How do they match: Loan Officers

  • Commercial Relationship Manager
  • Portfolio Manager

  • 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.
  • Set credit policies, credit lines, procedures and standards in conjunction with senior managers.

  • Develop financial plans for clients.
  • Educate clients on financial planning topics.
  • Maintain data in information systems or databases.