- Meet with customers to determine their needs and recommend the right loan products to help meet their goals
- Maintain an active knowledge base of all of the organization’s loan products and an understanding of the qualifications required of each applicant
- Identify and recommend products that meets the customer’s needs and the organization’s lending guidelines
- Review active loan files each day to determine if any documents are missing or what can be done to help the process along
- Utilize professional judgement to determine which potential borrowers represent positive risk opportunities for the organization