Loan Officer Assistant Resume Example

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Written by Milan Šaržík, CPRW

Certified Professional Résumé Writer

Feb. 29, 2024

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Loan Officer Assistant Resume Example (Full 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

Milan Šaržík, CPRW

Certified Professional Résumé Writer

Milan’s work-life has been centered around job search for the past three years. He is a Certified Professional Résumé Writer (CPRW™) as well as an active member of the Professional Association of Résumé Writers & Careers Coaches (PARWCC™). Milan holds a record for creating the most career document samples for our help center – until today, he has written more than 500 resumes and cover letters for positions across various industries. On top of that, Milan has completed studies at multiple well-known institutions, including Harvard University, University of Glasgow, and Frankfurt School of Finance and Management.

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