A Loan Doc Specialist is responsible for preparing and approving client applications for loans, leases and other lines of credit. Typical work responsibilities seen on the Loan Doc Specialist Resume include the following – processing loan applications in compliance with bank policies; demonstrating lending strategies; meeting investor guidelines; meeting potential customers and assessing their needs; collecting data, verifying documents, ensuring completion of applications; obtaining credit information, coordinating closings costs and dispersing funds; taking responsibility for monitoring loan processes, reviewing reports; and assisting clients with payments.
While the job duties vary based on the loan specialization or type, the required skills are common and include the following – strong working knowledge of lending practices and knowledge of banking procedures; strong customer service skills, and experience in handling a variety of loan products. The role doesn’t require any college degree, but those having a qualification in finance or economics gain an advantage.
Objective : To obtain a Loan Doc Specialist position which will allow me to gain knowledge and expertise that will assist in progressing further in career with the potential to excel.
Skills : Sales & Marketing, Finance, Microsoft Office.
Description :
Received Retail and Wholesale loans from origination.
Reviewed, processed and received necessary conditions needed on each loan.
Resolved problems and issues when they arose with minimal help from management.
Contacting borrower and broker daily for reviews and updates.
Maintained a pipeline of up to 35 loans at a time.
Ordered and reviewed appraisals.
Communicated with Title Company to set up closing times.
Sent completed file to closing department for review and then out to title for closing.
Responsible for performing a variety of loan documentation duties on moderately complex loans, using comprehensive knowledge of policies and procedures for loan products.
Experience
2-5 Years
Level
Junior
Education
Bachelor's
Sr. Loan Doc Specialist Resume
Summary : Interested in a Loan Doc Specialist Position which will enable to best use skills. Loan Doc Specialist is responsible for selling, marketing, and servicing loans. This is a fast-paced role, where you will be responsible for generating leads and nurturing relationships with customers.
Skills : LIS, CORE, Microfiche.
Description :
Performs all processing for Conventional, FHA, VA, Specs Assumptions, Bonds, Rural Development, Manufactured Homes, Real state Owned, New Construction and Second Mortgage Homes.
Maintains a High level of customer's service.
Analyzes mortgage.
Reviews all file documents for completeness and accuracy.
Enters all information onto the computer with speed and accuracy.
Orders all documents necessary to complete loan application.
Verifies Deposits, employment, credit report, title insurance, and appraisal.
Maintains status of each loan to ensure timely progress.
Experience
10+ Years
Level
Senior
Education
Bachelor's
Jr. Loan Doc Specialist Resume
Objective : To obtain a challenging Loan Doc Specialist position with professional growth potential; which will allow to demonstrate proven skills and abilities for the success of the organization.
Skills : loan processing, data entry, cash management.
Description :
Researchs and reviews various loan information to update the CORE database.
Reviews and calculates mortgage fees to ensure accuracy and compliance.
Tracks, maintains and updates critical dates with key partners inside and outside the company.
Analyzes loan and escrow documentation to ensure accuracy relating to mortgage titles.
Develops and maintains positive, effective working relationships with county offices, title companies, custodians, service vendors and other departments.
Utilizes various databases i.e.Mortgage Connect and Title 365.
Obtains and clears closing stipulations relating to loans.
Reviews Closing Disclosure and related requirements with client(s).
Experience
2-5 Years
Level
Junior
Education
Management
Loan Doc Specialist I Resume
Objective : Motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential as a Loan Doc Specialist.
Confers with underwriters to resolve mortgage application problems.
Checks loan agreements to ensure that they are complete and accurate, according to policies.
Analyzes applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
Contacts applicants or creditors to resolve questions about applications or to assist with completion of paperwork.
Maintains current knowledge of credit regulations.
Completes loan applications, including credit analyses and summaries of loan requests, and submit to loan committees for approval.
Submits loan applications with recommendation for underwriting approval.
Answers questions and advise customers regarding loans and transactions.
Assembles and compiles documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
Experience
2-5 Years
Level
Junior
Education
Diploma
Loan Doc Specialist II Resume
Headline : Administrative and Operational Support person with a diversified background within the Financial and Retail industries. Familiar with clerical procedures in Retail offices - Accounts Receivable, Accounts Payable, deposit of sales receipts and tracking of hours and sales for payroll purposes.
Skills : Management, Retail Sales.
Description :
Received requests from third party brokers and other Wells Fargo personnel pertaining to FHA case files.
Verified those requests for completeness of information and compliance of requests with FHA and Wells Fargo guidelines.
Provided a high degree of expertise in interacting with FHA personnel, other internal personnel, third party brokers and correspondent clients to identify needs, tactfully answer questions, explain policies and resolve problems.
Maintained and encouraged customer loyalty through the courteous and efficient resolution of disputes, complaints, and discrepancies.
Recognized by management and co-workers for friendliness, hard work and the ability to learn new procedures quickly.
Highly organized with attention to detail and ability to service multiple requests simultaneously.
Skilled at clarifying issues/situations and at independent problem solving and follow-through.
Experience
5-7 Years
Level
Executive
Education
Bachelor's
Loan Doc Specialist III Resume
Summary : Motivated, self-directed, and analytical professional with eleven years of mortgage and four years underwriting experience. Excel in analyzing eligibility, interpreting law, frauds and regulations and determining approvals. Effectively manage multiple, high-priority loans, research/investigate reviews and appraisals while providing exemplary customer service.
Skills : Customer Service, Sales, Negotiation.
Description :
Processed, closed, and ensure compliance for each loan products including Conventional Conforming, FHA, and VA Loans along with working with brokers and settlement agents.
Interpreted policies while analyzing the applicant, property and documentation.
Ordered all required verifications, documentation and subsequent follow ups.
Reviewed final HUD for approval and gathering all funding docs or any at closing conditions that is needed before sending it to post closing.
Ensure checklists on government loans are completed.
Wired out the funds to settlement agents.
Processed loan files verifying accuracy of documents received.
Assisted co-workers with their workload when possible.
Ability to work in a flexible and production oriented environment.
Experience
7-10 Years
Level
Management
Education
Associates
Asst. Loan Doc Specialist Resume
Objective : Self-motivated problem-solver, well versed in computers, new technology( especially Encompass )and great leader with over 14 years in the mortgage industry is seeking a challenging, Team lead or Senior processing position that would use strong creative abilities to train & motivate employees.
Skills : Business Analyst, Underwriting, Leadership.
Description :
Handled the assignment of loans to underwriters, updated data bases, tracked incoming and outgoing material from several email boxes, data entry of loan conditions and various other tasks.
Directly associated with administration/pipeline management.
Performed a variety of loan documentation duties on moderately complex loans, using comprehensive knowledge of policies and procedures for loan products.
Responsible for processing; closing and compliance for loan products; interpreting policies while analyzing applicant, property and documentation.
Ordered all required verifications, documentation and subsequent follow ups.
Received a gift and recognition amongst team members and management.
Worked with business partners to resolve errors and make corrections to ensure an accurate closing is performed.
Experience
2-5 Years
Level
Junior
Education
Diploma
Associate Loan Doc Specialist Resume
Headline : To enhance skills in a dynamic and stable workplace as Loan Doc Specialist. Work closely with sales personnel to achieve marketing goals through promotional activities and collateral presentation at local events.
Reviews all legal documents (hamp loans, modification loans, and Bankruptcies loans and legations meditations) for the settlement department, assure quality through the documents and compare it to the system.
Fixes correct in a timely manner make corrections and note system and processing the loan.
Assists with the mail, in preparing package and shipping all legal documents to be ready for customers, lawyer s and Wells Fargo reps to sign and notarize.
Takes care of all settlement rejects through an FNMA/FHA ModApprovals mail box and email.
Researches the problems of the reject loans and find a solution to help the customer and/or the lawyers to better understand why the rejects accorded.
Prepares and packages and resend out legal documents and notes of research in a fast process due to legal time limits of loans.
Notes the system for internal use and email the customers wells Fargo rep with the status of their customer loans.
Assists with a illogical report twice a month to insure wells Fargo customer payments are received on time and the customers are given the correct dates of the next payments due.
Experience
5-7 Years
Level
Executive
Education
Bachelor's
Lead Loan Doc Specialist Resume
Summary : Seeking a professional position that has every day challenge and skills; along with helping Patients and staying organized on top of daily work; using the computer, phones, data entry, patient entry and all Microsoft software.
Skills : Management, MS Office.
Description :
Carried out high-volume, time-sensitive tasks related to the loan documentation process for one of the United State's largest banks.
Responsible for performing a variety of loan documentation duties on moderately complex loans, including researching and problem-solving to ensure customer satisfaction, record compliance and prompt service delivery.
Ordered all required verifications, documentation and subsequent follow-ups as advised.
Addressed fulfillment exceptions on Freddie Mac and Fannie Mae loans.
Managed a pipeline of up to 80 loans.
Served as a liaison between underwriters and customers, acting as the main contact for the customer throughout the loan process.
Used comprehensive knowledge of policies and procedures for loan processing.
Assisted management staff with various projects.
Resolved complex customer issues.
Experience
10+ Years
Level
Senior
Education
Bachelor's
Loan Doc Specialist Resume
Objective : Loan Doc Specialist is responsible for reviewing and editing mortgage loan documentation, including federal and state disclosures, and preparing the loan package for closing. The Loan Doc Specialist must have a thorough knowledge of all aspects of the mortgage process.
Skills : Administer processing and closing of all loan products.
Description :
Prepares note and related documentation in an accurate and efficient manner.
Reviews loan documentation for completeness, correctness and compliance.
Prepares modification documentation for existing loans.
Performs maintenance on Suntell Doc Tracking ticklers to update all information (dates, recurrences, grace periods, etc.) needed in regards to new loan files and changes to existing loans.
Prints and reviews daily Suntell audit reports of assigned branches to perform quality reviews of items maintenance by branch staff.
Assists branches in error resolution.
Reviews and assists branches with data accuracy in lending programs.
Performs other related duties as assigned by management.
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