How do they match: Loan Officers

  • Commercial Relationship Manager
  • Portfolio Manager

  • Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
  • Contact borrowers with delinquent accounts to obtain payment in full or to negotiate repayment plans.
  • Maintain and review account records, updating and recategorizing them according to status changes.
  • Prepare reports to send to customers whose accounts are delinquent, and forward irreconcilable accounts for collector action.
  • Review accounts to determine write-offs for collection agencies.
  • Set credit policies, credit lines, procedures and standards in conjunction with senior managers.