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Loan Specialist Sample

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Loan Specialist

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Career advice featured in – Forbes, Glassdoor, Reader's Digest, MarketWatch, The CheatSheet
Career advice featured in Forbes, Glassdoor, MarketWatch, Reader's Digest, The CheatSheet

A Loan Specialist is a lending expert, able to guide customers and clients in the loan process. Your resume should convey your skills in interpersonal relations, relationship building, needs assessment, education, and customer service. The resume should be professionally written with measurable achievements and key skills/qualities listed throughout the document.

Expert Tip

You should never use a creative resume

Many job seekers think that an eye-catching resume template will help them stand out to hiring managers and increase their chances of landing an interview. This is a myth put out by resume builders that value design over content.

The truth is that most hiring managers prefer a traditional resume format.

Creative resume templates, like the one pictured here, can actually hurt your chances of landing an interview. Instead, you should use a basic resume format that quickly communicates your basic information and qualifications–like the one included below.

Loan Specialist resume (text format)

How confident are you feeling about your resume? If you need more help, you can always refer to the following resume sample for a position.



City, State or Country if international

Phone | Email

LinkedIn URL


Detail-oriented, driven, bilingual/multilingual Loan Specialist highly regarded for excellence in lending, as well as specialized accounting and auditing. Exceptional analytical skills, with the ability to examine and understand business needs and deliver comprehensive, actionable reports while exceeding stringent expectations. Accustomed to managing multiple projects and client accounts simultaneously in fast-paced, deadline-driven environments. Strong collaborative skills with experience working in a team environment, able to work effectively alongside individuals from diverse backgrounds.


  • Budgeting

  • Balance Sheet

  • Business Acumen

  • Financial Statements

  • Lending

  • Accounts Reconciliation

  • Leadership/ Coaching

  • Market Analysis

  • P&L Analysis

  • Cash Flow Projections

  • Partnerships

  • Process Improvement


Loan Specialist

Company | Location | Year to Year


  • Counseled department managers on financial trends and expected impacts.

  • Reviewed and advised on quarterly expenditure analysis for different program budgets.

  • Optimized and managed research and development spending through collaboration with key business leaders.

  • Maintained integrity of general ledger, including the chart of accounts.

  • Created presentation formats for monthly/quarterly reviews of expense charge-outs.

  • Discovered major instances of fraud, embezzlement and large balances due.

  • Analyzed monthly balance sheet accounts for corporate reporting.

Loan Specialist

Company | Location | Year to Year


  • Supervised and coordinated assigned audits promptly and professionally.

  • Supervised accounts receivables clerks, team of five.

  • Responsible for client asset base including bond funds and city funds.

  • Prepared accurate financial statements at end of the quarter.

  • Worked with managers to develop annual expense plan goals.

  • Cooperated with engineering, manufacturing and corporate accounting to verify that quality standards were met.

  • Reconstructed accounting records from clients' checks and cash receipts.

  • Proposed and published metrics and KPIs to be incorporated into the monthly financials and scorecards.

Junior Loan Specialist

Company | Location | Year to Year


  • Prepared documents, reports and presentations using advanced software proficiencies.

  • Reviewed collection reports to determine the status of collections and the amounts of outstanding balances.

  • Analyzed and researched reporting issues to improve accounting operations procedures.

  • Provided extensive clerical and administrative support to department staff.

  • Created periodic reports comparing budgeted costs to actual costs.

  • Prepared financial pages for presentation to senior management.

  • Performed prescribed scripts and utilized friendly but firm attitude with full knowledge of contractual requirements and legal remedies.



Complete School Name, City, St/Country: List Graduation Years If Within the Last Ten Years
Complete Degree Name (Candidate) – Major (GPA: List if over 3.3)

  • Relevant Coursework: List coursework taken (even include those you are planning on taking)

  • Awards/Honors: List any awards, honors or big achievements

  • Clubs/Activities: List clubs and activities in which you participated

  • Relevant Projects: List 2-3 projects you have worked on

Everything you need to write your loan specialist resume

 Now that you’ve seen an example of a job winning Loan Specialist resume, here are some tips to help you write your own. You should always begin with a summary section. Remember to use basic formatting with clear section headings and a traditional layout. Finally, be sure to include top skills throughout your resume. We’ve included several examples common for Loan Specialist below.

Let’s start with your resume summary section.

1. Summary

 The resume summary replaces the out-of-date resume objective. A summary outlines the most impressive parts of your resume for easy recall by your potential employer, while also serving to fill in personal qualities that may not appear elsewhere on the page. Remember that summaries are short and consist of pithy sentence fragments! You can check out the Loan Specialist resume example for more information!

Expert Tip

Always start with your most recent positions at the top of your resume. This is called reverse-chronological format, and keeps your most relevant information easy for hiring managers to review.

2. Formatting

Our experts recommend you start your resume with a resume summary, like the one above. Other common sections are Work Experience, Education, and either Skills or Core Competencies. Here are some guides from our blog to help you write these sections:

Some resumes will include other sections, such as Volunteer Experience or Technical Skills. When it comes to what sections you need to include on your resume, you will know best!

Other sections for you to consider including are foreign language skills, awards and honors, certifications, and speaking engagements. These could all be relevant sections for your resume.

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3. Appropriate skills

  • Budgeting

  • Balance Sheet

  • Business Acumen

  • Financial Statements

  • Lending

  • Accounts Reconciliation

  • Leadership/ Coaching

  • Market Analysis

  • P&L Analysis

  • Cash Flow Projections

  • Partnerships

  • Process Improvement

  • Auditing

  • Quality Assurance

  • Metrics/ KPIs

  • Presentation Delivery

  • Account Management

  • Lending Operations and Processes

  • Accounting

  • Efficiency

  • Reporting

4. Experience section

Your Work Experience section should make up the bulk of your resume. This section should include your relevant job titles, companies that employed you, and the dates you were employed.

Most of your resume will be the Work Experience section, so it's important to write about your professional history in an effective, impactful way. The bullets on the resume will provide potential employers with the information they need to determine if you're the right fit for the job. To demonstrate how to write an effective Work Experience section for your resume, let's dissect some bullet points from the example above. • Counseled department managers on financial trends and expected impacts. In this bullet, it conveys you can advise leaders on your expertise to guide decision making and support operations. • Prepared documents, reports and presentations using advanced software proficiencies. This is a strong bullet because it shows you have vital skills necessary in lending. • Supervised accounts receivables clerks, team of five. This bullet shows leadership skills--a great quality for all jobs.

Let’s wrap it up!

Standout resumes will include a resume summary, a traditional reverse-chronological layout, and the skills and experience relevant to your job target. This resume example shows how to include those elements on a page. It’s up to you to insert your personal compelling qualifications.

Keep your resume format easy to scan by both humans and computers; our resume template is designed by our experts to satisfy both audiences. And be sure to include your own skills, achievements, and experiences. Job-winning resumes are resumes that successfully market you, leading recruiters and hiring managers to want to learn more!

Finally, emphasize your interest with a customized cover letter. When writing, remember that the resume and cover letter should support each other. Check out our cover letter tips and examples for more advice.

Didn’t get the specific answers you were looking for on this page? Hire a professional resume writer to get the advice you need to land your next job. 

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