Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Tom Wickenheiser

Rosemount

Summary

Goal-driven Loan Processor highly effective at coordinating documents and processes between departments, individuals and government offices. Expert negotiator, problem solver and organizer. Highly skilled Loan Processor with strong experience in handling loan applications and promoting customer satisfaction. Possess solid understanding of lending products, credit report analysis, and regulatory standards in the financial industry. Known for precision in documentation and enhanced ability to manage deadlines, contributing to smooth workflow within fast-paced environments. Have consistently delivered high-quality service, resulting in improved efficiency and customer retention rates.

Overview

10
10
years of professional experience

Work History

Senior Loan Processor

Bell Bank
Eagan
07.2019 - 02.2025
  • Reviewed loan applications for accuracy and completeness.
  • Provided excellent customer service while responding promptly to inquiries from applicants, lenders and brokers.
  • Maintained accurate records in computer database system during loan origination process.
  • Monitored progress of each loan application from start to finish ensuring timely completion.
  • Communicated with customers via telephone or email to obtain additional documentation required for loan processing.
  • Updated customers regularly on status of their loans throughout the processing period.
  • Submitted loan applications to underwriting department for review and approval process.
  • Performed detailed calculations to verify income, assets, liabilities and other data provided by applicants.
  • Collaborated with underwriters to resolve any discrepancies in applicant's financial profile or documentation issues.
  • Reviewed credit reports and financial information to evaluate creditworthiness of applicants.
  • Developed relationships with clients, real estate agents, lenders, title companies and attorneys throughout closing process.
  • Reviewed appraisals to ensure accuracy of value estimates.
  • Managed pipeline of loans ensuring that all deadlines are met and loans progress to closing.

Loan Processor

First Bank & Trust
Edina
10.2014 - 05.2019
  • Reviewed loan applications for accuracy and completeness.
  • Provided excellent customer service while responding promptly to inquiries from applicants, lenders and brokers.
  • Monitored progress of each loan application from start to finish ensuring timely completion.
  • Communicated with customers via telephone or email to obtain additional documentation required for loan processing.
  • Submitted loan applications to underwriting department for review and approval process.
  • Updated customers regularly on status of their loans throughout the processing period.
  • Analyzed loan applications and supporting documents to determine eligibility for approval.
  • Performed detailed calculations to verify income, assets, liabilities and other data provided by applicants.
  • Collaborated with underwriters to resolve any discrepancies in applicant's financial profile or documentation issues.
  • Reviewed credit reports and financial information to evaluate creditworthiness of applicants.
  • Developed relationships with clients, real estate agents, lenders, title companies and attorneys throughout closing process.

Education

Bachelor of Science - Accounting And Finance

Academy of Accountancy
Bloomington, MN
05-1994

Skills

  • Loan documentation
  • Credit analysis
  • Regulatory compliance
  • Pipeline management
  • Time management
  • Customer service
  • Financial calculations
  • Communication skills
  • Problem solving
  • Detail orientation
  • Created reports

References

References available upon request.

Timeline

Senior Loan Processor

Bell Bank
07.2019 - 02.2025

Loan Processor

First Bank & Trust
10.2014 - 05.2019

Bachelor of Science - Accounting And Finance

Academy of Accountancy
Tom Wickenheiser