktop underwriting first 12 months of hire wear many hats of... Mitigation options to educate and inform home buyers about different real estate Brokers,...

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