How do they match: Loan Officers

  • Commercial Relationship Manager
  • Farm Mortgage Agent
  • Financial Assistance Advisor
  • Financial Assistance Specialist
  • Portfolio Manager

  • 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.
  • Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
  • 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.
  • Review accounts to determine write-offs for collection agencies.
  • Set credit policies, credit lines, procedures and standards in conjunction with senior managers.