Loan Clerk Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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Job Objective

To obtain a Loan Clerk position and to contribute to the success and reputation of the company.

Work Experience:

Loan Clerk, May 2004 – Present

Accountemps, Somerville, NJ

  • Performed clerical duties including record keeping.
  • Contributed to contact clients; answered phones and processed payment.
  • Prepared funding requests; updated daily prices for positions; created and maintained credit files.
  • Managed mandatory time-sensitive documents.
  • Coordinated with custodians, agents, trustees and portfolio managers to execute settlement processes.
  • Ensured accurate and timely circulation of all documentation necessary to close trades.

Loan Clerk, March 2002– April 2004

CME Group, Somerville, NJ

  • Delegated research and resolved trading, accounting and custody issues.
  • Tested and implemented process improvements working directly with IT.
  • Reconciled positions with agents and custodian banks.
  • Assisted the loan servicing department.
  • Administered model leverage loan facilities in trading and analytical system.
  • Managed to type, file and research information; proof read; made copies; and answered telephones.

Summary of Qualifications:

  • Basic knowledge of residential mortgage lending
  • Deep knowledge of pricing and underwriting requirements of various mortgage insurance companies
  • Outstanding ability to analyze financial information
  • Solid interpersonal and negotiation skills
  • Ability to build quality customer relationships
  • Excellent ability to perform duties such as filing, typing, faxing and answering phone
  • Typing speed of 50 W.P.M
  • Ability to handle multiple tasks


Associate Degree in Commerce, Owens Community College, Perrysburg, OH