How do they match: Loan Officers

  • Business Banker
  • Business Banking Officer
  • Consumer Lending Specialist
  • Consumer Loan Specialist
  • Financial Assistance Specialist
  • Loan Specialist
  • Loan Servicing Specialist
  • Mortgage Specialist
  • Personal Loan Specialist
  • Small Business Banking Officer

  • Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
  • Counsel clients on personal and family financial problems, such as excessive spending or borrowing of funds.
  • Establish payment priorities according to credit terms and interest rates to reduce clients' overall costs.
  • Work with clients to identify their financial goals and to find ways of reaching those goals.

  • Assess financial status of clients.
  • Develop financial plans for clients.
  • Educate clients on financial planning topics.
  • Interview clients to gather financial information.