Top 12 Loan Coordinator Skills to Put on Your Resume

In today’s hiring climate, loan coordinators win interviews by showing sharp, relevant skills that map directly to how lenders work now. The twelve skills below spotlight tools, judgment, and controls that keep loans moving, compliant, and profitable—signals that matter when a hiring manager scans a resume in seconds.

Loan Coordinator Skills

1. LoanServ
2. Encompass360
3. PrecisionLender
4. ComplianceEase
5. DocuSign
6. HMDA Reporting
7. TRID Knowledge
8. Credit Analysis
9. Risk Assessment
10. Salesforce CRM
11. Mortgage Underwriting
12. Financial Analysis

1. LoanServ

LoanServ is enterprise servicing software that manages the loan lifecycle after origination—payments, escrow, investor reporting, customer communications, and payoff—so servicing stays tight and auditable.

Why It's Important

It centralizes servicing tasks, automates repeatable work, and reduces error risk. That saves time, strengthens controls, and improves borrower experience.

How to Improve LoanServ Skills

Level up by tightening process, training, and data discipline.

1. Automate the routine: Configure workflows, rules, and queues to cut manual touches on common events (payment changes, escrow analyses, notifications).

2. Integrate cleanly: Connect LoanServ with CRM, accounting, and data warehouses so records reconcile and borrowers get consistent answers.

3. Use dashboards: Monitor SLAs, exceptions, and aging. Fix bottlenecks, then re-check metrics.

4. Harden security: Enforce least-privilege access, multi-factor authentication, and regular credential reviews.

5. Refresh training: Short, periodic sessions on new features and common errors keep the team sharp.

6. Close the feedback loop: Collect pain points from ops and borrowers, and turn them into rule tweaks or templates.

7. Stay compliant: Map regulatory changes to configuration updates and test them in sandbox first.

How to Display LoanServ Skills on Your Resume

2. Encompass360

Encompass (formerly Encompass360) by ICE Mortgage Technology is a loan origination system that unifies intake, processing, disclosures, underwriting, and closing within one platform, with strong compliance controls baked in.

Why It's Important

One system means fewer handoffs, consistent data, faster cycle times, and easier audits. For coordinators, it’s the hub.

How to Improve Encompass360 Skills

1. Personalize the workflow: Tailor milestones, input forms, and conditions to your products and investor overlays.

2. Standardize templates: Checklists, task templates, and disclosure packages drive consistency and reduce rework.

3. Expand automation: Use rules and triggers for status updates, document requests, and alerts on missing or stale data.

4. Govern data: Validation rules on key fields (income, assets, fees) stop bad data at the door.

5. Stay current: Adopt new releases after sandbox testing; update procedures and train the team before go-live.

6. Lean on peers: Share solutions for conditions, e-consents, and exception routing with cross-functional teams.

How to Display Encompass360 Skills on Your Resume

3. PrecisionLender

PrecisionLender is a pricing and profitability platform used primarily in commercial lending. It guides terms by blending risk, relationship value, and funding costs to reach win-win deals.

Why It's Important

Coordinators supporting commercial teams can set smarter terms quickly, protect margins, and respond confidently to competitive pressure.

How to Improve PrecisionLender Skills

1. Elevate data quality: Keep product, cost of funds, and risk parameters current. Inaccurate inputs break trust.

2. Close the loop: Compare booked deals versus modeled outcomes; adjust assumptions based on real performance.

3. Integrate with CRM: Align pricing conversations with pipeline data so relationship context informs the offer.

4. Use scenarioing: Price multiple structures fast (tenor, collateral, covenants) and capture notes on trade-offs.

5. Coach consistently: Short playbooks for common deal types speed adoption and reduce variance across teams.

How to Display PrecisionLender Skills on Your Resume

4. ComplianceEase

ComplianceEase, now part of ICE Mortgage Technology, automates compliance testing for federal, state, and local lending rules, flagging issues early so files don’t stall or fail audits.

Why It's Important

Automated checks reduce costly errors and re-disclosures, protecting borrowers and the institution while speeding clear-to-close.

How to Improve ComplianceEase Skills

1. Keep rule sets fresh: Update configurations whenever regulations or overlays change; verify with sample files.

2. Front-load checks: Run tests at application, at key changes, and pre-close to avoid late surprises.

3. Codify exceptions: Document and route exceptions with reason codes and approvals for clean audit trails.

4. Tune reports: Build reports by channel, product, and branch to spot patterns and fix root causes.

5. Train for accuracy: Quick refreshers on common fails (fee tolerances, APR triggers, state-specific quirks) cut repeat issues.

How to Display ComplianceEase Skills on Your Resume

5. DocuSign

DocuSign enables secure e-signature, document routing, and audit trails that keep borrowers moving without stacks of paper or in-person appointments.

Why It's Important

It shortens cycle times, reduces errors, and gives borrowers a smooth, modern experience.

How to Improve DocuSign Skills

1. Template everything: Set up templates and recipient routing for common packages so coordinators don’t reinvent the wheel.

2. Automate reminders: Time-based nudges and expirations keep signatures flowing without manual chasing.

3. Apply strong authentication: Use appropriate identity verification for higher-risk documents.

4. Brand the experience: Consistent logos, messaging, and instructions build trust and reduce confusion.

5. Optimize for mobile: Assume documents will be reviewed on a phone; simplify fields and instructions.

6. Log and reconcile: Keep status synced with your LOS and CRM so stakeholders see real-time progress.

How to Display DocuSign Skills on Your Resume

6. HMDA Reporting

HMDA reporting captures mortgage application and origination data—demographics, loan purpose, amounts, action taken—to support fair lending oversight and public transparency.

Why It's Important

Accurate HMDA data signals strong governance, protects against penalties, and helps institutions understand their markets.

How to Improve HMDA Reporting Skills

1. Master the data fields: Build checklists for required fields and common pitfalls (ethnicity/race codes, property type, rate spread).

2. Validate early: Add LOS validations and pre-submission checks so defects aren’t discovered at filing time.

3. Audit samples: Perform regular file-to-LAR reconciliations; correct errors and document fixes.

4. Calendar the deadline: File by March 1 for the prior calendar year (or the next business day if it falls on a weekend).

5. Version control: Track policy updates and procedure changes tied to regulatory updates; train the team when anything shifts.

How to Display HMDA Reporting Skills on Your Resume

7. TRID Knowledge

TRID merges TILA and RESPA disclosures into two cornerstone forms: the Loan Estimate and Closing Disclosure. Timing, accuracy, and tolerance rules matter—a lot.

Why It's Important

Strong TRID execution prevents re-disclosures, delays, and compliance hits while giving borrowers clear, consistent information.

How to Improve TRID Knowledge Skills

1. Know the clocks: Lock down timing rules for delivery, waiting periods, and revised LE triggers.

2. Tame tolerances: Build fee controls and comparison tables into workflows so cures are rare.

3. Use checklists: Intake and pre-close checklists catch missing data before disclosures go out.

4. Scenario practice: Run drills on change of circumstance, rate locks, and seller credits to build instincts.

5. Document everything: Keep evidence of delivery, consent, and reasons for any changes. Auditors will ask.

How to Display TRID Knowledge Skills on Your Resume

8. Credit Analysis

Credit analysis weighs a borrower’s capacity and willingness to repay. Think income stability, obligations, assets, credit behavior, and the story the numbers tell.

Why It's Important

It reduces default risk and matches borrowers with appropriate products and terms.

How to Improve Credit Analysis Skills

1. Sharpen ratio work: Be fluent in DTI, LTV, DSCR, and residual income, not just how to calculate them but what shifts them.

2. Read statements deeply: Spot trends in cash flow, seasonality, and one-off events. Context beats a single score.

3. Tri-merge awareness: Compare Equifax, Experian, and TransUnion data; reconcile discrepancies with documentation.

4. Stress the file: Consider rate shocks, income variability, or vacancy assumptions where relevant.

5. Write crisp notes: Summaries that explain the “why” behind approval conditions speed underwriting decisions.

How to Display Credit Analysis Skills on Your Resume

9. Risk Assessment

Risk assessment sizes up the likelihood and impact of loss—borrower default, collateral shortfalls, fraud, or market swings—and guides mitigants.

Why It's Important

Better risk reads mean healthier portfolios, fewer charge-offs, and steadier investor confidence.

How to Improve Risk Assessment Skills

1. Tighten inputs: Keep financials, credit data, valuations, and income docs accurate and current.

2. Segment intelligently: Differentiate risk by product, occupancy, geography, and borrower profile; one-size policies miss nuance.

3. Use frameworks: Scorecards, exposure limits, and early-warning indicators bring consistency.

4. Monitor continuously: Reassess when material changes occur—rate moves, employment shifts, covenant breaches.

5. Document mitigants: Compensating factors, additional collateral, or reserves should be explicit and traceable.

How to Display Risk Assessment Skills on Your Resume

10. Salesforce CRM

Salesforce organizes borrower interactions, tasks, and pipeline so sales, processing, and servicing operate from the same source of truth.

Why It's Important

It reduces manual follow-up, keeps stakeholders aligned, and surfaces insights that speed decisions.

How to Improve Salesforce CRM Skills

1. Automate with Flow: Replace legacy automation with record-triggered Flows for assignments, status changes, and reminders.

2. Clean the data: Use duplicate rules, validation, and clear ownership. Bad data wrecks reports.

3. Meaningful dashboards: Build role-based views for application aging, conditions, and funding timelines.

4. Connect systems: Integrate with your LOS and servicing so statuses sync and tasks are created automatically.

5. Enhance communication: Templates and cadences keep borrowers informed at each milestone—no guesswork.

6. Train often: Short, scenario-based sessions beat long theory. New features? Practice them, then deploy.

7. Leverage AI thoughtfully: Use predictions and insights to prioritize follow-ups and flag at-risk files.

How to Display Salesforce CRM Skills on Your Resume

11. Mortgage Underwriting

Underwriting evaluates credit, capacity, collateral, and conditions to decide if, and under what terms, a loan should be approved. Coordinators don’t underwrite, but they make underwriting efficient by prepping complete, clean files and clearing conditions fast.

Why It's Important

Stronger files mean faster decisions, fewer touches, and a smoother borrower journey.

How to Improve Mortgage Underwriting Skills

1. Package perfectly: Use checklists by product type; flag edge cases upfront with notes and support.

2. Adopt AUS wisely: Run automated findings early and reconcile any conflicts with documentation.

3. Chase conditions with intent: Prioritize critical items, provide examples of acceptable docs, and set clear deadlines.

4. Fee and income accuracy: Validate income calculations, assets, and fees before submission to avoid suspense.

5. Build playbooks: Common scenarios (self-employed income, gift funds, condo reviews) deserve step-by-step SOPs.

How to Display Mortgage Underwriting Skills on Your Resume

12. Financial Analysis

Financial analysis interprets the numbers behind a loan—income streams, obligations, liquidity, trends—so the decision isn’t guesswork.

Why It's Important

It aligns product, pricing, and risk with what a borrower can genuinely support.

How to Improve Financial Analysis Skills

1. Deepen fundamentals: Strengthen knowledge of statements, cash flow, and variance drivers; context changes conclusions.

2. Model scenarios: Build simple models in spreadsheets to test rate changes, term adjustments, and reserves.

3. Standardize methods: Use consistent income calculations, documentation hierarchies, and exception criteria.

4. Tell the story: Write concise rationales tying numbers to risk and mitigating factors; underwriters and auditors appreciate clarity.

5. Keep learning: Regulatory shifts and market cycles alter what “good” looks like. Stay curious.

How to Display Financial Analysis Skills on Your Resume