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Lender skills for your resume and career
15 lender skills for your resume and career
1. Customer Service
Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.
- Provide quality mortgage loan customer service and related activities, including lost mitigation strategies to current delinquent mortgage accounts.
- Developed call center marketing and customer service procedures for finding new customers and servicing existing clients.
2. Loan Applications
A loan application is a form of request presented by a person to a financial institution for the approval of a loan. This application form carries detailed information regarding the petitioner's identification information, financial competence, and sources of income that indicate whether he can return the loan back or not.
- Participated in department inception involving consumer loan application processing and approval by taking client information via telephone.
- Reviewed, processed, closed and administered customer loan applications submitted from auto dealerships.
3. Business Development
Business development is the ideas or initiatives that work to make business work better. Selling, advertising, product development, supply chain management, and vendor management are only a few of the divisions involved with it. There is still a lot of networking, negotiating, forming alliances, and trying to save money. The goals set for business development guide and coordinate with all of these various operations and sectors.
- Promote company by attending public relations functions, charities and volunteer events, and business development/networking events.
- Assisted branch managers in directing and focusing their Business Development/Sales activities.
4. Bank Products
Those products which a bank offers to its customers are called bank products. There a variety of services that a bank offers to attract customers. Some of the banking products/ services are: giving loans, overdrafts, check payments, exchange of foreign currency, consultancy services credit, debit and ATM cards, home and online banking.
- Maintain a working knowledge of all bank products and services, along with maintaining an ongoing relationship with clients.
- Negotiated with clients and found financial solutions with bank products.
5. Origination
- Utilized Calyx/Point Loan Origination System.
- Originated accounts, consumer and small business loans; trained new team members in origination.
6. Loan Portfolio
- Market senior lender with major responsibilities including oversight of the market's loan portfolio for growth, quality and credit administration.
- Expanded $5M commercial loan portfolio to $6M within one year.
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Build a professional lender resume in minutes. Our AI resume writing assistant will guide you through every step of the process, and you can choose from 10+ resume templates to create your lender resume.7. Lenders
A lender is a financial institution, an individual, a private or public group, that offers funds to a business or person with the condition and expectation that these funds must be repaid. Repayment will also include the payment of interest or fees. Lenders have detailed guidelines to verify the ability to repay a loan and creditworthiness. They established the interest rate, repayment schedule, terms, and other key aspects of the money being borrowed.
- Managed communications between lenders and the seven servicing centers throughout the country, while adhering to all national and state regulatory requirements
- Maintained a customized Lotus database of top lenders for management reviews.
8. Business Relationships
- Maintained a good working knowledge of all consumer regulations and procedures to build business relationships and establish a customer network.
- Developed and maintained business relationships with real estate professionals and existing personal database of clients to generate loans for the company.
9. Loan Programs
- Advise potential borrowers regarding loan programs and processes.
- Educate and assist potential/current borrowers with conventional and government sponsored loan programs for the purchase or refinance of residential homes nationwide.
10. Credit Analysis
Credit analysis is the process of evaluating a person's or company's ability to repay their debts.
- Credit analysis/Loan servicing* Customer service* Agricultural operating loans
- Reviewed credit and loan applications and made loan recommendations on loan applications while performing credit analysis for non-prime customers.
11. Bank Secrecy Act
- Maintain regulatory compliance including Bank Secrecy Act.
- Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering.
12. Financial Statements
A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.
- Analyzed financial statements to determine creditworthiness and stability.
- Spread business financial statements / tax returns, performed ratio analysis, and completed risk assessment.
13. Loan Products
- Consulted with potential applicants and discussed loan products and requirements.
- Developed new loan products for executive management approval.
14. Originator
- Submit loans through Desktop Originator (DU) and Loan Prospector (LP).
- Checked for accuracy after loan originator completes disclosure package.
15. Cross-Selling
- Identified opportunities to deepen client relationships and leverage cross-selling and promotional opportunities within the bank branch.
- Develop customer relationships, educate and recommend appropriately based on needs, maximize cross-selling opportunities.
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List of lender skills to add to your resume
The most important skills for a lender resume and required skills for a lender to have include:
- Customer Service
- Loan Applications
- Business Development
- Bank Products
- Origination
- Loan Portfolio
- Lenders
- Business Relationships
- Loan Programs
- Credit Analysis
- Bank Secrecy Act
- Financial Statements
- Loan Products
- Originator
- Cross-Selling
- FHA
- Phone Calls
- Loan Approval
- Loan Committee
- Data Entry
- SBA
- Commercial Banking
- Mortgage Products
- Financial Data
- Real Estate Loans
- Loan Terms
- Commercial Loans
- Equity Loans
- Loan Agreements
- Cash Flow Analysis
- Cash Flow
- Cash Management
- Loan Closings
- Treasury
- Loan Proceeds
- Consumer Loans
- Automated Underwriting
- Loan Accounts
- USDA
- Credit Decisions
- Residential Mortgage Loans
- Loan Packages
- Financial Institutions
- Construction Loans
- Tax Returns
- Mortgage Process
- Credit Data
- Outbound Calls
Updated January 8, 2025
