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Loan Analyst skills for your resume and career

Updated January 8, 2025

4 min read

Quoted Expert

Dr. Mark Evans

Below we've compiled a list of the most critical loan analyst skills. We ranked the top skills for loan analysts based on the percentage of resumes they appeared on. For example, 12.9% of loan analyst resumes contained loan documentation as a skill. Continue reading to find out what skills a loan analyst needs to be successful in the workplace.

15 loan analyst skills for your resume and career

1. Loan Documentation

Here's how loan analysts use loan documentation:

Received Officer Title Designation as Vice President Loan Documentation which provided authority to act on behalf of the company
Conducted quality reviews on filed loan documentation to ensure accuracy to Bankruptcy regulations and clearly documented identified issues.

2. 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.

Here's how loan analysts use customer service:

Gained invaluable financial and customer service experience managing an adversely classified loan portfolio during one of the most challenging agriculture recessions.
Recognized for exceptional customer service by both internal and external clients; amassed awards for exceptional customer service.

3. Real Estate

Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.

Here's how loan analysts use real estate:

Processed documentation required to close real estate loans, ordered title policies to verify encumbrances for satisfactory lien position.
Maintained accuracy & perseverance in generating database of properties in an accessible Commercial mortgage real estate software tool.

4. 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.

Here's how loan analysts use financial statements:

Processed corporate loans by analyzing financial statements, company prospects, and macro environment to determine pricing and underwriting procedure.
Analyzed corporate financial statements and made approval or declination recommendations on new loan applications and existing loan relationships.

5. Loan Portfolio

Here's how loan analysts use loan portfolio:

Processed changes/requests on consumer loan portfolios including assumptions, modifications, and maturity notices.
Converted existing loan portfolio and provided customer training to new processing system.

6. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how loan analysts use data entry:

Collaborated with team members by reviewing data entry checklist to ensure accuracy and system integrity resulting in high quality loan acquisitions.
Processed mortgage loan requests for Decision One Mortgage accurately using alpha numeric data entry.

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7. Due Diligence

Due diligence refers to the process of auditing, investigating, or reviewing done to confirm the authenticity of relevant facts. In addition to this, it also refers to the evaluation of a party's financial records to determine whether one should enter into a transaction with the said party or not.

Here's how loan analysts use due diligence:

Assisted Asset Managers in procuring documentation and information essential to completing due diligence for resolution and ongoing portfolio management.
Worked directly with borrowers in collection of due diligence documentation.

Select Skills To Add To Your Resume

Loan Documentation

Customer Service

Real Estate

Financial Statements

Loan Portfolio

Data Entry

8. 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.

Here's how loan analysts use loan applications:

Evaluated new loan applications to insure proper completion and submission of required financial information to facilitate financial credit analysis.
Performed reviews of mortgage loan applications and routed for further processing based on established procedures and underwriter recommendations.

9. Loan Processing

Here's how loan analysts use loan processing:

Worked with Processor to insure accurate loan processing and pipeline management.
Researched and resolved problems identified throughout loan processing period.

10. Origination

Here's how loan analysts use origination:

Conducted analysis of mortgage origination issues raised by mortgage insurance companies or investors and preparing written rebuttals to those issues.
Selected to participate in company management as a critical member of loan origination process improvement team.

11. Financial Data

Here's how loan analysts use financial data:

Analyzed and interpreted financial data to fit established parameters set by industry, managing multiple files.
Resolve daily and weekly sell-side and buy-side client needs regarding financial data analysis and terminal functionality.

12. Cash Management

Here's how loan analysts use cash management:

Involved with funding and cash management of multi-million dollar corporate and intuitional loans.

13. Financial Analysis

Here's how loan analysts use financial analysis:

Prepared in-depth financial analysis and counseled clients regarding effective allocation of funds toward maintaining current mortgage payments.
Developed comprehensive financial analysis based on clients' income, financial obligations, and mortgage situation.

14. Tax Returns

Here's how loan analysts use tax returns:

Analyze documentation received such as Pay-stubs, Income Tax Returns, Bank Statements, etc.
Analyze Personal & Business Tax returns for financial figures required to approve/decline a loan request.

15. Credit Analysis

Credit analysis is the process of evaluating a person's or company's ability to repay their debts.

Here's how loan analysts use credit analysis:

Enjoyed a successful tenure researching and producing credit analysis reports related to high-yield syndicated loan deals.
Performed preliminary credit analysis of applications for adherence to Secondary Market Investor guidelines and compliance requirements.

5 Loan Analyst Resume Examples

Build a professional loan analyst resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 5+ resume templates to create your loan analyst resume.


Natalie Reed Loan Analyst Contact Information Bronxville, NY (470) 555-9592 nreed@example.com Skills • Foreign Currency • Loan Applications • Powerpoint • MSP • Loan Modifications • Hedge Funds • Financial Needs • Financial Statements • Credit Analysis • Bankruptcy Employment History Loan Analyst 2019 - Present Countrywide Home Loans Bronxville, NY • 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 2018 - 2019 Municipal Credit Union Bronxville, NY • 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 2015 - 2017 MORGAN FINANCIAL Bronxville, NY • 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. Education Master's Degree Business 2017 - 2018 Monroe College Bronxville, NY Bachelor's Degree Business 2012 - 2015 Monroe College Bronxville, NY


Mark Black Loan Analyst Contact Info San Francisco, CA (470) 555-2039 mblack@example.com Skills NmlsFinancial StatementsCredit RiskJRLoan ApplicationsHigh VolumeMultifacetedCredit QualityAdministrative TasksLoan Portfolio Employment History Loan Analyst 2011 - Present Wells Fargo San Francisco, CA • Managed the non-judicial and judicial FNMA foreclosure portfolio. • Calculated funds in loan modifications which led to the implementation of a currently used process. • Minimize losses through management of attorneys and third party vendors to ensure bankruptcy processes are consistently progressing. • Helped monitor, distribute as well as process all loan applications among both east and west sites. • Worked escalated files as a chosen team member which include; reviewing and signing foreclosure documents with little to no procedures. • Prepared and processed FHA, VA, RESPA HUD, and conventional loans to closing. Loan Coordinator 2003 - 2011 U.S. Bank Las Vegas, NV • Communicated with lenders, staff, title companies, etc. • Prepare and insure mortgage loan closing documents are accurate before sending to title companies to be signed by clients. • Interview customers to find out what their financial goals are and determine which program fits their needs. • Home Base - verify notes pertaining to possible Loan Modifications, Short Sale, and DIL. Loan Officer 2000 - 2003 American Mortgage San Diego, CA • Meet with customers in person to get complete loan applications signed. • Reviewed and evaluated information on mortgage loan documents to determine if buyer, property and loan conditions meet investor underwriting guidelines. • Updated Home Loan Counselors, borrowers, and management of daily loan status. Education Associate's Degree Business 1993 - 1995 American InterContinental University Chandler, AZ


Natalie Reed Loan Analyst Bronxville, NY nreed@example.com (470) 555-9592 Experience Loan Analyst 2019 - Present Countrywide Home LoansBronxville, NY • 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 2018 - 2019 Municipal Credit UnionBronxville, NY • 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 2015 - 2017 MORGAN FINANCIALBronxville, NY • 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 CollegeBronxville, NY Bachelor's Degree Business 2012 - 2015 Monroe CollegeBronxville, NY


Melissa Hayes Loan Analyst Employment History Loan Analyst 2020 - Present Wells FargoSaint Louis, MO • Maintain weekly review of pipeline and communication with customers on a daily basis. • Processed, underwrote and closed quality mortgage loan applications. • Order title from foreclosure attorney for property recording. Loan Processor 2014 - 2020 Wells FargoSaint Louis, MO • Communicated with parties to the transaction to update them on loan status. • Obtained documentation from borrowers, worked with realtors, builders, and title companies to ensure timely closings. • Review and go over the HUD with the borrower. • Reviewed loan applications (1003). • Organized a workload of up to 120 unique loan applications while communicating loan requirements to customers. Mortgage Assistant 2011 - 2014 PHH ARVALHuntingtown, MD • Processed home equity line of credit, purchase and refinance loan applications. • Received and processed loan applications. • Ordered and tracked all required documentation and updated system accordingly with loan status. • Keep realtors/brokers and borrowers well informed of loan status and follow up on problem issues. Education High School Diploma 2006 - 2006 Contact Information Saint Louis, MO (460) 555-7572 mhayes@example.com Skills VOE Loan Applications Loan Portfolio Mers Delinquent Accounts Hmda File Documentation Appropriate Decisions Income Financial Statements


Michael Patterson Loan Analyst Washington, DC (980) 555-8457 mpatterson@example.com Skills Customer Service Fannie MAE Formal Reports Income Fnma Loan Applications Debt Ratios Coordinators Financial Statements FHA Employment History Loan Analyst 2020 - Present Wells FargoWashington, DC • Evaluate documents to ensure accuracy and completion of items such as financial statements, appraisal, tax transcripts and credit reports. • Write Credit Presentation for loan applications for underwriting group for new secured and unsecured loans and lines of credit. • Assure all loan applications were met in a timely manner and assigned work complete by the end of the day. • Performed employment verifications and manual income calculations to determine borrowers eligibility. • Reviewed and calculated income using paystubs, personal and corporate tax returns and financial statements. Loan Coordinator 2019 - 2020 The PNC Financial Services GroupWashington, DC • Developed marketing and sales strategies to increase loan applications. • Communicate with title companies across the U.S.to confirm wires are processed. • related to the processing of moderately complex and complex commercial loan transactions Worked with borrowers, underwriters, appraisers, etc. • Reviewed borrower financial statements (Cash Flow, Balance Sheets, and Income Statements) to ensure credit worthiness. • Analyzed detailed loan applications including the collection of financial history, and identifying specific credit risk. • Order FHA case number and query, refinance authorization if applicable. Loan Officer/Loan Processor 2016 - 2019 Wells FargoChandler, AZ • Conducted detailed analysis of applicants' financial backgrounds; provided recommendations to Senior Lending Committee regarding multimillion dollar loan applications. • Mortgage knowledge working with sales, underwriting, closing, title and insurance companies to prepare documents for refinance. • Processed auto loan applications while required to complete it within deadline guidelines. • Reviewed mortgage loan applications to ensure all loans met compliance standards as well as company guidelines. Education Some College Courses Business 2016 - 2016 American InterContinental UniversityChandler, AZ

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Dr. Mark Evans

Area Chair and Dale K. Cline Associate Dean for Accountancy, Wake Forest University

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List of loan analyst skills to add to your resume

The most important skills for a loan analyst resume and required skills for a loan analyst to have include:

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
Commercial Banking
Loan Products

Loan Data
Loan Approval
MSP
Bank Secrecy Act
Cash Flow Analysis
Loan Modifications
Legal Proceedings
Review Process
Loan Committee
Investor Guidelines
UCC
Student Loans
Underwriting Guidelines
FNMA
HUD
Commercial Property

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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