JOB DESCRIPTION
Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
Meet with applicants to obtain information for loan applications and to answer questions about the process
Work with clients to identify their financial goals and to find ways of reaching those goals.
Market the firm financial products to individuals and firms, promoting the firm’s financial services that may meet customers’ needs.
Analyze potential loan markets and develop referral networks in order to locate prospects for loans
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