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loan-officer/references/skills.md
2026-08-15 16:07:02 +02:00

2.3 KiB

Competences — loan officer

Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/8e185c49-704e-49c0-8584-a7e0b618f628).

Essential

  • actuarial science (knowledge)
  • analyse business plans (skill/competence)
  • analyse financial risk (skill/competence)
  • analyse loans (skill/competence)
  • banking activities (knowledge)
  • consult credit score (skill/competence)
  • core banking software (knowledge)
  • credit control processes (knowledge)
  • decide on loan applications (skill/competence)
  • examine credit ratings (skill/competence)
  • inform on interest rates (skill/competence)
  • interpret financial statements (skill/competence)
  • interview bank loanees (skill/competence)
  • maintain credit history of clients (skill/competence)
  • monitor loan portfolio (skill/competence)
  • obtain financial information (skill/competence)

Optional

  • advise on financial matters (skill/competence)
  • advise on risk management (skill/competence)
  • apply credit risk policy (skill/competence)
  • assess customer credibility (skill/competence)
  • assist in loan applications (skill/competence)
  • business loans (knowledge)
  • check accounting records (skill/competence)
  • collect property financial information (skill/competence)
  • communicate with banking professionals (skill/competence)
  • customer service (knowledge)
  • debt classification (knowledge)
  • debt systems (knowledge)
  • examine mortgage loan documents (skill/competence)
  • foreclosure (knowledge)
  • maintain client debt records (skill/competence)
  • manage loan applications (skill/competence)
  • mortgage loans (knowledge)
  • property law (knowledge)
  • protect client interests (skill/competence)
  • provide support in financial calculation (skill/competence)
  • securities (knowledge)
  • synthesise financial information (skill/competence)
  • tax legislation (knowledge)

Market evidence (job-ad analysis, 51 ads, as of 2026-07-15)

Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs.

Hard skills

  • loan origination — 37 %
  • mortgage lending — 20 %
  • sales — 20 %
  • credit analysis — 20 %

Responsibilities

  • client communication — 20 %