Assessment Template For Loan Officers
Loan Officers
Hiring success rate
72% hiring better
Test Used
10731 times
Popular Job Roles
Occupation-Specific
Technology Skills
Data base user interface and query software
Tasks
- Meet with applicants to obtain information for loan applications and to answer questions about the process.
- Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
- Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
- Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
- Submit applications to credit analysts for verification and recommendation.
Technology Skills
Data base user interface and query software
FileMaker Pro, Microsoft Access, Student information systems SIS, Sungard Higher Education PowerFAIDS
Video conferencing software
Zoom
Financial analysis software
Delphi Discovery, Experian Credinomics, VueCentric MortgageDashboard, White Clarke North America Credit Adjudication and Lending Management
Accounting software
Bottom Line LoanMaster Loan Servicing, Financial Industry Computer Systems Loan Accountant, Tax software
Enterprise resource planning ERP software
Datatel Colleague, Oracle PeopleSoft, SAP business and customer relations management software
Worker Requirements
Technology Skills
Data base user interface and query software
Skills
Active Listening
Knowledge
Customer and Personal Service
Skills
Active Listening
Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Speaking
Talking to others to convey information effectively.
Judgment and Decision Making
Considering the relative costs and benefits of potential actions to choose the most appropriate one.
Reading Comprehension
Understanding written sentences and paragraphs in work-related documents.
Critical Thinking
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Knowledge
Customer and Personal Service
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Economics and Accounting
Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
English Language
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Mathematics
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Sales and Marketing
Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
Worker Characteristics
Technology Skills
Data base user interface and query software
Skills
Active Listening
Knowledge
Customer and Personal Service
Abilities
Oral Comprehension
Interests
Conventional
Work Values
Relationships
Work Styles
Integrity
Abilities
Oral Comprehension
The ability to listen to and understand information and ideas presented through spoken words and sentences.
Oral Expression
The ability to communicate information and ideas in speaking so others will understand.
Written Comprehension
The ability to read and understand information and ideas presented in writing.
Near Vision
The ability to see details at close range (within a few feet of the observer).
Written Expression
The ability to communicate information and ideas in writing so others will understand.
Interests
Conventional
Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
Enterprising
Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
Social
Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.
Work Values
Relationships
Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.
Independence
Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.
Support
Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.
Work Styles
Integrity
Job requires being honest and ethical.
Dependability
Job requires being reliable, responsible, and dependable, and fulfilling obligations.
Cooperation
Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.
Attention to Detail
Job requires being careful about detail and thorough in completing work tasks.
Adaptability/Flexibility
Job requires being open to change (positive or negative) and to considerable variety in the workplace.
Our platform will answer your questions:
What are your candidate's cognitive abilities?- What's your candidate’s capacity to learn and grow?
- How will your candidates behave in the workplace?
- What drives your candidates to engage in action?