How do they match: Loan Officers

  • Financial Assistance Advisor
  • Financial Assistance 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.

  • Assist in selection of financial award candidates using electronic databases to certify loan eligibility.
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Contact applicants or creditors to resolve questions about applications or to assist with completion of paperwork.
  • Inform individuals and groups about the financial assistance available to college or university students.
  • Maintain and review account records, updating and recategorizing them according to status changes.
  • Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.

  • Assess financial status of clients.
  • Inform individuals or organizations of status or findings.