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DUTIES & RESPONSIBILITIES

 Evaluate credit worthiness by processing loan applications and documentation within specified limits

 Interview applicants to determine financial eligibility and feasibility of granting loans

 Determine all applicable ratios and metrics and set up debt payment plans

 Communicate with clients either to request or to provide information

 Justify decisions (approvals/rejections) and report on them

 Complete loan contracts and counsel clients on policies and restrictions

 Review loan agreements to ensure that they are complete and accurate according to policy

 Update account records, Compute payment schedules and transactions on ERP

 Confer with underwriters to aid in resolving loan application problems.

 Update job knowledge on types of loans and other financial services

 Assess customer needs, explore all options and introduce different types of loans

 Develop referral networks, suggest alternate channels and cross-sell products and services to accomplish

quotas

 Go the “extra mile” to build trust relationships, customer loyalty and satisfaction throughout the

underwriting process

 Operate in compliance with laws and regulations and adhere to lending compliance guidelines

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