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Umpqua Bank - Sr Loan Officer Resume Example

William Brown
XXXXX X XXXX XXXX XXXX , Snohomish , WA 98296 | (H) XXXXXXXXXXXX | XXXXXXXXXXXXXXXXXXXXXXXXXXXX
Professional Summary

Accomplished and energetic Mortgage Professional with a solid history of achievement in Finance Industry. Motivated leader with strong organizational and prioritization abilities. Areas of expertise include Market Awareness, Networking and Team Building.  State and Federal SAFE ACT Compliant, NMLS # 190917.

Skills
  • Critical Thinking
  • Judgment and Decision Making
  • Sales and Marketing
  • Service Orientation
  • Time Management
  • Negotiation
  • Management of Financial Resources
  • Building and Construction
  • Operation and Control
  • Troubleshooting
  • Customer and Personal Service
  • Economics and Accounting
Experience
Sr. Loan Officer 11/2014 to Present
Umpqua Bank Bellevue, WA
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
  • Meet with applicants to obtain information for loan applications and to answer questions about the process.
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
  • Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
  • Work with clients to identify their financial goals and to find ways of reaching those goals.
  • Confer with underwriters to aid in resolving mortgage application problems.
  • Review and update credit and loan files.
Sr. Loan Officer 06/2012 to 10/2014
Homestreet Bank Bellevue, WA
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
  • Meet with applicants to obtain information for loan applications and to answer questions about the process.
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
  • Review loan agreements to ensure that they are complete and accurate according to policy.
  • Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
  • Work with clients to identify their financial goals and to find ways of reaching those goals.
Sr. Loan Officer 05/2010 to 06/2012
US Bank Bellevue, WA
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
  • Meet with applicants to obtain information for loan applications and to answer questions about the process.
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
  • Review loan agreements to ensure that they are complete and accurate according to policy.
  • Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
  • Work with clients to identify their financial goals and to find ways of reaching those goals.
Sr. Loan Officer 03/2007 to 04/2010
Cobalt Mortgage Kirkland, WA
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
  • Meet with applicants to obtain information for loan applications and to answer questions about the process.
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
  • Review loan agreements to ensure that they are complete and accurate according to policy.
  • Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
  • Confer with underwriters to aid in resolving mortgage application problems.
  • Work with clients to identify their financial goals and to find ways of reaching those goals.
Branch Manager 05/2004 to 03/2007
First Magnus Financial Bellevue, WA
  • Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions.
  • Recruit staff members and oversee training programs.
  • Evaluate data pertaining to costs to plan budgets.
  • Examine, evaluate, or process loan applications.
  • Network within communities to find and attract new business.
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
  • Meet with applicants to obtain information for loan applications and to answer questions about the process.
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
  • Review loan agreements to ensure that they are complete and accurate according to policy.
  • Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
  • Handle customer complaints and take appropriate action to resolve them.
  • Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
  • Work with clients to identify their financial goals and to find ways of reaching those goals.
  • Analyze potential loan markets and develop referral networks to locate prospects for loans.
  • Supervise loan personnel.
  • Interview, hire, and train new employees.
Branch Manager 09/1996 to 05/2004
First Horizon Home Loans Bellevue, WA
  • Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
  • Examine, evaluate, or process loan applications.
  • Network within communities to find and attract new business.
  • Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.
  • Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions.
  • Recruit staff members and oversee training programs.
  • Evaluate data pertaining to costs to plan budgets.
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
  • Meet with applicants to obtain information for loan applications and to answer questions about the process.
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
  • Review loan agreements to ensure that they are complete and accurate according to policy.
  • Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
  • Handle customer complaints and take appropriate action to resolve them.
  • Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
  • Confer with underwriters to aid in resolving mortgage application problems.
  • Market bank products to individuals and firms, promoting bank services that may meet customers' needs.
  • Work with clients to identify their financial goals and to find ways of reaching those goals.
  • Analyze potential loan markets and develop referral networks to locate prospects for loans.
  • Supervise loan personnel.
  • Interview, hire, and train new employees.
Education
Associate of Arts: Education Jun 1980 Edmonds Community College - Edmonds, WA
Associate of Arts: Education Jun 1979 Spokane Falls Community College - Spokane, WA
High School Diploma: General Jun 1978 Monroe High School - Monroe, WA Monroe Education Association Scholorship Award
Monroe Booster Club Athlete of Year Scholorship
Baseball Scolarship/ Spokane Fall Community College
Awards
President Club Multiple Years 1998-2007
Branch Manager of the Year 2003

Outstanding Achievement in Customer Satisfaction 2010-2012

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Resume Details

This is a real resume for a Sr Loan Officer in Snohomish, Washington with experience working for such companies as Umpqua Bank, Homestreet Bank, Us Bank. This is one of the hundreds of Sr Loan Officer resumes available on our site for free. Use these resumes as templates to get help creating the best Sr Loan Officer resume.

Previous Companies:

  • Umpqua Bank
  • Homestreet Bank
  • US Bank

Previous Job Positions:

  • Sr Loan Officer
  • Branch Manager

Schools:

  • Edmonds Community College
  • Spokane Falls Community College
  • Monroe High School

Level of Education:

  • Associate of Arts
  • High School Diploma

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