How do they match: Loan Officers

  • Personal Banking Officer
  • Personal Loan Specialist
  • Financial Aid Technician
  • Financial Aid Administrator
  • Financial Aid Advisor
  • Financial Aid Coordinator
  • Financial Aid Counselor
  • Financial Aid Officer
  • Financial Assistance Advisor
  • Financial Assistance Specialist

  • Assist in selection of financial award candidates using electronic databases to certify loan eligibility.
  • Contact applicants or creditors to resolve questions about applications or to assist with completion of paperwork.
  • Counsel clients on personal and family financial problems, such as excessive spending or borrowing of funds.
  • Establish payment priorities according to credit terms and interest rates to reduce clients' overall costs.
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
  • Inform individuals and groups about the financial assistance available to college or university students.
  • Match individuals' needs and eligibility with available financial aid programs to provide informed recommendations.