How do they match: Loan Officers

  • Personal Banking Officer
  • Personal Loan Specialist
  • Banking Services Officer
  • Loan Service Officer
  • Loan Servicing 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.

  • Counsel clients on personal and family financial problems, such as excessive spending or borrowing of funds.
  • 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.
  • 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.
  • Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
  • Supervise loan personnel.

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