How do they match: Loan Officers

  • Commercial Relationship Manager
  • Financial Assistance Advisor
  • Financial Assistance Specialist
  • Portfolio Manager

  • Assist in selection of financial award candidates using electronic databases to certify loan eligibility.
  • Market bank products to individuals and firms, promoting bank services that may meet customers' needs.
  • Analyze potential loan markets and develop referral networks to locate prospects for loans.
  • 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.
  • Set credit policies, credit lines, procedures and standards in conjunction with senior managers.

  • Market products, services, or events.
  • Analyze market conditions or trends.