How do they match: Loan Officers

  • Banking Services Officer
  • Loan Service Officer
  • Loan Servicing Specialist

  • 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.

  • Work with clients to identify their financial goals and to find ways of reaching those goals.
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
  • Market bank products to individuals and firms, promoting bank services that may meet customers' needs.
  • Stay abreast of new types of loans and other financial services and products to better meet customers' needs.

  • Advise others on financial matters.
  • Confer with others about financial matters.
  • Interpret financial information for others.
  • Market products, services, or events.
  • Recommend products or services to customers.