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Bank consultant vs loan officer assistant

The differences between bank consultants and loan officers assistant can be seen in a few details. Each job has different responsibilities and duties. It typically takes 4-6 years to become both a bank consultant and a loan officer assistant. Additionally, a bank consultant has an average salary of $90,094, which is higher than the $45,681 average annual salary of a loan officer assistant.

The top three skills for a bank consultant include customer service, powerpoint and risk management. The most important skills for a loan officer assistant are customer service, origination, and loan process.

Bank consultant vs loan officer assistant overview

Bank ConsultantLoan Officer Assistant
Yearly salary$90,094$45,681
Hourly rate$43.31$21.96
Growth rate4%4%
Number of jobs17,02365,094
Job satisfaction-4
Most common degreeBachelor's Degree, 69%Bachelor's Degree, 53%
Average age4545
Years of experience66

What does a bank consultant do?

A bank consultant focuses on identifying and meeting the clients' needs through effective banking advice and guidance. Their daily tasks entail greeting and offering assistance to clients, answering inquiries, discussing terms, recommending options and other services, making arrangements, and processing the clients' applications. They also perform clerical tasks such as handling calls and inquiries, preparing documents, reviewing reports, producing financial statements, and maintaining records. Moreover, a bank consultant maintains an open communication line with co-workers, coordinating to provide clients with optimal services.

What does a loan officer assistant do?

Loan Officer Assistants assist loan officers in processing the loan applications of clients. Loan officer assistants primarily work on the administrative tasks in the departments. They are in charge of managing documents, updating databases, and sorting files. Loan officer assistants may be assigned to review applications of clients. They should check whether both the application form and the supplementary documents are complete. They may also assess whether the clients meet the requirements for the loan. Upon checking, they manage the documents and package them for submission to the lender. Loan officer assistance may also be assigned to coordinate with lenders and update in-house policies according to the lenders' policies.

Bank consultant vs loan officer assistant salary

Bank consultants and loan officers assistant have different pay scales, as shown below.

Bank ConsultantLoan Officer Assistant
Average salary$90,094$45,681
Salary rangeBetween $68,000 And $118,000Between $28,000 And $72,000
Highest paying CityMarysville, WANew York, NY
Highest paying stateWashingtonNew York
Best paying companyInter-American Development BankStifel Financial
Best paying industryTechnologyFinance

Differences between bank consultant and loan officer assistant education

There are a few differences between a bank consultant and a loan officer assistant in terms of educational background:

Bank ConsultantLoan Officer Assistant
Most common degreeBachelor's Degree, 69%Bachelor's Degree, 53%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaSUNY at Binghamton

Bank consultant vs loan officer assistant demographics

Here are the differences between bank consultants' and loan officers assistant' demographics:

Bank ConsultantLoan Officer Assistant
Average age4545
Gender ratioMale, 59.0% Female, 41.0%Male, 28.8% Female, 71.2%
Race ratioBlack or African American, 9.2% Unknown, 4.6% Hispanic or Latino, 16.0% Asian, 6.4% White, 63.2% American Indian and Alaska Native, 0.5%Black or African American, 9.1% Unknown, 4.6% Hispanic or Latino, 15.7% Asian, 6.3% White, 63.8% American Indian and Alaska Native, 0.5%
LGBT Percentage8%8%

Differences between bank consultant and loan officer assistant duties and responsibilities

Bank consultant example responsibilities.

  • Provide SharePoint development and administration, budget and financial reporting; manage invoicing; and develop training manuals and user guides.
  • Collaborate with various work streams to facilitate customer distributions, security liquidations, and other cash & securities activities.
  • Conduct regular loan portfolio analysis consisting of monitoring of derivative exposure, periodic loan reviews, and covenant and compliance tracking.
  • Review profitability models to determine new ATM sites at existing corporate and service locations.

Loan officer assistant example responsibilities.

  • Supervise and manage the processing staff and also underwrite conventional loans for correspondent lenders.
  • Collect and organize sales and listing data for files, assemble all data in accordance with Fannie Mae and FHA guidelines.
  • Field incoming requests for VA home loans.
  • Review loans for REPSA and HMDA guidelines, compliance and require documents.
  • Check RESPA for compliance and re-disclose for any loan changes or fee corrections.
  • Review documents and ensure all applicable disclosures are in loan file according to RESPA guidelines.
  • Show more

Bank consultant vs loan officer assistant skills

Common bank consultant skills
  • Customer Service, 27%
  • PowerPoint, 7%
  • Risk Management, 7%
  • Customer Satisfaction, 7%
  • Financial Services, 6%
  • Securities, 5%
Common loan officer assistant skills
  • Customer Service, 28%
  • Origination, 9%
  • Loan Process, 6%
  • Loan Origination, 5%
  • FHA, 5%
  • Va, 5%

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