How do they match: Loan Officers

  • Loan Analyst

  • 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.

  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Contact applicants or creditors to resolve questions about applications or to assist with completion of paperwork.
  • Establish payment priorities according to credit terms and interest rates to reduce clients' overall costs.
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
  • Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
  • Review and update credit and loan files.
  • Set credit policies, credit lines, procedures and standards in conjunction with senior managers.
  • Submit applications to credit analysts for verification and recommendation.