How do they match: Loan Officers

  • 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.

  • Inform individuals and groups about the financial assistance available to college or university students.
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
  • Market bank products to individuals and firms, promoting bank services that may meet customers' needs.
  • 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.
  • Stay abreast of new types of loans and other financial services and products to better meet customers' needs.

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