Roles · Finance and mortgages

AI financial aid counselor

Evaluates loan applications and advises borrowers on financial status and payment methods for the business.

Lauren Kelly“I analyse financial status and explain loan options.”An example character, not a real person.
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Financial aid counselor · What it does

Three tasks it takes off your hands

  1. Analyses financial status and credit to determine loan feasibility.
  2. Explains loan types and credit options available to customers.
  3. Reviews and updates credit and loan files.
Where these come from

The tasks of “Loan Officers” (O*NET 13-2072.00), as O*NET lists them:

  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
  • Review and update credit and loan files.

Financial aid counselor · Tools and industries

It works in the tools you already use

  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft Access
  • Microsoft PowerPoint
  • Microsoft Word

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits

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