How do they match: Loan Officers

  • Banking Services Officer
  • Commercial Relationship Manager
  • Loan Service Officer
  • Loan Servicing Specialist
  • Portfolio Manager

  • 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.

  • Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
  • 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.
  • Set credit policies, credit lines, procedures and standards in conjunction with senior managers.
  • Stay abreast of new types of loans and other financial services and products to better meet customers' needs.

  • Market products, services, or events.
  • Recommend products or services to customers.
  • Update professional knowledge.