Senior Loan Officer Resume Examples

senior loan officer

  • Loan portfolio exceeds US$17 million in short term working capital and investment finance (up to 3 years)
  • Understand clients needs and presenting financial products offered 
  • Obtain and compile loan documentation, assessment, recommendation and monitoring 
  • Analyze applicants’ financial status, budgeting, projections, market data and asses project completion
  • Preparing Credit Approval Memorandum for each project, risk assessment, reporting, monitoring each client, 
  • Review loan agreements to ensure that they are complete and accurate according to policy
  • Negotiate payment arrangements with customers who have delinquent loans

sr. loan officer

  • Obtained and compiled copies of loan applicants’ credit histories, corporate financial statements and other financial information.
  • Met with applicants to obtain information for loan applications and to answer questions about the process.
  • Cultivated new business relationships to grow portfolio of business
  • Managed customer relationship from origination to funding and ongoing needs
  • Top Producer for 18 months

sr. loan officer

  • Managed the Joint Venture company between Wells Fargo and the top producing Platinum Group Realtors originating and consistently closing over $40 million per year.
  • Established and maintained relationships with individual real estate brokers.
  • Examined, evaluated, and processed loan applications.
  • Networked within our community to find and attract new business.
  • Prepared financial and regulatory reports required by laws, regulations, and boards of directors.
  • Communicated with upper management and investors to provide information to raise capital.

senior loan officer

  • Take inbound calls from direct mail marketing and enter the lead information into the CRM (Velocity)
  • Build a relationship with the client to attain a comfort level with them which will allow them to open up about their financial needs
  • Price out a mortgage loan based on the clients goals, then proceed to export the application to Encompass, run credit, disclose, collect documentation, package and submit the loan for approval. Once loan is approved, lock in the interest rate.
  • Coordinate with processors and assist them in gathering client conditions
  • Originate loans ranging from Conforming to Hard money portfolio products depending on the clients needs and qualifications 
  • Go above and beyond to create a financial plan with the client over simply originating a loan and letting them go
  • Follow up with previously funded clientele and look for new benefit in a new mortgage loan, as long as the market allows it