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
$50K
Lower
$70K to $102K
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
Organised
Enterprising
Social
Interests that fit this job
Interest quiz,
Kairoro Whakaritea
Do the Interest quiz to find out how well your interests fit with this job.
Do the quizYou usually learn on the job to become a loan officer and qualifications and experience may be useful.
You may need
- experience in 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 management and business studies, banking and finance, accounting or similar area
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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