How do they match: Loan Officers

  • Banking Services Officer
  • Commercial Relationship Manager
  • Financial Assistance Advisor
  • Financial Assistance Specialist
  • Loan Service Officer
  • Loan Servicing 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.
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
  • Handle customer complaints and take appropriate action to resolve them.
  • Inform individuals and groups about the financial assistance available to college or university students.
  • Market bank products to individuals and firms, promoting bank services that may meet customers' needs.
  • Prepare reports to send to customers whose accounts are delinquent, and forward irreconcilable accounts for collector action.
  • Set credit policies, credit lines, procedures and standards in conjunction with senior managers.
  • Stay abreast of new types of loans and other financial services and products to better meet customers' needs.

  • Correspond with customers to answer questions or resolve complaints.
  • Market products, services, or events.
  • Recommend products or services to customers.