Loan officer, Āpiha whakarite pūtea taurewa
Also known as
- Lending officer, lending administrator, loan clerk
Loan officers interview applicants to collect personal and financial information to complete loan applications.
Your pay could be
$49K
Lower
$59K to $105K
Most common
$160K
Upper
How does this pay compare?
Pay is before tax
Loan officers
- usually work regular business hours
- usually work in offices and may travel locally
- need to be methodical, accurate and communicate well
Tasks
- Verify accuracy of financial or transactional data.
- Compile data or documentation.
- Maintain financial or account records.
- Prepare documentation for contracts, transactions, or regulatory compliance.
- Provide notifications to customers or patrons.
- Obtain personal or financial information about customers or applicants.
- Determine the value of goods or services.
- Interview employees, customers, or others to collect information.
- Prepare business correspondence.
- Type documents.
You usually learn on the job to become a loan officer and qualifications and experience may be useful.
You may need
- experience in banking, finance or similar work
- to join a professional organisation
- a New Zealand Certificate in Financial Services (Level 5)
- a New Zealand Diploma of Conveyancing (Level 6)
- a Bachelor's degree in business, finance or accounting
If you’re in school
You usually need NCEA Level 3 or University Entrance to do the study or training for this job.
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