Loan Consultant Resume

[First Name] [Last Name]

Contact Address: [street]

[Country] [City] [State/Province] [Zip Code]

Contact Number: (012)-345-6789

Email Address: [[email protected]]

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Career Objective:

A loan consultant position in a nationalized bank where I can help borrowers overcome their economic situation using my knowledge on different types of loans.

Summary of Skills:

  • Comprehensive knowledge on all types of loans

  • Excellent computer and communication skills

  • Diligent and result-oriented sales professional

  • Ability to assess customer’s needs and suggest loan

  • Skilled in obtaining credit history of customers and performing background check

  • Expert in evaluating financial condition of applicants

Profession Experience:

Loan Consultant

Prudent Finance, Inc., Fresno, CA

2012 – present

  • Obtain credit history of applicants and run a background check

  • Resolve mortgage application problems by conferring with underwriters

  • Work on payment priorities and interest rates

  • Negotiate on repayment plans with delinquent borrowers

  • Adhere to credit regulations when processing loan applications

  • Handover accounts to collection agencies for recovery

  • Market loan products through popular mediums

  • Maintain accurate records on loan disbursed and applications waiting for approval

  • Open borrower’s accounts and disburse funds

Loan Consultant

OD Home Loans, Fresno, CA

2009 – 2012

  • Analyzed real-estate market situation and determined lending feasibility

  • Analyzed applicants’ financial status and processed applications only after seeing payment guarantee

  • Interviewed applicants and collected necessary documents for loan processing

  • Maintained and updated account records

  • Handled legal aspects for transfer titles

  • Reviewed bills and collected payment

  • Developed relationships with local builders, and real estate agents

  • Prepared target list of borrowers and followed up with personal visits, phone calls and emails

Education Details:

Bachelor’s Degree in Finance

Loyal Business School, Fresno, CA


Certification & Affiliations:

Certified Commercial Loan Specialist

Member, National Association of Loan Brokers

Member, Fresno Association of Loan Brokers


On request.

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Loan Consultant Job Description