interviewing applicants for personal, mortgage, student and business loans
// Unit group · 3312
Credit and Loans Officers
Credit and loans officers analyse and evaluate financial information on applications for credit and loans and determine approval or disapproval of the client for the credit or loan, or recommend to management approval or disapproval.
3 Technicians and Associate Professionals / 33 Business and Administration Associate Professionals / 331 Financial and Mathematical Associate Professionals / All level 4
// Working conditions
// Hand tools
No hand tools in this set.
researching and evaluating loan applicant’s financial status, references, credit and ability to repay the loan
submitting credit and loan applications to management with recommendations for approval or rejection
approving or rejecting loan applications within authorized limits ensuring that credit standards of the institution are respected
keeping records of payments, and preparing routine letters requesting payment for overdue accounts and forwarding these for legal action
completing credit and loan documentation.
Included occupations
Examples of the occupations classified here:
- Loans officer
- Mortgage officer
Excluded occupations
Some related occupations classified elsewhere:
- Financial institution branch manager - 1346
Indexed job titles 26
- Analyst, credit: assessing credit or loansISCO-88 3419
- Analyst, financial: assessing credit worthiness of clientsISCO-88 3419
- Analyst, loansISCO-88 3419
- Analyst, risk: assessing credit worthiness of clientsISCO-88 3419
- Assessor, creditISCO-88 3419
- Assessor, loansISCO-88 3419
- Clerk, finance: approving or assessing credit or loansISCO-88 3419
- Clerk, finance: processing credit applications or loansISCO-88 3419
- Controller, credit: assessing credit worthiness of clientsISCO-88 3419
- Officer, acceptance: financial institutionISCO-88 3419
- Officer, bank lendingISCO-88 3419
- Officer, bank: loans or lendingISCO-88 3419
- Officer, credit: bank, building society or credit unionISCO-88 3419
- Officer, finance: approving, assessing or processing loansISCO-88 3419
- Officer, home loansISCO-88 3419
- Officer, lending services: bank, building society or credit unionISCO-88 3419
- Officer, loansISCO-88 3419
- Officer, mortgageISCO-88 3419
- Officer, securities: loans or lendingISCO-88 3419
- Officer, settlements: loans or financial settlementsISCO-88 3419
- Processor, loansISCO-88 3419
- Supervisor, credit: assessing credit or financeISCO-88 3419
- Underwriter, loansISCO-88 3419
- Underwriter, mortgagesISCO-88 3419
- Writer, loanISCO-88 3419
- Writer, mortgageISCO-88 3419