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Loan Specialist Resume Example & Template for 2021

By Zipjob Team

& more

  • Loan Specialist Resume Sample
  • Free Downloadable Template
  • Tips on how to write the perfect Loan Specialist resume

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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.

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 Example

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.

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Loan Specialist Resume (Text Format)


City, State or Country if international
Phone | Email
LinkedIn URL

Loan Specialist Professional

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.

Core Competencies


  • Budgeting
  • Balance Sheet
  • Business Acumen
  • Financial Statements
  • Lending
  • Accounts Reconciliation
  • Leadership/ Coaching
  • Market Analysis
  • P&L Analysis
  • Cash Flow Projections
  • Partnerships
  • Process Improvement

Professional Experience


Company | Location | Year to Year
Loan Specialist
  • 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.
Company | Location | Year to Year
Loan Specialist
  • 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.
Company | Location | Year to Year
Junior Loan Specialist
  • 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.

Summary for a Loan Specialist Resume

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!


Make your soft skills stand out by describing them in the context of your work history. If possible, use tangible results or favorable outcomes to show how you effectively worked with people in the past.

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Formatting a Loan Specialist Resume

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.

Loan Specialist Skills for a Resume


  • 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

Writing Your Loan Specialist Experience Section


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.

And let’s wrap it all up!

We wish you the best of luck for your job hunt, and don’t forget to check out our Cover Letter Tips!

Didn’t get the specific answers you wanted from this page? Please leave a comment with your question or visit Zipjob on Facebook, Twitter, or LinkedIn to ask. And if you really liked the sample, don’t forget to pin it on Pinterest!

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