Loan Consultant Resume Samples

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S Parisian

Stephon

Parisian

6627 Kacey Avenue

Boston

+1 (555) 549 5491

6627 Kacey Avenue

Boston

Phone

p +1 (555) 549 5491

Experience Experience

Boston, MA

Loan Consultant

Boston, MA

Rath LLC

Boston, MA

Loan Consultant

Meets service level guidelines, goals, and production standards based on documented performance criteria and shift worked
Performs other duties as assigned
Inputs all borrower information into the 1003 (LOS)
Manages locks requiring corrective steps such as extensions or re-locks
Presentation of Caliber Value Proposition to potential business sources
Valid NMLS License
Serves as liaison between end-users and consultants during consulting projects

Boston, MA

Builder Loan Consultant

Boston, MA

Eichmann Inc

Boston, MA

Builder Loan Consultant

Lock loans in the system with agreed upon terms and manage locked pipeline through the funding
Meet/exceed performance-related targets of customer service and capture ratio
Provide updates on pipeline, as requested
Read and understand rate sheets, product codes, loan level price adjustments in order to calculate rates and fees
Maintain relationships and open lines of communication with buyers, real estate agents, sales counselors, branch managers and loan processors
Provide outstanding customer service
Maintain a strong working knowledge of loan programs and products

present

Phoenix, AZ

Loan Consultant, Alpharetta

Phoenix, AZ

Harvey, Hegmann and Green

present

Phoenix, AZ

Loan Consultant, Alpharetta

present

Marketing activities to promote the Caliber brand; support and reinforce those actions and behaviors that enhance the brand
Solicitation of new mortgage loan opportunities within existing and potential customer base
Provides guidance to borrowers on loan processing flow including an introduction to assigned loan processor
Works with dedicated Loan Processor to ensure optimum customer service and loan quality; collaborates with Loan Processor on follow-up of conditions and loan status communication to customer and referral partner
Locks loan in H2O, ensuring lock meets offered rate and covers estimated closing date
Reviews and understands AUS findings in detail and ensures that supporting borrower documentation (i.e. income, assets, liabilities and credit) match the information provided on the 1003
Communicates to borrowers and/or their agents regarding loan approval, suspense or denial

Education Education

Bachelor’s Degree in Business

Washington State University

Bachelor’s Degree in Business

Skills Skills

Ability to learn and apply skills quickly
Creates detailed specifications from which programs will be written
Ability to work independently as well as part of a team in a fast paced environment
The ability to sell effectively on the phone and/or via email
High energy and great communication skills
None
Serves as liaison between end-users and consultants during consulting projects
Ability to think critically, solve problems, develop customer relationships, sell products and offer company services, and embrace new challenges
Analyzes marketplace, industry, company, technology trends and best practices, vendor products and services, etc. Also analyzes system impacts to other systems and procedures
Devises and/or modifies processes and procedures to achieve greater efficiencies and to solve most complex technical problems related to computer equipment capacity and limitations, operating time and form of desired results

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7 Loan Consultant resume templates

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Mortgage Loan Consultant Commission Resume Examples & Samples

Basic Qualifications
Minimum of one year experience in banking and/or lending environment with basic knowledge of residential property types
Demonstrated proficiency in relevant computer applications
Preferred Qualifications
Bachelor’s degree in Business, Marketing, Accounting, or related studies
Solid knowledge of the local market and regulations

Internal Home Loan Consultant Resume Examples & Samples

Maintain daily outbound calling goals using referral lists
Discuss Patelco Credit Union’s loan programs with potential borrowers
Determine if the applicant qualifies for the loan applied for and recommends appropriate loan program
Input home loan applications and assist processing with gathering conditions
Responsible to notify the borrower of decline and recommend options
Responsible to meet minimum production goals assigned
Maintain contact with member throughout process
Recognize cross-sell opportunities and refer to appropriate team or department
One year certificate from college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience
One (1) year of experience real estate or mortgage loan sales or telephone sales
Experience with Mortgageware, Prime Alliance, and Spectrum preferred
Demonstrate skill in planning, organizing and controlling work
Ability to speak clearly; good writing skills

External Home Loan Consultant Resume Examples & Samples

Meets with members to discuss loan programs and recommends appropriate product(s) to meet the member’s needs
Responsible for obtaining and submitting a complete loan application with the required supporting documentation
Responsible to notify the borrower of decline and refer to PCS for an alternative solution
Responsible to meet disclosure requirements for all real estate loans
Maintain accurate status in origination systems for all loans assigned
Make presentations and represent Patelco Credit Union at functions as directed
Develop referral sources through assigned branches, local realtors, and in the community
Recognize Cross sell opportunities and refer to appropriate team
Keep members personal information safe and secure per Patelco’s Security Policy
Must meet with assigned branches weekly
2 years of experience of external real estate or mortgage loan sales
Knowledge of FNMA and FHLMC guidelines preferred
Good public relations ability
Must have ability to use personal computer with emphasis on Word and Excel

Mtg Loan Consultant Resume Examples & Samples

Two or more years of experience in residential mortgage lending with evidence of ability to self source and/or build referral partnerships
Mortgage production volume of $1,000,000 (or greater) per month over the last twelve months
Solid knowledge of the local market and regulations

Loan Consultant Resume Examples & Samples

Anwers all inbound calls and written communication for the purpose of selling Essex Credit RV/Marine lending products and services. Effectively educates customer on the features and benefits of Essex Credit and our alliance Partners financing plans and programs. This may include recommending alternative lending sources that best fits the customer's need
Builds rapport and strengthens client relationships during the sales interaction while providing information on loans as requested including application status, funding information and documentation requirements
Works closely with the customer, Credit, and Operations Department members in clearing loan conditions in order to close and fund loans quickly
Analyzes consumer credit applications quickly including calculating income ratios, collateral values, advance percentages, down payment requirements, maximum loan terms, survey/inspection requirement, and liquidity ratios and determine additional information required for loan approval
Acts as liaison for our clients to resolve issues by utilizing other areas of expertise as needed. Initiate request for research for internal/external customer requests
Understands and adheres to all training and ECC policy, laws, and regulations applicable to role. Reports all compliance issues, violations of laws or regulations in accordance with the steps as defined by ECC
Meets service level guidelines, goals, and production standards based on documented performance criteria and shift worked
LI-JM1
High School diploma or equivalent combination of training and experience
Associates of Arts Degree preferred
2 - 3 years experience in a lending sales environment
Thorough understanding of banking or other financial institution experience preferred
2 - 5 years sales/lending experience in a goal-oriented environment preferred
General knowledge of Marine or RV loan administration preferred
Ability to think critically, solve problems, develop customer relationships, sell products and offer company services, and embrace new challenges
Ability to learn and apply skills quickly
Data entry skills (typing alpha and numeric required)
Ability to work independently as well as part of a team in a fast paced environment
Ability to work with a myriad of contacts at all positions and departmental needs
The ability to sell effectively on the phone and/or via email
High energy and great communication skills

Consumer Loan Consultant Senior Resume Examples & Samples

Highly customer focused position. Demonstrates a high sense of urgency in all activities to meet the needs of the customer. Works as the customer's champion in the lending process
Manages a pipeline of consumer loan applications
Communicates terms, requirements, and conditions of customer's loan application and obtains customer acceptance
Researches and resolves issues related to the application
3-5 years' experience in consumer lending or mortgage sales or processing
Strong organizational skills with attention to detail, planning and follow-up
Prior experience in processing escrowed mortgage loans is a plus

Consumer Loan Consultant Resume Examples & Samples

Interacts directly with customers, internal partners such as bankers and underwriters, and third party service providers in the origination of consumer loan applications. Communicates by phone and email in a proactive, sales-oriented manner
Expedites the origination process by keeping all parties up to date on the status of the application and communicating new information relevant to the transaction
Follows up with the customer, banker, and others as needed on any outstanding documents needed to satisfy underwriting requirements
Sells features and benefits of products to customers, cross-sells other products and services, up-sells loan amounts, and encourages additional account usage
1-3 years' experience in consumer lending or mortgage sales or processing
Excellent customer service skills, highly motivated, focused and goal oriented
Excellent written and verbal communication skills, including professional grammar and demeanor
Ability to manage multiple priorities in a fast paced environment
Basic computer skills including email, internet, and proficiency in Microsoft Word, Excel

Mortgage Loan Consultant Resume Examples & Samples

Executes in accordance with the published Pulte process model re: communication standards, cycle times, partnering with Pulte Homes and other PMC departments.· Assists customers in the selection of loan product and securing loan approval
Reviews rate lock parameters with customers and provides rate information
Prepares and distributes all Federal and State disclosures for product selected
Assists in the development of alternative scenarios to ensure loan approval
Develops benefit statements to assist in the delivery of counter-offers, rate negotiations and product explanations
Responds to all customer inquiries to ensure extraordinary customer service
National and State mortgage licenses preferred. Multi-state licensing will be required
Reviews files for compliance and quality
Minimum 1-2 years of prior Loan Origination or Consulting experience preferred
Must have strong attention to detail
Experience with bond products and USDA loans preferred

Home Loan Consultant Resume Examples & Samples

Complies with the Secure and Fair Enforcement for Mortgage Licensing Act (S.A.F.E. Act) requirements and registration requirements
Originate first and second mortgages
Prequalify customers based on credit criteria
Build relationships with external referral sources
Communicate effectively with customers, referral sources
Manage pipeline of customers through frequent communication methods
Provide high level customer service
Strong technical experience with origination systems
Strong knowledge of mortgage programs and products
High School Diploma or GED and a minimum of two (2) years mortgage origination experience

Consumer Loan Consultant Senior Resume Examples & Samples

Three or more years of successful investment sales experience and the desire to work in a fast-paced, goal and commission based environment required
Series 7 before hire (S63 also if state requirement)
State Life and Health before hire
Series 65/66 within 120 days of hire
Ability to make professional sales presentations and be able to build credibility with Huntington's client base
Proven organizational skills and ability to work successfully, independently, and proactively in a team environment required
Must have excellent written and verbal (face-to-face and phone) communication skills including interpersonal and influencing skills needed to interact with individuals at all economic levels
Strong organizational skills with attention to detail
Ability to multi-task
PC and internet proficiency

Builder Loan Consultant Resume Examples & Samples

Communicate positively and professionally with operations staff throughout the process of the loan to ensure a smooth closing
Prepare and submit loan submission sheet to set up
Read and understand rate sheets, product codes, loan level price adjustments in order to calculate rates and fees
Negotiate and confirm rates, fees, and lock terms with customer
Maintain minimum productivity goals
Comply with organizational standards, polices, and procedures
Perform other related duties as assigned and required

Builder Loan Consultant Resume Examples & Samples

High school diploma or general education degree (GED) required
1 -3 years of experience in the financial services industry
Continuing education classes required by licensing authority

Finance & Loan Consultant, BMS / Ofrm Resume Examples & Samples

The issuance of loans and guarantees by UNDP to its partners that implement its development projects
For UNDP to take on unsecured debt finance to fund select development activities, a significant change from its current financial frameworks which prohibit debt finance
Analysis, Recommendations and Results most appropriate financing instruments and risk management tools, including draft policies, guidance, procedures and legal templates based on the scope work detail above
Lending framework for UNDP to issue loans and loan guarantees
Framework for UNDP to govern the portfolio of loans/guarantees taken and loans/guarantees issued
UNDP’s policies, guidelines and procedures to support the governance and oversight of the portfolio, including key monitoring techniques, risk indicators and escalation protocols, including standard template(s)
Framework to link the financial instruments portfolio risk management to the overall Risk Management Policy and the Corporate Accountability Framework
Time Management -ability to work on multiple opportunities across products and sectors while working to deadlines and managing time effectively
Partnership and networking -ability to build the relations and to develop a network of relevant external contacts, as well as internally across different teams
Analytical and research skills -including the ability to analyze company reports, sector data, economics and relevant political events
Financial analysis- credit analysis skills and ability to analyze company`s financial statements and make commercial assessments
Advanced/Master’s degree or equivalent in Finance, Economics, Corporate Finance, Business Administration, Accounting or other related field
CFA or ACA would be an asset
At least 7 years of relevant experience within an international financial environment, preferably in development finance institution
Experience in public/private partnerships, debt financing and investment project development, especially in projects targeting developing countries
In-depth understanding of UNDP, its financial policies and procedures
In the case of unforeseeable travel requested by UNDP, payment of travel costs including tickets, lodging and terminal expenses should be agreed upon, between UNDP and Individual Consultant, prior to travel and will be reimbursed. In general, UNDP should not accept travel costs exceeding those of an economy class ticket. Should the IC wish to travel on a higher class he/she should do so using their own resources
Criteria 4. In-depth understanding of UNDP, its policies and procedures - maximum 200 points

Builder Loan Consultant Resume Examples & Samples

Pre-qualify buyers, as requested
Contact buyers within 24 hours of receipt of Meritage Homes purchase contract
Conduct buyer interviews to complete their loan application, including analyzing and validating financial data, credit, pricing and product selection
Determine up front conditions and obtain necessary supporting documentation
Maintain a strong working knowledge of loan programs and products
Provide updates on pipeline, as requested
Meet/exceed performance-related targets of customer service and capture ratio
Maintain relationships and open lines of communication with buyers, real estate agents, sales counselors, branch managers and loan processors
Attend scheduled meetings, grand openings and special events, as requested
Able to work in a demanding, fast paced, team oriented environment
Provide outstanding customer service
Transacts business in conformance with state and federal regulations such as, but not limited to, RESPA, HMDA and Fair Lending Practices
Two years related professional experience and/or training, or equivalent combination of industry-specific education and experience
Subject to license approval with NMLS and the State of Arizona
Prior experience in managing a pipeline of business
Strong knowledge of conventional and government loan products and guidelines
Exceptional teamwork and customer service skills
Independent, self-starter
Proven relationship building skills (in person and via phone/e-mail)
Proven ability to sell/negotiate/persuade
Strong computer and time management skills
Takes ownership and has accountability
Willingness to be on-call one weekend per month

Reverse Mortgage Loan Consultant Resume Examples & Samples

Builds rapport and leverages existing relationships with network and potential borrowers with the goal of helping customers achieve their mortgage financing goals
Consult with customers and analyze their financial situations to provide the appropriate solution and advice as to the best loan product for each customer
Ensure each loan meets the customer's needs as well as quality and marketability standards of New American Funding
Understand the process of loan origination and manage the loan application process in conjunction with operational support staff
Input and upload application and customer's information into loan origination software
Structure and price loans accurately and in accordance with NAF guidelines
Two or more years' full time reverse loan origination experience
Possess good judgment, problem solving and researching skills, and the ability to accept responsibility, complex situations and handle confidential information
Ability to structure and price loans
Active CA DBO and NMLS license
Self-motivated, self-starting mortgage professional
Experience with reverse mortgage loan product
High school diploma or general education degree (GED); two or more years' full time reverse loan origination experience in local market
Proven results as a loan originator and successful track record of strong production

Consumer Direct Mortgage Loan Consultant Nmls-owensboro Resume Examples & Samples

Zero to one year of experience in clerical and/or customer service activities
Strong sales aptitude
Self-motivated with ability to achieve specific production goals
Previous sales or customer service experience strongly preferred

Internal Loan Consultant Resume Examples & Samples

Engage in managing the loan pipeline with all team members to meet company efficiency standards
Meet with borrowers to determine best loan program for individual needs after analyzing income, assets, credit, and property
Collect all required documentation from borrowers and convert to paperless documents
Lock loans in the system with agreed upon terms and manage locked pipeline through the funding
Communicate regularly with borrowers to meet desired expectations
Analyze potential marketing opportunities to develop future business opportunities.,
1 – 3 years of experience within the financial services industry
NMLS loan originator license required
Continuing training classes required by the company to meet CFPB requirements

Mortgage Loan Consultant Resume Examples & Samples

2 years of successful sales experience or 2 years of mortgage originations (sales, processing, or underwriting) experience
Must have the ability to work in a fast paced, high volume, and market driven work environment
Must have strong typing skills and be able to navigate through multiple windows while speaking to borrowers on the telephone
Must be proficient working in a Windows based environment and demonstrate a working knowledge of Microsoft Office programs

Mortgage Loan Consultant Resume Examples & Samples

Teams with a Mortgage Loan Officer to learn how to originate mortgage loans
Assists Mortgage Loan Officer with origination functions, such as pre-qualification of borrowers, meeting with borrowers and taking loan applications, collecting necessary credit documentation and disclosures, and entering data into Loan Origination Software
Attends Loan Officer Meetings and other necessary functions, such as Real Estate office meetings and functions
Communications with borrowers, Loan Officer and internal support staff in a professional and courteous manner
Assists Loan Officer in management of pipeline
Develops a network of relationships with realtors, builders and other referral sources
Must have or obtain a valid NMLS #
Established relationship with Real Estate agents or other potential referral sources
Prior experience in sales, real estate or mortgage banking

Consumer Direct Loan Consultant Resume Examples & Samples

Originate loans and contact borrowers through inbound and outbound calls
Use branch or company provided leads and marketing resources to meet minimum funded volume goals
Works with the Loan Processor to ensure optimum customer service and loan quality; collaborates with Loan Processor on follow-up of conditions and loan status communication to customer and referral partner
This position requires that the appropriate licensing has been acquired. Non-licensed employees may not engage in activities of a loan originator, including: communicating directly with borrowers about credit qualification or loan terms, including discussing pricing concessions or other transaction-specific terms or conditions
Graduation from a 4-year college or university with major coursework in a related discipline; Equivalent job / education experience will be considered

Consumer Direct Loan Consultant Resume Examples & Samples

Use company provided leads and marketing resources to meet minimum Submission to Processing (STP) volume goals
Provides guidance to borrowers on loan processing flow
All Caliber compensation will be paid in accordance with state and federal law, including Regulation Z of the Truth in Lending Act. This position requires that the appropriate licensing has been acquired. Non-licensed employees may not engage in activities of a loan originator, including: communicating directly with borrowers about credit qualification or loan terms, including discussing pricing concessions or other transaction-specific terms or conditions
High School Diploma or Equivalent
2+ years of experience as a producing Loan Consultant

Loan Consultant, Alpharetta Resume Examples & Samples

Inputs all borrower information into the 1003 (LOS)
Presentation of Caliber Value Proposition to potential business sources
4 year degree or equivalent experience
2+ years mortgage company experience as a Loan Consultant

Junior Loan Consultant Resume Examples & Samples

Builds rapport and leverages customer relationships with existing and potential borrowers with the goal of meeting customer needs and exceeding their expectations
Analyze customers' financial situations and provide the appropriate solution by advising customers as to the appropriate loan product for them
Perform lock extensions, pipeline management, appraisal orders among other daily duties
Excel in a fast paced environment with the ability to multitask and follow up with multiple customer and work on multiple files each and every day
Accept multiple live, qualified inbound leads daily
Lock loans at point of sale, request initial documents from the customer, and submit an initial, paperless loan package to production staff
Collect and analyze customers documentation for submission to underwriters for pre-qualification of purchase clients
Structure and price loans accurately
Current product knowledge of FHA, VA, Conventional and other loan programs
Demonstrate working knowledge of federal and state guidelines, rules and regulations such as TRID
Current working knowledge of mortgage loan process
0-2 years' experience as a Loan Processor, Jr. Processor, Loan Setup Clerk, Loan Officer Assistant, Sales, or equivalent. Proficient with Encompass, or other paperless mortgage loan origination systems
NMLS licensing preferred, but not required

Loan Consultant Resume Examples & Samples

Analyzes marketplace, industry, company, technology trends and best practices, vendor products and services, etc. Also analyzes system impacts to other systems and procedures
Influences clients, business partners and service providers regarding priorities, hardware/software selection and/or vendor selection
May serve as pre-sales support specialist when needed
A Bachelor's or equivalent combination of education and experience that is required for the specific job level
Minimum 3 yrs in-depth banking loan operations industry experience, in particular servicing of loans
Demonstrated experience partnering with mid and senior level management stakeholders in creating and recommending solutions based on client requests
Mortgage Loans servicing experience - highly desired
In-depth knowledge of FIS' products and services preferred, but not required
In-depth knowledge of HORIZON core functionality preferred, but not required
In-depth knowledge of Best Practices in the financial services industry
Excellent verbal and written communication skills to various levels in the organization (e.g., executive, management, individual contributors)
Willingly shares relevant knowledge and expertise to other resources
Ability to persuade and influence others on the best approach to take
Ability to estimate work effort for projects and ensure the project is successfully completed
Minimum 50% Domestic US based travel