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How do they match:
Loan Officers
21
Alternate Occupation Titles
Financial
Aid Administrator
Financial
Aid Advisor
Financial
Aid Coordinator
Financial
Aid Counselor
Financial
Aid Officer
Financial
Aid Technician
Financial
Assistance Advisor
Financial
Assistance Specialist
Financial
Counselor
Bank
Officer
Bank
Representative
Banking
Services Officer
Branch
Banker
Business
Banker
Business
Banking
Officer
Commercial
Banker
Corporate
Banking
Officer
Mortgage
Banker
Peer
Financial
Counselor
Personal
Banking
Officer
Small Business
Banking
Officer
1
O*NET-SOC Description
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.
9
Tasks
Analyze applicants'
financial
status, credit,
and
property evaluations to determine feasibility of granting loans.
Assist in selection of
financial
award candidates using electronic databases to certify loan eligibility.
Counsel clients on personal
and
family
financial
problems, such as excessive spending or borrowing of funds.
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.
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.
Work with clients to identify their
financial
goals
and
to find ways of reaching those goals.
13
Detailed Work Activities
Advise others on
financial
matters.
Assess
financial
status of clients.
Authorize
financial
actions.
Confer with others about
financial
matters.
Develop
financial
plans for clients.
Educate clients on
financial
planning topics.
Examine
financial
records.
Gather
financial
records.
Interpret
financial
information for others.
Interview clients to gather
financial
information.
Prepare
financial
documents, reports, or budgets.
Submit
financial
applications.
Verify accuracy of
financial
information.
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Creative Commons CC-BY
License
How do they match: 13-2072.00 - Loan Officers
by
U.S. Department of Labor, Employment and Training Administration
is licensed under a
Creative Commons Attribution 4.0 International License
.
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