About this role
Credit and Loans Officers analyse, evaluate and process credit and loan applications.
What you might do day-to-day in this job
Typical tasks for a Credit and Loans Officer include:
- analysing information about customers and examining references, credit ratings, investment risks, pay slips and other information against predetermined policy standards
- contacting financial and credit institutions to obtain information about customers
- preparing papers setting out conditions of credit and loans, rates of repayment and loan periods, and providing information about customers' standing to financial and credit institutions
- authorising the approval of credit and loan applications and recommending credit and loan conditions and limits
- keeping records of payments, and preparing routine letters requesting payment for overdue accounts and forwarding these for legal action
- answering inquiries concerning credit standing of customers, loan balances and penalties
- may recommend, approve and arrange mortgages
- may work in a call centre.
Courses that can lead to a career as a Credit and Loans Officer
Showing:
1–3 of
12 courses
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- Traineeship
- On-the-job training
- 2 years
- Cost varies
- No entry requirements
- Partially online
- Part-time may be available
-
- Traineeship
- On-the-job training
- 2 years
- Cost varies
- Financial help available
- No entry requirements
- Partially online
- Part-time may be available
-
- Traineeship
- On-the-job training
- 2 years
- Cost varies
- Financial help available
- No entry requirements
- Partially online
- Part-time may be available