Meet with customers to determine their needs and recommend the right loan products to help meet their goalsMaintain an active knowledge base of all of the organization’s loan products and an understanding of the qualifications required of each applicantIdentify and recommend products that meets the customer’s needs and the organization’s lending guidelinesReview active loan files each day to determine if any documents are missing or what can be done to help the process alongUtilize professional judgement to determine which potential borrowers represent good risk opportunities for the organization