Loan Officer job description template

This Loan Officer job description template is optimized for posting on online job boards or careers pages and easy to customize for your company.

In order to attract Loan Officer that best match your needs, it is very important to write a clear and precise job description.

Loan Officer job description example

Are you a passionate top producing Loan Officer interested in advancing your career?

If you are people oriented person with strong analytical and project management skills, we have a perfect job for you!

We are looking for a Loan Officer who is prepared to make a difference in the lives of our customers.

Evaluate credit worthiness of customers
Process loan applications and documentation
Interview applicants to determine their financial eligibility and feasibility
Determine all applicable rations and metrics and set up debt payment plans
Answer clients’ questions and provide information
Justify decisions (approvals/rejections) and report on them
Complete loan contracts and counsel clients on policies and restrictions
Maintain an active knowledge base of all of the organization’s loan products and an understanding of the qualifications required of each applicant
Documents all customer conversations in loan origination software and timely follow up in CRM
Assess customer needs, explore all options and introduce different types of loans
Develop referral networks, suggest alternate channels and cross-sell products and services to accomplish quotas
Build long term, trusting relationships with customers
Ensure customer satisfaction at highest possible level
Οperate in compliance with laws and regulations and adhere to lending compliance guidelines
Maintain a positive working relationship with internal departments and external contacts