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Monday, 24 October 2011

Functions of a Loan Officer

With increasing demand for loans by the customers, the role of a Loan Officer has increased and it the Loan Officer who interviews applicants, examines, evaluates and authorises or recommends approval for customers' loan applications. The typical functions of a loan officer are:-
  • Supervising loan personnel, reporting to him.
  • Analyzing applicant financial status, credit-worthiness and property evaluation to determine feasibility of granting loan.
  • Corresponding with or interviewing applicants / creditors to resolve questions regarding application information.
  • Approving mortgage loan within specified limits or refers to higher authority for approval.
  • Lesser experienced loan officers operate with moderate credit authority where more experienced senior loan officers operate with substantial credit authority involving large amounts of money or important customers.
  • Ensures loan agreements are complete and accurate according to his bank's / financial institution's policy.
  • Conferring with mortgage underwriter to aid in resolving mortage application problems.
  • Analyzing potential loan markets to develop prospects for loans.