Occupation Profile for Loan Counselors

opportunity | video

Provide guidance to prospective loan applicants who have problems qualifying for traditional loans. Guidance may include determining the best type of loan and explaining loan requirements or restrictions.

 

Tasks

  • Core — Check loan agreements to ensure that they are complete and accurate, according to policies.
  • Core — Interview applicants and request specified information for loan applications.
  • Core — Approve loans within specified limits.
  • Core — Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Core — Submit applications to credit analysts for verification and recommendation.

Activities

  • Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources.
  • Communicating with Persons Outside Organization — Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
  • Establishing and Maintaining Interpersonal Relationships — Developing constructive and cooperative working relationships with others, and maintaining them over time.
  • Analyzing Data or Information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
  • Organizing, Planning, and Prioritizing Work — Developing specific goals and plans to prioritize, organize, and accomplish your work.