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loan specialist: Resume Samples & Writing Guide
Professional Summary
A highly motivated and organized Loan Specialist with extensive experience in the accounting and auditing field. Proven ability to accurately process loan documentation and ensure compliance with all banking regulations.
Employment history
Chief Loan Specialist, Deloitte New York, New York
March 2013 – Present
- Communicate with loan applicants and lenders
- Prepare loan reports
- Prepare loan documents
Associate Loan Specialist, Crowe Horwath Indianapolis, Indiana
August 2012 – February 2013
- Communicate with loan applicants and lenders
- Monitor loan performance
- Negotiate loan terms and conditions
Junior Loan Specialist, PwC New York, New York
February 2012 – August 2012
- Perform periodic loan audits
- Review loan applications and supporting documentation
- Analyze financial statements and credit reports
Education
Indiana University, Bloomington, Indiana
Master of Science in Finance (Accounting), December, 2011
Indiana University, Bloomington, Indiana
Bachelor of Science in Business Economics (Accounting), December, 2007
Skills
Risk Management
Presentation
Analytical
Leadership
Regulatory Compliance
Loan Underwriting
Loan Origination
Tax Preparation
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Employment history
Lead Loan Specialist, PwC New York, New York
September 2020 – Present
- Review loan applications and supporting documentation
- Resolve loan-related issues and disputes
- Analyze financial statements and credit reports
Associate Loan Specialist, BDO USA Chicago, Illinois
March 2019 – August 2020
- Monitor loan performance
- Assess creditworthiness of loan applicants
- Prepare loan documents
Entry Level Loan Specialist, PwC New York, New York
March 2018 – February 2019
- Review loan applications and supporting documentation
- Negotiate loan terms and conditions
- Determine loan eligibility
Education
University of Michigan, Ann Arbor, Michigan
Master of Arts in Business Administration (Accounting), January, 2018
University of Michigan, Ann Arbor, Michigan
Bachelor of Arts in Accounting, January, 2014
Skills
Critical Thinking
Written Communication
Documentation
Teamwork
Budgeting
Auditing
Data Entry
Risk Assessment
Professional Summary
Highly experienced Loan Specialist with extensive knowledge of accounting and auditing principles. Proven track record of managing loan portfolios and providing excellent customer service.
Employment history
Senior Loan Specialist, Plante Moran Southfield, Michigan
November 2013 – Present
- Recommend loan modifications
- Perform periodic loan audits
- Prepare loan documents
Loan Specialist, Ernst & Young New York, New York
April 2013 – October 2013
- Maintain loan records
- Ensure compliance with banking regulations
- Prepare loan documents
Entry Level Loan Specialist, Plante Moran Southfield, Michigan
November 2011 – March 2013
- Prepare loan reports
- Ensure compliance with banking regulations
- Monitor loan performance
Education
University of Florida, Gainesville, Florida
Bachelor of Arts in Business Administration (Accounting), September, 2011
Skills
Customer Service
Quality Assurance
Leadership
Creativity
Data Entry
Loan Origination
Risk Assessment
Financial Analysis
Employment history
Senior Loan Specialist, BDO USA Chicago, Illinois
August 2015 – Present
- Negotiate loan terms and conditions
- Determine loan eligibility
- Monitor loan performance
Associate Loan Specialist, Ernst & Young New York, New York
January 2015 – July 2015
- Prepare loan documents
- Recommend loan modifications
- Negotiate loan terms and conditions
Junior Loan Specialist, McGladrey Minneapolis, Minnesota
August 2013 – December 2014
- Ensure compliance with banking regulations
- Perform periodic loan audits
- Review loan applications and supporting documentation
Education
Georgetown University, Washington, D.C.
Master of Arts in Accounting, June, 2013
Georgetown University, Washington, D.C.
Bachelor of Science in Business Administration (Accounting), June, 2009
Skills
Leadership
Financial Management
Problem Solving
Written Communication
Tax Preparation
Microsoft Excel
Accounts Receivable
Financial Statements
Professional Summary
Highly experienced Loan Specialist with extensive knowledge in the Accounting & Auditing field. Proven track record of successfully managing loan portfolios, analyzing financial statements, and providing comprehensive financial guidance to clients.
Employment history
Chief Loan Specialist, Ernst & Young New York, New York
September 2012 – Present
- Assess creditworthiness of loan applicants
- Resolve loan-related issues and disputes
- Review loan applications and supporting documentation
Loan Specialist, Plante Moran Southfield, Michigan
April 2011 – September 2012
- Negotiate loan terms and conditions
- Perform periodic loan audits
- Prepare loan documents
Junior Loan Specialist, Moss Adams Seattle, Washington
October 2010 – March 2011
- Determine loan eligibility
- Review loan applications and supporting documentation
- Negotiate loan terms and conditions
Education
University of Michigan, Ann Arbor, Michigan
Doctor of Finance (Accounting), August, 2010
University of Michigan, Ann Arbor, Michigan
Bachelor of Science in Business Economics (Accounting), August, 2006
Skills
Documentation
Supervisory
Documentation
Coaching
Tax Preparation
Loan Origination
Accounts Receivable
Quickbooks
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loan specialist Job Descriptions; Explained
If you're applying for an loan specialist position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.
When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.
1
loan specialist
- Developed and implemented a lead generation strategy which brought about exceptional results, resulting in increased business for the organization.
- Analyzed clients financial statuses, and managed property evaluations to determine if it is feasible to grant loans.
- Assisted and educated first time home buyer’s with the initial loan inquiries and the completion of the loan application.
- Managed top level of customer service with clients; repeatedly earned monthly awards given for top customer service.
- Primary point of contact with our business partners to answer questions and to update them at each stage of the loan process.
2
loan specialist
- Resolve customers’ service or billing complaints by performing activities such as exchanging/refunding money, or adjusting bills.
- Entered transaction data into banking software
- Delivered prompt accurate solutions for customer need
- Researched appropriate guidelines and federal requirements to stay updated on new laws and applications
3
loan specialist
- Explained very technical financial information to applicants in easy to understand language.
- Proactively identified solutions for customers experiencing credit issues.
- Successfully closed average of 10 approved loans per month.
loan specialist Job Skills
For an loan specialist position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.
How to include technical skills in your resume:
Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few.
Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."
- Data Entry
- Financial Modeling
- Loan Origination
- Loan Servicing
- Loan Underwriting
- Auditing
- Budgeting
- Cash Management
- Credit Analysis
- Financial Analysis
- Financial Statements
- Risk Assessment
- Regulatory Compliance
- Reconciliation
- Cash Flow Analysis
- Accounts Receivable
- Accounts Payable
- Tax Preparation
- Microsoft Excel
- Quickbooks
How to include soft skills in your resume:
Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently.
Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.
- Communication
- Interpersonal
- Leadership
- Time Management
- Problem Solving
- Decision Making
- Critical Thinking
- Creativity
- Adaptability
- Teamwork
- Organization
- Planning
- Public Speaking
- Negotiation
- Conflict Resolution
- Research
- Analytical
- Attention to Detail
- Self-Motivation
- Stress Management
- Collaboration
- Coaching
- Mentoring
- Listening
- Networking
- Strategic Thinking
- Negotiation
- Emotional Intelligence
- Adaptability
- Flexibility
- Reliability
- Professionalism
- Computer Literacy
- Technical
- Data Analysis
- Project Management
- Customer Service
- Presentation
- Written Communication
- Social Media
- Troubleshooting
- Quality Assurance
- Collaboration
- Supervisory
- Risk Management
- Database Management
- Training
- Innovation
- Documentation
- Accounting
- Financial Management
- Visualization
- Reporting
- Business Acumen
- Process Improvement
- Documentation
- Relationship Management.
How to Improve Your loan specialist Resume
Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.
Ted Wilson
584 Cedar Avenue, Browns Mills, NJ 08015Employment history
Entry Level Loan Specialist, Deloitte New York, New York
March 2022 – December 2022
- Revwie loan aplications an suporting documention.
- Verfiy accuarcy of loan docements.
- Maintane loan records.
Education
Indiana University, Bloomington, Indiana
Certified Financial Manager (CFM), January, 2022
Skills
Social Media
Listening
Problem Solving
Collaboration
Risk Assessment
Loan Origination
Cash Flow Analysis
Microsoft Excel
Avoid Spelling Mistakes and Include your Contact Information
Missing contact information prevents recruiters from understanding you're the best fit for the position.
Key Insights- Make sure you're not missing contact information on your resume. That should include your full name, telephone number and email address.
- Make sure to use a professional email address as part of your contact information.
- Highlight your contact information and double check that everything is accurate to help recruiters get in touch with you.
How to Optimize Your loan specialist Resume
Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.
Employment history
Chief Loan Specialist, Plante Moran Southfield, Michigan
July 2021 – May 2022
- Monitor loan performance
- Ensure compliance with banking regulations
- Analyze financial statements and credit reports
Associate Loan Specialist, Plante Moran Southfield, Michigan
July 2020 – June 2021
- Ensure compliance with banking regulations
- Determine loan eligibility
- Analyze financial statements and credit reports
Jr. Loan Specialist, Moss Adams Seattle, Washington
February 2019 – June 2020
Education
University of Southern California, Los Angeles, California
Master of Science in Accounting, December, 2018
University of Southern California, Los Angeles, California
Bachelor of Science in Finance (Accounting), December, 2014
Skills
Strategic Thinking
Presentation
Stress Management
Database Management
Reconciliation
Quickbooks
Risk Assessment
Regulatory Compliance
Unexplained Year Gaps and Missing Job Experiences are a No-no
Gaps in your resume can prevent recruiters from hiring you if you don't explain them.
Key Insights- It's okay to have gaps in your work experience but always offer a valid explanation instead of just hiding it.
- Use the gap to talk about positive attributes or additional skills you've learned.
- Be honest and straightforward about the gap and explain it using a professional summary.
loan specialist Cover Letter Example
A cover letter can be a valuable addition to your job application when applying for an loan specialist position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.
Chief Loan Specialist
Grant Thornton
Chicago, Illinois
Grant Thornton
Chicago, Illinois
To Whom It May Concern
I am writing to express my interest in the Chief Loan Specialist position at Grant Thornton. As a Loan Specialist with 11 years of experience in Accounting & Auditing myself, I believe I have the necessary skills and expertise to excel in this role.
Growing up, I always had a fascination with Strategic Planning. As I pursued my education and gained experience in this field, I realized that this was where I could make the most impact. I have had the opportunity to work on things throughout my career like personal projects and voluntary work, which have developed in me a deep understanding of the challenges and opportunities in this field. I am excited to bring my passion and expertise to the role at and help your organization achieve its goals.
I am elated about the opportunity to join a team that shares my passion for this field, and values collaboration and innovation. I am confident that together we can overcome whatever tests and challenges are put on our way.
Bests,
Stanley Foster
658-077-7516
[email protected]
Stanley Foster
Showcase your most significant accomplishments and qualifications with this cover letter.
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Build your Resume in 15 minutes
Give yourself the best chance of standing out from the competition!
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.