How do they match: Loan Officers

  • Financial Assistance Advisor
  • Financial Assistance Specialist

  • Assist in selection of financial award candidates using electronic databases to certify loan eligibility.
  • 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.
  • 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.
  • Recommend products or services to customers.