Finance & Accounting

Loan Officer Resume Example

Professional resume template and tips for Loan Officer positions

Commercial LenderLoan OfficerBranch Lending OfficerLoan AnalystLoan ConsultantLoan ReviewerMortgage CloserMortgage Loan Closer

Are you ready to guide clients through one of their most significant financial decisions? This career guide provides a complete overview of the loan officer role, where you evaluate creditworthiness and structure loans that help people achieve their goals. We break down the daily responsibilities, essential technical and soft skills, and key knowledge areas you need to master. You'll also find actionable tips for building a strong, competitive resume that showcases your analytical and customer service expertise. Start crafting your application with confidence using the insights and strategies outlined here.

ANNA GIBSON

Loan Officer
anna.gibson@email.com | +1 (555) 123-4567 | San Francisco, CA

Professional Summary

Loan Officer with 8+ years specializing in residential mortgage lending for a national B2C financial institution. Secured over €45M in approved loans during the past fiscal year. Proficient in financial analysis using Excel and Access, with strong decision-making skills supported by Oracle PeopleSoft.

Skills

Technical Skills: Microsoft Office software, Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft Access, Oracle PeopleSoft
Soft Skills: Active Listening, Speaking, Reading Comprehension, Judgment and Decision Making, Critical Thinking

Experience

Senior Loan Officer
2022 - Present
Summit Financial Partners
  • Spearheaded the development of a new loan approval process using SAP software, reducing processing time by 20% and increasing approval accuracy
  • Led a team of 10 loan officers to implement a strategic outreach program, resulting in a 15% increase in loan applications from high-net-worth clients
  • Orchestrated the integration of Oracle PeopleSoft for credit analysis, enhancing decision-making efficiency and reducing default rates by 5%
Loan Officer
2019 - 2022
Heritage Trust Banking
  • Owned the end-to-end process for commercial loan applications using Microsoft Excel, improving data accuracy and cutting review time by 25%
  • Collaborated with credit analysts to refine risk assessment models through critical thinking, leading to a 10% reduction in high-risk loan approvals
  • Managed a portfolio of 200+ mortgage loans using Microsoft Access, ensuring compliance and timely renewals with 99% client satisfaction
Junior Loan Officer
2016 - 2019
First Metro Credit Union
  • Supported senior loan officers by preparing client presentations with Microsoft PowerPoint, enhancing communication and securing 50+ loan approvals
  • Executed initial loan application screenings using active listening skills, identifying key financial data and reducing processing errors by 15%
  • Assisted in documenting loan terms and conditions with Microsoft Word, ensuring accuracy and compliance across 300+ applications

Education

Bachelor of Science
2011 - 2015
State University

Certificates

  • Certified Mortgage Banker
  • FHA Direct Endorsement Underwriter
  • NMLS Mortgage Loan Originator License

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What does a Loan Officer do?

A Loan Officer performs various tasks on a daily basis. Here are the core responsibilities you can expect in this role:

  • Meet with applicants to obtain information for loan applications and to answer questions about the process.
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
  • Submit applications to credit analysts for verification and recommendation.

What skills do you need as a Loan Officer?

Employers hiring for Loan Officer positions look for candidates with a strong combination of technical and soft skills. Here are the most important skills to highlight on your resume:

Microsoft Office software
Microsoft Outlook
Microsoft Excel
Microsoft Word
Microsoft Access
Oracle PeopleSoft
SAP software
Microsoft PowerPoint
Zoom
1003 Uniform Residential Loan Application

What knowledge areas are important for a Loan Officer?

Beyond skills and tools, employers value candidates with deep knowledge in these areas. Consider highlighting relevant coursework, certifications, or experience:

Customer and Personal ServiceEconomics and AccountingEnglish LanguageMathematicsSales and MarketingLaw and GovernmentAdministration and ManagementEducation and TrainingAdministrativeComputers and Electronics

How do I write a great Loan Officer resume?

Creating an effective Loan Officer resume requires focusing on what employers in the Finance & Accounting sector value most.

Use relevant keywords

ATS systems scan for specific terms. Include these keywords naturally throughout your resume:

SpeakingMicrosoft WordMicrosoft ExcelActive ListeningMicrosoft OutlookReading ComprehensionMicrosoft Office softwareJudgment and Decision Making

Quantify your impact

When describing how you "meet with applicants to obtain information for loan applications and to answer questions about the process", include metrics like percentages, team sizes, budgets, or project scope to demonstrate real results.

Showcase technical proficiency

Highlight hands-on experience with Microsoft Office software, Microsoft Outlook, Microsoft Excel and any customer and personal service certifications that validate your expertise.

Match the experience level

For Loan Officer roles, employers typically expect usually requires a 4-year bachelor's degree. Highlight matching qualifications prominently at the top of your resume.

Example bullet points

Here are some strong bullet points you could adapt for your Loan Officer resume:

  • Spearheaded the development of a new loan approval process using SAP software, reducing processing time by 20% and increasing approval accuracy
  • Led a team of 10 loan officers to implement a strategic outreach program, resulting in a 15% increase in loan applications from high-net-worth clients
  • Orchestrated the integration of Oracle PeopleSoft for credit analysis, enhancing decision-making efficiency and reducing default rates by 5%

How to use AI to improve your Loan Officer resume

AI tools like ChatGPT can be incredibly helpful when crafting your Loan Officer resume. They can help you brainstorm achievements, rephrase bullet points for impact, identify missing keywords, and tailor your content to specific job descriptions.

However, AI is not perfect. Always proofread the output carefully. AI can sometimes make factual errors, use generic language, or miss the nuances of your specific experience. Think of AI as a helpful assistant, not a replacement for your own judgment.

AI Resume Prompt

Prompt

You are a senior recruiter with 15+ years of experience in technical hiring and resume optimization. You have reviewed thousands of resumes for Loan Officer positions and know exactly what hiring managers and ATS systems look for.

Your task:
Analyze my resume for a Loan Officer position and provide concrete, actionable feedback to maximize my chances.

Job description:
[paste the job description here]

Provide feedback on the following:

  1. Match analysis: Which requirements from the job description ARE and ARE NOT reflected in my resume?
  2. Quantification: Which bullet points lack concrete numbers/metrics? Provide examples of how I can rewrite them.
  3. Keywords: Which technical terms from the job description (such as Microsoft Office software, Microsoft Outlook, Microsoft Excel, etc.) are missing or could be more prominent?
  4. Impact statements: Rewrite my 3 weakest bullet points using the STAR format (Situation, Task, Action, Result)
  5. ATS optimization: What adjustments will increase my score in Applicant Tracking Systems?
  6. Priorities: Give me a top-5 of changes that will make the biggest difference, ranked by impact.

Be direct and critical - I want honest feedback, not compliments.

Why use Mokaru instead? At Mokaru, we have invested extensive research into our AI prompts and continuously update them based on recruiter feedback and ATS testing. Our AI resume builder handles the complexity for you: optimizing for ATS systems, matching job descriptions, and ensuring professional formatting, so you can focus on landing interviews.

Commercial Lender Resume Example

Looking for a Commercial Lender resume instead? The skills and experience are very similar to a Loan Officer. Here is an example you can use as inspiration:

ALYSSA ROBERTS

Commercial Lender
alyssa.roberts@email.com • +1 (555) 123-4567 • San Francisco, CA

Summary

Loan Officer with 8+ years specializing in residential mortgage lending for a national B2C financial institution. Secured over €45M in approved loans during the past fiscal year. Proficient in financial analysis using Excel and Access, with strong decision-making skills supported by Oracle PeopleSoft.

Skills

Technical: Microsoft Office software, Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft Access, Oracle PeopleSoft
Professional: Active Listening, Speaking, Reading Comprehension, Judgment and Decision Making, Critical Thinking

Experience

Summit Financial Partners
2022 - Present
Senior Loan Officer
  • Spearheaded the development of a new loan approval process using SAP software, reducing processing time by 20% and increasing approval accuracy
  • Led a team of 10 loan officers to implement a strategic outreach program, resulting in a 15% increase in loan applications from high-net-worth clients
  • Orchestrated the integration of Oracle PeopleSoft for credit analysis, enhancing decision-making efficiency and reducing default rates by 5%
Heritage Trust Banking
2019 - 2022
Loan Officer
  • Owned the end-to-end process for commercial loan applications using Microsoft Excel, improving data accuracy and cutting review time by 25%
  • Collaborated with credit analysts to refine risk assessment models through critical thinking, leading to a 10% reduction in high-risk loan approvals
  • Managed a portfolio of 200+ mortgage loans using Microsoft Access, ensuring compliance and timely renewals with 99% client satisfaction
First Metro Credit Union
2016 - 2019
Junior Loan Officer
  • Supported senior loan officers by preparing client presentations with Microsoft PowerPoint, enhancing communication and securing 50+ loan approvals
  • Executed initial loan application screenings using active listening skills, identifying key financial data and reducing processing errors by 15%
  • Assisted in documenting loan terms and conditions with Microsoft Word, ensuring accuracy and compliance across 300+ applications

Education

State University
2011 - 2015
Bachelor of Science

Certifications

  • Certified Mortgage Banker
  • FHA Direct Endorsement Underwriter
  • NMLS Mortgage Loan Originator License

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Frequently Asked Questions

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