How do they match: Loan Officers

  • Consumer Lending Specialist
  • Consumer Loan Specialist
  • Financial Assistance Specialist
  • Loan Specialist
  • Loan Servicing Specialist
  • Mortgage Specialist
  • Personal Loan Specialist

  • Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
  • Match individuals' needs and eligibility with available financial aid programs to provide informed recommendations.

  • Educate clients on financial planning topics.
  • Verify application data to determine program eligibility.