How do they match: Loan Officers

  • Home Lending Advisor
  • Home Lending Officer
  • Personal Banking Officer
  • Personal Loan Specialist
  • Banking Services Officer
  • Loan Service Officer
  • Loan Servicing Specialist

  • Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and payment methods. Includes mortgage loan officers and agents, collection analysts, loan servicing officers, loan underwriters, and payday loan officers.

  • Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
  • Confer with underwriters to resolve mortgage application problems.
  • Contact applicants or creditors to resolve questions about applications or to assist with completion of paperwork.
  • Counsel clients on personal and family financial problems, such as excessive spending or borrowing of funds.
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
  • Market bank products to individuals and firms, promoting bank services that may meet customers' needs.
  • Meet with applicants to obtain information for loan applications and to answer questions about the process.
  • Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
  • Submit applications to credit analysts for verification and recommendation.
  • Supervise loan personnel.

  • Market products, services, or events.
  • Recommend products or services to customers.
  • Submit financial applications.
  • Verify application data to determine program eligibility.