How do they match: Loan Officers

  • Real Estate Loan Officer
  • Real Estate Officer
  • Commercial Relationship Manager
  • 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.
  • Establish payment priorities according to credit terms and interest rates to reduce clients' overall costs.
  • 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.

  • Establish organizational guidelines or policies.