How do they match: Loan Officers

  • Calculate amount of debt and funds available to plan methods of payoff and to estimate time for debt liquidation.
  • Contact borrowers with delinquent accounts to obtain payment in full or to negotiate repayment plans.
  • Market bank products to individuals and firms, promoting bank services that may meet customers' needs.
  • Stay abreast of new types of loans and other financial services and products to better meet customers' needs.

  • Develop financial plans for clients.
  • Educate clients on financial planning topics.
  • Market products, services, or events.
  • Recommend products or services to customers.