A Lending Assistant is responsible for loan servicing for the bank. The job duties commonly carried out on daily basis are listed on the nursing care – undertaking responsibility for ensuring accurate and timely servicing and related customer support activities for the bank’s loan portfolio; developing and implementing best practices in loan servicing related policies, procedures, and business processes; leading, and training and developing staff, and providing the highest level of service and support to the bank’s customers, setting up commercial loan files; preparing and reviewing documentation of commercial loan closings; and ensuring accuracy and proper use of tracking reports.
Employers pick resumes that denote the following skills and abilities – strong interpersonal and relationship management skills, the ability to prioritise initiatives and duties; the ability to meet deadlines and follow directions in a timely manner, and familiarity with commercial loan documents. A bachelor’s degree in finance or accounting is commonplace among job applicants.
Objective : With two years of dedicated experience as a Lending Assistant, I excel in processing loan applications and managing borrower communications. My strong organizational skills and attention to detail ensure accurate documentation and compliance. I am committed to fostering positive relationships with clients and team members, contributing to a seamless lending experience.
Skills : Problem Solving, Team Collaboration, Data Entry, Financial Analysis
Description :
Assisted loan officers in processing mortgage applications and documentation.
Conducted thorough reviews of loan files for completeness and accuracy.
Verified real estate taxes on residential loans, ensuring all financial aspects are covered.
Updated collateral values on commercial loans, maintaining accurate records.
Collaborated with Loan Officers to address account activity and resolve issues.
Corresponded with clients regarding loan servicing, adhering to established guidelines.
Performed inspections on construction loans, validating that payouts correspond to completed work.
Experience
0-2 Years
Level
Entry Level
Education
AAS Business Admin
Junior Lending Assistant Resume
Objective : Bringing two years of experience in lending operations, I specialize in processing loan applications efficiently and maintaining accurate borrower records. My focus on detail and compliance enhances the lending process, while my ability to communicate effectively fosters strong client relationships. I am eager to contribute to a positive lending environment and support team objectives.
Skills : Multitasking, Client Relationship Management, Loan Documentation Review, Customer Support In Lending, Borrower Communication
Description :
Provided exceptional service to clients by processing and auditing loan applications promptly.
Managed documentation for secured and unsecured loans, ensuring compliance with regulations.
Processed vehicle title registrations and maintained accurate records for the branch.
Executed all necessary documentation for new accounts, including savings and checking accounts.
Handled ATM operations, including fund loading and balancing, to ensure seamless access for customers.
Collaborated with team members to enhance overall branch performance and customer satisfaction.
Maintained organized records of loan applications and borrower communications for efficient tracking.
Experience
0-2 Years
Level
Junior
Education
ASBA
Lending Assistant Resume
Headline : Skilled Lending Assistant with 7 years of experience in processing loan applications and managing client relationships. Proficient in ensuring compliance and accuracy in documentation while streamlining lending operations. My commitment to exceptional service and attention to detail fosters trust and satisfaction among clients, enhancing the overall lending experience.
Collaborated with lending officers to develop and maintain strong banking relationships through daily customer interactions.
Served as the primary contact for customer inquiries regarding transactions, ensuring timely resolution.
Acted as a liaison between clients and lending officers to streamline account management.
Supported banking centers and colleagues with inquiries related to credit products and existing loans.
Reviewed legal documents for accuracy, ensuring compliance with banking regulations.
Ordered due diligence and credit reports to support loan processing.
Generated monthly Document Exception Reports to track compliance issues.
Experience
5-7 Years
Level
Senior
Education
B.S. Finance
Lending Operations Assistant Resume
Objective : Driven professional with two years of experience in lending operations, adept at facilitating loan processing and enhancing borrower communication. My meticulous approach ensures compliance and accuracy in documentation. I thrive in collaborative environments, building strong relationships with clients and colleagues to optimize the lending experience.
Skills : Microsoft Office Suite, Loan Processing Regulations, Loan Management Software, Customer Service, Communication Skills, Regulatory Compliance
Description :
Managed the complete lifecycle of residential and commercial loan applications, ensuring timely processing.
Maintained compliance with all relevant lending regulations and internal policies.
Facilitated effective communication between borrowers and loan officers to streamline the lending process.
Scheduled appointments and coordinated meetings for Loan Officers to optimize workflow.
Promoted bank products and services to enhance customer engagement and satisfaction.
Established and nurtured positive relationships with clients, leading to increased referrals.
Collaborated within a team to ensure efficient allocation of tasks and resources.
Experience
0-2 Years
Level
Entry Level
Education
AAS
Lending Assistant Resume
Summary : Accomplished Lending Assistant with a decade of experience in managing loan applications and ensuring compliance throughout the lending process. Adept at fostering strong client relationships and maintaining meticulous records, I leverage my expertise to streamline operations and enhance borrower satisfaction. I am dedicated to driving efficiency and supporting team success in a fast-paced lending environment.
Reviewed and accepted real estate loan applications, ensuring compliance with regulatory standards.
Managed construction loans and processed draw requests efficiently to meet client needs.
Coordinated with title closing agents to prepare accurate HUD statements.
Conducted thorough credit report reviews and verified income and employment for loan approvals.
Streamlined the secondary market second lien purchase program to enhance operational efficiency.
Provided exceptional customer service to borrowers throughout the loan process.
Maintained accurate records of loan status and borrower communications.
Experience
7-10 Years
Level
Management
Education
B.S. Finance
Loan Processing Assistant Resume
Objective : Driven Loan Processing Assistant with two years of hands-on experience in managing loan applications from initiation to closing. Skilled in ensuring compliance and accuracy in documentation while effectively communicating with borrowers to gather necessary information. Eager to enhance operational efficiency and contribute to a positive lending experience for clients.
Gathered financial information from applicants, including Balance Sheets and Profit & Loss Statements.
Ordered Title Policies, UCC Searches, Flood Certifications, and Appraisal Reports.
Identified mitigating factors to facilitate Loan Committee approvals.
Analyzed collateral assets to ensure accurate Loan to Value ratios.
Experience
0-2 Years
Level
Fresher
Education
A.S. in BA
Lending Assistant Resume
Summary : Accomplished Lending Assistant with 10 years of extensive experience in loan processing, compliance, and client relations. My expertise in managing documentation and coordinating with stakeholders ensures efficient lending operations. I am passionate about providing exceptional service and building lasting relationships that drive organizational success.
Skills : Loan Processing Software, Document Preparation, Data Analysis And Reporting, Time Management, Organizational Skills, Technical Proficiency
Description :
Managed all loan documentation, including flood certifications, surveys, appraisals, and title work to ensure compliance and accuracy.
Maintained and analyzed monthly reports, draw requests, and collected overdue payments to streamline operations.
Prepared and finalized unsecured, CD, Auto, and UCC type loans for various product lines.
Facilitated the transfer of motor vehicle and boat titles across multiple counties.
Collaborated with outside counsel to prepare documentation for large commercial loans, ensuring legal compliance.
Developed and maintained Excel spreadsheets for tracking critical loan information across the bank.
Conducted quality checks on loan files to guarantee adherence to internal policies and regulatory standards.
Experience
10+ Years
Level
Executive
Education
B.S. Finance
Loan Administration Assistant Resume
Objective : Accomplished Loan Administration Assistant with over 5 years of experience in processing diverse loan types and ensuring compliance with financial regulations. My expertise in documentation management and client communication fosters strong relationships and enhances operational efficiency. I am dedicated to delivering exceptional service and streamlining processes to support organizational success.
Skills : Interest Rate Analysis, Customer Retention, Financial Reporting, Training And Development, Relationship Building, Workflow Management
Description :
Processed and funded consumer and commercial loans, addressing customer inquiries and issues related to their loans.
Executed administrative tasks to support efficient operations across departments.
Prepared loan administration checklists, reviewed monthly maturities, and issued payoff statements for clients.
Managed opening of personal and business accounts, utilizing Fiserv systems for seamless integration.
Collaborated with the Commercial Loan Officer on title policy issues and UCC searches.
Reviewed appraisals, title work, and insurance to ensure compliance for loan closings.
Maintained accurate credit files and followed up on overdue loans to mitigate risk.
Experience
2-5 Years
Level
Consultant
Education
B.S. Finance
Lending Assistant Resume
Headline : Bringing 7 years of comprehensive experience in lending operations, I am adept at processing loan applications, ensuring compliance, and maintaining meticulous records. My strong communication skills enhance client interactions, fostering trust and satisfaction. I am eager to leverage my expertise to optimize lending processes and contribute to a collaborative team environment.
Addressed and resolved customer inquiries and complaints effectively.
Prepared and managed legal documentation for loan closings, ensuring accuracy and compliance.
Coordinated disbursement of construction draws and maintained accurate account balances.
Experience
5-7 Years
Level
Senior
Education
B.S. Finance
Lending Assistant Resume
Objective : A Lending Assistant with two years of experience in loan processing and client support, I excel in ensuring compliance and accuracy in documentation. My proactive approach to resolving borrower issues and maintaining thorough communication enhances the lending experience. I am dedicated to contributing effectively to team goals and fostering strong relationships with clients.
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