How do they match: Loan Officers

  • Commercial Relationship Manager
  • Portfolio Manager

  • Inform individuals and groups about the financial assistance available to college or university students.
  • Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
  • Match individuals' needs and eligibility with available financial aid programs to provide informed recommendations.
  • Meet with applicants to obtain information for loan applications and to answer questions about the process.
  • Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
  • Set credit policies, credit lines, procedures and standards in conjunction with senior managers.

  • Inform individuals or organizations of status or findings.
  • Interpret financial information for others.
  • Interview clients to gather financial information.
  • Maintain data in information systems or databases.
  • Verify accuracy of financial information.