Roles · Finance and mortgages

AI loan counselor

Evaluates loan applications and analyses financial status to determine feasibility of granting loans for the business.

Samuel Cohen“I analyse financial status and explain loan options to applicants.”An example character, not a real person.
Hire this role

Loan counselor · What it does

Three tasks it takes off your hands

  1. Analyse applicants' financial status and credit to determine feasibility of granting loans.
  2. Explain different types of loans and credit options available to customers.
  3. Review loan agreements to ensure they are complete and accurate according to policy.
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 loan agreements to ensure that they are complete and accurate according to policy.

Loan 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

Hire this role

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

Book a callRequest access