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Loan Officer: Resume Sample & Writing Guide [20+ Tips]

Loan Officer: Resume Sample & Writing Guide [20+ Tips]

As a loan officer, you know the importance of getting your clients’ documents right. The same applies to your loan officer resume—it must be impeccable to earn recruiters’ trust.

Maciej Duszyński, CPRW
Maciej Duszyński, CPRW
Certified Professional Résumé Writer, Career Expert

Loan Officer Resume Sample

 

 

Sean Benson

sean.benson@gmail.com

937-350-7857

 

Objective

 

Licensed and organized loan officer with 5+ years of experience in a fast-paced environment. Eager to help FinanceGuru realize its vision of becoming a market leader through creating the ultimate customer experience and developing cutting edge financial solutions. In previous roles managed a heavy pipeline of 50+ loans totaling ca. $25M, and regularly exceeded sales targets by 20-50%.

 

Work Experience

 

Mortgage Loan Officer

Mort & Gage Financial, Los Angeles, CA

2016–

  • Sold and originated residential mortgages by customary and regular involvement in activities related to selling loans away from the office.
  • Developed and maintained relationships with 50+ real estate agents, financial planners, individual borrowers, and builders.
  • Obtained, verified, and compiled copies of loan applicants' credit histories, corporate financial statements, and other financial information.
  • Met with applicants to obtain information for loan applications and to answer questions about the process.
  • Analyzed potential loan markets to develop prospects for new loans.

Key achievements:

  • Managed a loan pipeline averaging 50+ loans that totaled ca. $25M in financing.
  • Awarded Employee of the Year in 2015.

 

Loan Officer

Best Loans, Santa Clara, CA

2013–2016

  • Managed and grew a loan portfolio by regularly exceeding sales targets by 20-50%.
  • Met benchmarks in multiple facets including profitability and credit quality.
  • Promoted new business development. Actively extended the client portfolio by bringing in 100+ new clients.
  • Cooperated with support staff and executive management.

Key achievement:

  • Generated revenues in excess of $70K monthly.

 

Education

 

BA in Finance

UCLA, Los Angeles, CA

2013

 

Key Skills

 

  • Closing procedures
  • Conventional and government guidelines
  • Customer service
  • Federal lending regulations
  • FHA guidelines
  • MS Office
  • Processing underwriting
  • Self-motivation
  • Teamwork
  • VA guidelines

 

Certifications

 

  • NMLS Certification

 

Languages

 

  • Spanish—Advanced
  • Chinese—Conversational

 

Interests

 

  • Chinese pottery
  • Travel (esp. the Far East)

 

Want to save time and have your resume ready in 5 minutes? Try our resume builder. It’s fast and easy to use. Plus, you’ll get ready-made content to add with one click. See 20+ resume templates and create your resume here.

 

loan officer resume templates

Sample Loan Officer Resume—See more templates and create your resume here.

 

Targeting other positions in the financial industry? Check out our resume writing guides:

 

  

Here’s how to write a loan officer resume that will make recruiters feel indebted to you for sending it:

 

1. Choose the Best Format for Your Loan Officer Resume

 

A loan officer helps people obtain loans (e.g. mortgages) based on their individual needs, goals, and financial situation. A loan officer resume must show the recruiter you know how to analyze your clients’ financials, and offer appropriate products. It should communicate this in a clear and well-structured manner:

 

 

2. Write a Loan Officer Resume Objective or Summary

 

The opening paragraph of your resume is called the professional profile.

 

This is where you present your professional highlights and introduce yourself to the recruiter. Think of this section in terms of your elevator pitch.

 

The resume profile can take the form of a resume summary or objective.

 

Here’s how to differentiate between the two:

 

A career summary focuses on your professional experience and achievements. It works best on a senior loan officer resume or if you have at least 2 years of relevant experience.

 

A career objective focuses on your skills and explains how they make you a perfect fit. Aresume objective looks great on an entry-level loan officer resume.

 

Whichever type of resume profile you use, it’s always a good idea to try and put some numbers (like $ or % for example) to demonstrate your real-life impact.

 

Pro Tip: Even though this section comes first on your loan officer resume, write it last. It will be much easier for you to pick out your resume highlights once the actual resume is ready.

 

3. Create the Perfect Loan Officer Resume Job Description


The truth is—

 

Your work experience on a resume matters most.

 

And it has to clearly tell the recruiter:

 

You’ll get the job done.

 

How to communicate this?

 

Tailor your resume to the job offer:

 

  • Put your latest position first, and let the previous ones follow in chronologically descending order.
  • In each entry list your business position titles, company location and name, as well as dates worked.
  • Avoid writing paragraphs. Use 5–6 bullet points and pack them with accomplishments to prove your key skills.
  • Start your bullets with resume action words, such as sold, developed, managed, etc.
  • Focus on your relevant experience and try to quantify it as much as you can

 

Pro Tip: Double-check your resume for some of the most typical errors and read our guide on resume dos and don’ts.

 

4. Make Your Loan Officer Resume Education Section Sell

 

The exact education requirements are there in the job offer.

 

Here’s what you need to get your resume education section right:

 

  • If you have more than 5 years of experience it’s enough to list your degree, school name, school location, and graduation year.
  • If you have less experience, consider adding info on extracurricular activities, academic honors, as well as relevant coursework.

 

Your professional certifications and licenses should end up in a dedicated resume section to make them better visible.



Pro Tip: Add information on your GPA if it’s upwards of 3.5 and you graduated no more than 3 years ago.

 

5. Highlight Your Loan Officer Skills on a Resume

 

Let’s be honest—

 

It’s what you can do that makes you attractive to the employer.

 

The list below will help you identify your best loan officer skills.

 

Loan Officer Skills for a Resume

 

  • Closing procedures
  • Computer skills
  • Conventional and government guidelines
  • Courtesy
  • Customer service
  • Diplomacy
  • Federal lending regulations
  • FHA guidelines
  • Maths skills
  • MS Excel
  • MS Office
  • MS Outlook
  • MS Word
  • Processing underwriting
  • Self-motivation
  • Tact
  • VA guidelines

 

Here’s how to choose the best skills for a loan officer resume:

 

  • Make a master list that focuses on your entire skill set, including your soft skills, hard skills, and technical skills to put on resume.
  • Revisit the job offer and find all the skills the employer lists by name.
  • Find these exact skills on your list, and focus on them in your loans officer resume.
  • Pick out up to 10 of your strongest skills and put them in a key skills section.
  • Pepper your entire loan officer with skills. Make sure your resume profile and job description present your skills too.

 

Pro Tip: Avoid listing the skills you only have a basic grasp of. This way you’ll avoid the so-called presenter’s paradox.

 

When making a resume in our builder, drag & drop bullet points, skills, and auto-fill the boring stuff. Spell check? Check. Start building your resume here.

When you’re done, Zety’s resume builder will score your resume and tell you exactly how to make it better.

 

6. Add Other Sections to Your Loan Officer Resume

 

Show the recruiter you’re not only experienced and skilled but you have a personality:

 

Think about adding the following sections to your resume:

 

 

7. Attach a Loan Officer Resume Cover Letter


Are cover letters necessary?

 

Yes, they are.

 

At least that’s what more than 50% of the recruiters say.

 

Here’s how to write an impressive cover letter in a flash:

 

 

And find out how long a cover letter should be.

 

Pro Tip: Follow up on your job application to increase your chances and show that you care.

 

This is it!

 

This is how you make a job-winning resume for loan officer positions.

Are you writing a loan officer resume for the first time? Or perhaps you’re a seasoned pro eager to help the rookies out? We’d love to hear from you, leave your comment below!

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Maciej Duszyński, CPRW
Maciej Duszyński, CPRW
Maciej is a career expert with a solid background in the education management industry. He is a certified professional resume writer (CPRW). Maciej worked with people at all stages of their career paths: from interns to directors to C-suite members, he now helps you find your dream job.

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