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How do they match:
Loan Officers
10
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
Peer
Financial
Counselor
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.
8
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.
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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Work Values
Crosswalks
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DOT
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ESCO
Sites
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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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Site updated August 9, 2024
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