Loan Analyst Resume Example (Text version)
Email address: firstname.lastname@example.org
Phone number: 555-555-5555
Accurate and self-driven Loan Analyst skilled at evaluating commercial/residential loans, drafting contracts and agreements, and providing beneficial advice to applicants. The Employee of the Month Award with great analytical skills and excellent teamwork abilities. Chartered Financial Planner offering strong attention to detail and a highly professional attitude.
06/2017 - 05/2019, Loan Analyst, Wintrust Financial Corporation, Saint Paul, MN, United States
- Collected applicant information, evaluated commercial/residential loans, and communicated with clients to determine their financial needs and goals.
- Reviewed and maintained loan application documents and records, drafted contracts and agreements, and pro-actively participated in meetings with managers.
- Worked on the improvement of the whole loan application process, performed the credit analysis, and produced detailed reports and financial statements.
- Identified data deficiencies, provided beneficial advice to applicants, and completed professional presentations.
- Awarded Employee of the Month for performing great work.
09/2013 - 05/2017, Accounting & Finance, University of St. Thomas, Saint Paul, MN, United States
GPA: 3.98 (Top 10% of the Program)
Clubs and Societies: Economics Society, Marketing Society, Tennis Club
09/2009 - 05/2013, High School, Pan American Christian Academy, Sao Paulo, Brazil
Graduated with Distinction (Grade 1 - A/excellent equivalent in all 4 subjects)
The 2013 Best Graduate Award winner
Activities: Business Club, Debate Club, Swimming Club
Good Team Player
09/2015 - 05/2016, Class Representative, University of St. Thomas, Saint Paul, MN, United States
02/2019, Chartered Financial Planner, Corporate Finance Institute
07/2016, Driving Licence, Driving School