Loan Officer Job Description A loan officer is a person employed by a bank or other financial institution who offers and negotiates financial loans. Loan officers also assemble financial packages for consumers who wish to apply for loans. Loan officers typically hold bachelor’s degrees in business, finance, or economics, but nowadays many employers prefer applicants…
Loan Processor Job Description A loan processor is an individual employed by a lender or broker to process loan applications. A loan processor analyzes loan applications to determine whether the applicant is approved for a mortgage loan. Loan processors make the final determination on lending decisions. They gather information, such as credit history, and request…
Loan Specialist Job Description A loan specialist is an expert in a particular type of loan that a bank offers, such as mortgages, auto loans, or small business loans. Loan specialists are responsible for educating consumers about the bank’s products, building relationships with them, and servicing their loans after they’re made. Loan specialists may specialize…
Investment Analyst Job Description An investment analyst is a financial analyst who provides advice regarding a company’s shares. An investment analyst can specialize in the following areas: Investing in the stock market Investing for retirement Investing internationally Evaluating the value of a business Evaluating a company’s stock Evaluating a security Evaluating whether to keep investing…
Investment Banker Job Description An investment banker provides financing for companies, both privately- and publicly-held. The investment banker does this by placing and accepting orders for securities and loaning money. An investment banker might be the company’s “go-to” person for placing and accepting orders for new debt or equity issuance. An investment banker can help…
Investment Consultant Job Description An investment consultant is a professional who gives investment plan recommendations and advice to others. Investment consultants may be certified as securities agents, brokers, or investment advisers, depending on the laws and practices in their country. Investment management firms employ investment consultants, who advise clients on how best to invest their…
Head of Finance Job Description A head of finance is a person who manages, controls, and oversees all financial activities and strategies of a company. A head of finance is responsible for managing, supervising, and directing financial activities, as well as maintaining a budget. In addition, the head of finance often audits the company’s financial…
Financial Services Representative Job Description A financial services representative, or “financial advisor,” is someone who assists individuals with investing their money. Financial advisors help people make educational decisions, as well as help them make prudent financial decisions. Financial advisors have to be licensed or certified before they can offer financial advice, and their licenses or…
Financial Specialist Job Description Financial specialists are individuals who assist an organization in meeting its financial goals. Financial specialists spend a large amount of their time assessing an organization’s financial needs, recommending solutions, and determining how each proposed solution will affect the company’s financial goals. There are three basic types of financial specialists: Accounting specialists:…
Financial Advisor Job Description A financial advisor is a person who assists clients with their personal financial matters. They advise clients on investments, retirement, retirement taxes, insurance, estate planning, and business management. Financial advisor job description template includes a detailed overview of the key requirements, duties, responsibilities, and skills for this role. It’s optimized for…
