2 Loan Document Specialist Resume Samples

Updated on: January 20, 2021

To move up to the top of the pile, your resume has to be targeted and attract a recruiter to invite you for an interview.

It is important to keep in mind the connection between a resume and an interview when you begin writing a Loan Document Specialist resume.

How you word your resume is what decides if you will be considered. For instance, a resume for a loan document specialist position must denote that your value proposition is a perfect fit for the job – and not a maybe thing.

By relating your qualifications and experiences to the employer’s requirements, you can write a compelling resume. Something like the following sample:

Related: Loan Document Specialist Cover Letter

Loan Document Specialist Resume Sample 1

Justin Tripp
102 Hall Street, West Hartford, CT 01273
(000) 342-7454
trippj @ email . com

Loan Document Specialist

Top-performing Loan Document Specialist with 8 years of experience in handling the intricacies of loan documents. Exceptional ability to process information quickly and work productively under minimal supervision. An analytical-minded professional who has a track record of approving contracts and applications with policy adherence as the central focus.


  • Well-versed in reviewing book sheets and stipulations to ensure eradication of fraudulent activities.
  • Known for providing core assistance in order to expedite loan documentation and processing.
  • Able to handle loan initiation activities in accordance with corporate protocols and guidelines

– Needs assessment
– Policies Compliance
– Loan Documentation
– Data collection and Disbursement
– Documents verification
– Time management
– Communication

• Processed and approved 111 corporate loan applications within a record 3 month period.
• Introduced a system that sounded automatic alerts in the event of missing signatures, decreasing administrative costs by  $5000 per month.
• Implemented the Credit Review System, thereby decreasing the time it took to match contract documents to approved applications.
• Identified and reported a potential fraudulent applicant, saving the company’s $100,000.


Loan Document Specialist
Wells Fargo, West Hartford, CT | 2016-present

• Assist clients in obtaining loans by providing them with information on possibilities
• Provide information on loan types that each client is eligible for
• Prepare a list of documents needed to support an application
• Assist in filling out loan applications and provide clients with feedback on filled out fields
• Review filled out applications for correct information and assist clients in changing information where required
• Verify clients’ personal, employment, and financial information
• Match incoming applications to company policies and reject or approve them
• Seek out possible frauds and report them to the appropriate departments immediately
• Generate customer correspondence to let them know if their applications have been approved or declined or if any other supporting documentation is needed
• Answer clients’ questions regarding loan eligibility and denials

Loan Officer
Kforce, West Hartford, CT | 2011-2017

• Consulted with clients to determine their loan needs
• Provided information regarding different types of available loans and eligibility
• Assisted clients in filling out a loan application and provided with the information regarding associated documentation
• Reviewed loan applications for accuracy and completeness
• Provided clients with a timeline for loan processing and gave them constant updates on the statuses of their loans
• Provided information on loan appeals and performed activities to expedite loans
• Assisted during the verification procedures and communicated need for extra documentation to clients

B.S. Finance
Connecticut State University, West Hartford, CT

Loan Document Specialist Resume Sample 2

Ben Greene
189 Omega Street, Reno, NV82744
(000) 999-9999


Passionate loan document specialist with exceptional skills in assisting clients to fill out loan applications. Unmatched ability to review and interpret loan requests, terms, and conditions. Effectively able to complete regulatory due diligence to validate information required for documentation purposes.


Loan Document Specialist
Stanley and Decker, Reno, NV | 11/2015 – Present
• Confer with clients to determine their specific loan requirements.
• Provide clients with information on required documentation.
• Educate clients about the rules and regulations governing loan obtainment.
• Check loan documents, and verify their originality.
• Assist clients in filling out loan forms.
• Administer and oversee the closing and processing of loan requests.
• Follow up on loan payments.

Selected Achievements
• Handled 12 loan application courses at the same time, without any issues in passing them.
• Introduced the concept of the investigation, as a result, caught 3 possible frauds.

Loan Document Specialist
ABC Company, Reno, NV | 6/2010 – 11/2015
• Prepared and submitted amendments to loan applications promptly.
• Documented all processes and procedures.
• Provided clients with timeline information regarding loan approval or denial.
• Created and maintained files of each client, and ensure that they were stored properly.

Selected Achievements
• Implemented a unique record keeping system, hence, reduced retrieval time by 85%.
• Devised an insurance appraisal method, considered 50% more efficient than the one already in place.

Loan Intern
Park LandLoan, Reno, NV | 2/2009 – 5/2010
• Assisted clients in filling out fields on loan application forms.
• Checked forms in order to ensure the accuracy of information.
• Created dockets of cases, and filed them in a confidential manner.
• Checked supporting documents to ensure their accuracy.

High School Diploma
St. Peter’s High School, Reno, NV


  • Client Interview
  • Requirement Determination
  • Form Filling
  • Appraisals
  • Agency Interaction
  • Follow-up
  • Documentation
  • Statements Verification
  • Investigation
  • Fraud Management
  • Record Keeping