How do they match: Loan Officers

  • Consumer Lending Specialist
  • Consumer Loan Specialist
  • Financial Assistance Specialist
  • Financial Assistance Advisor
  • Loan Specialist
  • Loan Servicing Specialist
  • Mortgage Specialist
  • Personal Loan Specialist

  • Assist in selection of financial award candidates using electronic databases to certify loan eligibility.
  • Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
  • Contact applicants or creditors to resolve questions about applications or to assist with completion of paperwork.
  • Inform individuals and groups about the financial assistance available to college or university students.
  • 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.
  • Stay abreast of new types of loans and other financial services and products to better meet customers' needs.