How do they match: Loan Officers

  • Real Estate Loan Officer
  • Real Estate Officer

  • 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.

  • Establish payment priorities according to credit terms and interest rates to reduce clients' overall costs.
  • 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.

  • Establish organizational guidelines or policies.
  • Develop financial plans for clients.
  • Educate clients on financial planning topics.