How do they match: Loan Officers

  • Banking Services Officer
  • Commercial Relationship Manager
  • Loan Service Officer
  • Loan Servicing Specialist
  • 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.

  • Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
  • Calculate amount of debt and funds available to plan methods of payoff and to estimate time for debt liquidation.
  • Contact borrowers with delinquent accounts to obtain payment in full or to negotiate repayment plans.
  • 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.
  • Set credit policies, credit lines, procedures and standards in conjunction with senior managers.
  • Stay abreast of new types of loans and other financial services and products to better meet customers' needs.

  • Develop financial plans for clients.
  • Educate clients on financial planning topics.
  • Market products, services, or events.
  • Recommend products or services to customers.