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loan officer

View on ESCO Portal

Description

Loan officers assess and authorise the approval of loan applications for individuals and businesses. They ensure complete transactions between loan organisations, borrowers, and sellers. Loan officers are specialists in consumer, mortgage, or commercial lending.

EssentialOptional

Theoretical Knowledge

credit control processesbanking activitiescore banking softwareactuarial sciencedebt classificationcustomer servicesecuritiesbusiness loansmortgage loansproperty lawforeclosuretax legislationdebt systems

Practical Skills

examine credit ratingsdecide on loan applicationsanalyse financial riskanalyse loansmaintain credit history of clientsobtain financial informationanalyse business plansinform on interest ratesinterpret financial statementsconsult credit scoreinterview bank loaneesmonitor loan portfoliomanage loan applicationsprovide support in financial calculationprotect client interestsexamine mortgage loan documentsmaintain client debt recordscommunicate with banking professionalscollect property financial informationadvise on financial matterscheck accounting recordsassist in loan applicationsadvise on risk managementsynthesise financial informationapply credit risk policyassess customer credibility

Data Source: ESCO v1.2.1 Classification · European Commission

Supported by

EUPortugal GovAmadora City

Incubated by

Amadora InovaIAPMEI

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