Loan Officer Expertise Checklist Loan Officer Expertise Checklist Provide a detailed summary of your applicable experience on the below topics. Please only address the topics where you have education, training, working knowledge or experience. Name First Last Loan Officer Expertise Checklist 1. Working with loan applicants to complete loan applications 2. Coordinating between multiple lenders for a single borrower 3. Analyzing borrower's financial status & credit 4. Preparing amortization schedules 5. Strong understanding of accounting principles and procedures; Knowledge of basic government accounting principles and methodologies a plus 6. Negotiating payment arrangements with customers for delinquent loan balances 7. Strong competency with loan management software 8. Developing business plans 9. Filing and maintaining UCC renewals 10. Tracking and managing balloon payments 11. Mortgage filings and satisfactions 12. Purchase agreements 13. Promissory notes 14. Loan subordination documents 15. Inter-creditor agreements 16. Loan closing processing 17. Reviewing and applying state and federal regulations 18. Developing and maintaining filing systems 19. Completing reports 20. Experience working with government policies and regulation 21. Organizing and facilitating meetings 22. Creating professional technical written and electronic documents 23. Providing customer service 24. Marketing and sales of products or services 25. Oral communication or presentation to small and large groups 26. Working both independently and as a team 27. Researching, compiling and analyzing data 28. MS Office 365 29. Sharepoint 30. Finance software What prompted you to apply for this position? What is your salary expectation for this position? Why are you interested in living and working in our rural region? Δ
