How do they match: Loan Officers

  • Farm Loan Representative
  • Farm Mortgage Agent
  • Commercial Relationship Manager
  • 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.

  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
  • Maintain and review account records, updating and recategorizing them according to status changes.
  • Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
  • Set credit policies, credit lines, procedures and standards in conjunction with senior managers.

  • Assess financial status of clients.
  • Inform individuals or organizations of status or findings.