Loan Officer Job Description

This Loan Officer job description template has all you need and can easily be customized. 

Job Descriptions


Loan Officer:

We are looking for a responsible individual with a good understanding of the loan process to fill our Loan Officer position. In this role, you would be making decisions on loan applications and approving the applications that are acceptable by our standards. You will need to have a strong attention to detail to ensure that all applications are handled properly and fairly. Your role is critical for the success of our clients as these loans can help them to grow their businesses. To be successful in this role, your ability to process applications in a fair and efficient way will be crucial.

Loan Officer Responsibilties:

In this position you will report to the Branch Manager. Responsibilities may include the following:

  • Processing applications
  • Reviewing applications and recommending approvals
  • Communicating with clients
  • Sell other products as necessary (e.g. insurance protection, refinance)
  • Additional projects as required

Loan Officer Qualifications:

  • Post-secondary education focusing on Economics or Finance
  • 1+ years of relevant experience
  • Attention to detail
  • Professionalism
  • Expert communication

Loan Officer Core Skills:

  • Professionalism
  • Communication
  • Organization
  • Teamwork
  • Attention to detail

 

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