Loan Analyst resume examples for 2025

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Updated March 26, 2025
7 min read
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Loan Analyst Resume

 
Natalie Reed
Loan Analyst
45112 S. Elm St., Bronxville, NY | (470) 555-9592 | nreed@example.com
Work Experience
Loan Analyst, Countrywide Home Loans - Bronxville, NY
2019

Ensured all loan applications met standards including type and amount of mortgage, borrower assets, liabilities, and employment.

Ensured information is entered in a timely manner so that the loan status information is continually up to date.

Acquired missing documentation from borrowers to satisfy loan Reviewed final numbers with borrower and coordinated efforts with title companies for borrower signings

Analyzed and claimed reimbursement from HUD/VA for foreclosure expenses.

Loan Analyst, Municipal Credit Union - Bronxville, NY
2018 - 2019

Processed high volume of loan applications for funding.

Managed and funded a commercial loan portfolio in excess of $75 Million.

Team member in completing and verifying information on loan applications.

Supported other staff members and external lending processors with analyzing loan applications and credit reports to determine the risk involved.

Use database to complete tasks needed to resume on foreclosure

Provided excellent customer service to customers during and after their mortgage transaction.

Funding Analyst, MORGAN FINANCIAL - Bronxville, NY
2015 - 2017

Analyzed economic market conditions and communicated effect on portfolio performance to institutional clients through written commentaries, newsletters and websites.

Identified and communicated exceptions and problems affecting the net asset value, and assisted in the resolution.

Reviewed discretionary accounts and executed appropriated trades to ensure client portfolio is invested according to model.

Updated and maintained performance database for in-house and third-party hedge funds in excess of $1.8 billion.

Replaced and introduced portfolio managers to Vice President(s) as needed.

Skills
Foreign Currency, Loan Applications, Powerpoint, MSP, Loan Modifications, Hedge Funds, Financial Needs, Financial Statements, Credit Analysis, Bankruptcy
Education
Master's Degree Business
2017 - 2018
Monroe College - Bronxville, NY
Bachelor's Degree Business
2012 - 2015
Monroe College - Bronxville, NY
 

How to write a loan analyst resume

Craft a resume summary statement

A resume summary is your opening statement that highlights your strongest skills and top accomplishments. It is your chance to quickly let recruiters know who you are professionally - and why they should hire you for the loan analyst role.

Step 1: Mention your current job title or the role you're pursuing.

Step 2: Include your years of experience in loan analyst-related roles. Consider adding relevant company and industry experience as relevant to the job listing.

Step 3: Highlight your greatest accomplishments. Here is your chance to make sure your biggest wins aren't buried in your resume.

Step 4: Again, keep it short. Your goal is to summarize your experience and highlight your accomplishments, not write a paragraph.

These four steps should give you a strong elevator pitch and land you some loan analyst interviews.

Hi, I'm Zippi, your job search robot. Let me write a first draft of your summary statement.

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List the right project manager skills

Your Skills section is an easy way to let recruiters know you have the skills to do the job. Just as importantly, it can help your resume not get filtered out by hiring software. Here is how to make the most of your skills section and make sure you have the right keywords:

  1. Look at the job listing and skills listed. You need to include the exact keywords from the job description to get your resume in front of an actual human. Do you have those skills? Fantastic! Be sure to list them.
  2. Include as many relevant hard or technical loan analyst skills as possible for each job you apply to.
  3. Be specific with the skills you have and be sure you are using the most up to date and accurate terms.
These five steps should give you a strong elevator pitch and land you some loan analyst interviews.

Here are example skills to include in your “Area of Expertise” on a loan analyst resume:

  • Loan Documentation
  • Customer Service
  • Real Estate
  • Financial Statements
  • Loan Portfolio
  • Data Entry
  • Due Diligence
  • Loan Applications
  • Loan Processing
  • Origination
  • Financial Data
  • Cash Management
  • Financial Analysis
  • Tax Returns
  • Credit Analysis
  • Credit Reports
  • Securities
  • Commercial Loans
  • FHA
  • Fannie MAE
  • Loan Packages
  • Escrow Accounts
  • Federal Regulations
  • Loan Terms
  • Loan Programs
  • SharePoint
  • Credit Agreements
  • Foreclosure Process
  • Loan Agreements
  • Freddie Mac

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How to structure your work experience

Your employment history is arguably one of the most important parts of your resume. It shows you have experience and foundation in your field to successfully master the loan analyst position. Here is how to most effectively structure your work experience:

  1. List your most recent experience first, followed by earlier roles in reverse chronological order. Employers care about your most recent experience the most.
  2. Start with your job title, company name, city, and state on the left. Align dates in month and year format on the right-hand side.
  3. Include only recent, relevant jobs.

How to write loan analyst experience bullet points

Your resume is your chance to show your biggest accomplishments. Don't just list your job responsibilities, instead take the opportunity to show why you're really good at what you do. Here is how you do that:

  • Start with strong action verbs like managed, spearheaded, created, etc. Your goal is to show what you did and verbs will help demonstrate your contributions.
  • Use numbers to quantify your achievements. Did you save time with a new report? Increase revenue? How large was the team you managed?
  • Keep it concise. You're highlighting your achievements. Consider if all details you are sharing are relevant, or can be written more efficiently.

Here are great bullet points from loan analyst resumes:

Work History Example #1

Loan Analyst

Sallie Mae Bank

  • Developed and processed all construction draws, and escrow property rehab requests in an urgent and timely manner.
  • Reconciled disbursement reports, ordered inspections, and followed through with the entire escrow process and required functions.
  • Coordinated with various departments such as Work Force management to ensure staffing is adequate to meet and achieve department objectives.
  • Updated FHA Connection accordingly, ensuring applicable data was accurate HUD's requirements for insurance purposes were met.
  • Worked with programs such as LPS, AS400, Microsoft as well as company software.

Work History Example #2

Junior Loan Officer

Bank of America

  • Originated, reviewed, processed, closed, and administered customer loan proposals (FHA, VA, Conventional/ARM).
  • Audited foreclosure loans to ensure alignment with investor/insurer, state, and regulatory guidelines.
  • Designated bids and coordinated property preservation to meet FHA guidelines for a portfolio of 150+ properties.
  • Identified client needs and offered home mortgage loans including refinance, purchase, and home equity loan products.
  • Evaluated contractor proposals, provides advice and guidance in establishment and justification of negotiation positions.

Work History Example #3

Loan Administrator

Countrywide Home Loans

  • Originated various purchase, refinance and home equity products to portfolio customers within the Consumer Markets Division.
  • Assured quality of property information and loan information, as well as correct borrower information based on RESPA guidelines.
  • Monitored branch pipeline from application to closing ensuring compliance regarding timely decisions and delivery of disclosures to borrowers.
  • Reviewed and examined loans and applications to ensure accuracy, soundness, business value and compliance with Countrywide and Investor standards.
  • Distributed daily work files to team members on the equity and compliance teams.

Work History Example #4

Mortgage Loan Counselor

JPMorgan Chase

  • Transferred calls to various homeowner assistant departments.
  • Calculated amount of debt and funds available in order to plan methods of payoff and to estimate time for debt liquidation.
  • Logged and tracked all home equity loan and line registrations and compliance with corporate policy and procedures.
  • Secured modification documents including HAMP and bank required documents.
  • Processed escrow for loans that have applied for a loan modification.

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Add an education section to your resume

The education section should display your highest degree first.

Place your education section appropriately on your resume. If you graduated over 5 years ago, this section should be at the bottom of your resume. If you just graduated and lack relevant work experience, the education section should go to the top.

If you have a bachelor's or master's degree, do not list your high school education. If your graduation year is more than 15-20 years ago, it's better not to include dates in this section.

Here are some examples of good education entries from loan analyst resumes:

Master's Degree In Business

Monroe College, Bronxville, NY

2017 - 2018

Highlight your loan analyst certifications on your resume

If you have any additional certifications, add them to the certification section.

Start simple. Include the full name of the certification. It's also good to mention the organization that issued the certification. Next, specify when you obtained the certification.

Here are some of the best certifications to have on loan analyst resumes:

  1. Chartered Financial Analyst (CFA)

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