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Bank consultant vs loan officer

The differences between bank consultants and loan officers 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. Additionally, a bank consultant has an average salary of $90,094, which is higher than the $45,817 average annual salary of a loan officer.

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

Bank consultant vs loan officer overview

Bank ConsultantLoan Officer
Yearly salary$90,094$45,817
Hourly rate$43.31$22.03
Growth rate4%4%
Number of jobs17,02363,663
Job satisfaction-4.5
Most common degreeBachelor's Degree, 69%Bachelor's Degree, 61%
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 do?

Loan officers are responsible for assisting borrowers on the best type of loans to avail and guiding the clients throughout the application process. A loan officer must be highly knowledgeable about different lending products, payment plans, loan regulations, and essential files for fast loan approval. Loan officers also act as the first point of contact, conducting an initial screening of the customers, process loan contracts and appropriate documentation, update account records, and respond to customer's inquiries. A loan officer also has the right to reject loan applicants who do not meet loan qualifications.

Bank consultant vs loan officer salary

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

Bank ConsultantLoan Officer
Average salary$90,094$45,817
Salary rangeBetween $68,000 And $118,000Between $30,000 And $69,000
Highest paying CityMarysville, WANew York, NY
Highest paying stateWashingtonNew York
Best paying companyInter-American Development BankBangor Savings Bank
Best paying industryTechnologyFinance

Differences between bank consultant and loan officer education

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

Bank ConsultantLoan Officer
Most common degreeBachelor's Degree, 69%Bachelor's Degree, 61%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Bank consultant vs loan officer demographics

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

Bank ConsultantLoan Officer
Average age4545
Gender ratioMale, 59.0% Female, 41.0%Male, 55.3% Female, 44.7%
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, 9.0% Unknown, 4.6% Hispanic or Latino, 15.7% Asian, 6.3% White, 63.9% American Indian and Alaska Native, 0.5%
LGBT Percentage8%8%

Differences between bank consultant and loan officer 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 example responsibilities.

  • Manage a multifacete commercial real estate investment firm.
  • Supervise and manage the processing staff and also underwrite conventional loans for correspondent lenders.
  • Follow up leads for refinance loans gather all applications and necessary paperwork to qualify applicants from origination to close of escrow.
  • Analyze available resources to determine suitable mortgage products (FHA, FNMA/FHLC) to meet clients' purchasing or refinancing goals.
  • Originate and process various loan products including government, conventional, portfolio, construction, USDA mortgages, home equity line/loans.
  • Originate FHA, VA, conventional, jumbo, and USDA loans, according to specific lender guidelines in broker environment.
  • Show more

Bank consultant vs loan officer skills

Common bank consultant skills
  • Customer Service, 27%
  • PowerPoint, 7%
  • Risk Management, 7%
  • Customer Satisfaction, 7%
  • Financial Services, 6%
  • Securities, 5%
Common loan officer skills
  • Customer Service, 17%
  • Origination, 13%
  • Loan Origination, 5%
  • FHA, 5%
  • NMLS, 5%
  • Loan Products, 4%

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