Loan Officer / Customer Service Representative

About this kind of role

What a Loan Officer / Customer Service Representative usually does. The employer's own details are in the listing.

Typically does: Processes loan applications, verifies financial information, and assesses creditworthiness. Communicates with borrowers to explain loan terms and answer questions, ensuring they understand their obligations. Prepares loan documentation and coordinates with underwriters to secure loan approval. Maintains customer relationships and provides ongoing support throughout the loan lifecycle.

Tools and skills: Proficiency in loan origination systems, Microsoft Office Suite, strong communication and interpersonal skills, and a solid understanding of lending regulations are generally required.

Good fit for: Individuals with strong attention to detail, excellent customer service skills, and the ability to work independently and as part of a team often thrive in this role.