- Analyze financial data and credit reports to determine loan eligibility
- Negotiate loan terms and conditions with borrowers
- Prepare loan applications and submit to underwriting for approval
- Monitor loan applications throughout the approval process
- Communicate with borrowers and other parties to ensure timely completion of loan documents
- Maintain accurate records of loan applications and documents
- Ensure compliance with all applicable laws and regulations
- Provide customer service to borrowers throughout the loan process
- Develop and maintain relationships with referral sources
- Stay up to date on industry trends and changes in regulations
- Generate new business through marketing and networking activities
- Provide guidance and advice to borrowers on loan options and repayment plans
You can use the examples above as a starting point to help you brainstorm tasks, accomplishments for your work experience section.
- Generated $5M in new business through networking and referral sources, exceeding quarterly sales goals by 25%.
- Negotiated loan terms and conditions with borrowers, resulting in a 15% increase in loan approvals and a 10% decrease in delinquency rates.
- Analyzed financial data and credit reports to determine loan eligibility, maintaining a 95% accuracy rate and ensuring compliance with all applicable laws and regulations.
- Developed and implemented a new loan application process, reducing processing time by 30% and increasing customer satisfaction scores by 20%.
- Maintained accurate records of loan applications and documents, resulting in a 98% audit compliance rate and avoiding any regulatory fines.
- Provided guidance and advice to borrowers on loan options and repayment plans, resulting in a 90% customer retention rate and positive feedback from borrowers.
- Monitored loan applications throughout the approval process, ensuring timely completion of loan documents and reducing loan processing time by 25%.
- Stayed up to date on industry trends and changes in regulations, implementing new compliance procedures and avoiding any regulatory violations.
- Provided exceptional customer service to borrowers throughout the loan process, resulting in a 95% customer satisfaction rate and positive feedback from borrowers.
- Sales and networking skills
- Loan negotiation and structuring
- Financial analysis and credit assessment
- Regulatory compliance and risk management
- Process improvement and efficiency
- Record keeping and documentation
- Customer service and relationship management
- Loan product knowledge and advising
- Industry trend analysis and adaptability
- Time management and organization
- Communication and interpersonal skills
- Problem-solving and decision-making