Sample Loan Officer Resume

Posted in Officer Resume Examples

Almost everybody deals with a loan officer at some point in their lives, be it to help get the money for a house, lease a car, or acquire student loans. This position requires a level of education that can range from a high school diploma to a bachelor’s degree. It also requires good communication skills, a solid knowledge of accounting and finance, the ability to follow institutional policies to the letter, and a working knowledge of banking and financial software.

Preparing your loan officer resume requires you to convey a large amount of information to your potential employer in a short period of time. Most resumes are only one to two pages long but must be able to grab the attention of anybody reading it and get them interested in speaking with you further. To help get you started, there are three loan officer resume format options presented below, with each one targeted toward a different level of work experience.

Entry-Level Resume

An entry-level resume for this position probably doesn’t include a lot of loan officer experience but does include a knowledge of financial processes, good communication skills, and the ability to multitask. As an example, the loan officer resume presented below features a Mr. Preston who has not been a loan officer before but who has had other experiences in negotiation, communications, and finances.

Luke Preston
19 Davenport Drive
Albuquerque, NM 87101
Mobile:505-621-4328
[email]
OBJECTIVE

Highly motivated and attentive loan officer seeking a position which will require a strong knowledge of financial processes, good record-keeping abilities, and strong communication skills which will allow clients to get matched to the loan which will meet their needs.

SUMMARY
  • Comprehensive knowledge of loan analysis, procedures, and approval processes
  • Skilled in analysis of financial data
  • Able to design and develop loan structures and monitor loan processes
  • Proactive and results-oriented
  • Excellent client communication skills
EDUCATION
Bachelor of Science in Finance, May 2014
University of Arizona, Tucson, AZ

Graduated with a GPA of 3.6 on a 4.0 scale
Courses Included:
Consumer Background Checks
Accounting
Financial Software
Financial Management
Organization and Recordkeeping
Business Management

Mid-Level Professional Resume

Candidates who already have several years of experience in this field should know the ins and outs of the loan process fairly well and may wish to bring in other experiences that they can reference as helping to round out their professional skill set. Jolene Wales, the candidate in the loan officer resume sample presented below, has several years’experience as a loan officer but also brings some financial management history into her resume.

JOLENE WALES
Phone: (505) 985-1204 | [email]
23 Swift Street | Albuquerque, NM 87101

Highly Organized Loan Officer


Extremely organized, excellent with communications, and very knowledgeable of the loan process.

SUMMARY
  • Excellent financial skills and knowledge of loan procedures.
  • Strong fiscal communication abilities.
  • Well-organized with a high level of attention to detail.
  • Familiar with a wide range of office software suites.
  • Ability to perform research and make educated loan recommendations.

EXPERIENCE

EXPERIENCE DUNCAN WILEY MORTGAGES, Albuquerque, NM
Loan Officer, 12/2011 to Present

Originate loans and provide residential mortgages. Pre-qualify and pre-approve loan applications. Evaluate client credit history and make recommendations based on findings. Present different loan options to clients in order to find the best match. Key outcomes include:

  • Establish long-lasting relationships with clients.
  • Make cold calls to potential future clients.
  • Improve overall client satisfaction and adjust business model based on feedback.
GREGOR LOAN SERVICES, Santa Fe, NM
Financial Manager, 3/2010 to 12/2011

Provided financial guidance and accounting services. Ensured that purchases never exceeded expenses. Handled loan processes and advised on future grant and loan applications. Key outcomes included:

  • Provided budgetary outlines and advice for supervisory groups.
  • Communicated with banks and grant institutes to ensure smooth loan application processes.
  • Earned employee of the quarter honors in Fall 2011.

EDUCATION

EDUCATION University of Texas, Austin, TX
Bachelor of Science in Accounting, 5/2009

Experienced Professional Resume

An individual with many years of experience in this field should make sure to emphasize that fact on a loan officer resume. Doing so implies that you have a strong knowledge not only of this position but of loan trends and the industry as a whole. Mr. Jameson’s loan officer sample resume provided below showcases one of the most effective ways to make your resume both a record of your work history and informative as to who you are as a person.

Kyle Jameson
[email]
31 Bennett Street | Albuquerque, NM 87101
Home: 505.127.3200 | Cell: 505.550.5055

LOAN OFFICER | COMPREHENSIVE FINANCIAL KNOWLEDGE

Highly experienced loan officer with excellent organizational skills and terrific financial knowledge. Deeply involved in the loan process at a variety of different levels over the course of a nine-year career. Understanding of loan services, refinancing options, background and credit checks, and all essential steps in providing and receiving a loan.

Core Knowledge and Skills:
  • Finance and accounting
  • Spreadsheets
  • Loan application processes
  • Risk management
  • Regional and federal regulations
  • Office software
  • Loan analysis
  • Credit and background checks
  • Contract structures
  • Client communication

Loan Officer, Artax Regional Loan Services

Loan Officer, Artax Regional Loan Services 2010-Present

Loan Officer, Jann Valley Mortgages

Loan Officer, Jann Valley Mortgages 2008-2010

Financial Assistant, Jann Valley Mortgages

Financial Assistant, Jann Valley Mortgages 2006-2008

Bachelor of Science, University of Connecticut
Graduated with a BS in Finance
Grade Point Average: 3.4 on a 4.0 scale

Bachelor of Science, University of Connecticut
Graduated with a BS in Finance
Grade Point Average: 3.4 on a 4.0 scale
2002-2006
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