Loan Assistant Cover Letter

I am excited to be applying for the position of loan assistant. Please accept this letter and the attached resume as my interest in this position.

Previously, I was responsible for strategic oversight and leadership to loan operations teams within Lending Services, including technology support and initiatives.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• High School Diploma or equlvalent
• General banking knowledge with loan documentation knowledge
• Maintain confidentiality for all documentation and records
• Notary Public for the State of Montana
• Work cooperatively and respectfully with all Bank Team Members
• Prior experience in loan support or loan processing helpful
• Experience processing real estate, consumer, and commercial loans
• Preferred knowledge of lending policies, procedures, and documentation

In response to your job posting for loan assistant, I am including this letter and my resume for your review.

In the previous role, I was responsible for direct support to Eagle Lending Relationship Managers in deposit and lending activities as well as support efforts at increasing products per client for each Eagle Lending client.

Please consider my experience and qualifications for this position:

• Composes, prepares and issues correspondence such as internal memorandums and letters to customers or contractors
• Provides effective customer service utilizing BRT standards and assists in resolving problems within given authority
• Knowledgeable with loan policies and procedures along with state and federal regulations
• Process loan applications (e.g., first-time borrowers, self-employed applicants and borrowers with problematic credit histories)
• Provide support to loan officer and underwriter teams by ensuring the timely, judicious and accurate processing of mortgages
• Review and verify borrowers' income, credit reports, employment histories, property appraisals and title insurance information to prepare loan applications for underwriting submittal
• Ensure compliance with company policies, underwriting guidelines and lending-program requirements
• Confirm the status and requirements of pending and processed sales orders to verify accuracy

Please consider me for the loan assistant opportunity. I am including my resume that lists my qualifications and experience.

Previously, I was responsible for direct support to Eagle Lending Account Executives in deposit and lending activities as well as support efforts at increasing products per client for each Eagle Lending client.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Able to pass our MLO license and background requirements
• Previous professional sales experience
• Moderate level of loan documentation knowledge preferred
• Prior specialized experience and knowledge of the commercial lending department/function and proficiency in preparing complicated reports and/or documents and previous experience as a Loan Assistant
• This person will also have knowledge of commonly-used business concepts, practices, and procedures within financial services field
• Organized, diligent, and driven
• Quick and accurate data entry skills, experience with MS Office Suite and CRM
• Thorough understanding of the bank’s operating systems to include Lending Cycle, Argo, and Synergy or relative prior experience with similar operating systems

I am excited to be applying for the position of loan assistant. Please accept this letter and the attached resume as my interest in this position.

In the previous role, I was responsible for support and training to other Business Banking Lending divisions as necessary including the SBA group and the Fast Track team.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Moderate understanding of the bank’s operating systems to include Lending Cycle, Argo, and Synergy or relative prior experience with similar operating systems
• Basic computer skills with working knowledge or word processing, spreadsheets, ten-key, and general computer applications
• Requires knowledge and review of various taxable and non-taxable income documentation and sources, review and analysis of personal and business income tax returns and schedules, proficiency in the use of MS Excel, attention to detail, and effective communication skills
• Familiarity with commercial loan documents
• Gathers and calculates data and prepares a variety of monthly, quarterly and annual reports for Management and other loan officers
• Collects loan files for audit and review for auditors or internal staff members
• Maintains office supplies and inventory
• Sets up and maintains a variety of central files by obtaining documents from customers and outside agencies to comply with policy file guidelines

Please consider me for the loan assistant opportunity. I am including my resume that lists my qualifications and experience.

Previously, I was responsible for direct support to Eagle Lending Account Executives in deposit and lending activities, and support efforts at cross-selling to Eagle Lending clients.

Please consider my qualifications and experience:

• Prior experience in loan support or loan processing
• Background in Byte and Data Trac helpful
• Basic understanding of the bank’s operating systems to include Lending Cycle, Argo, and Synergy or relative prior experience with similar operating systems
• Loan operations
• Background in the use of BytePro essential
• Basic computer skills with good working knowledge or word processing, spreadsheets, ten-key, and general computer applications
• Knowledge of SBA SOP’s as related to loan processing
• High aptitude for Microsoft Office Suite of products