Loan Originator CV: Job Description, Sample & Guide

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Loan Originator CV Example
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Loan Originator CV Example

This article provides a comprehensive CV example for a Loan Originator. It outlines the key skills and experience that employers typically look for in a Loan Originator and provides a sample CV that can be used as a template for creating a successful CV. By following the tips and tricks provided in this article, you can create a CV that will help you to stand out from the competition and be well-positioned for success in your job search.

We will cover:

  • How to write a CV, no matter your industry or job title.
  • What to put on a CV to stand out.
  • The top skills employers from every industry want to see.
  • How to build a CV fast with our professional CV Builder.
  • What a CV template is, and why you should use it.
Moreover, we'll offer expert advice on crafting CVs and share professional examples to ignite your inspiration.

What does a Loan Originator do?

A loan originator is a professional who helps borrowers secure funding for real estate transactions. They are responsible for gathering information about the loan applicant’s financial situation, evaluating and recommending the most suitable loan product for their needs, and guiding them through the loan process. Loan originators must also be knowledgeable about different loan products and be able to explain the terms and conditions of the loan to the borrower.

What are some responsibilities of a Loan Originator?

  • Gather financial information, such as income and credit score, from potential borrowers
  • Explain different types of loan products to potential borrowers
  • Advise clients on their best loan options based on their current financial situation
  • Assist clients with completing loan application paperwork
  • Submit loan applications to underwriting departments for approval
  • Stay up-to-date on relevant laws and regulations
  • Provide guidance and advice to clients throughout the loan process
  • Keep track of paperwork, files, and other documents related to loan applications
  • Maintain accurate records of loan information in loan origination software

Sample Loan Originator CV for Inspiration

Name: John Smith

Location: New York, NY

John is an experienced loan originator with 10+ years of experience in the mortgage industry. He has a proven track record of success in providing loan origination services to numerous clients, resulting in a high rate of customer satisfaction and repeat business. He is knowledgeable in the most up-to-date technologies and processes and is an excellent communicator.

Work Experience:

  • Loan Originator, XYZ Mortgage, New York, NY (2015-Present)
    • Developed and provided loan origination services to clients
    • Assisted clients in navigating the mortgage process
    • Maintained a 100% customer satisfaction rate
  • Loan Originator, ABC Mortgage, New York, NY (2010-2015)
    • Assisted clients in selecting the best mortgage products
    • Provided loan origination services to clients
    • Developed effective marketing strategies to increase loan volume


  • Bachelor of Science in Business Administration, ABC University, New York, NY (2005)


  • Mortgage Origination
  • Financial Analysis
  • Customer Service
  • Marketing Strategies
  • Communication


  • Certified Mortgage Originator (CMO), National Mortgage Association (2015)
  • Certified Loan Processor (CLP), National Mortgage Association (2010)


  • English (Fluent)
  • Spanish (Conversational)

CV tips for Loan Originator

Crafting an impeccable CV that kickstarts your career is a challenging endeavor. While adhering to fundamental writing principles is beneficial, seeking guidance customized for your unique job pursuit is equally prudent. As a newcomer to the professional realm, you require Loan Originator CV pointers.
We've curated top-notch advice from experienced Loan Originator individuals. Explore their insights to streamline your writing journey and enhance the likelihood of fashioning a CV that captivates potential employers' attention.

  • Highlight your experience and accomplishments in the field of loan origination.
  • Demonstrate your knowledge of loan origination processes and procedures.
  • Detail the results of loan origination projects you have completed.
  • Include references from past employers or clients.
  • Provide a list of any certifications, licenses, or other qualifications you hold.

Loan Originator CV Summary Examples

A Loan Originator CV Summary or CV Objective is an effective way to quickly communicate to employers your qualifications and professional experience for the role. It should provide a concise summary of your background and relevant skills, as well as highlighting any key achievements or successes. This should be tailored to the specific job you are applying for, and emphasize why you are the best candidate for the role.

For Example:

  • Experienced Loan Originator with 10+ years in the mortgage and banking industry. Proven ability to develop strong relationships with clients and provide successful loan solutions.
  • Highly knowledgeable Loan Originator with 5+ years of experience in the mortgage industry. Skilled in assisting customers in selecting the best loan options to meet their financial goals.
  • Diligent Loan Originator with 7 years of experience in lending. Strong negotiation and communication skills to ensure successful loan origination and customer satisfaction.
  • Motivated Loan Originator with 4 years of experience in the banking industry. Skilled in understanding customer needs, providing customized loan solutions and closing the loan.
  • Accomplished Loan Originator with 9 years of experience in the financial space. Proven ability to assess customer needs and provide appropriate loan products to meet their requirements.

Build a Strong Experience Section for Your Loan Originator CV

Having a strong experience section on a loan originator CV is important for several reasons. First, it demonstrates to potential employers that you have the skills and knowledge necessary to be successful in the position. It also shows that you have a history of successfully completing loan origination tasks, which will help employers to have confidence in your ability to do the job. Lastly, it gives employers a clear picture of your accomplishments and capabilities in the field, which can help them to make an informed decision when considering applicants for a loan originator role.

For Example:

  • Managed a portfolio of loan originations and ensured compliance with all applicable federal and state regulations.
  • Conducted credit analysis, underwrote and processed loan documents, and communicated with clients throughout the loan process.
  • Provided customer service and technical assistance to loan applicants and customers.
  • Analyzed financial data to determine appropriate loan products for borrowers.
  • Reviewed and processed loan applications, credit reports, and other financial documents.
  • Interacted with borrowers to obtain necessary loan documents and information.
  • Negotiated loan terms to ensure an optimal outcome for all parties involved.
  • Communicated with lenders, real estate agents, and other third parties to complete loan transactions.
  • Maintained accurate and up to date records of loan origination activities and transactions.
  • Provided regular updates and reports to management on loan origination activities.

Loan Originator CV education example

A Loan Originator typically needs at least a high school diploma or GED, although some employers may prefer applicants who have some postsecondary education, such as an associate's degree in finance or a related field. Loan Originators must also complete pre-licensing education and pass a licensing exam. They must also be knowledgeable about the types of loans available and the loan process. Lastly, Loan Originators must have excellent customer service and communication skills.

Here is an example of an experience listing suitable for a Loan Originator CV:

  • Associate of Arts in Business Administration, University of Washington, Seattle, WA, 2013
  • Bachelor of Science in Finance, University of Washington, Seattle, WA, 2016
  • Certified Loan Originator (NMLS), 2018
  • Certified Mortgage Loan Originator (NMLS), 2018

Loan Originator Skills for a CV

It is important to add skills for a Loan Originator CV because it provides employers with a comprehensive overview of the candidate's qualifications and abilities. Skills demonstrate a candidate's proficiency in specific areas that are relevant to the loan originator role, such as knowledge of loan products, sound judgement, communication and interpersonal skills, and attention to detail. Additionally, including relevant skills on a CV can help a candidate stand out from other applicants and show that they have the qualifications needed to succeed in a loan originator role.

Soft Skills:

  1. Time Management
  2. Customer Service
  3. Organizational Skills
  4. Problem-Solving
  5. Attention to Detail
  6. Interpersonal Skills
  7. Negotiation Skills
  8. Analytical Skills
  9. Communication Skills
  10. Financial Knowledge
Hard Skills:
  1. Mortgage Lending
  2. Credit Analysis
  3. Risk Assessment
  4. Financial Modeling
  5. Regulatory Compliance
  6. Loan Origination
  7. Customer Service
  8. Data Entry
  9. Processing Loans
  10. Communication Skills

Common Mistakes to Avoid When Writing a Loan Originator CV

In today's competitive job market, an average of 180 applications floods employers' inboxes for each vacant position. To streamline this influx of CVs, companies frequently employ automated applicant tracking systems that weed out less qualified candidates. If your CV manages to surpass these digital gatekeepers, it must still captivate the attention of the recruiter or hiring manager. Given the sheer volume of applications, a mere 5 seconds is typically allocated to each CV before a decision is reached. With this in mind, it's crucial to eliminate any extraneous information that might relegate your application to the discard pile. To ensure your CV shines, consult the list below for elements to avoid including in your job application.

  • Skipping the cover letter: A well-crafted cover letter is an opportunity to showcase your suitability for the role and express your enthusiasm for it.
  • Excessive jargon: CVs laden with technical terms can alienate hiring managers who lack specialized knowledge.
  • Neglecting vital details: Incorporate your contact information, education, work history, and pertinent skills and experiences.
  • Relying on generic templates: Tailoring your CV to the specific job exhibits your commitment to the position and company.
  • Errors in spelling and grammar: Proofreading is essential to eliminate typos, spelling errors, and grammatical blunders.
  • Overemphasizing duties: Highlight accomplishments to underline your candidacy's value.
  • Sharing personal information: Steer clear of revealing personal details like age, marital status, or religious affiliations.

Key takeaways for a Loan Originator CV

  • Highlight relevant skills and experience
  • Include a professional summary at the top of the CV
  • Ensure your CV is tailored to the job you are applying for
  • Include measurable results to demonstrate your success as a Loan Originator
  • Highlight any relevant certifications and awards that you have achieved
  • Include contact information at the top of the document
  • Be specific in your work history, giving the dates of your employment and a brief overview of your job responsibilities

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