Loan Officer Assistant Resume Example

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Loan Officer Assistant Resume Example (Text version)

Tom Mathiesen

Email address: hello@kickresume.com
Phone number: 555-555-5555

Profile

Accurate and detail-oriented Loan Officer Assistant with 2+ years of extensive experience in preparing loan documents, coordinating and monitoring transactions, and evaluating applicants' financial situation. Possess an Accounting & Finance degree from a well-known university and ability to work under pressure. Great communicator with a highly professional attitude, excellent analytical skills, and important time management abilities.

Work experience

08/2017 - 08/2019, Loan Officer Assistant, Summit Funding, Inc., Dallas, TX, United States
  • Drafted and reviewed all loan documents to ensure the accuracy of all data and communicated with clients to determine their financial goals and needs.
  • Managed confidential client files, coordinated transactions, and worked closely with colleagues to increase the efficiency of the whole loan application process.
  • Analyzed and evaluated applicants' financial status and situation, negotiated contracts, and provided an all-time excellent customer service.
  • Provided administrative support to multiple Senior Loan Officers, and provided beneficial financial advice and recommendations to clients.
  • Recognized by executives for constantly performing great work.

Education

09/2013 - 05/2017, Accounting & Finance, University of Rochester, Rochester, NY, United States

GPA: 3.96 (Top 10% of the Program)

The 2016 Academic Excellence Award winner

Clubs and Societies: FinTech Society, Judo Club, Swimming Club

09/2009 - 05/2013, Gymnasium, Saint Anne High School, Copenhagen, Denmark

Graduated with Distinction (Grade 1 - A/excellent equivalent in all 4 subjects)

Activities: Computer Club, Economics Society, Tennis Club

Skills

Languages
Danish
English
French
Computer Skills
Microsoft Office
TurnKey Lender, LoanAssistant
TValue, Kwik-Loan
i-servicing, LoanSifter
Interpersonal Skills
Ability to Work under Pressure
Analytical Skills
Communication Skills
Critical Thinking
Multitasking
Teamwork
Time Management

Volunteering

09/2010 - 05/2013, Class Treasurer, Saint Anne High School, Copenhagen, Denmark

Certificates

04/2019, Certified Financial Management Professional, Financial Management Association
08/2014, Driving Licence

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