How do they match: Loan Officers

  • 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.

  • Inform individuals and groups about the financial assistance available to college or university students.
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Assist in selection of financial award candidates using electronic databases to certify loan eligibility.
  • Handle customer complaints and take appropriate action to resolve them.
  • Maintain and review account records, updating and recategorizing them according to status changes.
  • Match individuals' needs and eligibility with available financial aid programs to provide informed recommendations.
  • Meet with applicants to obtain information for loan applications and to answer questions about the process.
  • Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.

  • Inform individuals or organizations of status or findings.
  • Assess financial status of clients.
  • Interpret financial information for others.
  • Interview clients to gather financial information.
  • Maintain data in information systems or databases.
  • Market products, services, or events.
  • Verify accuracy of financial information.